6 days ago
What happened: Supermicro (SMCI) stock jumped 24% in early trading on Wednesday.
What's behind the move: The AI server maker said after Tuesday's market close that it expects gross margins to nearly double as it works through a record order backlog in the coming quarters.
"Backlog rose to record levels at the end of fiscal 2026 with total new orders in excess of $60 billion received during the fourth quarter of fiscal 2026," said the company in its business update.
Supermicro said it expects its gross margin to be in the range of 15% to 17%, significantly higher than the company's prior guidance of 8.2% to 8.4%, "primarily due to a favorable customer and product mix."
#supermicro #Stock
What's behind the move: The AI server maker said after Tuesday's market close that it expects gross margins to nearly double as it works through a record order backlog in the coming quarters.
"Backlog rose to record levels at the end of fiscal 2026 with total new orders in excess of $60 billion received during the fourth quarter of fiscal 2026," said the company in its business update.
Supermicro said it expects its gross margin to be in the range of 15% to 17%, significantly higher than the company's prior guidance of 8.2% to 8.4%, "primarily due to a favorable customer and product mix."
#supermicro #Stock
6 days ago
Super Micro Computer Inc. (NASDAQ:SMCI) gave investors conflicting figures in its Q4 preliminary update on July 21. Fiscal Q4 revenue is expected near the bottom of its $11 billion to $12.5 billion guidance, below the $11.67 billion **** yst consensus, yet shares jumped 17.5% after hours. Our take is that the market was not celebrating sales; rather, it was repricing how much profit Supermicro might extract from them.
Supermicro now expects both GAAP and non-GAAP gross margins of 15% to 17%, almost twice its previous 8.2% to 8.4% forecast. At $11 billion of revenue, the new range implies roughly $1.65 billion to $1.87 billion of gross profit, compared with $902 million to $924 million under the old forecast. Even the low end of the new range exceeds the high end of the old one by about $726 million.
The reversal follows gross margins of only 6.3% in fiscal Q2 and 9.9% in Q3. Management attributed it to favorable customer and product mix. That can explain one quarter, but not yet a durable change. Mix can reverse quickly.
Copyright: ralwel / 123RF Stock Photo
Supermicro received more than $60 billion of new orders during fiscal Q4 and ended the year with record backlog. The orders are expected to ship over future quarters, giving the company strong demand visibility despite revenue landing near the bottom of its current-quarter guidance. Supermicro's immediate challenge would be converting high demand into revenue without sacrificing its improved margins.
#billion #revenue
Supermicro now expects both GAAP and non-GAAP gross margins of 15% to 17%, almost twice its previous 8.2% to 8.4% forecast. At $11 billion of revenue, the new range implies roughly $1.65 billion to $1.87 billion of gross profit, compared with $902 million to $924 million under the old forecast. Even the low end of the new range exceeds the high end of the old one by about $726 million.
The reversal follows gross margins of only 6.3% in fiscal Q2 and 9.9% in Q3. Management attributed it to favorable customer and product mix. That can explain one quarter, but not yet a durable change. Mix can reverse quickly.
Copyright: ralwel / 123RF Stock Photo
Supermicro received more than $60 billion of new orders during fiscal Q4 and ended the year with record backlog. The orders are expected to ship over future quarters, giving the company strong demand visibility despite revenue landing near the bottom of its current-quarter guidance. Supermicro's immediate challenge would be converting high demand into revenue without sacrificing its improved margins.
#billion #revenue
6 days ago
Super Micro Computer says that business is booming and profitability is improving. Investors like the sound of that.
Shares of Supermicro (SMCI), as the company is commonly known, jumped 22% to $31 in early trading Wednesday after the server maker said it expects to report gross margins of between 15% and 17% for its fiscal fourth quarter, which ended on June 30. That's a steep increase over the company's previous guidance of 8.2% to 8.4%.
In a preliminary business update released late Tuesday, Supermicro estimated that revenue for the quarter will be closer to the low end of its previous forecast range of $11 billion to $12.5 billion. However, the company said that new orders in the period exceeded $60 billion, putting its backlog at a record level, indicating that the outlook for the coming quarters is strong.
