Super Micro Computer, Inc. Aktie News

I am still maintaining Super Micro Computer as a Buy, with shares appearing at a medium-term bottom despite margin headwinds and tepid AI enthusiasm. SMCI is well-positioned to benefit from surging AI hyperscaler CapEx, improving Nvidia GB300 orders, while also ramping up with both Nvidia and AMD. Margin volatility and competitive pressures persist, with near-term margins estimated at just 1% t...

Strategic Capital Momentum Accelerates as AZIO AI Advances Proposed Business Combination with Envirotech Vehicles, Inc. (NASDAQ: EVTV) LOS ANGELES, Jan. 6, 2026 /PRNewswire/ -- AZIO AI, Inc. ("AZIO AI"), a next-generation artificial intelligence infrastructure and compute platform, today announced growing support from a group of new strategic investors, including large corporate participants ac...

Expands edge portfolios with NVIDIA, Intel, and AMD-powered platforms SAN JOSE, Calif. and LAS VEGAS, Jan. 6, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, will showcase its latest high-performance Super AI Station in Las Vegas, Nevada.

Data Center Building Block Solutions® (DCBBS) and Advanced Direct Liquid Cooling (DLC) Technology with Supermicro US Based In-House Design/Manufacturing Accelerate Time to Deployment of Next Generation Liquid-cooled AI Infrastructure SAN JOSE, Calif., Jan. 5, 2026 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), a total IT solution provider for AI, cloud, storage, and 5G/edge, today announced e...

6U SuperBlade's innovative design delivers up to 93% cable reduction and 50% space savings compared to traditional 1U servers 32-inch depth enclosure fits in a standard 19-inch rack, eliminating the need for a deep rack Supports both air cooling (v 6U 5 nodes) and liquid cooling (6U 10 nodes) Powered by dual Intel Xeon 6900 Series Processors with P-cores, the 6U SuperBlade delivers high compute...

Elon Musk's xAI has purchased a third building to expand its massive data center complex near Memphis.

Tech stocks are trying to recover on Tuesday, as we head toward the New Year holiday.

Super Micro Computer is down roughly 28%, yet valuation reset and positioning improvements have improved asymmetric risk-reward after November. At the Barclays conference, management reframed risks as timing-related, signaling margin recovery uncertainty but not business viability. Management shelved prior 14–17% margin targets, now guiding only double-digit margins, implying slower recovery an...