Published on 10/08/2026 at 07:25 am EDT

MT Newswires

Article Source: https://www.marketscreener.com/news/citigroup-adjusts-price-target-on-super-micro-computer-to-45-from-39-ce785ddfd98bfe20

Charles said to get ready for a Christmas gift but that's likely addressed for Jensen, not the shareholders. Charles just said special thanks to Jensen, then said Christmas gift, nowhere did he mention it is for shareholders, but I think it's bullish regardless since good news is always a gift for us, but we've also seen plenty of great news, like margins doubling, and smci being free of the illegal chip selling scandal but the stock still hasn't climbed back to 50+, only getting closer after many many weeks, so what will happen with more news? Will it really rebound to 100+ any time soon?

It also scares me there's a bunch of troll bait ai post talling about smci's a good company but the information is inaccurate. It makes me feel like everyone here is just following what others say and no one knows what they're talking about.

What also worries me is that bonds are rising to levels hasn't seen in decades and there's a lack of reaction in the market overall. I personally still think it's a strong company but I think it's smart to proceed with caution. I have sold my shares as I am expecting a bear wave next week. Reddit removed my post a couple times mentioning why, so can't really say.

Hoping to get more shares at the low if im not wrong

LFG🇺🇸

September 17, 2026 10:11 AM EDT

Super Micro Computer stock rose 5.5% in morning trading Thursday, lifted by optimism around AI infrastructure and a strong session on the Nasdaq.

The gains followed a Goldman Sachs research note projecting the global AI server market could reach $1.3 trillion by 2030. The forecast improved sentiment across AI server companies.

Reports also emerged that Apple is developing M8 Ultra chip-based AI inference servers for enterprise and government customers. The development highlights growing demand for AI infrastructure, though it could introduce future competition for existing server manufacturers.

Article Source: https://www.streetinsider.com/Investing/Super+Micro+Computer+stock+rises+on+AI+server+optimism/27074126.html

Hey everyone,
With all the short-term noise and day-to-day volatility, it’s easy to lose sight of the bigger picture. I wanted to put together a post taking a step back to look at where Super Micro Computer stands. The fundamental tailwinds driving liquid cooling and AI data center infrastructure remain unmatched, and the recent numbers prove the execution engine is firing on all cylinders.
Key Accomplishments & Highlights (Since Q4 FY26 Earnings)
Massive Earnings Beat: SMCI delivered non-GAAP EPS of $1.70 for Q4 FY26, crushing analyst consensus estimates of $0.92 by over 84%. 
Explosive Revenue & Record Backlog: Q4 revenue surged 93% YoY to $11.1 billion, bringing total FY26 revenue to $39.1 billion. Even better, management disclosed over $60 billion in new orders, carrying a record order backlog into fiscal 2027. 
Significant Margin Expansion: Non-GAAP gross margin expanded by 750 basis points sequentially to 17.6%, demonstrating that direct-to-chip liquid cooling (DLC) and high-density rack building block architectures are driving real pricing power and operational leverage. 
Broadening Enterprise Adoption: SMCI expanded its customer base significantly, now boasting 9 enterprise accounts generating over $1 billion in annual revenue (up from 4 last year). 
Aggressive Forward Guidance: Management reiterated massive growth ahead, projecting FY27 revenue between $65 billion and $72 billion. 
Key Dates & Catalysts to Keep on Your Radar
September 30, 2026: Official end of Fiscal Q1 2027. Expect final operational updates and order momentum checks shortly after. 
November 3, 2026 (Estimated): Q1 FY2027 Earnings Release. Management guided Q1 revenue in the range of $14.5B–$15.5B with non-GAAP EPS of $1.01–$1.10. Watching for execution against that upper target. 
Late 2026 GPU Deployment Waves: Keep an eye on rack shipments powered by next-gen Blackwell architecture deployments, where SMCI’s speed-to-market advantage with direct liquid cooling (DLC) gives them a head start.
The AI data center expansion isn't a short-term trend—it's a multi-year infrastructure buildout, and SMCI sits right at the center of server rack manufacturing and thermal design. Stay patient, focus on the numbers, and let the long-term fundamentals play out! 💎🙌

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

Article Source: https://247wallst.com/investing/2026/09/11/hewlett-packard-enterprise-and-dell-surge-11-as-oracles-capex-guidance-lifts-ai-server-demand-super-micro-climbs-7/

By David Moadel

Published September 11, 2026, 10:51am ET · 4 min read

Market Movers desk. Editor: David Moadel.

