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The Latest Breaking News from Super Micro

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 · Jul 20

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

Supermicro announced a new partnership with Red Hat.

Barchart · Jul 9

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.

Barchart · Jul 8

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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.

Barchart · Jun 15

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.

Barchart · Jun 10

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.

Barchart · Jun 10

The Great AI Server Rotation Puts Hewlett Packard Enterprise and Super Micro Computer in Focus

HPE's Q2 revenue surged 40% to $10.7 billion with a record $5.9 billion AI backlog, while Super Micro pivots to edge computing to defend its market position.

MarketBeat · Jun 4

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Super Micro Computer Just Unveiled the New AMD Helios Platform. What That Means for SMCI Stock.

Is doubling down on AI infrastructure with AMD's Helios platform enough to fuel SMCI's next move?

Barchart · Jun 3

Jensen Huang Has a Key Message for Super Micro Computer: It’s Time to ‘Enhance and Improve’ Regulation

As regulatory scrutiny intensifies around Super Micro, Nvidia CEO Jensen Huang is urging the company to “enhance and improve” its compliance practices.

Barchart · May 30

Super Micro Just Sent a Blunt Message to the AI Server Market

Super Micro shares jumped after the company worked with Taiwanese authorities to crack down on illegal AI server smuggling operations.

Barchart · May 29

Taiwan authorities arrest three on suspicion of smuggling Nvidia chips to China — operation allegedly used Japan as transshipment point before forwarding banned Supermicro servers to Hong Kong

Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.

Tom’s Hardware · May 27

Super Micro Computer Just Promoted a New Chief Business Officer as It Aims for a Turnaround

The C-Suite promotion could signal a focus on continuity and stronger partnerships with major tech players, as the company works to rebuild investor trust following the DOJ indictment and recent leadership changes.

Barchart · May 13

2 Reasons Why SMCI Stock Soared 25%, And 1 Risk That Still Looms Large

Super Micro is quietly fixing two major problems but there is one risk investors shouldn’t ignore.

Barchart · May 12

Super Micro Computer Crushed Earnings. Wall Street Still Can’t Stomach SMCI Stock’s Reputation

SMCI's history of concerning scandals casts an unattractive light on its shares.

Barchart · May 7

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MarketBeat · May 7

Super Micro Surges Over 20% as Margins Soar, Sales Fall Short

Super Micro Computer is surging once again. See the key dynamics that characterized its latest earnings and how multiple Wall Street analysts reacted.

Barchart · May 6

You Must Decide for Yourself If Super Micro Computer Stock Is Toxic or a Tantalizing Buy Here as Legal Drama Swirls

Super Micro represents a cheap entry point into the AI revolution as a high-risk, high-reward play. You’re either buying a future titan at a fire-sale price, or boarding a ship that’s already being dismantled by lawyers.

Barchart · May 6

Super Micro Computer Soars on Earnings Beat. Here's What Comes Next for SMCI Stock.

Super Micro stock soars as impressive Q4 guidance overshadows a major revenue miss in the third quarter. Rosenblatt Securities recommends buying SMCI shares into the post-earnings strength.

Barchart · Apr 29

As Super Micro Computer Expands Its Data Center Offerings, Should You Buy, Sell, or Hold SMCI Stock?

With price targets implying moderate upside and the next earnings report likely to set the tone, investors consider the best way to move with SMCI?

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Barchart · Apr 28

Super Micro Computer Just Announced Its Largest-Ever U.S. Location. Does That Make SMCI Stock a Buy Here?

Super Micro is expanding its domestic footprint with a new facility. Does the scale justify confidence in SMCI stock right now?

Barchart · Apr 28

Dear Super Micro Computer Stock Fans, Mark Your Calendars for May 26

Super Micro is still posting explosive top‑line growth and big EPS gains, but the DOJ export‑scheme indictment, a lost Oracle order, and excess Nvidia GPU inventory for xAI have turned it from a pure AI winner into an overhang‑heavy story trading at a discount multiple.

Barchart · Apr 24

As Investors Panic Over a Last Oracle Contract, Should You Buy, Sell, or Hold Super Micro Computer Stock?

The AI server maker has reportedly taken a hit of more than a billion dollars.

Barchart · Apr 23

Super Micro Computer Stock Plunges on Lost Oracle Contract, but Supply Chain Excesses Could Be the Bigger Problem for SMCI

As investors panic over a lost contract between Super Micro Computer and Oracle, recent supply chain intelligence suggests a much bigger problem exists with its inventory, as slowing business with xAI and other customers weigh on near-term revenue.

Barchart · Apr 16

Down 55% From Its YTD High, Is Super Micro Computer Stock a Buy, Sell, or Hold?

While Super Micro Computer stock has swung sharply in recent months, its underlying business performance remains solid.

MarketBeat · Apr 15

95% Options Surge: Smart Money Bets Big on a Super Micro Bounce

Super Micro Computer is attracting significant attention from institutional traders who are using call options to position for a potential price rebound.

Tom’s Hardware · Apr 11

Chinese Nvidia Cloud Partner procured 300 servers with banned AI GPUs worth $92 million — shares of data center supplier Sharetronic plummet following Super Micro smuggling arrest

Publicly available documents reveal that a Chinese AI data center company sold servers that were designed for Nvidia H100 chips despite the U.S. export ban.

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