The rosy view on margins from Supermicro gave shares of rival server makers a boost in early trading Wednesday. Hewlett Packard Enterprise (HPE) rose 5%, while Dell Technologies (DELL) jumped 8%, on an otherwise sluggish morning for U.S. stocks.
Coming into Wednesday's session, Supermicro shares had lost nearly 50% over the past year. The stock, which traded above $110 in early 2024 amid optimism about the role the company would play in the AI data center boom, has slumped in recent years amid investor concerns about accounting irregularities and corporate governance.
#wednesday #dell
Shares of Supermicro (SMCI), as the company is commonly known, jumped 22% to $31 in early trading Wednesday after the server maker said it expects to report gross margins of between 15% and 17% for its fiscal fourth quarter, which ended on June 30. That's a steep increase over the company's previous guidance of 8.2% to 8.4%.
In a preliminary business update released late Tuesday, Supermicro estimated that revenue for the quarter will be closer to the low end of its previous forecast range of $11 billion to $12.5 billion. However, the company said that new orders in the period exceeded $60 billion, putting its backlog at a record level, indicating that the outlook for the coming quarters is strong.
The rosy view on margins from Supermicro gave shares of rival server makers a boost in early trading Wednesday. Hewlett Packard Enterprise (HPE) rose 5%, while Dell Technologies (DELL) jumped 8%, on an otherwise sluggish morning for U.S. stocks.
Coming into Wednesday's session, Supermicro shares had lost nearly 50% over the past year. The stock, which traded above $110 in early 2024 amid optimism about the role the company would play in the AI data center boom, has slumped in recent years amid investor concerns about accounting irregularities and corporate governance.
#wednesday #dell
6 days ago
Super Micro Computer surged early Wednesday after releasing preliminary fiscal fourth-quarter figures. AI server rivals Dell Technologies and Hewlett Packard Enterprise also rallied.
After Tuesday's close, Super Micro Computer (SMCI), or Supermicro said fiscal fourth-quarter revenue will be at the low end of its guidance for $11 billion-$12.5 billion, below consensus. The ***** yst consensus for Supermicro revenue is $11.7 billion.
But the AI server maker said Q4 gross margins will be 15%-17%, roughly double the prior target of 8.2%-8.4%.
Supermicro also said it had more than $60 billion in near orders in Q4, lifting its backlog to a record.
Super Micro stock surged 23% Wednesday morning, pushing SMCI toward its 50-day and 200-day lines,.
#surged
After Tuesday's close, Super Micro Computer (SMCI), or Supermicro said fiscal fourth-quarter revenue will be at the low end of its guidance for $11 billion-$12.5 billion, below consensus. The ***** yst consensus for Supermicro revenue is $11.7 billion.
But the AI server maker said Q4 gross margins will be 15%-17%, roughly double the prior target of 8.2%-8.4%.
Supermicro also said it had more than $60 billion in near orders in Q4, lifting its backlog to a record.
Super Micro stock surged 23% Wednesday morning, pushing SMCI toward its 50-day and 200-day lines,.
#surged
6 days ago
Super Micro Computer Inc (NASDAQ:SMCI) shares opened about 20% higher on Tuesday after the company released preliminary fourth quarter fiscal 2026 results showing significantly stronger-than-expected gross margins and a record order backlog, despite revenue tracking near the low end of its guidance.
The AI server maker said revenue for the quarter ended June 30 is expected to be near the lower end of its previously issued guidance range of $11.0 billion to $12.5 billion. Wall Street ***** ysts had been expecting revenue of about $11.73 billion.
Supermicro estimated GAAP and non-GAAP gross margins of 15% to 17%, well above its prior guidance of 8.2% to 8.4%. The company attributed the improvement primarily to a favorable customer and product mix.
The company also reported receiving more than $60 billion in new orders during the quarter, lifting its backlog to a record level at the end of fiscal 2026. Supermicro said the orders are expected to be delivered over future quarters.
Supermicro said it will release its complete Q4 fiscal 2026 financial results on August 11.
#revenue #guidance
The AI server maker said revenue for the quarter ended June 30 is expected to be near the lower end of its previously issued guidance range of $11.0 billion to $12.5 billion. Wall Street ***** ysts had been expecting revenue of about $11.73 billion.
