The ongoing US government shutdown, expectations of additional Fed easing, and political uncertainty in France and Japan are also driving investors to haven assets, such as gold and Bitcoin. French Prime Minister Lecornu resigned after President Macron named a new cabinet, raising uncertainty about the Eurozone's second-largest economy. Meanwhile, Sanae Takaichi, a proponent of easy fiscal and monetary policy, won Saturday's election to become Japan's new leader of the ruling LDP party and potential prime m ...

As noted, Apple has a large and loyal customer base; this stems from a business model decision made by the company as far back as the 1980s, when its Mac computers introduced a series of innovations that quickly made them popular with graphics and publishing professionals – but that also made them incompatible with other computer operating systems. Since then, Apple has built an entire ecosystem based on its own devices, their quality and capabilities, and their users’ loyalty. The model has worked, and sup ...

Super Micro Computer Inc. (NASDAQ:SMCI) shares are trending on Thursday.Check out the current price of SMCI stock here. Server Manufacturer Outpaces Tech Competitors As Shares Gain MomentumShares of the global tech company jumped 9.30%, rising by $4.46 to finish at $52.40 during regular trading on Wednesday. This marks the third day in a row the stock has been on the rise. The stock declined 0.5% to $52.12 in the after-hours session.Stock Outperforms Key CompetitorsSMCI’s after-hours performance significant ...

Economic Indicators - US MBA mortgage applications fell by -12.7% in the week ended September 26, with the purchase mortgage sub-index down -1.0% and the refinancing sub-index down -20.6% [1] - The September ISM manufacturing index rose +0.4 to a 7-month high of 49.1, exceeding expectations of 49.0 [6] - The September ADP employment change unexpectedly fell by -32,000, marking the largest decline in 2.5 years, while August was revised lower to -3,000 from +54,000 [5] Market Reactions - Stocks initially moved lower due to the US government shutdown, but later recovered, with the S&P 500 and Nasdaq 100 reaching new all-time highs [2][4] - The dollar index fell to a one-week low, while gold prices climbed to a record high amid risk-off sentiment [2] - Rising corporate earnings expectations are a bullish backdrop for stocks, with over 22% of S&P 500 companies providing guidance for Q3 earnings that are expected to beat analysts' expectations [8] Sector Performance - Pharmaceutical stocks rallied, with AstraZeneca closing up more than +9% and Eli Lilly up more than +8%, driven by hopes from Pfizer's deal with the US government [15] - Chipmakers and AI-infrastructure stocks also saw gains, with Super Micro Computer closing up more than +9% and Micron Technology up more than +8% [16] - Grocery retailers declined after Amazon announced a new private-label food brand, leading to Dollar Tree and Dollar General closing down more than -4% and -3% respectively [22] Upcoming Economic Data - Weekly initial unemployment claims are expected to increase by +7,000 to 225,000, and August factory orders are expected to rise by +1.4% month-over-month [9] - September nonfarm payrolls are anticipated to increase by +51,000, with the unemployment rate expected to remain unchanged at 4.3% [9]

Key Takeaways SMCI is first to ship NVIDIA B300 & GB300 AI systems, launching over 30 new NVIDIA- and AMD-based solutions.New DLC-2 reduces power and water use by up to 40%, cuts costs 20%, and operates at lower noise levels.SMCI expands manufacturing in Silicon Valley, Taiwan, the Netherlands, and Mexico to meet surging AI demand.Super Micro Computer‘s (SMCI) next-generation server platforms, storage offerings, and direct liquid cooling (DLC) racks are experiencing massive traction as enterprises and hyper ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

These two companies fell by 30% or more in a single month.I won't keep you waiting. The two worst-performing stocks in the S&P 500 (^GSPC -0.50%) in August 2025 were The Trade Desk (TTD -0.23%) and Super Micro Computer (SMCI 0.09%). These were down by 37% and 30%, respectively, for the month.Since early August was the peak of earnings season, you might suspect that these moves were earnings-related. And you'd be 100% correct.In the case of The Trade Desk, its earnings contained disappointing third-quarter g ...

Core Insights - The article discusses the performance and outlook of Super Micro Computer (NASDAQ: SMCI), indicating a bullish sentiment despite some unexpected outcomes in recent developments [1]. Company Analysis - Super Micro Computer has shown resilience in its stock performance, with the author maintaining a positive outlook on the company's future prospects [1]. - The company operates in the technology sector, specifically focusing on high-performance computing solutions, which positions it well for growth in a rapidly evolving market [1]. Market Trends - The technology industry is experiencing significant changes, with increasing demand for advanced computing solutions, which could benefit companies like Super Micro Computer [1]. - The article highlights the importance of staying updated on market trends and developments, which is crucial for making informed investment decisions in the technology sector [1].

Key Points The artificial intelligence (AI) trend has been the driving force behind many top stocks' performance over the past five years. In September 2020, Nvidia already had a market cap of more than $340 billion and was trading at high valuations. Super Micro Computer was worth less than $2 billion at that time, but has outperformed the chipmaker in the years since. 10 stocks we like better than Nvidia › It's hard to imagine that any stock may have performed better than Nvidia (NASDAQ: NVDA) o ...