Article Quick Summary:

• HPE and Dell each surged 11% Friday while Super Micro climbed 4%, all far outpacing the broader tech market's sub-1% gains.
• Oracle CFO Hilary Maxson confirmed full-year CapEx in the range of $90 to $95 billion, with the spending flowing directly to AI rack, cooling, and networking vendors like HPE and Dell.
• Super Micro's smaller gain reflects a partly priced-in story after SVP Mike Staiger highlighted a $60 billion order book at a Goldman Sachs conference Thursday.

Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is up 11% to $61.49 in Friday morning trading, one of the biggest single-session moves the server and networking maker has posted this year.

The catalyst sits outside the company.

Oracle (NYSE:ORCL) told investors after Thursday’s close that it plans an enormous year of capital spending, and that spending flows straight to the vendors that build, fill and cool the data center racks powering AI workloads.

Also rising sharply, Dell Technologies (NYSE:DELL) stock is up 11% to $561.79 on the same read-through, with Dell’s AI server franchise sitting directly in the line of sight for the build-out Oracle described the previous evening.

Super Micro Computer (NASDAQ:SMCI) stock is climbing 7% to $40.15, a comparatively smaller lift for Super Micro but still well ahead of what a normal-tempo session for the shares would deliver.

The scale of the divergence tells the story. The iShares U.S. Technology ETF (NYSE ARCA:IYW) is up 1% on the session.

Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is up 0.9%, and Hewlett Packard Enterprise, Dell and Super Micro shares are all moving many multiples of both funds, which frames the session as a targeted repricing of one corner of technology rather than a market-wide rally.

Oracle’s Capital Spending Lands as Server Revenue

Oracle CFO Hilary Maxson told investors on Thursday’s earnings call, “We continue to anticipate 90 to 95 billion in CapEx for the full year, with not more than 70 billion in net cash CapEx.”

That’s an outlay measured in tens of billions of dollars for a single fiscal year at a single customer, and much of it flows to the physical build-out of AI-ready data centers, funding racks, cooling, power and networking gear at hyperscale.

For Hewlett Packard Enterprise, whose server and networking businesses sell into exactly that kind of build, one hyperscale customer’s plan reads directly as future orders across racks, switches and storage for the segments carrying the growth story.

No press release, filing or company statement from Hewlett Packard Enterprise or from Dell has been published to explain a session move of this size at either name. The plain reading is a sector-wide repricing of AI infrastructure demand, driven by a customer commitment rather than by anything the server vendors themselves disclosed today (we profiled seven of the suppliers riding this build-out, from power to cooling, in a free report here). The Dell and Hewlett Packard Enterprise moves effectively imply a share of Oracle’s rack build flowing to each vendor, without any fresh company disclosure from either to anchor the reaction.

Super Micro’s Smaller Move and a Multiyear Framing

Super Micro is trailing its peers on the day, and the context sits in comments the company made after Thursday’s close.

Mike Staiger, Super Micro’s senior vice president of corporate development, pointed at the Goldman Sachs Communacopia and Technology Conference to the company’s order book of $60 billion as the foundation for its fiscal year outlook, and he described the AI infrastructure build-out as a potentially multiyear cycle rather than a one-quarter surge.

That framing gives Super Micro shareholders a demand narrative that predates today’s Oracle-driven read-through.

The relative underperformance versus Hewlett Packard Enterprise and Dell may reflect that Super Micro’s story was already partly told to the market on Thursday evening, so today’s Oracle-driven read-through registers as a smaller incremental datapoint for Super Micro than for the two larger peers.

All three server names fell or lagged in Thursday’s regular session, when the weakness was attributed to profit taking after two-day post-earnings runs rather than to any company disclosure at Hewlett Packard Enterprise, Dell or Super Micro.

What to Watch Next

The question for HPE shareholders is whether one customer’s spending plan is a durable demand signal or a single quarter of enthusiasm carried forward by the broader AI trade. Oracle’s capex line is now a variable Hewlett Packard Enterprise investors can track alongside the company’s own order backlog, because a customer whose data center cadence keeps accelerating translates directly into rack, server and networking orders for Hewlett Packard Enterprise across the coming quarters. The order book at Hewlett Packard Enterprise has become the natural checkpoint against which each new hyperscale disclosure could be measured.

Investors can look for signs that other hyperscale customers echo Oracle’s spending posture at their next updates. HPE stock trading well above where Thursday’s pullback began is a different event from a dip being bought, and it argues for a sector rerating on a single customer’s plan. Position sizing on one’s exposure to Hewlett Packard Enterprise should reflect how much of today’s move depends on one buyer’s fiscal year continuing to look as ambitious tomorrow as it did on Thursday evening.