Key Points Super Micro Computer sank in December, along with other skittishness in the AI datacenter market. The company has strong guidance for growth in 2026, but is facing risks of a downturn in AI spending. Super Micro Computer stock may look cheap, but it is a risky stock to buy right now. 10 stocks we like better than Super Micro Computer › Shares of Super Micro Computer (NASDAQ: SMCI) sank 13.5% in December, according to data from S&P Global Market Intelligence. As an assembler of advance ...

Super Micro Computer (SMCI) closed the most recent trading day at $30.54, moving +1.55% from the previous trading session. The stock outpaced the S&P 500's daily gain of 0.62%. On the other hand, the Dow registered a gain of 0.99%, and the technology-centric Nasdaq increased by 0.65%. Prior to today's trading, shares of the server technology company had lost 14.98% lagged the Computer and Technology sector's loss of 1.47% and the S&P 500's gain of 0.59%.The upcoming earnings release of Super Micro Computer ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Supermicro, Inc (Nasdaq: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced it has entered into a definitive credit agreement providing for a senior revolving credit facility with JPMorgan Chase Bank, N.A., as administrative agent, and a syndicate of lenders. The revolving credit facility provides for aggregate commitments of $2.0 billion and has a maturity date of 12/29/2030. Borrowings under the facility may be used for. ...

Core Insights - The stock of Super Micro Computer, Inc. has not generated significant enthusiasm in the AI sector, which aligns with market expectations [1] Group 1: Investment Strategy - The investment approach focuses on identifying attractive risk/reward opportunities that can potentially generate alpha above the S&P 500 [1] - The strategy combines price action analysis with fundamental analysis, avoiding overhyped stocks while targeting undervalued stocks with recovery potential [1] - The investment group specializes in high-potential opportunities across various sectors, emphasizing stocks with strong growth potential and appealing turnaround plays [1]

The lack of AI enthusiasm for the stock of Super Micro Computer, Inc. didn't really surprise me, even though I had expected the market to have accordedJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks h ...

Core Viewpoint - The article highlights the collaboration between Supermicro (SMCI.US) and NVIDIA (NVDA.US) in developing advanced liquid cooling AI infrastructure to support the Vera Rubin platform, which is now in full production. This partnership aims to enhance the deployment of next-generation AI data center solutions. Group 1: Supermicro's Developments - Supermicro announced the expansion of its liquid cooling AI infrastructure to accelerate the delivery of customized data center solutions for NVIDIA's Vera Rubin platform [1] - The company introduced a new liquid cooling solution capable of providing precise cooling for large-scale clusters integrating 72 Rubin GPUs per rack [3] - Supermicro's CEO, Charles Liang, emphasized the company's agile building block solutions and expanded manufacturing capabilities in the U.S. to deliver cutting-edge AI platforms faster than competitors [3] Group 2: Market Reactions - Following the CES announcement, data center cooling stocks experienced a significant decline, with Modine Manufacturing (MOD.US) dropping over 13%, Johnson Controls (JCI.US) and Trane Technologies (TT.US) falling over 7%, and Vertiv Holdings (VRT.US) decreasing over 3% [4] - NVIDIA's CEO Jensen Huang mentioned that servers equipped with the new Rubin chips could operate without water cooling, requiring airflow similar to that of racks with Blackwell chips, which may have influenced market sentiment [4]

"The consumer technology landscape is evolving faster than ever, driven by breakthroughs in consumer-focused AI applications," said Charles Liang, president and CEO of Supermicro. "Supermicro introduces the latest innovations that deliver unprecedented performance and energy efficiency, empowering the next generation of users including creators and developers." Expands edge portfolios with NVIDIA, Intel, and AMD-powered platforms SAN JOSE, Calif. and LAS VEGAS, Jan. 6, 2026 /PRNewswire/ -- Super Micro Compu ...

Core Viewpoint - Supermicro (SMCI.US) is expanding its liquid cooling AI infrastructure to accelerate the delivery of data center solutions tailored for NVIDIA's (NVDA.US) Vera Rubin platform, which has entered full-scale production [1][2]. Group 1: Company Developments - Supermicro announced the launch of customized liquid cooling systems for the Vera Rubin NVL72 and HGX Rubin NVL8 architectures, addressing the high power consumption and thermal density of AI clusters [1]. - The company confirmed the expansion of its manufacturing facilities in the U.S. to ensure the timely delivery of the Vera Rubin platform in the second half of 2026 [1]. Group 2: Industry Collaboration - Supermicro's long-term partnership with NVIDIA and its agile building block solutions enable faster market deployment of cutting-edge AI platforms compared to competitors [2]. - The company's data center building block solutions, combined with advanced direct liquid cooling technology, leverage domestic design and manufacturing capabilities to accelerate the deployment of next-generation liquid cooling AI infrastructure [2]. Group 3: Market Reaction - As of the report, Supermicro's stock rose over 1%, trading at $30.39 [3].

We look back to look forward and predict whether three of 2025's biggest disappointments can turn it around in 2026.In this podcast, Motley Fool analysts Tom King and Tim Beyers and contributor Travis Hoium discuss:How losing faith with auditors cost Supermicro.Whether fashion trends favor Lululemon.The 2026 challenges facing Nike CEO Elliott Hill.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to ...

Data Center Building Block Solutions® (DCBBS) and Advanced Direct Liquid Cooling (DLC) Technology with Supermicro US Based In-House Design/Manufacturing Accelerate Time to Deployment of Next Generation Liquid-cooled AI Infrastructure Continue Reading SAN JOSE, Calif., Jan. 5, 2026 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), a total IT solution provider for AI, cloud, storage, and 5G/edge, today announced expansions in manufacturing capacity and liquid-cooling capabilities, in collaboration with NVIDIA, ...