Supermicro estimated GAAP and non-GAAP gross margins of 15% to 17%, well above its prior guidance of 8.2% to 8.4%. The company attributed the improvement primarily to a favorable customer and product mix.
The company also reported receiving more than $60 billion in new orders during the quarter, lifting its backlog to a record level at the end of fiscal 2026. Supermicro said the orders are expected to be delivered over future quarters.
Supermicro said it will release its complete Q4 fiscal 2026 financial results on August 11.
#revenue #guidance
7 days ago
What happened: Supermicro (SMCI) stock jumped 24% in early trading on Wednesday.
What's behind the move: The AI server maker said after Tuesday's market close that it expects gross margins to nearly double, as it works through a record order backlog in the coming quarters.
"Backlog rose to record levels at the end of fiscal 2026 with total new orders in excess of $60 billion received during the fourth quarter of fiscal 2026," said the company in its business update.
Supermicro said it expects its gross margin to be in the range of 15% to 17%, significantly higher than the company's prior guidance of 8.2% to 8.4%, "primarily due to a favorable customer and product mix."
What else you need to know: Supermicro designs and builds servers and data center systems that incorporate semiconductors from chipmakers like Nvidia (NVDA), Intel (INTEL), and AMD (AMD).
#fiscal
What's behind the move: The AI server maker said after Tuesday's market close that it expects gross margins to nearly double, as it works through a record order backlog in the coming quarters.
"Backlog rose to record levels at the end of fiscal 2026 with total new orders in excess of $60 billion received during the fourth quarter of fiscal 2026," said the company in its business update.
Supermicro said it expects its gross margin to be in the range of 15% to 17%, significantly higher than the company's prior guidance of 8.2% to 8.4%, "primarily due to a favorable customer and product mix."
What else you need to know: Supermicro designs and builds servers and data center systems that incorporate semiconductors from chipmakers like Nvidia (NVDA), Intel (INTEL), and AMD (AMD).
#fiscal
7 days ago
Super Micro Computer Inc. (NASDAQ:SMCI) gave investors conflicting figures in its Q4 preliminary update on July 21. Fiscal Q4 revenue is expected near the bottom of its $11 billion to $12.5 billion guidance, below the $11.67 billion ***** yst consensus, yet shares jumped 17.5% after hours. Our take is that the market was not celebrating sales; rather, it was repricing how much profit Supermicro might extract from them.
Supermicro now expects both GAAP and non-GAAP gross margins of 15% to 17%, almost twice its previous 8.2% to 8.4% forecast. At $11 billion of revenue, the new range implies roughly $1.65 billion to $1.87 billion of gross profit, compared with $902 million to $924 million under the old forecast. Even the low end of the new range exceeds the high end of the old one by about $726 million.
The reversal follows gross margins of only 6.3% in fiscal Q2 and 9.9% in Q3. Management attributed it to favorable customer and product mix. That can explain one quarter, but not yet a durable change. Mix can reverse quickly.
Copyright: ralwel / 123RF Stock Photo
Supermicro received more than $60 billion of new orders during fiscal Q4 and ended the year with record backlog. The orders are expected to ship over future quarters, giving the company strong demand visibility despite revenue landing near the bottom of its current-quarter guidance. Supermicro's immediate challenge would be converting high demand into revenue without sacrificing its improved margins.
#revenue #supermicro #million #gaap
Supermicro now expects both GAAP and non-GAAP gross margins of 15% to 17%, almost twice its previous 8.2% to 8.4% forecast. At $11 billion of revenue, the new range implies roughly $1.65 billion to $1.87 billion of gross profit, compared with $902 million to $924 million under the old forecast. Even the low end of the new range exceeds the high end of the old one by about $726 million.
The reversal follows gross margins of only 6.3% in fiscal Q2 and 9.9% in Q3. Management attributed it to favorable customer and product mix. That can explain one quarter, but not yet a durable change. Mix can reverse quickly.
Copyright: ralwel / 123RF Stock Photo
Supermicro received more than $60 billion of new orders during fiscal Q4 and ended the year with record backlog. The orders are expected to ship over future quarters, giving the company strong demand visibility despite revenue landing near the bottom of its current-quarter guidance. Supermicro's immediate challenge would be converting high demand into revenue without sacrificing its improved margins.
