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Shares of Super Micro Computer are surging Thursday afternoon following blowout fourth-quarter earnings from Microsoft.
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Supermicro stock jumped over 4% premarket following Nvidia's standout Q2 earnings, highlighting continued strong demand for high-performance AI server infrastructure.
Read original at benzingaReddit is "such a buy," Cramer said. The "Mad Money" host also looked at ServiceNow, First Solar, Sunbelt Rentals and Super Micro Computer.
Read original at benzingaSuper Micro Computer's stock rallied 9.4% after Cisco announced a partnership to include Super Micro's liquid-cooled AI servers in its Secure AI Factory portfolio. This validation helps offset recent governance concerns and server-smuggling indictments involving Super Micro employees. The company trades at a significant discount to peers despite strong earnings and guidance.
Read original at the-motley-foolCisco's expanded Nvidia partnership highlights why liquid cooling is becoming the new standard for AI infrastructure.
Read original at benzinga