Super Micro Computer, Inc. Aktie News

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Manufacturer for AI, Cloud, Storage, and 5G/Edge, today announced the closing of $2.3 billion aggregate principal amount of convertible senior notes due 2030 (the “notes”) including the exercise in full of the option granted to the initial purchasers to purchase up t...

Super Micro Computer Inc (NASDAQ:SMCI) stock was last seen 5.4% higher to trade at $49.14, brushing off Keybanc's new "sector weight" rating, with the analyst in question highlighting competitive pressure in the artificial intelligence (AI) space.

The earnings season that just ended confirmed that concerns about an AI infrastructure bubble are overstated. If anything, demand for data centers and the equipment that supports them will continue to grow.

I reiterate my 'Buy' rating on SMCI, highlighting the recent $2B convertible notes offering as a bullish catalyst for future growth. The capital raise positions SMCI to aggressively capture AI infrastructure demand, especially with NVIDIA's Blackwell architecture ramping up. The offering structure, including capped calls and share repurchases, should minimize dilution risk and signal management...

SMCI has surged 46% from its $30 base, confirming a structural setup ahead of Nvidia's Blackwell-driven H2 supercycle. Whale activity shows $2.5M in call buying near $47, while $400M in dark pool volume clusters between $43–$48. Call open interest rebounded to 1.45M contracts from 1.25M, outpacing puts at 949K, signaling renewed institutional upside positioning.

Super Micro Computer (SMCI) stock price rose on Wednesday this week as investors moved back to artificial intelligence (AI) companies. SMCI jumped to a high of $46.6, its highest point since May 16, and 70% above its lowest level this year.

The company announced a $2 billion senior convertible note offering on Monday.

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