Seattle, WA, July 30, 2025 (GLOBE NEWSWIRE) -- RAVEL, a leader in IT and workload orchestration software, today announced major updates to its flagship AI offering, RAVEL Orchestrate AI, as well as the launch of solutions leveraging Supermicro Turnkey AI Workload Solution—a powerful and ready-to-deploy AI offering. These products simplify the adoption of scalable AI for organizations across industries, such as data centers, content creation studios, research labs and innovation hubs, and large enterprises. ...

Stock Performance Analysis of Super Micro Computer (SMCI) - SMCI experienced a significant price increase, rising from approximately $30 to over $120 in about two and a half months, resembling an amplified Nvidia in 2023 [1] - The stock faced downward pressure following the "Deep Seek" event, aligning with the downturn in AI-related stocks [2] - A golden cross pattern emerged in late June, coinciding with the stock consolidating above its 200-day moving average [4] - The stock is currently overbought based on the Relative Strength Index (RSI) [5] Key Resistance and Support Levels - The swing high from February represents a critical resistance level for SMCI [7] - The $70 level is identified as a significant confluence of resistance, aligning with the 50% Fibonacci retracement level, the February swing high, and a previous support area from early 2024 [10][11] - A potential support level is identified around $59, coinciding with a Fibonacci level and potentially the 50-day moving average [17] Trading Strategy and Market Outlook - A conservative approach suggests waiting for a failure at the $70 level before considering a short position [12][17] - The analyst suggests caution due to the market being near all-time highs and the potential for increased volatility during earnings season [12][13] - The analyst notes that SMCI may not be as volatile as it matures as a stock, with trading volume having decreased compared to when the stock was initially rising rapidly [15][16]

Core Insights - Super Micro Computer, Inc. (SMCI) has seen a significant share price increase of 97% in 2025, outperforming NVIDIA Corporation (NVDA) which gained 31.6% [2][10] - The company has secured a $20 billion deal with Saudi Arabian data center operator DataVolt, enhancing investor confidence [4][10] - Supermicro's shares rose 10% following the announcement of a provisional patent for its ARMS 200 modular data center, with SMCI as the exclusive server supplier [2] Financial Performance - Supermicro's stock rebounded with a 60.8% increase after a new auditor confirmed the fairness of its financial statements, clearing it of fraud allegations [3] - In the March quarter, revenue growth fell short of expectations due to shipment delays of NVIDIA's Blackwell chips, but no delays are anticipated for the June quarter [5] - The company's non-GAAP gross margin for the fiscal 2025 third quarter was 9.7%, down from 11.8% in the previous quarter and 15.5% in the same quarter last year, indicating margin pressure [8] Market Position and Competition - Supermicro holds an 8% share in the AI server market, significantly lower than NVIDIA's over 80% share in the AI GPU market, making it premature to compare Supermicro to NVIDIA [7][10] - Major technology vendors are intensifying competition against Supermicro, which is affecting its margins [8] - The company has a debt-to-equity ratio of 38.1%, higher than the industry average of 32.5%, indicating greater financial risk [9] Future Outlook - The Zacks Consensus Estimate for SMCI's earnings per share (EPS) is projected at $2.07, down by 39.7% from a year ago, reflecting slowing EPS estimates amid tough competition [12]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Super Micro Computer (SMCI) despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Super Micro is expected to report earnings of $0.44 per share, reflecting a year-over-year decrease of 30.2%, while revenues are projected to be $5.99 billion, an increase of 12.8% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 5.26% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, Super Micro exceeded the expected earnings of $0.30 per share by delivering $0.31, resulting in a surprise of +3.33%. Over the last four quarters, the company has beaten consensus EPS estimates twice [13][14]. Overall Assessment - Super Micro does not currently appear to be a strong candidate for an earnings beat, and investors should consider additional factors when evaluating the stock ahead of the earnings release [17].

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to consider their financial situation and needs before relying on the information provided [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to perform their own research and understand the risks involved before making investment decisions [1].

Group 1 - Major stock index futures are showing positive movement, with Dow futures up 0.16%, S&P 500 futures up 0.24%, and Nasdaq futures up 0.40% [1] - Technology stocks are mostly rising, with Nvidia up over 1.5% and AMD and Advanced Micro Devices up over 1% [2] - Some Chinese concept stocks are experiencing significant gains, with Li Auto up over 4%, Global Data up over 3%, and Miniso and NIO up over 1% [2] Group 2 - Nvidia reportedly placed an order for 300,000 H20 chips from TSMC, contributing to its pre-market rise of over 1.5% [4] - Sarepta Therapeutics saw a pre-market surge of over 40% after the FDA authorized the resumption of its gene therapy Elevidys for treating Duchenne muscular dystrophy [5] - Apple announced the closure of its first direct store in China, located in Dalian, due to the departure of several retailers from the shopping center, with the store set to close on August 9, 2025 [6] Group 3 - Ford has signed a new $3 billion term loan agreement, which will last until July 28, 2026, with drawn loans maturing on December 31, 2028 [8] - Stellantis reported a 13% year-over-year decline in net revenue for the first half of 2025, totaling €74.3 billion, primarily due to declines in North America and Europe, resulting in a net loss of €2.3 billion compared to a net profit of €5.6 billion in the same period last year [9]

