Super Micro Computer reported a robust Q3 with revenues up 123% year-over-year and adjusted EPS rising 171%, driven by strong demand and operational efficiency. Although the company lowered its FY2026 guidance, it still expects 80% growth, supported by AI tailwinds and capacity expansion. The stock trades at a significant discount to the IT sector, offering an attractive risk/reward despite ongoing legal and reputational challenges. Margin pressures in Q4 and a mixed outlook are noted, but the long-term growth thesis remains positive.
Verda, a European AI cloud provider, has adopted Supermicro's latest NVIDIA Blackwell-accelerated liquid-cooled systems to power its AI infrastructure across Europe, the US, and Asia. This deployment supports diverse AI workloads like large language ...
Class action lawsuits have been filed against Super Micro Computer (SMCI), ImmunityBio (IBRX), and Pinterest (PINS) alleging that these companies made false or misleading statements and failed to disclose important negative information affecting thei...
