Super Micro Computer raised its annual revenue forecast on Tuesday, anticipating robust demand for its AI-optimized servers would continue as companies expand their data center capacity. ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (NASDAQ: SMCI) ("Supermicro†or the "Company†), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its second quarter of fiscal year 2026 ended December 31, 2025. Second Quarter Fiscal Year 2026 Highlights Net sales of $12.7 billion versus $5.0 billion in Q1'26 and $5.7 billion in Q2'25 Gross margin of 6.3% versus 9.3% in Q1'26 and 11.8% in Q2'25 Net income of $401 millio. ...

Bullish flow in Super Micro (SMCI), with shares up 92c, or 3.18%, near $30.04. Options volume relatively light with 71k contracts traded and calls leading puts for a put/call ratio of 0.46, compared to a typical level near 0.44. Implied volatility (IV30) is higher by 4.3 points near 85.97,and above the 52wk median, suggesting an expected daily move of $1.63. Put-call skew flattened, suggesting a modestly bullish tone.Looking ahead: Super Micro (SMCI) will report earnings after the close on 2026-02-03.Optio ...

Quick Read Super Micro Computer (SMCI) missed earnings three consecutive quarters with the most recent showing a -23.91% surprise. Super Micro’s gross margins declined for 10 consecutive quarters to 9.3% in Q1 from 11.8% in Q4. Management cited design wins exceeding $12B for Q2 delivery after Q1 revenue of $5B missed guidance. Investors rethink 'hands off' investing and decide to start making real money Super Micro Computer (NASDAQ: SMCI) reports Q2 fiscal 2026 earnings today, Feb. 3, after the ma ...

Core Viewpoint - Five former Dell employees are suing the company for allegedly mismanaging its 401(k) retirement plan, resulting in significant financial losses for employees [1][2]. Group 1: Allegations of Mismanagement - The lawsuit claims that Dell and its retirement plan managers failed to monitor and replace underperforming investment options, leading to "massive underperformance" and a loss of over $318 million for the plan and its participants [2][4]. - The plaintiffs argue that the selection and monitoring process of the investment funds was incompetent, contributing to the fund's underperformance [4]. Group 2: Impact on Employees - Dell's 401(k) plan serves approximately 63,000 current and former employees, holding about $14.6 billion in assets as of 2024 [4]. - The lawsuit seeks to recover losses for plan participants and calls for changes in the management of Dell's retirement plan, including the removal of individuals who breached their fiduciary duties [5]. Group 3: Context of Similar Lawsuits - Lawsuits regarding 401(k) mismanagement are not uncommon, with past cases resulting in settlements, such as UnitedHealth's $69 million settlement in 2015 for similar allegations [6].

Core Thesis - The bullish thesis on Dell Technologies Inc. emphasizes its strong long-term fundamentals and strategic positioning in the AI infrastructure market, particularly in AI-optimized servers and storage [1][4]. Company Overview - Dell Technologies Inc. operates in the design, development, manufacturing, marketing, sales, and support of integrated solutions, products, and services across various global regions [2]. Investment Strategy - The investor's strategy involves selling 500 contracts of Dell's January 2028 $100 put options while the stock trades around $130, indicating a bullish-to-neutral stance [2]. - This approach allows the investor to be compensated upfront against a potential decline in Dell's share price while accommodating short-term volatility [2]. Risk Management - If Dell's stock remains above $100 at expiration, the options will expire worthless, allowing the investor to retain the full premium, which serves as a margin of safety [3]. - The collected premium effectively lowers the cost basis by approximately $17 per share, transforming a potential downturn into an advantageous entry point [3]. Market Positioning - Dell's confidence stems from its robust position in the AI infrastructure sector and its established hardware businesses, which are believed to provide a stable foundation for the stock [4]. - The investor opts for option income over relying on Dell's modest dividend yield, generating an attractive yield without necessitating price appreciation [4]. Overall Assessment - The trade reflects a view that Dell is a mature, cash-generative business with a favorable risk-reward profile, suggesting it is unlikely to face catastrophic repricing [5].

