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The Latest Breaking News from SMCI

Dell and Super Micro Are Both Growing Fast. The Market Is Telling You to Buy 1.

Despite benefiting from the same AI server boom, Dell and Super Micro have seen dramatically different reactions from investors.

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This Analyst Just Cut His Price Target on Dell Stock. Here's Why.

GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.

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Super Micro Computer Stock: Is Wall Street Bullish or Bearish?

As Super Micro Computer has lagged behind the broader market over the past year, Wall Street analysts maintain a cautious outlook about the stock’s prospects.

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Before You Chase SMCI’s SpaceX Rally, Remember This Rocket Has Misfired Before

Investors should wait for the upcoming earnings report before jumping in on the margin improvement and SpaceX hype.

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This Surging AI Server Stock Jumps 20% as Gross Margin Doubles

Super Micro's stock surged after the AI server maker nearly doubled its margin outlook and revealed a record $60 billion order backlog.

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Record Orders, Soft Revenue: What Super Micro Isn’t Saying About Its $60 Billion Quarter

Super Micro's $60 billion order haul and margin surprise sent shares up 13%, but a low-end revenue print, an undisclosed backlog balance, and an ongoing export-control review complicate the celebration.

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SMCI Stock Soars as Super Micro Computer's Backlog Surpasses $60 Billion

Super Micro stock rallies on largely bullish preliminary Q4 earnings. Needham continues to see massive further upside in SMCI shares.

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SMCX Pops 50% As Super Micro Shocks Wall Street With AI Margin Windfall

The Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) surged nearly 50% Wednesday, delivering roughly twice the gains of its underlying stock as traders piled into Super Micro Computer Inc. (NASDAQ:SMCI) following a blockbuster preliminary fourth-quarter update.

Benzinga

Super Micro Stock Pops on Upbeat Q4 Forecast. 2 Reasons to Stay Bullish.

Super Micro's stronger-than-expected fourth-quarter update strengthens the view that AI infrastructure demand remains robust and that the company is executing well.

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Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Fall As Chip Stocks Cool Down and Tesla, Alphabet Gear Up for Earnings— Super Micro, Capital One in Focus (UPDATED)

(Editor’s note: The ETFs data was updated.)

Benzinga

Elon Musk Denies $52B SpaceX AI Server Deal; Dell and SMCI Stocks Rise

Elon Musk has publicly denied a report that SpaceX placed a $52 billion AI server order with Foxconn, easing pressure on Dell and Super Micro shares after sharp recent declines.

International Business Times UK

Earnings Preview: What To Expect From Super Micro Computer's Report

Super Micro Computer is set to unveil its fourth-quarter results soon, with analysts predicting a double-digit earnings surge.

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Pushing the Edge: Super Micro Computer Reboots the AI Landscape

Super Micro Computer launched a Kubernetes edge AI appliance with Red Hat and Portworx targeting sovereign AI demand, even as shares fell 30% and short interest rose to about 19% of its float.

MarketBeat

SMCI Stock Likely to Reverse from Oversold Levels as DCBBS Gains Growth Traction

Supermicro announced a new partnership with Red Hat.

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Super Micro Drops 35% in a Month. What’s Next for SMCI Stock in 2026.

Solid demand for AI infrastructure, a large order backlog, expanding enterprise exposure, and a compelling valuation make SMCI attractive.

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I Wouldn’t Touch Supermicro Stock Right Now With a 10-Foot Pole. Here’s Why.

SMCI stock is falling again after a raid on the company's Taiwan offices.

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Supermicro Stock Jumps on Wall Street Upgrade. The Real Test Is Still Ahead.

SMCI stock surged after a bullish analyst upgrade, but investors are now focused on whether earnings can justify growing expectations around AI infrastructure demand.

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Supermicro Is Struggling to Handle AI Demand, But Here’s Why the Bears Might Be Wrong on This One

High debt continues to trouble investors amid governance issues. Management thinks this is not a big deal.

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Stay Away from Super Micro Computer Stock. It’s Hostage to Its Own Mistakes.

Super Micro's $7 billion dilution is a forced move to fund a massive AI order backlog. Even with the diluted shares, the valuation remains fundamentally cheap, making SMCI stock a high-risk, high-reward bet.

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Supermicro Stock Is Down 30% in Days. Investor Skepticism Is Justified.

Supermicro's bid to raise $7 billion has tanked the stock.

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The $7 Billion Reason Super Micro Computer Stock Is Down Today

Super Micro stock tumbles as the company announces a $5 billion underwritten public offering. Here’s why the capital raise is bearish for SMCI shares.

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Super Micro Stock Drops on Dilution Fears, But a $39 Billion AI Order Could Spark a Turnaround.

Super Micro’s $7 billion capital raise has sparked concerns about dilution. However, it also reflects the scale of demand the company is seeing.

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Is Super Micro Computer Stock Outperforming the S&P 500?

Super Micro Computer has outperformed the S&P 500 recently, yet analysts remain cautious about the stock’s prospects.

MarketBeat

AI Server Earnings: Wall Street Sees One Clear Standout

AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.

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Supermicro Stock Soars 85% in a Month. It’s Time to Worry About Its Valuation.

As a leading supplier of high-performance AI servers and storage solutions, Supermicro appears well-positioned to capitalize on AI infrastructure boom.

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