Super Micro's stock price may already fully reflect the AI boom — but even that still has legs
Shares of Super Micro Computer Inc., the once little-known server maker that has rocketed higher over the past year, may already fully reflect the company’s ability to cash in on the artificial-intelligence craze. Super Micro’s stock SMCI, +1.90% is up about 200% so far this year and up 800% over the past 12 months, reflecting enthusiasm for the company’s growth and its early relationship with AI darling Nvidia Corp. NVDA, +0.35%. But the stock market’s AI euphoria is calling to mind the dot-com bubble for ...