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‘Uninvestable’ Super Micro sends investors racing to the exits
Yahoo Finance· 2026-03-31 13:40
(Bloomberg) — On paper, Super Micro Computer Inc. (SMCI) is the type of company that Wall Street can’t get enough of, with soaring sales, an enviable list of partners like Nvidia Corp. and its placement at the center of the artificial intelligence boom. But a series of self-inflicted wounds — the most recent being the indictment of its co-founder Yih-Shyan “Wally” Liaw on charges of circumventing US export restrictions to China — have investors fleeing the stock in droves. “We did exit it,” said Rob Thum ...
INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Super Micro Computer, Inc. (SMCI) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Businesswire· 2026-03-30 11:15
SAN DIEGO--(BUSINESS WIRE)---- $SMCI #SMCI--Case alleges defendants failed to disclose Super Micro sales of servers were to companies based in China, in violation of U.S. export control laws. ...
超节点专题解读
2026-03-30 05:15
超节点专题解读 20260329 摘要 阿里、腾讯、字节自研超节点方案（128/64/272 卡）预计 2026 年 Q3 末（8-9 月）进入大规模量产起量阶段。 2026 年超节点招标需求明确：腾讯约 2,400 台，阿里与字节各约 2000 台；招标集中在 3-4 月、6-7 月及 9-10 月。 超节点方案盈利能力显著优于传统 8 卡机：净利率由 1%升至 3%，毛 利率由 4%升至 8%，主因供应商可控成本空间翻倍。 生产端良率是核心瓶颈：目前现网良率不足 35%，需在 2-3 个月内提升 至 75%量产阈值，英维克液冷方案具备领先优势。 供应链格局：浪潮、华勤、新华三、超聚变、中兴为核心供应商；申科 通信、重芯微在 Switch 芯片国产替代中进展较快。 2026 年资本开支高企：字节预计 3,000 亿，阿里 2,500 亿（含海外上 修），腾讯 1,500 亿；下半年或策略性转向采购国产 CPU（如海光）。 国产推理芯片需求爆发：2026 年腾讯、字节、阿里合计需求约 210 万 颗，预计实际交付率约为计划的 80%。 Q&A 请介绍一下当前主要互联网厂商在超节点方案上的整体进展，包括各家的具 ...
SMCI UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds Super Micro (SMCI) Investors of Securities Class Action Deadline on May 26, 2026
Prnewswire· 2026-03-28 14:15
<!doctype html> <!-- For structured data --> <!-- For language declaration --> SMCI UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds Super Micro (SMCI) Investors of Securities Class Action Deadline on May 26, 2026 <!-- Additional Authorable Meta tags --> Accessibility StatementSkip NavigationFaruqi & Faruqi, LLP Securities Litigation Partner James (Josh) WilsonEncourages Investors Who Suffered Losses In Super Micro To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired securities in Sup ...
ROSEN, NATIONAL INVESTOR COUNSEL, Encourages Super Micro Computer, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - SMCI
TMX Newsfile· 2026-03-27 22:10
New York, New York--(Newsfile Corp. - March 27, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Super Micro Computer, Inc. (NASDAQ: SMCI) between April 30, 2024 and March 19, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than May 26, 2026.SO WHAT: If you purchased Super Micro securities during the Class Peri ...
Super Micro Computer Hit With Securities Fraud Lawsuit Amid Alleged China Sales Cover-Up And Nvidia Chip Smuggling Scandal
Yahoo Finance· 2026-03-27 19:31
Super Micro Computer is facing a class-action lawsuit. The server maker is accused of misleading investors about exposure to China and compliance risks tied to the sale of export-controlled Nvidia Corp. chips. Investors Allege Hidden China Sales And Compliance Failures On Wednesday, shareholders claimed SMCI overstated its growth prospects by failing to disclose that a significant portion of its server sales were linked to China, potentially in violation of U.S. export controls, Reuters reported. Don't Mis ...
Portnoy Law Firm Announces Class Action on Behalf of Super Micro Computer, Inc. Investors
Globenewswire· 2026-03-26 22:23
LOS ANGELES, March 26, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Super Micro Computer, Inc., (“Super Micro” or the "Company") (NASDAQ: SMCI) investors of a class action on behalf of investors that bought securities between April 30, 2024 and March 19, 2026, inclusive (the “Class Period”). Super Micro investors have until May 26, 2026 to file a lead plaintiff motion. Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: lesley@portnoylaw.com, to discuss t ...
SMCI DEADLINE ALERT: Faruqi & Faruqi, LLP Reminds Super Micro (SMCI) Investors of Securities Class Action Deadline on May 26, 2026
Businesswire· 2026-03-26 18:21
SMCI DEADLINE ALERT: Faruqi & Faruqi, LLP Reminds Super Micro (SMCI) Investors of Securities Class Action Deadline on May 26, 2026 Mar 26, 2026 2:21 PM Eastern Daylight Time SMCI DEADLINE ALERT: Faruqi & Faruqi, LLP Reminds Super Micro (SMCI) Investors of Securities Class Action Deadline on May 26, 2026 Share Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) WilsonEncourages Investors Who Suffered Losses In Super Micro To Contact Him Directly To Discuss Their Options If you purchased or acquir ...
Super Micro Computer Drops 7% as Legal Woes Deepen: Is SMCI's AI Growth Story Still Intact?
247Wallst· 2026-03-26 15:54
Super Micro Computer Drops 7% as Legal Woes Deepen: Is SMCI's AI Growth Story Still Intact? - 24/7 Wall St. Nasdaq 10023,933.40 -1.09% Russell 20002,519.99 -0.57% FTSE 1009,984.20 -1.31% S&P 5006,550.60 -0.77% Dow Jones46,281.40 -0.42% Nikkei 22553,127.00 -1.37% Stock Market Live March 26, 2026: S&P 500 (SPY) Slips on Oil Again Investing Super Micro Computer Drops 7% as Legal Woes Deepen: Is SMCI's AI Growth Story Still Intact? By David MoadelPublished Mar 26, 11:54AM EDT Quick Read Super Micro Computer ...
4 Tech Picks That Saw Double-Digit Gains Amid Volatility in Past Month
ZACKS· 2026-03-26 14:06
Key Takeaways DELL gains on strong AI server demand, securing $34.1B in orders and building backlog.CIEN rides AI and cloud demand, boosting optical share and raising fiscal 2026 revenue outlook.LITE and Samsara benefit from AI infrastructure and IoT growth, driving strong earnings outlook. Wall Street witnessed an astonishing rally in the last three years buoyed by an unprecedented explosion of artificial intelligence (AI) technologies. The AI rally also continued in the first two months of 2026. Of late, ...