#revenue #supermicro #million #gaap
7 days ago
US stocks diverged on Wednesday as investors looked ahead to earnings from Alphabet (GOOG) and Tesla (TSLA) after the market close, while fresh tariffs and rising oil prices remained in focus.
The Dow Jones Industrial Average (^DJI) turned higher, rising 0.3%, and the S&P 500 (^GSPC) hovered near the flat line. The tech-heavy Nasdaq Composite (^IXIC) sank 0.3%, leading the retreat from a winning day on Wall Street the day before.
A tech recovery faces its next test later Wednesday when Alphabet and Tesla post second quarter results, the first two of the "Magnificent Seven" megacaps to report. Investors are weighing whether Google's AI monetization efforts justify surging spending on AI. All eyes will be on Tesla's capex, too, as the Elon Musk-led company vaults into its next phase of automation.
Among the other notable earnings, Supermicro (SMCI) shares surged after the AI server maker reported a record backlog. IBM (IBM) is also scheduled to report Q2 results after a pre-earnings warning caused a brutal stock drop last week. The power and electrification giant GE Vernova (GEV) reported revenue above expectations and a steadily growing order book but missed on earnings per share.
In trade news, President Trump appears ready to replace expiring 10% global tariffs with more permanent duties, including a potential 100% tariff on imported generic drugs. A new 25% tariff targeting Brazil came into effect on Wednesday.
#investors #tariffs #Tech #next
The Dow Jones Industrial Average (^DJI) turned higher, rising 0.3%, and the S&P 500 (^GSPC) hovered near the flat line. The tech-heavy Nasdaq Composite (^IXIC) sank 0.3%, leading the retreat from a winning day on Wall Street the day before.
A tech recovery faces its next test later Wednesday when Alphabet and Tesla post second quarter results, the first two of the "Magnificent Seven" megacaps to report. Investors are weighing whether Google's AI monetization efforts justify surging spending on AI. All eyes will be on Tesla's capex, too, as the Elon Musk-led company vaults into its next phase of automation.
Among the other notable earnings, Supermicro (SMCI) shares surged after the AI server maker reported a record backlog. IBM (IBM) is also scheduled to report Q2 results after a pre-earnings warning caused a brutal stock drop last week. The power and electrification giant GE Vernova (GEV) reported revenue above expectations and a steadily growing order book but missed on earnings per share.
In trade news, President Trump appears ready to replace expiring 10% global tariffs with more permanent duties, including a potential 100% tariff on imported generic drugs. A new 25% tariff targeting Brazil came into effect on Wednesday.
#investors #tariffs #Tech #next
7 days ago
US stocks pulled back on Wednesday as investors looked ahead to earnings from Alphabet (GOOG) and Tesla (TSLA) after the market close, while fresh tariffs and rising oil prices remained in focus.
The Dow Jones Industrial Average (^DJI) and the S&P 500 (^GSPC) fell 0.1% and 0.3%, respectively. The tech-heavy Nasdaq Composite (^IXIC) sank 0.8%, leading the retreat from a winning day on Wall Street the day before.
A tech recovery faces its next test later Wednesday when Alphabet and Tesla post second quarter results, the first two of the "Magnificent Seven" megacaps to report. Investors are weighing whether Google's AI monetization efforts justify surging spending on AI. All eyes will be on Tesla's capex, too, as the Elon Musk-led company vaults into its next phase of automation.
Among the other notable earnings, Supermicro (SMCI) shares surged after the AI server maker reported a record backlog. IBM (IBM) is also scheduled to report Q2 results after a pre-earnings warning caused a brutal stock drop last week. The power and electrification giant GE Vernova (GEV) reported revenue above expectations and a steadily growing order book but missed on earnings per share.
In trade news, President Trump appears ready to replace expiring 10% global tariffs with more permanent duties, including a potential 100% tariff on imported generic drugs. A new 25% tariff targeting Brazil came into effect on Wednesday.
#alphabet #tesla #tariffs #report
The Dow Jones Industrial Average (^DJI) and the S&P 500 (^GSPC) fell 0.1% and 0.3%, respectively. The tech-heavy Nasdaq Composite (^IXIC) sank 0.8%, leading the retreat from a winning day on Wall Street the day before.
