Supermicro (SMCI) says it has started mass deliveries of artificial intelligence servers powered by Nvidia’s (NVDA) latest and most sophisticated Blackwell Ultra chips. The AI stock popped as much as 6% on the news today. In its press release, the computer hardware firm also confirmed that “these solutions are purpose-built and pre-validated at system, rack, and data center scale.” More News from Barchart Despite today’s gain, SMCI stock is down well over 20% versus its July high at the time of writing. ...

Market Overview - The S&P 500 and Nasdaq 100 have reached new all-time highs, driven by expectations of Federal Reserve interest rate cuts [2][4] - The Dow Jones Industrials Index has decreased by -0.31% [1] - Higher bond yields are limiting stock market gains, with the 10-year T-note yield rising to 4.06% [3][8] Economic Indicators - The University of Michigan's September consumer sentiment index fell to a 4-month low of 55.4, below expectations of 58.0 [5] - Inflation expectations for the next 5-10 years increased to +3.9% from +3.5% in August, contrary to expectations of a decline [5][8] - Markets are pricing in a 100% chance of a -25 basis point rate cut at the upcoming FOMC meeting [6][9] Company Movements - Warner Bros Discovery (WBD) surged over +11% following reports of a potential acquisition bid from Paramount Skydance [13] - Tesla (TSLA) rose more than +5% after receiving approval for testing autonomous vehicles in Nevada [13] - Micron Technology (MU) increased by over +3% due to strong demand for AI chips, contributing to a +13% rally this week [14] - Super Micro Computer (SMCI) gained more than +2% after announcing high-volume deliveries of Nvidia systems [14] - Microsoft (MSFT) rose over +1% after reaching a preliminary agreement with OpenAI regarding their partnership [15] Declines in Stock Prices - Lululemon Athletica (LULU) fell more than -3% after a price target cut by Bank of America [16] - Oracle (ORCL) decreased over -3% amid reports of insider backing for a competing acquisition bid [17] - MGM Resorts International (MGM) declined more than -1% due to insider selling activity [18]

Core Insights - Super Micro Computer Inc (SMCI) is experiencing significant growth due to its AI hardware offerings, with a stock increase of 5.3% following the announcement of global shipments of its Nvidia Blackwell Ultra-powered systems [1][2]. Group 1: Product and Performance - The Blackwell Ultra systems, including NVIDIA HGX B300 and GB300 NVL72 racks, offer up to 7.5 times the performance of Nvidia's Hopper platform, 50% more HBM3e memory, and up to 1.1 exaFLOPS of FP4 compute [3]. - Liquid cooling technology in these systems can reduce power consumption by up to 40%, addressing critical challenges in AI data center growth [3]. Group 2: Market Positioning - Supermicro is establishing itself as a comprehensive solution provider for AI infrastructure, with over 10 new SKUs featuring Blackwell and Blackwell Ultra, simplifying deployment for enterprise and hyperscale customers [4]. - The company is transitioning from a niche hardware supplier to a key player in the global AI factory ecosystem, benefiting from the convergence of Nvidia's chip dominance and OpenAI's data center ambitions [5]. Group 3: Financial Performance - As of the latest publication, SMCI shares were trading at $45.48, reflecting a 3.49% increase, and the stock is within a 52-week range of $17.25 to $66.43 [6].

Super Micro Rises, Begins Nvidia Blackwell Ultra Shipments. Hear about it on the Bloomberg Stock Movers report. https://t.co/XjhSF8JcaY ...

I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

早在6月初，超微电脑就推出了一系列专为英伟达Blackwell架构打造的企业级人工智能解决方案，旨在 加速在欧洲市场的人工智能工厂部署。 超微电脑(SMCI.US)盘前涨近6%，报46.52美元。消息面上，公司表示已开始批量交付英伟达 (NVDA.US)Blackwell Ultra解决方案。 超微电脑表示，公司目前正在向全球客户交付具备即插即用(PnP)功能的英伟达HGX B300系统以及 GB300 NVL72机架。 ...

Core Insights - Supermicro has launched a series of enterprise-level AI solutions specifically designed for NVIDIA's Blackwell architecture, aimed at accelerating AI factory deployments in the European market [1] Group 1 - Supermicro (SMCI.US) saw an initial increase of nearly 7%, reaching $47, following the announcement of bulk deliveries of NVIDIA's Blackwell Ultra solutions [2] - The company is currently delivering plug-and-play (PnP) NVIDIA HGX B300 systems and GB300 NVL72 racks to global customers [2]

Core Viewpoint - Super Micro Computer Inc has confirmed the commencement of high-volume shipments of its Nvidia Blackwell Ultra solutions, indicating strong demand and growth potential in the AI server market [1] Company Summary - Super Micro Computer Inc is experiencing an extension of gains in its stock price following the announcement of high-volume shipments [1] - The company specializes in AI server solutions, positioning itself favorably within the growing AI technology sector [1] Industry Summary - The AI server market is witnessing increased demand, driven by advancements in AI technologies and solutions [1] - Nvidia's Blackwell Ultra solutions are expected to play a significant role in enhancing AI computing capabilities, further propelling the industry's growth [1]

Core Insights - Super Micro Computer (SMCI) announced the delivery of products utilizing Nvidia's high-speed Blackwell Ultra chips for AI computing, leading to a rise in its share price [1][2][3] - The integration of Blackwell chips into Supermicro's systems aims to optimize AI performance through a combination of hardware and software solutions [2][3] - Supermicro's CEO highlighted the company's strong track record in deploying Nvidia technologies successfully and rapidly [2][3] Company Performance - Super Micro Computer's shares increased by 3% on a recent Friday morning and have risen nearly 50% year-to-date [2] - Nvidia's shares also saw a slight increase, with a reported one-third gain in value for the year 2025 [2]

Group 1 - Super Micro Computer Inc (SMCI) is experiencing a significant increase in stock price, currently up 6% to $46.53, following the commencement of volume shipments of Nvidia Blackwell Ultra Systems chips, indicating a strong partnership between the two companies [1] - SMCI has seen a remarkable 53% increase in 2025 and has returned to its year-over-year breakeven level, although it is still below its annual high of $66.43 reached on February 19 [2] - The stock is facing a contrarian outlook, with 11 out of 18 brokerages maintaining "hold" or worse ratings, and a consensus 12-month price target of $45.81, which represents a 2.1% discount to the current stock price [3] Group 2 - There is potential for unwinding of bearish bets in the options market, as the 10-day put/call ratio for SMCI is at 0.62, placing it in the 78th percentile of annual readings, indicating increased put buying activity [4] - Options traders are currently pricing in low volatility expectations for SMCI, with a Schaeffer's Volatility Index (SVI) of 56%, ranking in the 3rd percentile of the past 12 months, while the stock has historically outperformed these expectations [5]