A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader…
Taiwanese prosecutors just indicted employees tied to an AI server smuggling ring stretching from Taiwan to China through three transit countries, and one major US chip stock is taking a disproportionate hit…
Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most…
A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had…
A fresh DDR5 patent complaint at the International Trade Commission just wiped out a chunk of Super Micro Computer's massive weekly rally, yet the memory maker named in the same filing is…
Three companies sit at the physical heart of the AI factory buildout, and each has posted explosive growth while raising guidance heading into fall. The question is whether their fundamentals justify the…
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed…
Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control…
Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different…
Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free…
Microsoft just signed off on IREN's first major AI data center, and NVIDIA piled on with a rare technical designation, sending shares surging. But with $5.8 billion in GPU purchases still ahead…
Super Micro just posted its strongest quarter in years, yet shares barely moved. Understanding why the market shrugged reveals exactly what needs to go right before the bulls can claim victory.
Lenovo just handed PC and server makers a stunning earnings surprise overnight, and the ripple effects are tearing hardware stocks in opposite directions before the open. What separates the winners from the…
Dell's AI server business is growing at a pace that makes Wall Street's price targets look timid, but the margin compression hiding underneath the headline numbers could either validate the skeptics or…
Vandita Jadeja Super Micro Computer just delivered guidance that sent shockwaves through the entire AI server sector, but analysts are refusing to celebrate without answers to one stubborn question about margins.