A tech recovery faces its next test later Wednesday when Alphabet and Tesla post second quarter results, the first two of the "Magnificent Seven" megacaps to report. Investors are weighing whether Google's AI monetization efforts justify surging spending on AI. All eyes will be on Tesla's capex, too, as the Elon Musk-led company vaults into its next phase of automation.
Among the other notable earnings, Supermicro (SMCI) shares surged after the AI server maker reported a record backlog. IBM (IBM) is also scheduled to report Q2 results after a pre-earnings warning caused a brutal stock drop last week. The power and electrification giant GE Vernova (GEV) reported revenue above expectations and a steadily growing order book but missed on earnings per share.
In trade news, President Trump appears ready to replace expiring 10% global tariffs with more permanent duties, including a potential 100% tariff on imported generic drugs. A new 25% tariff targeting Brazil came into effect on Wednesday.
#alphabet #tesla #tariffs #report
22 days ago
Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500's best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market's performance continued to rely on trends and baskets rather than company fundamentals. Significant events happened in Q2, including the theoretical end of the U.S. war with Iran and ***** eX's record IPO. Despite the positive sentiment, mega-cap tech companies performed poorly while semiconductor stocks and other data center buildout-related stocks rallied. The portfolio returned 12.5% in the second quarter compared to 14.9% for the S&P 500 Index, while YTD the fund returned 7.7% compared to 9.6% for the Index. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Middle Coast Investing highlighted CDW Corporation (NASDAQ:CDW). CDW Corporation (NASDAQ:CDW) is an information technology (IT) solutions company that operates through its Commercial, Government, and Education segments. On July 2, 2026, CDW Corporation (NASDAQ:CDW) closed at $133.37 per share. One-month return of CDW Corporation (NASDAQ:CDW) was 1.94%, and its shares lost 25.54% over the past 52 weeks. CDW Corporation (NASDAQ:CDW) has a market capitalization of $17.04 billion.
Middle Coast Investing stated the following regarding CDW Corporation (NASDAQ:CDW) in its Q2 2026 investor letter:
"CDW Corporation (NASDAQ:CDW) is a tech distributor. Instead of buying from Apple, Amazon, or HP directly, you might work through CDW. That gives you IP support along with the right array of hardware and software.
TD Synnex and Ingram Micro usually trade for lower price-to-earnings ratios than CDW. They are more focused on the raw distribution of computers, hardware, and actual gear than CDW. That has changed in 2026, though, as TD Synnex has soared, in large part due to its Hyve business unit. Hyve helps companies set up data center infrastructure, in the chain with SuperMicroComputer (SMCI), Dell (DELL), and similar beneficiaries of the AI boom.
In its second-quarter 2026 investor letter, Middle Coast Investing highlighted CDW Corporation (NASDAQ:CDW). CDW Corporation (NASDAQ:CDW) is an information technology (IT) solutions company that operates through its Commercial, Government, and Education segments. On July 2, 2026, CDW Corporation (NASDAQ:CDW) closed at $133.37 per share. One-month return of CDW Corporation (NASDAQ:CDW) was 1.94%, and its shares lost 25.54% over the past 52 weeks. CDW Corporation (NASDAQ:CDW) has a market capitalization of $17.04 billion.
Middle Coast Investing stated the following regarding CDW Corporation (NASDAQ:CDW) in its Q2 2026 investor letter:
"CDW Corporation (NASDAQ:CDW) is a tech distributor. Instead of buying from Apple, Amazon, or HP directly, you might work through CDW. That gives you IP support along with the right array of hardware and software.
TD Synnex and Ingram Micro usually trade for lower price-to-earnings ratios than CDW. They are more focused on the raw distribution of computers, hardware, and actual gear than CDW. That has changed in 2026, though, as TD Synnex has soared, in large part due to its Hyve business unit. Hyve helps companies set up data center infrastructure, in the chain with SuperMicroComputer (SMCI), Dell (DELL), and similar beneficiaries of the AI boom.
26 days ago
Things are going from bad to worse for Supermicro (SMCI). In June, SMCI stock fell badly after Supermicro announced that it was seeking $7 billion in funding to pay for a backlog of $39 billion in orders. More recently, however, the company's offices in Taiwan were raided by local government agents as part of an ongoing investigation related to allegations of smuggling Nvidia (NVDA) GPUs into China.