Group 1 - The core viewpoint indicates that technology stocks are mostly rising in pre-market trading, with Nvidia and AMD both increasing by over 1% [1] - Some Chinese concept stocks are also experiencing gains, with Li Auto rising by over 4% and NIO increasing by over 1% [1]

Group 1: Baby and Childcare Sector - The baby and childcare concept stocks mostly opened higher, with notable increases in shares of companies such as Jinxin Reproductive Medicine (1951.HK) up 8.93%, H&H International Holdings (1112.HK) up 7.33%, and China Feihe (6186.HK) up 5.12% following the announcement of a new childcare subsidy policy [1] - The new policy, effective from January 1, 2025, provides an annual subsidy of 3,600 yuan for each child until they reach three years old, which is expected to boost the sector [1] Group 2: Pharmaceutical Sector - WuXi AppTec (2359.HK) opened over 4% higher after reporting a revenue of 20.799 billion yuan for the six months ending June 30, 2025, a year-on-year increase of 20.6%, with a net profit of 8.287 billion yuan, up 95.5% [1] - Fosun Pharma (2196.HK) saw a 1.37% increase after signing a licensing agreement for AR1001, aimed at treating Alzheimer's disease and other neurological disorders [2] - Deqi Pharmaceutical (6996.HK) rose 4.70% after receiving approval for a new indication of its drug, Xivio, for treating multiple myeloma [2] - Kangzheng Pharmaceutical (0867.HK) increased over 2% after announcing the acceptance of its new drug application for ZUNVEYL, aimed at treating Alzheimer's symptoms [4] - BeiGene (6160.HK) rose over 3% following a positive recommendation from the European Medicines Agency for its drug, Tislelizumab, for non-small cell lung cancer [4] Group 3: Automotive Sector - Hong Kong automotive dealer stocks rose, with Zhongsheng Holdings (0881.HK) up nearly 6% and Yongda Automotive (3669.HK) up over 4%, driven by expectations of improved profit margins from new car sales due to government policies [2] - UBS reported that Zhongsheng and Yongda's stock prices rebounded approximately 20% and 5% respectively, as the market anticipates industry consolidation and improved profitability [2] Group 4: Beverage Sector - Hong Kong Brewery (0236.HK) surged 26% after reporting a revenue of approximately 390 million HKD for the first half of 2025, a year-on-year increase of 3.22%, with a net profit of 49.644 million HKD, up 31.97% [3] Group 5: Securities Sector - Chinese brokerage stocks collectively declined, with Shenwan Hongyuan (6806.HK) down nearly 5%, amid tightening regulatory scrutiny in the securities industry, which has seen over 30 fines issued recently [3]

Group 1 - Digi Power X has filed a provisional utility patent for its ARMS 200 modular data center platform, naming Super Micro Computer as the exclusive server supplier with an order expected in Q4 2025 [3][6] - Digi Power X aims to retrofit underutilized energy assets in remote areas to power new AI data centers, positioning itself as a neocloud provider similar to CoreWeave or Nebius [4] - The flagship project for Digi Power X and Supermicro will be located in Columbiana, Alabama, with a launch date set for Q1 2026 [5] Group 2 - Super Micro Computer's shares rose by 10.2% following the announcement of its partnership with Digi Power X [1] - The selection of Supermicro as the exclusive server provider indicates the company may possess advanced technology, particularly with the new Nvidia Blackwell systems [6] - Supermicro has been promoting its own modular "Data Center Building Block Solutions (DCBBS)" technology, which aligns with Digi Power X's modular approach [7]

Core Viewpoint - Super Micro Computer (SMCI) shares experienced a significant increase of 10% on Monday, closing at $60.05, continuing a strong upward trend with a 112% gain over the past six months and nearly 100% year-to-date [1][4]. Financial Performance - Analysts anticipate Super Micro to report earnings of $0.44 per share for the current quarter, which represents a decline of 30.2% compared to the same period last year. Full-year earnings are projected at $2.07 per share, reflecting a year-over-year decline of 6.3% [4]. - Revenue for the current quarter is forecasted at $5.99 billion, indicating a 12.8% increase from the same period last year. For the full fiscal year, revenue is expected to reach $22.2 billion, with projections of $29.63 billion in fiscal 2026, representing annual growth rates of 48.6% and 33.5%, respectively [5]. - In the previous quarter, Super Micro reported revenue of $4.6 billion, which was a 19.5% year-over-year increase, but earnings decreased to $0.31 per share from $0.67 a year earlier [5]. Market Dynamics - The recent rally in SMCI stock is attributed to growing investor optimism ahead of the company's upcoming fiscal fourth-quarter earnings report scheduled for August 5 [4]. - The U.S. government's decision to delay new technology export restrictions to China has positively impacted semiconductor and AI-related stocks, enhancing market sentiment [6]. - The broader boom in artificial intelligence infrastructure has driven strong momentum for Super Micro, as its customizable rack servers equipped with AI GPUs are increasingly essential for data centers supporting next-generation AI applications [7].