Shares of AI server makers Super Micro, Dell, and Hewlett Packard Enterprise dropped following a 6% decline in NVIDIA stock due to an investigation into NVIDIA's CEO over alleged ties to a Chinese spy. Super Micro fell 4%, Dell 6%, and HPE 2%, reflecting investor concerns about supply chain and customer confidence. Despite Super Micro's strong Q4 profits, its stock is down 6% year-to-date, highlighting valuation challenges in the sector. Upcoming earnings reports from Dell and HPE will be closely watched to gauge AI server demand amid ongoing uncertainty.
NVIDIA shares are trading near their 52-week low at USD 167.86 as of Nov 11, 2026 01:12 WIB, down 6.05% on Pluang, while Super Micro is also closer to its low at USD 27.46, down 3.97% today. Dell, despite a much higher 52-week high of USD 588.67, is currently at USD 325.88, down 5.83%, showing a significant gap from its peak. Hewlett Packard Enterprise remains above its low at USD 46.70, down 1.77%, with strong buy interest on Pluang at 94% as of the same time.
Super Micro Computer, Inc. reported strong first quarter 2027 earnings, surpassing both EPS and revenue expectations. Despite this, the company experienced negative organic cash flow due to increased working capital needs, and margin uncertainty rema...
Wall Street analysts remain cautious on Super Micro Computer (SMCI), maintaining a 'Sell' rating and lowering its 12-month price target to $18, reflecting concerns despite the company's recovery from a 2024 accounting scandal. In contrast, Oracle (OR...
Super Micro Computer (SMCI) shares have fallen nearly 40% since early October amid a broader tech selloff, despite reporting a strong Q1 FY2027 revenue surge of 298% to $19.9 billion. Management raised its full-year 2027 revenue guidance to between $...
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 constru...
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...
