Super Micro Computer, Inc. SMCI shares climbed in Thursday’s extended trading after the company announced it has begun shipments of its NVIDIA Corp. NVDA Blackwell Ultra solutions. SMCI stock is climbing. See the real-time chart here. The Details: Supermicro announced the broad availabilty of its Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks to customers worldwide. Read Next: Opendoor Returns To ‘FounderMode’—Stock SoarsThe company said the solutions are purpose-built and pre-valid ...

Mackenzie Seagalos with those details. What do we know here. Hey Scott.So those shares started to jump up after the company unveiled Quen 3. That's the next generation of its AI model. Now Alibaba says it's more efficient, built to deliver stronger performance while cutting computational costs.This is open source, similar to Deepseek's R1 model, and analysts say that it is a serious threat to rivals in China as well as to the big LLM makers like OpenAI and Anthropic here in Silicon Valley. BU shares also cl ...

Accessibility StatementSkip Navigation SAN JOSE, Calif., Sept. 11, 2025 /PRNewswire/ --Â Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced the broad availability of its NVIDIA Blackwell Ultra solutions. Supermicro is now delivering Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks to customers worldwide. These solutions are purpose-built and pre-validated at system, rack, and data center scale before shipping, enabling ra ...

Industry Overview - The global AI in healthcare market is projected to grow from $39.25 billion in 2025 to approximately $504.17 billion by 2032, at a CAGR of 44.0%, driven by demand for AI-enabled diagnostics, imaging, drug discovery, clinical workflow automation, and remote patient monitoring [1] Key Players and Innovations - Technology giants like NVIDIA are making significant moves in the healthcare space, collaborating with IQVIA to automate workflows in clinical research and life sciences, and partnering with GE HealthCare to enhance autonomous medical-device functions [3] - Palantir has partnered with TeleTracking to utilize its AI platform in hospitals for optimizing staffing workflows and improving patient care operations [4] - IonQ, AstraZeneca, AWS, and NVIDIA are collaborating on drug discovery, demonstrating a hybrid quantum-classical workflow that significantly speeds up pharmaceutical R&D [5] - IBM has introduced its advanced Quantum System Two, allowing research groups to utilize both classical and quantum computing for complex simulations [6] Investment Opportunities - Butterfly Network is advancing AI/ML in diagnostic imaging, reporting an AUROC of 0.94 in detecting aortic stenosis, and has launched an AI-powered training app for clinicians [8][10] - Omnicell is enhancing medication management with new products like MedTrack and MedVision, aimed at improving tracking, safety, and efficiency [14] - Both Butterfly Network and Omnicell are ranked as Buy stocks, with projected earnings growth of 29.4% and 12.9% respectively for 2025 and 2026 [9][15]

Core Insights - Oracle's stock experienced significant volatility, with a 7% decline following a record high, primarily due to concerns over reliance on a single client, OpenAI [1][5] - The company reported signing four multi-billion-dollar contracts in the latest quarter, leading to a substantial increase in remaining performance obligations to $455 billion, a 359% year-over-year growth [2] - Oracle forecasts a 14-fold increase in cloud infrastructure revenue by 2030, indicating strong long-term growth potential [2][3] Financial Performance - Oracle's stock surged by 30% in extended trading after announcing fiscal first-quarter results, ultimately closing at a record high of $328.33, reflecting strong market enthusiasm [3] - The excitement was moderated by reports of a $300 billion agreement with OpenAI over five years, which raised concerns about revenue concentration [4][5] Client Dependency - Analysts expressed caution regarding Oracle's growth prospects, highlighting that a significant portion of its recent backlog is attributed to OpenAI, indicating potential concentration risk [5]

