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I maintain my 'Buy' rating on SMCI, expecting its comeback to continue as EPS growth rates recover in the coming years. Recent Q3 results showed strong revenue growth and EPS beat, despite a temporary margin dip due to customers pausing for new AI platforms. The pause in demand is linked to the industry transition from Nvidia Hopper to Blackwell GPUs, not underlying demand weakness.
The artificial intelligence industry is booming, which makes it an attractive sector to invest in. But AI hype has pushed up stock prices for several tech companies and inflated their valuations in many cases.
Super Micro Computer (SMCI -2.90%) has been in the doghouse on Wall Street, but the tide may finally be turning. After falling close to 90% from all-time highs the stock has bumped off the lows and is now up over 50% in the past month.
The three stocks in this analysis all look like they are going to be a bit soft in the early part of the session, as premarket trading is also reacting to the announcement of new tariffs against the EU starting June 1. The Monday session is closed, as it is
Live Updates Live Coverage Has Ended OpenAI Developments 1:12 pm by Gerelyn Terzo OpenAI has announced it is acquiring Jony Ive’s AI devices startup io in a $6.4 billion deal, including OpenAI’s existing stake. Also, OpenAI is reportedly entrusting its creative and design control to Ive, the visionary behind the iPhone, and his design firm LoveFrom. This collaboration will focus on crafting consumer devices and undertaking projects that will define the future visual and tactile presence of AI. OpenAI’s Sam Altman and Ive will continue to collaborate on a new generation of devices and other AI products. OpenAI vs. Microsoft 12:30 pm by Gerelyn Terzo OpenAI has reportedly gained access to a whopping $11.6 billion in financing for an AI data center in Texas. As a result, OpenAI expects to become less reliant on Microsoft (Nasdaq: MSFT), which although being a backer of the ChatGPT creator is also advancing its own AI model ambitions. Microsoft stock is down fractionally
Within the technology sector, a list of names has become hot and popular over the past two years, for good and bad reasons. When it comes to shares of Super Micro Computer Inc. NASDAQ: SMCI, investors have been whipsawed by waves of repeated uncertainty and volatility for different reasons, though it looks like this company's future path (and its stock price) might be cleared for new highs coming up.
Live Updates Live Coverage Has Ended OpenAI Looks to Future of AI 1:15 pm by Gerelyn Terzo OpenAI has announced it’s acquiring Jony Ive’s AI devices startup in a $6.4 billion deal, which includes OpenAI’s existing stake. In a related move, OpenAI is reportedly entrusting its creative and design leadership to Ive and his design firm, LoveFrom. Ive, widely recognized as the visionary behind the iPhone, alongside OpenAI CEO Sam Altman, will focus on crafting consumer devices and other projects that aim to shape the future look and feel of artificial intelligence. NFLX Stock Clinches New All-Time High Despite Analyst Downgrade 11:45 am by Gerelyn Terzo Netflix (Nasdaq: NFLX) stock is rising 1.5% today to above $1,200 per share for a market cap of $514.3 billion, clinching a fresh all-time high. JPMorgan analysts are sending mixed messages, downgrading NFLX shares to “neutral” from “overweight” but raising the price target to $1,220 per share, refle
Live Updates Live Coverage Has Ended OpenAI's Bold Moves 1:20 pm by Gerelyn Terzo OpenAI announced it is buying Jony Ive’s AI devices startup in a blockbuster $6.4 billion deal, including OpenAI’s pre-existing investment. Additionally, OpenAI is reportedly placing its creative and design direction in the hands of Ive and his firm, LoveFrom. Ive, an architect of the iPhone, will collaborate directly with OpenAI CEO Sam Altman to develop a new generation of devices and other AI products that will influence how AI is experienced in the future. NFLX Surpasses $1,200 Per Share 11:56 am by Gerelyn Terzo While the stock market is stuck in a rut, technology stocks are rising. Netflix (Nasdaq: NFLX) is out front, rising 1.5% today to above $1,200 per share for a market cap of $514.3 billion, setting a new record high. JPMorgan analysts issued a note on the content streaming stock, downgrading NFLX shares to “neutral” from “overweight” while raising the price target to $
MIAMI, May 22, 2025 (GLOBE NEWSWIRE) -- Digi Power X Inc. (“Digi Power X” or the “Company”) (Nasdaq: DGXX / TSXV: DGX), a vertically integrated power infrastructure company focused on developing cutting-edge data centers for high-performance computing, is pleased to announce that US Data Centers, Inc., a wholly owned subsidiary of the Company, has entered into a collaboration with Super Micro Computer, Inc. (NASDAQ: SMCI) to deploy customized B200 GPU rack solutions at the Company's newly developed data center in Alabama. The collaboration will begin with an initial deployment targeting operational readiness within 120 days, with full test operations expected during Q4 2025.
The roller-coaster ride of volatility continues for Super Micro Computer (SMCI 3.20%) stock. At one point in the last five years, the computer rack assembler for artificial intelligence (AI) data centers was up over 4,000%.