Core Insights - Super Micro Computer (NASDAQ: SMCI) reported a significant increase in revenue driven by artificial intelligence (AI) growth, with a year-over-year surge of 123% to $12.7 billion, surpassing estimates of approximately $10.4 billion [1] Financial Performance - Revenue for the fiscal second quarter reached $12.7 billion, marking a 123% increase compared to the same quarter last year [1] - The reported revenue exceeded market expectations, which were around $10.4 billion [1]

Market Overview - Major stock indices have experienced significant declines, with the Nasdaq dropping to its lowest intraday level in over two months [1] - The Nasdaq is down 356.26 points (1.6%) at 22,548.32, the S&P 500 is down 86.37 points (1.3%) at 6,796.35, and the Dow is down 592.87 points (1.2%) at 48,908.43 [2] Company-Specific News - Alphabet's shares fell by 4.9% after reporting better-than-expected fourth-quarter results but forecasting a sharp increase in capital spending for 2026 [3] - Qualcomm's stock plunged by 7.5% following fiscal first-quarter earnings that exceeded estimates but provided disappointing guidance for the current quarter [3] Economic Indicators - First-time claims for U.S. unemployment benefits rose to 231,000, an increase of 22,000 from the previous week's level of 209,000, exceeding economists' expectations of 212,000 [4][5] - Job openings in the U.S. unexpectedly decreased to their lowest level in over five years in December [5] Sector Performance - Gold stocks and computer hardware stocks have seen significant declines, with the NYSE Arca Computer Hardware Index dropping by 5.7% [7] - Energy stocks are also under pressure due to a steep drop in crude oil prices, with the Philadelphia Oil Service Index and NYSE Arca Oil Index tumbling by 3.9% and 2.4%, respectively [8]

Core Viewpoint - Super Micro Computer Inc. (NASDAQ:SMCI) has demonstrated significant financial growth, with strong earnings in Q2 FY2026 and an optimistic outlook for Q3, leading to a notable increase in stock price. Financial Performance - Net income for the quarter ending December 31 increased by 25% to $400.56 million from $320.6 million year-on-year [2] - Net sales surged by 123% to $12.68 billion from $5.68 billion year-on-year [2] Future Outlook - Super Micro is targeting net sales growth of 167% for Q3 FY2026, aiming for $12.3 billion compared to $4.6 billion in the same period last year [4] - For the full fiscal year, the company aims for net sales of $40 billion, representing an 82% increase from $21.97 billion in FY2025 [5] Strategic Positioning - The company emphasizes its leading AI server and storage technology, strong customer engagements, and expanding global manufacturing capabilities to support large AI and enterprise deployments [3] - Super Micro's Data Center Building Block Solutions (DCBBS) are designed to help customers scale operations more efficiently and cost-effectively, positioning the company to capture growing demand in AI and IT infrastructure [4]

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4 February 2026 | 3:47AM EST Equity Research Super Micro Computer Inc. (SMCI): F2Q26 Review: Beat & raise on broad-based AI demand, though margins remain under pressure SMCI F2Q26 EPS of $0.69 beat (v. GSe/ FactSet consensus $0.50/$0.49) driven by revenue outperformance ($12.7 bn v. GSe/consensus $10.5/$10.4 bn and guidance for $10-11 bn). First, gross margins remain under pressure, but EBIT margins benefited from operating leverage. Gross margins in the quarter were slightly softer than expected (6.4% v. G ...

Core Viewpoint - Super Micro Computer (SMCI) experienced significant revenue growth in Q2 of fiscal 2026, driven by AI-driven expansion, leading to a 10% increase in stock price during trading [1] Financial Performance - Supermicro reported Q2 revenue of $12.68 billion, a 123% increase year-over-year and a 153% increase quarter-over-quarter, exceeding Wall Street expectations and management's guidance of $10 billion to $11 billion [2] - The revenue included approximately $1.5 billion from shipments delayed from Q1, indicating strong underlying demand despite supply chain constraints [3] Revenue Breakdown - Customer demand is primarily from large global data center operators and enterprise buyers, with AI GPU platforms contributing significantly to Q2 revenue [4] - Enterprise channel revenue reached $2 billion, a 42% increase year-over-year and a 29% increase quarter-over-quarter, while the OEM appliance and large data center segment generated $10.7 billion, accounting for about 84% of total revenue, growing 151% year-over-year and more than tripling sequentially [5] Future Outlook - Management anticipates continued strong growth into Q3, forecasting net sales of at least $12.3 billion, which implies a year-over-year growth of approximately 117% [6]

At 09:30 a.m. ‌ET, the as a Reliable and Trusted News SourceAddas a Reliable and Trusted News Source Add Now! (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel The ‍S&P 500 opened largely ⁠flat and the Dow marginally higher on Wednesday, ‌following ‌upbeat results from Eli Lilly ‌and Super Micro Computer, while investors avoided big bets on software and cloud stocks after a ‌bruising ‍selloff in the ‍previous session.At 09:30 a.m. ‌ET, the Dow Jones Industrial Average ...

My story with Super Micro Computer, Inc. ( SMCI ) goes way back before the short report and the volatility that came afterwards. I exited my position at a small loss, for an average price of about $42, ifI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a dist ...

Group 1 - The article discusses the author's personal experience with Super Micro Computer, Inc. (SMCI), highlighting a previous investment decision that resulted in a small loss at an average price of approximately $42 [1] - The author expresses a commitment to providing insights for both beginners and advanced readers, aiming for clarity and a well-reasoned perspective on market analysis [1] - The author also operates a YouTube channel named "The Market Monkeys," where stock analyses are shared, indicating a broader engagement with the investment community [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Super Micro Computer, Inc. or the broader industry [2][3]

Core Insights - SMCI shares have faced challenges, but recent results may alleviate some investor concerns [1] Company Performance - The latest financial results indicate a potential recovery for SMCI, which was previously a favorite in the artificial intelligence sector [1] Market Reaction - Investor sentiment may improve following the release of these results, suggesting a possible turnaround for the company's stock performance [1]