Super Micro Computer Inc SMCI is seizing its moment in the AI hardware spotlight. The San Jose-based company's stock jumped 5.3% Friday after it announced global volume shipments of its Nvidia Corp NVDA Blackwell Ultra-powered systems — high-performance racks designed for AI workloads at unprecedented scale.Track SMCI stock here.The announcement comes at a critical time for the sector: OpenAI and Nvidia are reportedly planning to invest billions in new UK data centers in partnership with London-based Nscale ...

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。 ...

超微电脑(SMCI.US)盘初涨近7%，报47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。 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。 ...

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]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

US equity futures are fractionally lower with small caps lagging as the record-breaking rally in stocks appeared to be running out of steam. At 8:15am ET, S&P 500 futures slid 0.1% after all major US indexes hit all-time highs on Thursday, however Nasdaq 100 futures are still in the green amid an relentless tech bid: Microsoft rose in premarket trading, leading the Mag 7 after it avoided a hefty antitrust penalty from the European Union. Europe’s Stoxx 600 eased as well. Incremental headlines after yesterda ...