The boom in artificial intelligence (AI) may be hitting its next leg. Microsoft just reported accelerated cloud computing growth due to AI, while OpenAI's ChatGPT is gaining hundreds of millions of ...

SMCI trades at 13.53X earnings, below industry valuation, riding AI server demand. But rising inventory, negative free cash ...

Super Micro Computer (SMCI) has had a rough year. Growth has slowed down, margins have compressed, and the market has moved on. Yet, this is a stock deeply embedded in the AI cycle, which is ...

Super Micro Computer (SMCI) ended the recent trading session at $28.61, demonstrating a -5.01% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily ...

Super Micro Computer stock declined sharply after it cut Q3 sales and earnings guidance. The company is still growing and profitable, making it well-positioned to capitalize on a significant ...

My last analysis on Super Micro Computer, Inc. (SMCI) was published on Jan 10 under a title of “Super Micro Computer: Commoditization Continues.” The article was triggered by SMCI’s expansion ...