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Super Micro lifts Q1 revenue outlook to $18.5B-$19.5B on AI demand, sending shares up 12% and boosting hopes for a broader AI rally.
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Super Micro Computer stock falls over 5% as profit-taking and AI supply chain bottleneck fears outweigh its raised revenue guidance and expanded Nvidia partnership.
AMD stock fell nearly 7% Thursday as semiconductor supply chain concerns and PC market softness overshadowed long-term AI data center demand and price target hikes.
Dell stock fell 7% on Thursday as supply chain concerns and profit-taking overshadowed expanding AI server adoption.
Supermicro has launched the NVIDIA Vera CPU Rack, a 100% liquid-cooled, rack-scale solution designed to support agentic AI at scale.
SpaceX has introduced a new partner program designed to provide businesses with training, tools, and support for adopting its Grok artificial intelligence model.
AST SpaceMobile shares fall toward their 52-week low as broader market weakness, SpaceX’s earnings beat, a spectrum dispute and a pending class action weigh on sentiment.