The Latest Breaking News from SMCI

Supermicro stock inches up as the company says it has started high-volume deliveries of its Nvidia Blackwell Ultra solutions. But SMCI shares remain a risky proposition for 2025.

Super Micro Computer Inc (NASDAQ:SMCI) is seizing its moment in the AI hardware spotlight. The San Jose-based company's stock jumped 5.3% Friday after it announced global volume shipments of its Nvidia Corp (NASDAQ:NVDA) Blackwell Ultra-powered systems — high-performance racks designed for AI workloads at unprecedented scale.

Shares of Super Micro Computer Inc (NASDAQ:SMCI) are trading higher Friday morning after the company late Thursday announced the immediate availability of its new NVIDIA Corp (NASDAQ:NVDA) Blackwell-powered solutions.

Cramer believes it's wise to steer clear of SMCI, placing his confidence in DELL stock instead.

Super Micro Computer, Inc. (NASDAQ:SMCI) shares climbed in Thursday’s extended trading after the company announced it has begun shipments of its NVIDIA Corp. (NASDAQ:NVDA) Blackwell Ultra solutions.

As Super Micro Computer has lagged behind the Dow over the past year, analysts remain cautious about the stock’s prospects.

Yesterday, with Super Micro Computer (SMCI) trading at $42.92, the October put option with a strike price of $40 was trading around $1.65. Traders selling this put would receive $165 in option premium.

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Nokia (NYSE:NOK) announced on Monday that it is partnering with Super Micro Computer (NASDAQ:SMCI) to provide high-performance, AI-optimized data center networking solutions. These solutions are designed for cloud providers, hyperscalers, enterprises, and communication service providers.

Super Micro Computer Inc (NASDAQ:SMCI) shares are trading lower Tuesday, caught in a downdraft affecting the broader semiconductor and high-growth technology sectors. The sell-off was fueled by a combination of profit-taking in artificial intelligence related stocks and mounting pressure from rising U.S. Treasury yields.

Supermicro’s recent stock decline reflects near-term challenges. However, its strong positioning in the AI server market and focus on higher-margin opportunities could drive steep recovery.