Whales with a lot of money to spend have taken a noticeably bullish stance on Super Micro Computer.Looking at options history for Super Micro Computer (NASDAQ:SMCI) we detected 90 trades.If we consider the specifics of each trade, it is accurate to state that 48% of the investors opened trades with bullish expectations and 38% with bearish.From the overall spotted trades, 17 are puts, for a total amount of $2,425,530 and 73, calls, for a total amount of $5,782,126.What's The Price Target?After evaluating th ...

Key Takeaways SMCI launched new AI-centric servers for hyperscale data centers and edge computing.New systems integrate NVIDIA Jetson Orin NX and support AI, analytics, and cloud workloads.Fiscal 2025 revenues surged 47% to $22B, driven by AI and green computing demand.Super Micro Computer (SMCI) has launched a series of AI-centric products to address both hyperscale data center and edge computing demands. These products include new edge systems like ARS-111L-FR, ARS-E103-JONX and SYS-212D-64C-FN8P.SMCI als ...

One stock market valuation metric is flashing a red warning light, but these three stocks may still be bargains nevertheless.A stock market bubble happens when the value of stocks grows faster than the value of the businesses they represent. And there's good reason to believe investors are in one right now.Years ago, famed investor Warren Buffett proposed a metric to measure stock valuations generally -- take the entire value of the U.S. stock market and divide it by U.S. GDP. Today, investors call this met ...

Published October 07, 2025 03:55 PM EDT AI server maker Super Micro Computer was one of several stocks Wall Street analysts said could get a boost from AMD's OpenAI deal. HECTOR RETAMAL / AFP / Getty Images Key Takeaways Advanced Micro Devices (AMD) has a number of partners that could be set to benefit from its big deal with OpenAI, according to Wall Street analysts. The ChatGPT maker committed to buying several generations of AMD's AI chips, sending shares of the semiconductor firm up 24% yesterday and ano ...

Supermicro (SMCI) stock has gained steam, surging over 35% over the past month as the company’s growth rate is expected to accelerate. The rebound comes after a post-earnings slump, when slowing sales momentum and lower-than-expected outlook briefly cooled enthusiasm for one of the market’s favorite AI hardware plays. SMCI Stock: From Post-Earnings Slump to Renewed Optimism Notably, Supermicro has seen its sales and earnings skyrocket thanks to artificial intelligence (AI)-driven demand. Its high-perform ...

Super Micro Computer (NASDAQ: SMCI ) (NEOE: SMCI:CA ) has been perhaps the most talked-about name in AI hardware but one of the least understood. The company is at the center of the world’s largest CapEx cycle in decades, providingHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. bu ...

edged lower early Tuesday, October 7, 2025, after Wall Street’s record-setting rally. The S&P 500 and both hit new highs on Monday, while the lagged slightly behind. Investors are taking a breather after weeks of relentless gains. Futures were mixed before the opening bell — Dow futures down 81 points (-0.2%), S&P 500 futures off 4 points (-0.1%), and Nasdaq futures flat. The pullback comes as traders eye the Federal Reserve’s next move and the ongoing U.S. government shutdown, now stretching into its seco ...

Group 1: AI Market Overview - Artificial intelligence (AI) is a leading market topic, with significant investor interest in exposure, particularly in large-cap technology stocks [1] - The data center angle is highlighted as a key area for investment, with specific stocks such as Vertiv, Super Micro Computer, and Arista Networks being mentioned [1][2] Group 2: Company Summaries - **Vertiv**: Provides services for data centers and communication networks, with a portfolio of power, cooling, and IT infrastructure solutions. The stock has gained over 40% in 2025, outperforming the S&P 500 [3] - **Arista Networks**: An industry leader in data-driven networking for AI and data center environments. The stock has benefited from the AI trend, with analysts raising EPS expectations, currently holding a Zacks Rank 1 (Strong Buy) [4] - **Super Micro Computer**: A total IT solution provider for AI, Cloud, Storage, and 5G/Edge services, with shares up nearly 80% in 2025 [6] Group 3: Investment Considerations - Vertiv, Arista Networks, and Super Micro Computer are identified as prime considerations for investors seeking data center exposure [7]

"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the science behind generative AI systems as a result of first-hand experience with machine learning algorithms, model training, and model deployment.I am currently in the process of obtaining more advanced AWS machine learnin ...

Super Micro Computer (NASDAQ:SMCI) shares climbed Monday as investor enthusiasm for artificial intelligence continued to drive market momentum. The surge follows a landmark deal announced by Advanced Micro Devices (NASDAQ:AMD), which rose sharply in premarket trading, to supply OpenAI with up to 6 gigawatts of AMD Instinct graphics processing unit (GPU) power for the AI company's next-generation infrastructure. Super Micro, a key Original Equipment Manufacturer partner for AMD, integrates the chipmaker's ...