SMCI stock fell 8% on June 29 and is now down 46% in the last month. Investors are understandably cautious. Supermicro doesn't have the best of reputations, considering it was temporarily delisted from the Nasdaq in 2018 for not filing timely financial reports, then fined in 2020 by U.S. regulators for accounting violations.
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SMCI stock fell 8% on June 29 and is now down 46% in the last month. Investors are understandably cautious. Supermicro doesn't have the best of reputations, considering it was temporarily delisted from the Nasdaq in 2018 for not filing timely financial reports, then fined in 2020 by U.S. regulators for accounting violations.
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1 month ago
Intel (INTC) stock continues to soar higher, reflecting improving fundamentals of the foundry business and solid artificial intelligence (AI)-driven demand. Its shares have climbed roughly 191% over the past three months and 510% over the past year, as the market remains optimistic about the company's turnaround strategy and its growing role in the AI boom.
The latest catalyst came after President Donald Trump stated on Truth Social that Apple (AAPL) had agreed to work with Intel to design and manufacture chips in the U.S. While investors await additional details, the announcement sent Intel shares sharply higher in early morning trading and strengthened optimism about the trajectory of the company's foundry business.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST ******* eMobile Launches Bluebird Satellites
The latest catalyst came after President Donald Trump stated on Truth Social that Apple (AAPL) had agreed to work with Intel to design and manufacture chips in the U.S. While investors await additional details, the announcement sent Intel shares sharply higher in early morning trading and strengthened optimism about the trajectory of the company's foundry business.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST ******* eMobile Launches Bluebird Satellites
1 month ago
Valued at a market cap of $68 billion, Lumentum Holdings Inc. (LITE) is a San Jose, California-based company that manufactures innovative optical and photonic products that power high-bandwidth cloud computing, artificial intelligence (AI) data centers, next-generation telecommunications, and advanced industrial technologies.
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and LITE fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the communication equipment industry. By maintaining deep vertical integration through advanced internal fabrication and forging strategic development partnerships with top-tier semiconductor and AI architecture leaders, Lumentum creates immense technical entry barriers and secures a dominant, sector-leading market position as networks structurally transition from copper to advanced photonics.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST ******* eMobile Launches Bluebird Satellites
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and LITE fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the communication equipment industry. By maintaining deep vertical integration through advanced internal fabrication and forging strategic development partnerships with top-tier semiconductor and AI architecture leaders, Lumentum creates immense technical entry barriers and secures a dominant, sector-leading market position as networks structurally transition from copper to advanced photonics.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
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1 month ago
With a market cap of $32.4 billion, Northern Trust Corporation (NTRS) provides wealth management, ****** et servicing, ****** et management, and banking solutions to institutions, corporations, and high-net-worth individuals. The company operates through two main segments: ****** et Servicing, which delivers custody, fund administration, and investment-related services to institutional investors, and Wealth Management, which offers trust, investment, and private banking services to individuals and families.
Companies valued less than $10 billion are generally classified as "mid-cap" stocks, and Northern Trust fits this criterion perfectly. It also provides a wide range of ****** et management products, including equity, fixed income, multi-asset, and alternative investments, along with risk management and advisory solutions.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
ASTS Stock Pops as AST ****** eMobile Launches Bluebird Satellites
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
Companies valued less than $10 billion are generally classified as "mid-cap" stocks, and Northern Trust fits this criterion perfectly. It also provides a wide range of ****** et management products, including equity, fixed income, multi-asset, and alternative investments, along with risk management and advisory solutions.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
ASTS Stock Pops as AST ****** eMobile Launches Bluebird Satellites
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1 month ago
Valued at a market cap of $29.2 billion, Teledyne Technologies Incorporated (TDY) is an industrial conglomerate that specializes in providing enabling technologies for high-stakes, demanding environments where precision and high reliability are mission-critical. The Thousand Oaks, California-based company designs and manufactures an extensive portfolio of advanced monitoring and control instrumentation, digital imaging sensors, and highly specialized cameras that operate across the visible, infrared, and X-ray spectra.
