AI server stocks Super Micro Computer, Dell Technologies, and Hewlett Packard Enterprise rose between 2% to 6% following a sharp sell-off after the U.S. midterm elections. The rebound comes despite concerns over political risks to data center construction and operational challenges like cash burn and debt. Dell reported a record $95 billion AI backlog and raised revenue guidance, while Super Micro saw a surge in sales but increased cash use and inventory. Hewlett Packard Enterprise lagged behind but showed strong AI order growth. Investors are watching upcoming earnings and policy developments closely to gauge if the recovery will sustain.
As of Nov 07, 2026 00:11 WIB, Super Micro Computer is trading at USD 28.61 with a 1-day gain of 5.65% on Pluang, reflecting strong investor interest despite recent volatility. Dell Technologies also shows a notable rise, priced at USD 333.89 and up 5.44% for the day, while Hewlett Packard Enterprise is more modestly up 1.70% at USD 44.83. Among these, Super Micro Computer's 5.65% increase stands out as the most significant move on the platform.
Super Micro Computer, Inc. reported Q1 2027 revenues of $19.95 billion, surpassing consensus estimates by $3.7 billion due to high demand for AI infrastructure. The company also posted a gross margin of 12.8%, exceeding its guidance. Despite concerns...
Shares of AI server makers Dell, Hewlett Packard Enterprise, and Super Micro fell 10-12% following the U.S. midterm elections, as investors reacted to Democrats gaining control of Congress and a Texas governor's pledge to halt data center constructio...
Super Micro Computer, Inc. reported strong Q1 FY27 earnings and raised its full-year guidance, driven by AI-related sales now making up 71% of revenue. Despite surpassing expectations for two consecutive quarters, the stock price has not reflected th...
Super Micro reported a strong Q1 FY2027 with revenue and earnings surpassing expectations, but its stock fell 4% due to worries over shrinking profit margins and heavy reliance on one large AI data center customer. The company raised its full-year re...
Super Micro disclosed that a single unnamed customer accounted for 44% of its quarterly revenue, up from 28% the previous year, highlighting significant customer concentration. This customer likely relates to large AI data center projects, possibly l...
