Market news

PITTSBURGH & ABU DHABI, United Arab Emirates, September 30, 2026--VDURA, provider of high-performance data storage infrastructure for AI factories and neoclouds, today announced the general availability of the VDURA® Data Platform V12, the release that turns the platform into a multi-tenant, API-driven storage service for GPU clouds and AI factories. V12 ships as a qualified solution on Supermicro Building Block Solutions®, scaling from 8 to 100,000 GPUs on one software stack. VDURA will showcas

NetApp has announced major alliance expansions with enterprise leaders SAP, Oracle, and Supermicro to power data-intensive AI workloads and streamline hybrid cloud operations.

SAN JOSE, Calif., September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced a strategic collaboration with Supermicro to deliver jointly validated AI infrastructure solutions spanning large-scale AI factories, enterprise deployments, neoclouds, and sovereign AI initiatives. By combining Supermicro's AI-optimized compute and rack-scale systems with the NetApp Platform, the companies will help customers accelerate deployment, improve GPU utilization,

In the most recent trading session, Super Micro Computer (SMCI) closed at $41.79, indicating a -3.41% shift from the previous trading day.

Super Micro Computer trades at a depressed 5.0x forward P/E despite analyst forecasts of $67B revenue in 2027 and $65–$72B target. Read more on SMCI stock here.

Super Micro (SMCI) stock drops near 3% as rising yields & oil pull down tech growth shares. Read the full market analysis.

Key TakeawaysSuper Micro used $6. 8 billion in operating cash in fiscal 2026, including $6.

Japan's New AI Financing Review Sends Super Micro Stock Higher

Super Micro Rolls Out NVIDIA's Vera Rubin AI Racks as $72 Billion Revenue Target Looms

Netlist is seeking exclusion and cease-and-desist orders that could restrict imports of infringing products into the U.S.

Supermicro is moving Nvidia’s latest AI platform into customer deployments while bundling the servers with cooling, power and other data-center infrastructure.

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, is now shipping NVIDIA Vera Rubin NVL72 racks integrated with Supermicro's Data Center Building Block Solutions® (DCBBS) and its direct liquid cooling stack (DLC-2).

Super Micro (SMCI) stock gains 1% premarket as technical setups improve and AI infrastructure demand powers ongoing growth.

In the closing of the recent trading day, Super Micro Computer (SMCI) stood at $41.64, denoting a +1.07% move from the preceding trading day.

In recent months, Super Micro Computer reported a record AI-focused order backlog, including over US$60.00 billion in new fourth-quarter orders, and began expanding global manufacturing capacity to produce more than 6,000 racks per month to support growing data center demand. At the same time, AI-related solutions have become an increasingly central part of the business, already contributing the majority of recent quarterly revenue and expected to dominate future sales based on the existing...

Super Micro just posted a quarter that sent analyst price targets soaring and earnings estimates jumping by 30% in a single month, yet the stock still trades below those targets and insiders are quietly selling. The setup looks compelling until you dig into what management said about where those profits actually came from.

Super Micro (SMCI) jumps 3.5% as AI demand drives a $60B order book and multiyear infrastructure expansion.

Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Aehr trades at a steep premium despite recent losses, while Super Micro's valuation looks cheap relative to its growth, but both carry hidden risks.

NVIDIA, Advanced Micro Devices, Tempus, Moderna, Super Micro Computer and Aya Gold & Silver have been highlighted in this Investment Ideas article.

Super Micro Computer stock climbs. AI server demand gives the stock a lift

Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.

Super Micro Computer (SMCI) closed the most recent trading day at $35.62, moving 3.06% from the previous trading session.

EINDHOVEN, Netherlands, September 15, 2026--Axelera AI, the European leader in AI acceleration hardware, announced the launch of the Europa architecture with a growing ecosystem of OEM, ODM and technology partners, including validated systems with Dell and Supermicro. Europa, a next-generation AI Processing Unit (AIPU), extends the advantages of Axelera AI’s edge-first architecture to more demanding enterprise and data center workloads, giving organizations a practical path to run production AI

Detailed price information for Dell Technologies (DELL-N) from The Globe and Mail including charting and trades.

During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc. (NASDAQ:SMCI), noting a large backlog, gross profit improvement, and low valuation despite owning 200 shares. Jim Cramer replied: Okay, so SMCI, to me, has some irregularities that are related to accounting. I cannot recommend it. I see […]

AI demand is not the issue. Cash flow and margins are keeping investors cautious.

Supermicro’s $60B Q4 orders and FY2027 $65–72B outlook, plus cash-flow, inventory and margin risks.

Super Micro Computer (NASDAQ:SMCI) said demand for artificial intelligence infrastructure remains strong and that its growing order book, broader customer base and expanding portfolio of integrated data-center products support its fiscal 2027 outlook. Speaking at the Goldman Sachs Communacopia and

Super Micro (SMCI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

SMCY's distributions are primarily a return of capital, with a 114% trailing yield, making it a practical ETF for income-oriented investors. Read more on SMCY here.