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Publication Date,Summary,Sentiment Polarity,Sentiment Confidence,Keywords,stock_date,stock_price,percentage_change
2024-02-13,"InvestorPlace - Stock Market News, Stock Advice & Trading Tips Beamr Imaging (NASDAQ: BMR ) stock gained more than 1,000% at one point yesterday and finally finished the day 371% higher.
Why Companies Sell Stock After Shares Soar
Firms sometimes sell stock after their shares soar because doing so allows them to unload their own equity at high prices. The post BMR Stock Alert: Beamr Announces $12 Million Offering After Giant Surge appeared first on InvestorPlace
SHARE This rise came after the company announced a partnership with Nvidia (NASDAQ: NVDA
On top of that, yesterday afternoon, the company also announced a $12 million offering of BMR stock. Beamr Imaging's Collaboration With Nvidia
A video encoding, transcoding and optimization solutions company, Beamr Imaging will work with Nvidia to advance a video format called AOMedia Video 1 (AV1).",neutral,0.97,"Nvidia, securities, MGM, InvestorPlace, Beamr, NVDA, INTC, Larry Ramer, AI, equity, POST, U.S, Imaging, optimization, NASDAQ, Heard Of, smartphones, Tips, format, transcoding, Yahoo Finance, Beamr Announces, more, Beamr Imaging, Be Set, William White, Fly, P/S, Israel, Larry, Stock, The Fly, “Project Omega, SMCI, stock, company, Globes, video encoding",2024-02-14,1004,6.243386243386243
2024-02-13,"Barclays analyst George Wang CFA reiterated a Buy rating on Super Micro Computer ( SMCI – Research Report ) today and set a price target of $961.00.
The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Super Micro Computer with a $646.00 average price target, a -16.43% downside from current levels. Currently, Super Micro Computer has an average volume of 6.08M.
Based on the recent corporate insider activity of 67 insiders, corporate insider sentiment is negative on the stock. Director Buys Stock Worth $1.14M
Super Micro Computer Expands Campus with Land Acquisition
Supermicro price target raised to $691 from $396 at Barclays
SHARE Wang CFA covers the Technology sector, focusing on stocks such as Jabil, Super Micro Computer, and Flex.
",neutral,0.86,"See Insiders, coprocessor, AI, NASDAQ, CA, GPU, Wang CFA, Super, Technology Giant, target, MicroCloud, Moderate Buy, Super Micro, The firm, TipRanks, price, Stocks Higher, