SMCI

Cisco named Supermicro a core hardware partner for its Secure AI Factory architecture, and management reaffirmed strong FY2027 guidance.

Cisco expanded its AI infrastructure portfolio to directly integrate Supermicro's liquid- and air-cooled server architectures.

The stock fell after Taiwanese prosecutors indicted nine individuals, including two SMCI employees, over an illegal AI server export scheme.

The stock surged following strong Q4 EPS, expanded gross margins, and FY2027 revenue guidance that far exceeded consensus.

SMCI stock surged after reporting an EPS beat and issuing massive FY2027 revenue guidance despite missing Q4 revenue estimates.

Shares surged following Q4 earnings that beat EPS estimates, delivered a surprise 17.6% gross margin, and raised FY27 guidance.

The stock surged following Q4 earnings with a gross margin beat of 17.5%, a $60+ billion backlog, and strong FY2027 revenue guidance.

SMCI surged after booking over $60 billion in new AI infrastructure orders and issuing strong FY2027 revenue guidance.

The stock surged due to an AI sector rally triggered by Palantir's strong earnings, driving pre-earnings short covering for SMCI.

The stock fell as Taiwanese prosecutors detained an Nvidia employee in an expanding AI chip-smuggling probe linked to Supermicro.

Supermicro raised Q4 gross margin guidance to 15%-17% and reported a record $60 billion in new orders booked during the quarter.

The stock surged after SMCI announced a $60 billion AI server backlog and raised gross margin guidance to 15%-17%.

SMCI stock surged after reporting over $60 billion in new orders and raising Q4 gross margin guidance to 15%-17%.

SMCI surged after doubling its Q4 gross margin guidance to 15%-17% and booking over $60 billion in new AI server orders.

The stock dropped due to AI hardware delay fears, structural dilution from a $7B financing package, and pre-earnings margin concerns.

SMCI stock fell due to AI sector pull-backs from Alphabet model delays and a USITC patent probe involving Samsung memory chips.

SMCI surged after launching Kubernetes Edge AI appliances with Red Hat and Portworx to streamline enterprise AI inference.

Taiwanese prosecutors raided Supermicro's offices over illegal server exports to China, compounding fears from a $7B equity raise.

SMCI plummeted following Taiwan office raids investigating the alleged smuggling of export-restricted Nvidia AI chips to China.