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18.08.26 - 12:06
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Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance (Digitimes)
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Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives and TSMC Chairman C.C. Wei's assessment of major cloud service provider (CSP) demand, to record capex from US CSPs and surging orders across downstream players like Asus, Gigabyte, and Supermicro—all demonstrate that AI demand is flowing steadily from upstream silicon to servers and data centers, driving concrete gains in revenue, profits, and backlogs....
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12.08.26 - 21:18
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CoreWeave, Supermicro Lead Tech Stocks Higher on Results | Bloomberg Tech 8/12/2026 (Bloomberg)
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Bloomberg's Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises new funding and puts it to work on building independent benchmarks for AI compute. And, investors are betting AI music startup Suno can be the next Spotify despite concerns about theft and AI slop. (Source: Bloomberg)...
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12.08.26 - 21:06
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Super Micro Computer: Superstark (Der Aktionaer)
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Die Zahlen von Super Micro Computer vom 11. August kommen an der Wall Street sehr gut an. Gewinn und Ausblick sprengen die Erwartungen. Die Aktie macht einen deutlichen Satz nach oben...
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12.08.26 - 17:32
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Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods.
- Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher.
- CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out. (Source: Bloomberg)...
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12.08.26 - 15:48
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AI Earnings Boost Stock Futures; CPI Data Looms | Bloomberg Brief 08/12/2026 (Bloomberg)
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CoreWeave and Super Micro push US stock futures higher as strong forecasts reinvigorate AI trade. Markets await key CPI data for a read on inflation. The IEA raises concerns about global oil inventories as the US and Iran harden their stances on the Strait of Hormuz. Andrew Hollenhorst of Citi looks ahead to the CPI data and its impact on the Fed's policy discussion. (Source: Bloomberg)...
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12.08.26 - 06:42
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Supermicro defends margin outlook and order quality amid analyst scrutiny (Digitimes)
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Supermicro executives fielded a wave of questions from Wall Street analysts following the company's fourth-quarter and full-year fiscal 2026 earnings report. Much of the discussion centered on the sustainability of its gross margins, the composition of its record order backlog, and how the company is balancing rapid growth with profitability....
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11.08.26 - 23:54
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Supermicro Q4 Profit Surges As Revenue Jumps (AFX)
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WASHINGTON (dpa-AFX) - Super Micro Computer, Inc. (SMCI) on Tuesday reported a sharp increase in fourth-quarter profit, as strong demand for AI infrastructure drove a significant increase in sales......
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11.08.26 - 22:30
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Super Micro Computer Inc. Profit Advances In Q4 (AFX)
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WASHINGTON (dpa-AFX) - Super Micro Computer Inc. (SMCI) announced earnings for its fourth quarter that Increases, from the same period last yearThe company's earnings totaled $1.165 billion, or $1......
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