Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.
Two AI-driven quarters, two brutal selloffs, and two very different reasons why Wall Street walked away from each. The capital structures tell a story that the revenue headlines buried.
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.
A cooler inflation print and a surge in AI earnings have bulls eyeing the best setup they have seen in weeks, but Norway's $2.3 trillion sovereign wealth fund just issued a warning…
Super Micro reports earnings tonight after a brutal year of governance scrutiny, margin swings, and a stock down nearly 30%, and the gap between Wall Street expectations and management's own guidance suggests…
Thomas Richmond Micron, Super Micro, and Dell are sitting at the center of the AI infrastructure buildout, but whether each name has enough fuel left for another major run in 2027 depends on a…
Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell…
AI server stocks are surging ahead of a high-stakes earnings report that could either validate a dramatic margin recovery or expose it as a one-time event, and options traders are already betting…
SMCI has shed a third of its value over the past year while AI server peers rip to record highs, yet one Wall Street bull is doubling down with a target that…
AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session…
Super Micro Computer has shed half its value in a year, and now a board investigation, a $6.6 billion cash outflow, and a potential 48% upside are all pointing in different directions…
Taiwanese prosecutors just detained an Nvidia employee in a chip smuggling probe already linked to Supermicro's stunning collapse, and investors are scrambling to figure out whether history is about to repeat itself.
Jim Cramer issued one of his sharpest warnings of the year on Mad Money last night, and it lands at a moment when leveraged AI positions are sitting in a minefield few…
Mark Cuban sold Broadcast.com at the peak of the dot-com boom, so when he warns that billions in AI infrastructure spending could end up repurposed for pickleball, investors who remember 1999 might…
Danielle Liverance Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can…
Vandita Jadeja 
