Goldman Sachs Starts Coverage on Super Micro With a Sell Rating
Goldman Sachs initiates coverage on Super Micro with a Sell rating, citing margin pressure, rising competition, and limited profit visibility despite AI leadership.
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Oracle Shares Plunge as AI Data Center Spending Outpaces Cloud Revenue Growth
Oracle stock drops 11% after missing revenue targets despite massive AI investments. Cloud sales lag expectations while capital spending jumps to $50B, raising investor concerns about AI profitability timeline.
SMCI Shares Drop After Missing Q1 Estimates and Weak Forecast
Supermicro shares fell 9% after missing Q1 revenue and profit estimates and issuing a weak outlook. The AI server maker faces margin pressure, delayed contracts, and competition in the growing AI market.
Super Micro Q1 Revenue Miss: AI Server Orders Delayed
Super Micro missed its quarterly revenue goal due to delayed customer orders for AI systems, but the CEO insists demand is soaring.
Powering the AI Revolution: Nvidia, Super Micro, and Advanced Memory
Nvidia's powerful AI servers are now being shipped globally via Supermicro , known for fast deployment. SK Hynix leads in essential HBM4 memory chips for AI, while Samsung and Micron aim to catch up.