Core Insights - The article highlights the significant American companies that have shaped the nation's identity and economy as it approaches its 250th birthday, emphasizing their cultural and historical impact rather than just financial metrics [1][2]. Group 1: Visa - Visa was established in 1958 as BankAmericard, launching the first consumer credit card in the U.S. [3][6] - The company rebranded as Visa in 1976 and went public in 2008, currently holding a market cap of $632 billion [4][6]. - Visa operates in over 220 countries and territories, accepted at more than 175 million merchants [7]. Group 2: Meta (Facebook) - Facebook was founded in 2004 by Mark Zuckerberg and quickly grew to 1 billion users by 2012, later rebranding to Meta in 2021 [9][13][14]. - The platform has faced controversies regarding user data and misinformation but remains a dominant social media service with over 3 billion regular users [15]. Group 3: Boeing - Boeing, established in 1916, is a leading aerospace company known for producing commercial jets and military aircraft [15][16]. - The company has faced challenges in recent years, including safety allegations and COVID-19 impacts, but continues to be a major player in the industry with a market cap of $185 billion [20][21]. Group 4: Tesla - Tesla was founded in 2003, with Elon Musk joining in 2004, and has become synonymous with electric vehicles, launching the Model 3 in 2017 as the best-selling electric car [23][27]. - The company has a market cap of $1.4 trillion and is recognized for driving electric vehicles into the mainstream [28]. Group 5: Patagonia - Patagonia was founded in 1973 by Yvon Chouinard, known for its commitment to sustainability and donating 1% of sales to environmental causes [30][33]. - The company has expanded from climbing gear to a wide range of outdoor apparel and is estimated to have a market cap of $3 billion [33]. Group 6: Intel - Intel was founded in 1968 and became a leader in semiconductor technology, introducing the first programmable microprocessor in 1971 [34][35]. - The company has maintained a significant market presence, controlling approximately 75% of the CPU market as of 2025 [38]. Group 7: HP - HP was established in 1939, initially focusing on sound equipment and later becoming a leader in personal computers and printers [40][42]. - The company split into HP Inc. and Hewlett Packard Enterprises in 2015, with HP Inc. having a market cap of $18 billion [45]. Group 8: Nike - Nike was founded in 1964 as Blue Ribbon Sports and rebranded in 1971, becoming a dominant player in the sportswear market with a 14% share in 2024 [46][50]. - The company gained fame through its endorsement deal with Michael Jordan, significantly boosting its brand recognition [48]. Group 9: Kodak - Kodak was founded in 1888 and became a pioneer in photography, introducing innovations like roll film and the first digital camera [51][54]. - The company filed for bankruptcy in 2012 and now focuses primarily on commercial printing and imaging [56]. Group 10: IBM - IBM was established in 1911 and became synonymous with computing, initially focusing on tabulating machines and later dominating the PC market [59][62]. - The company has shifted its focus to consulting, software, and cloud computing, with a market cap of $291 billion [67]. Group 11: Paramount Pictures - Paramount Pictures, founded in 1912, is recognized as the longest-operating major studio in Hollywood, producing numerous iconic films [68][70]. - The studio has undergone various mergers and continues to be a significant player in the entertainment industry with a market cap of $12 billion [74]. Group 12: Netflix - Netflix was founded in 1997 as a DVD rental service and transitioned to streaming in 2007, becoming a leader in the industry [77][80]. - The company has a market cap of $351 billion and announced plans to acquire Warner Bros. Discovery in 2025 [81]. Group 13: FedEx - FedEx was founded in 1971, revolutionizing overnight delivery with a centralized hub model [83][84]. - The company has introduced several innovations in the shipping industry and has a market cap of $74 billion [88]. Group 14: Motown - Motown Records, established in 1959, played a crucial role in integrating Black artists into mainstream pop music [91][92]. - The label produced numerous hits and helped launch the careers of many iconic artists, although it faded in prominence during the 1970s [94][96]. Group 15: PepsiCo - PepsiCo was formed in 1965 through the merger of the Pepsi-Cola Company and Frito-Lay, becoming a leading global food and beverage brand [99][100]. - The company is known for its innovative marketing strategies and has a significant rivalry with Coca-Cola [101]. Group 16: Levi Strauss - Levi Strauss, founded in 1853, is known for creating the first riveted blue jeans, which have become a cultural staple [104][106]. - The company continues to sell a wide range of apparel and remains a significant player in the fashion industry [106]. Group 17: Microsoft - Microsoft was founded in 1975 and became a leader in software development, particularly with its Windows operating system [109][110]. - The company has expanded into gaming, cloud services, and AI, with a market cap of $7.8 billion [112]. Group 18: The Home Depot - The Home Depot was established in 1978, focusing on providing a wide range of building supplies and home improvement products [115][116]. - The company has a strong commitment to community initiatives, particularly supporting veterans, and has a market cap of $3.2 trillion [118]. Group 19: WK Kellogg Company - WK Kellogg Company was formed from the original Kellogg's brand, known for its iconic cereals and snacks [121][123]. - The company underwent a reorganization in 2023, with its cereal business spun off into a new entity [123].

