Super Micro Computer Inc specializes in creating high-performance server and storage solutions, catering to a diverse range of needs including enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing. With a focus on modular and open architecture, their product lineup includes server and storage systems, modular blade servers, workstations, networking devices, and software for server management. Founded in 1993 and based in San Jose, California, Super Micro emphasizes application-optimized server solutions and offers comprehensive support and services, selling through a mix of direct and indirect channels globally.
Super Micro Computer has beaten earnings three of the last four quarters, its backlog just hit a record, and one specific valuation metric now sits at a level that historically precedes a…
Vandita Jadeja Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the…
A bid that started earlier this week in memory and chip names has widened into server makers, sending U.S. AI server stocks higher on Thursday morning. Hewlett Packard Enterprise (NYSE:HPE | HPE…
Nvidia designs the chips, but Supermicro builds something around them that Nvidia simply cannot sell you, and that distinction may be exactly what the market keeps getting wrong about SMCI.
Dell Technologies (NYSE:DELL | DELL Price Prediction) shares are rising on the same morning its longtime sponsor filed to sell more of the stock, and the whole server complex is moving with…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is climbing midday Tuesday, up 4% to $57.42, one session after Evercore ISI downgraded the shares. The bounce erases Monday’s selling and puts…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is down 9% to $56.47 in early trading Monday after a Wall Street downgrade landed on top of a triple-digit run for the…
Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their…
HPE and Dell are giving back gains Thursday with no new catalyst in sight, while Super Micro is bucking the retreat entirely. The divergence raises a question about whether this is profit…
AI server stocks are surging while the broader market sits flat, but the margin beat driving the biggest gain carries a built-in expiration date that management already acknowledged on the earnings call.
Supermicro's gross margin just shattered expectations, sending shares surging, but management quietly buried a number in the earnings call that changes everything investors think they just bought.
Trey Thoelcke Super Micro has outpaced the S&P 500 this year, yet its peers left it far behind, and a key cash flow problem explains why the $50 price target remains out of reach…
Super Micro Computer has swung from accounting scandal fears to record AI orders, and after a blowout quarter that sent shares surging nearly 30% in a single month, our model now points…
Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.
HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple. Here is…
