Shares of AI server hardware makers Super Micro Computer, Dell, and Hewlett Packard Enterprise fell sharply—5%, 5%, and 3% respectively—due to a market reversal driven by rising interest rate expectations and inflation concerns, not company-specific news. This sell-off reflects a repricing of long-term growth valuations amid higher inflation fears fueled by rising oil prices. While AI demand remains strong, especially for Super Micro's new server racks, the increased cost of financing growth is pressuring these stocks. Investors are advised to moderate position sizes and watch for signs of stabilization, as these stocks remain sensitive to rate changes and concentrated in the AI hardware sector.
Following the sharp declines in AI server stocks reported, Super Micro Computer trades at USD 41.78, down 3.42% on Pluang as of Sep 28, 2026 23:11 WIB. Dell Technologies is priced at USD 542.07, down 3.70%, while Hewlett Packard Enterprise stands at USD 61.56, down 2.19%. These figures reflect ongoing market pressure on AI hardware shares amid broader concerns about inflation and interest rates.
