SMCI

Super Micro Computer, Inc. proves its structurally robust, AI-driven growth prospects through the outsized, new orders of $60B in the preliminary FQ4 '26 results. Despite this, SMCI faces lumpy top/bottom-line performance from the customers' delayed data center buildouts and capex/FCF risks from the insatiable compute demand. SMCI stock trades at discounted P/E of 10.61x, with it reflecting the governance headwinds across the smuggling case and the financial reporting weakness.

Leveraged ETFs posted huge gains last week despite a weak market, driven by rallies in crypto, AI infrastructure, defense and energy-related stocks.

On last night's Mad Money, Jim Cramer delivered one of his sharpest de-risking calls of the year, aimed squarely at investors who are borrowing money to ride the AI infrastructure trade.

Taiwan prosecutors detained a Nvidia employee as part of a probe into alleged illegal exports of Super Micro AI servers ​to China, Taiwan's local media reported.

Super Micro Computer's preliminary results showed gross margins of 15%-17%, nearly double guidance, suggesting a structural shift toward higher-value AI infrastructure solutions. New orders exceeded $60 billion, indicating demand remains exceptionally strong despite revenue being constrained by deployment timing and customer readiness. Shares trade at only 11x forward non-GAAP EPS, 0.55x price-to-sales, and a 0.38 forward PEG, well below major infrastructure peers.

Two hot tech stocks and a quieter healthcare mover take the attention of @Stockstotrade's Tim Bohen to close out the trading week. He sees Alphabet (GOOGL) tapping notable support as a tentative buy opportunity, expects Super Micro (SMCI) to make a similar bull run it saw earlier this week, and points to CVS Health (CVS) as a reliable, low beta stock.

33% more cores, 2X PCIe Bandwidth and 2.6X higher memory bandwidth supercharge high-performance workloads Powered by 6 th Gen AMD EPYC CPUs and AMD Instinct™ GPUs, comprehensive rack-scale systems, built on DCBBS architecture, are optimized for Cloud, Enterprise, Storage, HPC and AI workloads Industry's broadest portfolio also includes the 72-GPU AMD Helios Platform, designed for large-scale AI training and high-throughput inference SAN JOSE, Calif., July 23, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced its next-generation H15 server portfolio powered by 6th Gen AMD EPYC™ 9006 Series CPUs, optimized for next generation GPUs including AMD Instinct™, and connected by AMD Pensando™ networking.

Super Micro Computer, Inc. demonstrated significant gross margin improvement, with Q4 preliminary margins at 15%-17% versus prior 8.2%-8.4% guidance. SMCI received over $60 billion in new Q4 orders, reinforcing robust AI infrastructure demand, though revenue is expected at the low end of guidance. I now rate SMCI a Buy (down from Strong Buy), pending confirmation of margin sustainability, cash flow, and order quality in the 11 August Q4 report.

Super Micro Computer, Inc. delivered preliminary FQ4 results with gross margins of 15–17%, nearly double guidance, and over $60 billion in new orders. SMCI's path to $100 billion in annual revenue is supported by surging orders and expanded manufacturing capacity, with DCBBS products driving margin expansion. The company has a clear path to $10+ EPS by FY28, while consensus estimates remain far lower despite massive order momentum.

Hewlett Packard Enterprise's diversified AI, networking and private cloud strategy makes it a better choice than Super Micro Computer at present.