作为一款专为超频而设计的旗舰主板，iGame X870E火神特化了内存超频布线与双槽位设计。两条内存 插槽都采用了金属强化处理，与其他超频的板子不同的是双槽均采用单边卡扣设计。这种每通道一个 DIMM的设计，彻底消除了信号干扰。也让iGame X870E火神在年初打破了锐龙79800X3D的超频记 录，将其频率推至7335.48MHz，较默认状态下的5225MHz，提升幅度高达40%。跻身该型号CPU高频 排行TOP1，充分说明了iGame X870E火神用料扎实、性能优异。 除此之外，iGame X870E火神还配备了一键超频按钮、BCLK基频系统内调节按钮，甚至还有液氮超频 下使用更稳定的PS/2键鼠接口，诸多超频专用的设计，甚至是不用进入BIOS都能完成超频，对于玩家 来说操作更加便捷，看来七彩虹这次对于超频主板的升级非常用心。 【ZOL中关村在线原创导购】当时针拨动到2026年1月，AMD在今年的CES上正式发布了AMD 锐龙7 9850X3D处理器，作为X3D系列的最新成员，如果说9800X3D是强的话，那么9850X3D就是又快又强。 在Zen 5架构和3DV-Cache技术的加持下这颗处理器，实 ...

Company Earnings - Meta Platforms (META) reported better than expected fourth quarter results and forecast first quarter revenues above analyst estimates, leading to a 9.2% spike in pre-market trading [2] - IBM Corp. (IBM) also exceeded expectations on both top and bottom lines in its fourth quarter results, resulting in a sharp increase in pre-market trading [2] - Tesla (TSLA) reported better than expected fourth quarter results, which may contribute to an upward movement in its stock [2] Market Reactions - Microsoft (MSFT) shares dropped by 6.3% in pre-market trading after reporting slowing cloud computing growth and disappointing third quarter operating margin guidance [3] - Major U.S. stock indexes ended the previous session mixed, with the S&P 500 down 0.57 points, the Dow up 12.19 points, and the Nasdaq up 40.35 points [4] - Gold stocks surged by 2.7% to a new record closing high amid rising gold prices, while computer hardware stocks also saw a 2.6% increase [8][9] Economic Indicators - The U.S. trade deficit widened significantly to $56.8 billion in November from a revised $29.2 billion in October, driven by a 5.0% spike in imports and a 3.6% drop in exports [26][27] - Initial jobless claims decreased to 209,000, down 1,000 from the previous week's revised level, while the four-week moving average increased to 206,250 [25][26]

邦彦技术相关负责人表示："下一代商业计算机不是'更安全的PC'，而是一种不同结构的计算机。它天 然适配AI时代对算力、数据主权和协同效率的要求。" 本报讯 1月28日，邦彦技术股份有限公司（以下简称"邦彦技术"）正式线上发布《下一代商业计算机白 皮书》，系统阐述以"云上真机（NGCC，NextGenerationCommercialComputer）"为核心的下一代商用计 算机架构。 邦彦技术表示，随着AI应用普及、数据要素价值释放以及企业安全合规要求持续升级，传统商用PC与 早期桌面虚拟化架构已难以满足政企级用户对"算力集中、数据不落地、多网物理隔离和真实计算体 验"的综合需求。新一代商业计算机，正从"终端设备"向"云端计算入口"演进。 在白皮书中，邦彦技术首次系统定义"云上真机"架构：通过原生真机算力集中部署于数据中心，结合自 研传输协议与多网物理隔离技术，实现终端零数据、算力集中、体验接近本地真机的云化计算模式。 与传统PC或VDI（虚拟桌面基础设施）架构相比，"云上真机"并非在既有形态上的安全加固或性能优 化，而是在计算结构层面重构企业办公与生产力体系，使安全、运维与体验成为系统的内生属性。 目前，邦 ...