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and TDY fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the scientific & technical instruments industry. The company's core competitive strength lies in its highly disciplined capital allocation and "serial acquirer" business model, which has successfully integrated dozens of highly complementary, niche technology businesses to generate consistent compound earnings and cash flow.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST ******* eMobile Launches Bluebird Satellites
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and TDY fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the scientific & technical instruments industry. The company's core competitive strength lies in its highly disciplined capital allocation and "serial acquirer" business model, which has successfully integrated dozens of highly complementary, niche technology businesses to generate consistent compound earnings and cash flow.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
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1 month ago
Figma (FIG) shares have been a disappointment for investors since the start of 2026, but a senior Citi **** yst believes the story will be significantly different in the back half of this year.
In a research note this morning, Tyler Radke **** umed coverage of FIG with a "Buy" rating and **** igned a $36 price target, indicating potential upside of nearly 100% from current levels.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
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ASTS Stock Pops as AST **** eMobile Launches Bluebird Satellites
In a research note this morning, Tyler Radke **** umed coverage of FIG with a "Buy" rating and **** igned a $36 price target, indicating potential upside of nearly 100% from current levels.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
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ASTS Stock Pops as AST **** eMobile Launches Bluebird Satellites
1 month ago
AST ****** eMobile (ASTS) closed higher as management announced the successful orbital deployment of its advanced BlueBird satellites numbers 8, 9, and 10 onboard a ****** eX (SPCX) Falcon 9 rocket.
ASTS is now testing its 50-day moving average (MA), with a decisive break above the $89 level expected to accelerate bullish momentum in the near term.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
This ****** yst Just Gave Micron Stock a $1,500 Price Target. Here's Why.
ASTS is now testing its 50-day moving average (MA), with a decisive break above the $89 level expected to accelerate bullish momentum in the near term.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
This ****** yst Just Gave Micron Stock a $1,500 Price Target. Here's Why.
1 month ago
Supermicro (SMCI) recently announced plans to raise $7 billion through an equity offering to purchase components needed to fulfill AI server orders worth $39 billion. Where otherwise a backlog would be considered positive for a company, raising money through equity issuance to fulfill that order has spooked investors. Accordingly, concerns about dilution have caused SMCI stock to fall 28% over the past five days.
This isn't the company's first experience with severe volatility. In 2024, after Supermicro was nearly delisted from the Nasdaq Exchange due to its auditor resigning over accounting irregularities, the stock dropped by 70%. Since then, sudden and large moves have become common with SMCI shares.
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Dear ****** eX Stock Fans, Mark Your Calendars for June 16
Dear Western Digital Stock Fans, Mark Your Calendars for June 22
This isn't the company's first experience with severe volatility. In 2024, after Supermicro was nearly delisted from the Nasdaq Exchange due to its auditor resigning over accounting irregularities, the stock dropped by 70%. Since then, sudden and large moves have become common with SMCI shares.
Rocket Lab vs. Redwire: 1 Stock Has the Stronger Growth Story for the Next Decade
Dear ****** eX Stock Fans, Mark Your Calendars for June 16
Dear Western Digital Stock Fans, Mark Your Calendars for June 22
2 months ago
What happened: Supermicro Computer (SMCI) stock tumbled as much as 13% at the open on Wednesday.
What's behind the move: The AI server maker announced plans to raise approximately $7 billion through a combination of equity and equity-linked financing.
Supermicro said the capital will be used to purchase components to fulfill roughly $39 billion in AI server orders it received in recent weeks.
The move highlights the strong demand for AI-related hardware but also raises concerns about shareholder dilution.
Shares of Supermicro extended declines from Tuesday, when the stock dropped 12%. Year to date, the stock is still up 13% amid a boom in AI server demand.
What's behind the move: The AI server maker announced plans to raise approximately $7 billion through a combination of equity and equity-linked financing.
Supermicro said the capital will be used to purchase components to fulfill roughly $39 billion in AI server orders it received in recent weeks.
The move highlights the strong demand for AI-related hardware but also raises concerns about shareholder dilution.
Shares of Supermicro extended declines from Tuesday, when the stock dropped 12%. Year to date, the stock is still up 13% amid a boom in AI server demand.