Group 1: Nvidia Analysis - Nvidia has been upgraded to a buy rating from neutral, with a price target raised to $210 per share from $190, reflecting strong optimism about AI adoption and computing needs [1] - The current valuation of Nvidia at 28 times next year's earnings is considered attractive compared to other AI stocks, as it is expected to grow earnings by 30-40%, while Apple is projected to grow earnings by only 10% [5][6] - The rotation of AI investments away from Nvidia has made it the least expensive option in the AI trade, prompting a renewed focus on the company [6] Group 2: Apple Analysis - Apple has been downgraded to a neutral rating from a prior buy, with the price target remaining at $250 per share, due to a lack of significant AI advancements since the last Worldwide Developer Conference [1][7] - The company has not delivered on expected AI capabilities, leading to concerns about low single-digit revenue growth and high single-digit earnings growth, making its current valuation hard to justify [10] - Future potential for Apple could improve if they successfully integrate more AI capabilities into upcoming products, but current execution has not shown signs of imminent progress [12][13]

9/12/2025The Dow couldn't muster up a gain Friday. Apple lost... SPECIAL REPORT: Most Trusted Financial Companies By Category Micron stock —Â along with other memory names Seagate Technology (STX), Western Digital (WDC), Pure Storage (PSTG), and NetApp (NTAP) — headline this week's analysis of ideas from a particular industry, as the stock market rally hit more record highs this past week. All of the stock picks come from Investor's Business Daily's Computer-Data Storage industry group, which ranks a powerf ...

Group 1 - The "AI trade" has driven Wall Street to record highs, with Oracle's share price surging 36% due to increased demand for its cloud services from AI firms, raising its market value to $922 billion [1][2][3] - Oracle's impressive gains reflect the dominance of AI in the market, despite some pullbacks, while the "Magnificent Seven" stocks have faced challenges this year [2][3] - Oracle is now among the top 10 most valuable companies on Wall Street, alongside other AI leaders like Nvidia, Microsoft, Alphabet, and Amazon [3] Group 2 - Nvidia has become the world's most valuable company, surpassing Microsoft and Apple, although its stock price has dipped slightly following a less optimistic sales forecast [4] - The technology sector has shown resilience, with a more than 16% increase in 2025, following a period of caution regarding the AI trade [5] - Oracle has secured four multi-billion-dollar contracts, capitalizing on the industry's shift towards significant investments in AI computing capacity [6]

Group 1 - The Consumer Price Index (CPI) for August increased by 2.9% year-over-year, up from a 2.7% increase in July, which aligns with market estimates [2][5][7] - The Federal Reserve is expected to consider a rate cut at its upcoming policy meeting, with a 25 basis points cut being priced in, and a low probability of a 50 basis points cut [6][10][19] - The CPI core has risen for three consecutive months, indicating persistent inflationary pressures, which may influence the Fed's decision-making [7][9][13] Group 2 - Oracle's stock surged by 35% following its earnings report, which revealed a backlog of over $455 billion and a new $300 billion deal with OpenAI [40][41][46] - Analysts have raised their price targets for Oracle, with Bank of America upgrading its rating from neutral to buy, citing strong demand in the AI infrastructure sector [34][35][32] - The market reaction to Oracle's earnings is seen as unprecedented for a company of its size, indicating a significant shift in investor sentiment towards AI-related stocks [24][30][46] Group 3 - The IPO market remains active, with CLA shares rising 15% on debut, indicating strong demand for new listings [3][20] - Open Door has appointed a former Shopify executive as CEO, which has positively impacted its stock performance, reflecting investor enthusiasm for leadership changes [4][36] - The tech sector continues to experience volatility, with companies like Nvidia and Oracle being central to discussions about AI's impact on the market [48][56]

Key Takeaways NVIDIA projects $3 trillion to $4 trillion in AI infrastructure spending by 2030.NVDA's full-stack AI factory solution can capture $35B from a $50B to $60B facility.AROC benefits as natural gas demand rises to power gigawatt-scale AI data centers.It’s no secret that investors betting on the future of AI are pouring money into NVIDIA (NVDA) stock. The powerful chips that NVDA is making are being utilized to run AI models. As the world builds more data centers, often referred to as AI factories, ...