Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
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Oracle Spending Hold Lifts Server and Rack Stocks
Oracle kept its $90–95B AI capex plan as Microsoft targets 38 GW by 2032. HPE and Dell jumped on the infrastructure read-through.
Cisco and Supermicro Partner to Deliver Rack-Scale AI Infrastructure with NVIDIA
Cisco and Supermicro are joining forces to make powerful, secure AI systems easier for companies to deploy and manage.
Supermicro Completes Independent Investigation into March 2026 Export-Control Matter
No evidence of senior management knowledge or company-level wrongdoing found.
Super Micro Soars on Q4 Blowout and FY2027 Revenue Guidance Well Above Consensus
Record backlog and >$60B in new orders drove SMCI’s after-hours jump. FY2027 revenue guided to $65–72B, far above the $52.5B consensus.
Super Micro Shocks Market with Record $60B Orders and Sharply Higher Profit Margins
Super Micro expects gross margins nearly double previous guidance at 15-17%. Strong AI demand pushes backlog to record levels.