Hardware & Infrastructure Stocks Q2 Teardown: Super Micro (NASDAQ:SMCI) Vs The Rest
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Super Micro (NASDAQ:SMCI) and the rest of the hardware & infrastructure stocks fared in Q2.
Yahoo5 hours agoSMCI
NTAP Q1 Earnings Beat Estimates on Hybrid, Public Cloud Revenue Growth
NetApp's record Q1 FY27 results show strong Hybrid and Public Cloud momentum as AI demand and modernization drive growth.
Yahoo6 hours agoSMCI
SMCI Rises 29% Year to Date: Time to Buy, Sell or Hold the Stock?
Super Micro Computer gains 29% YTD as record backlog, AI partnerships and rising shipments fuel growth, while improving margins add to its appeal.
Yahoo6 hours agoSMCI
$1000 Invested In Super Micro Computer 5 Years Ago Would Be Worth This Much Today
Super Micro Computer (NASDAQ:SMCI) has outperformed the market over the past 5 years by 49.45% on an annualized basis producing an average annual return of 60.75%. Currently, Super Micro Computer has a market
Benzinga10 hours agoSMCI
Super Micro Computer and Albertsons Companies have been highlighted as Zacks Bull and Bear of the Day
Super Micro Computer stands out on soaring AI infrastructure demand, while Albertsons faces margin pressure and weaker growth prospects.
Yahoo3 days agoSMCI
Buy 5 AI-Powered Momentum Stocks for September After a Strong August
NVDA, SMCI, SMTC, SITM and KEYS are five AI-powered stocks that combine strong momentum with robust growth prospects as September begins.
Yahoo3 days agoSMCI
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
SMCI is betting on the AI buildout, while CoreWeave is betting on what comes after. Only one has the bigger long-term opportunity.
Yahoo3 days agoSMCI
DELL, HPE Stocks Draw Focus Ahead Of Earnings This Week — And SMCI Bulls Are Watching Closely
The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.
Yahoo3 days agoSMCI
Bull of the Day: Super Micro Computer (SMCI)
With regulatory uncertainties receding and multi-billion dollar hyperscaler spending continuing to ramp up, Super Micro Computer remains a strong buy in the scorching-hot AI hardware sector.
Yahoo3 days agoSMCI
Cisco Stock Slips as Investors Weigh AI Growth, Guidance, Tech Weakness
Cisco Stock slips as tech weakness offsets bullish Cramer commentary, strong guidance and the company’s expanding AI push.
Benzinga7 days agoSMCI
Inside Supermicro's Stock Gain: How NVIDIA's Record Q2 Drives Data Center Demand
Supermicro stock jumped over 4% premarket following Nvidia's standout Q2 earnings, highlighting continued strong demand for high-performance AI server infrastructure.
Benzinga8 days agoSMCI
Super Micro Computer: A Buy With A Cash Flow Problem
Super Micro Computer delivered a strong Q4 with revenue up 93% YoY and a dramatic margin rebound. Learn why SMCI stock is a buy.
SeekingAlpha8 days agoSMCI
Here’s How Much You Would Have Made Owning Super Micro Computer Stock In The Last 15 Years
Super Micro Computer (NASDAQ:SMCI) has outperformed the market over the past 15 years by 11.88% on an annualized basis producing an average annual return of 24.97%. Currently, Super Micro Computer has a market
Benzinga9 days agoSMCI
Jim Cramer: 'Put This Stock Away, Give It to Your Kids'
Reddit is "such a buy," Cramer said. The "Mad Money" host also looked at ServiceNow, First Solar, Sunbelt Rentals and Super Micro Computer.
Benzinga9 days agoSMCI
Cramer's lightning round: Buy SpaceX and 'give it to your kids'
"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.
CNBC10 days agoSMCI
10 Information Technology Stocks Whale Activity In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders will
Benzinga15 days agoSMCI
Super Micro Board Clears Management in Export Probe, Takes Compliance Actions
Super Micro Stock slips after an export review found no senior-management involvement as traders watch technical levels and ETF flows.
Benzinga15 days agoSMCI
Super Micro Computer: A Strong Quarter Doesn't Fix What Broke The Stock
Super Micro Computer, Inc. Q4 results and guidance signal strong AI server demand, but margin reset and financing/dilution risks are risks. Click for a SMCI update.
SeekingAlpha15 days agoSMCI
Super Micro Compute Completes Independent Internal Investigation Of March 2026 Indictment Of Three Former Associates; Will Continue To Combat Diversion And Uphold Standards Of Compliance
As previously disclosed, Supermicro was informed on March 19, 2026 that two employees and a contractor were indicted in connection with an alleged conspiracy to commit export-control violations. Supermicro was not named
Benzinga15 days agoSMCI
Short Sellers Are Losing Big on Palantir — Here's the Data
Palantir squeezes short sellers in a market rally, with $12 billion in short interest and $5 billion in losses.
Benzinga16 days agoSMCI
What's Going On With Super Micro Computer Stock Wednesday?
SMCI trades lower premarket. Discover the technical setup, top ETF holdings, and analyst price targets for Super Micro.
Benzinga16 days agoSMCI
These 3 companies just delivered a reality check on AI bubble fears
Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down the state of the AI infrastructure race as fresh earnings from Nebius (NBIS), CoreWeave(CRWV), and Super Micro Computer (SMCI) signal that demand for AI computing power remains red-hot. The results are giving investors fresh confidence in the AI trade and helping ease concerns that the boom could be heading toward bubble territory.
Yahoo22 days agoSMCI
Mad Money’s Jim Cramer Says These 6 AI Stocks are Primed to Surge
Mad Money Host Jim Cramer named 6 AI data center stocks after Wednesday's rally. See how each has performed in 2026.
Yahoo22 days agoSMCI
Dell Rallies 2% After Lenovo's AI Server Pipeline Hits $54 Billion, Fueling Nvidia Demand Optimism
Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong,...
Yahoo22 days agoSMCI
Bernstein Makes Big Call on Super Micro Stock
Strong guidance is colliding with a difficult execution record
Yahoo22 days agoSMCI