Super Micro Computer, Inc. reported mixed fiscal Q3 2026 results, missing revenue expectations but showing improved earnings per share and gross margins, which rebounded to 9.95%. However, the company anticipates a sequential margin decline due to rising costs and diminishing benefits from low-margin inventory. Operating cash flow remains deeply negative at $6.6 billion, driven by increased working capital needs, especially in payables and inventory buildup. Despite these challenges, the stock's attractive valuation with a forward P/E of 12.9x, well below sector and historical averages, may cushion downside risks for investors.
Gold and silver prices fell significantly following the May inflation report and escalating US-Iran tensions. Spot gold dropped 4.26% to around $4,078 an ounce, and silver fell 2.66% to about $63.60. Inflation data showed a 0.5% rise in consumer pric...
Recent flow data shows robust institutional participation in AI infrastructure, semiconductors, cybersecurity, and communications technology sectors, with notable activity in leveraged technology ETFs and transportation. Key companies like Old Domini...
Dell Technologies reported a strong Q1 FY27 with $43.84 billion revenue, driven by a 757% YoY surge in AI-Optimized Servers and raised its full-year outlook to $165-$169 billion. In contrast, Super Micro Computer grew revenue 123% YoY to $10.24 billi...
In May, the Consumer Price Index (CPI) rose 4.2% year-over-year, matching expectations, with core CPI increasing 0.2%, slightly easing concerns about immediate Federal Reserve rate hikes. Supermicro announced plans to raise up to $7 billion through e...
Super Micro Computer Inc announced a $7 billion equity and equity-linked financing to fund component purchases for a surge in AI server orders totaling about $39 billion from over 20 customers. The company plans $5 billion in public offerings and a $...
