247wallst.com · 2 jul

Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is dominating AI infrastructure headlines again this week, pitched as the cheap hardware proxy for the next leg of the datacenter buildout.

invezz.com · 2 jul

Super Micro stock falls even after letter addresses Taiwan probe concerns

Super Micro Computer Inc. (SMCI) sought to reassure customers and partners after four employees at its Taiwan unit were questioned as part of an investigation into the alleged illegal export of advanced AI servers containing Nvidia chips. The AI server maker issued an open letter on Wednesday stating that it is not a target of the Taiwanese investigation and has been cooperating with authorities for several months.

barrons.com · 2 jul

Super Micro Tries to Reassure on Taiwan Probe but Markets Aren't Convinced

The AI server maker moved to reassure customers but investors may need more.

reuters.com · 2 jul

Super Micro says two Taiwan staff detained in probe involving its AI servers

Super Micro said on Wednesday that two workers at its Taiwan unit had been ‌detained pending a court hearing and two others released on bail after being questioned by Taiwanese prosecutors investigating the alleged illegal export of advanced AI servers containing Nvidia chips.

247wallst.com · 1 jul

Super Micro Computer Is a Massive Catalyst for Meta Platforms

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is back in every AI headline this week after rocketing 14.94% in five sessions and 15.66% in a single day, dragging momentum traders back into the thinnest-margin trade in the AI complex.

247wallst.com · 1 jul

New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks

If you sort all the top politicians with a portfolio of above $1 million using their annual gains, who do you expect at the top? Likely Nancy Pelosi, but that's not the case. A Republican Senator named Ashley Moody has gained 310% in the past year using her portfolio. Her portfolio and her (lack of)... New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks

247wallst.com · 30 jun

Super Micro, Dell Gain 4% a Day After Super Micro's Taiwan-Probe Plunge

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday's 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling.

youtube.com · 30 jun

AMD Price Target Hike, SMCI Office Raid & Big Bank Downgrades Close Out 2Q

There's a lot to digest for investors on a shortened holiday week. Tom White talks about how current yield levels and the end of earnings season offer a chance for markets to cool down.