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07.07.26 - 21:18
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Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect? (24/7 Wall St.)
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Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?...
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07.07.26 - 19:30
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Why SOXX Surged 93.3% YTD While Avoiding Super Micro Computer (24/7 Wall St.)
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The iShares Semiconductor ETF (NASDAQ:SOXX) has ridden the AI chip boom to a 93.3% year-to-date gain through July 6, 2026, nearly doubling investor capital in roughly six months. Over the trailing year, the fund is up an even more striking 140.08%. What may surprise retirement-focused investors combing through the roster: one of the most-discussed AI ... Why SOXX Surged 93.3% YTD While Avoiding Super Micro Computer...
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02.07.26 - 17:18
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Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July (24/7 Wall St.)
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Super Micro Computer (NASDAQ:SMCI) is dominating AI infrastructure headlines again this week, pitched as the cheap hardware proxy for the next leg of the datacenter buildout. The underlying data tells a different story. The rotation is already underway. Super Micro is down 14.79% over the past week and 41.02% over the past month, while capital ... Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July...
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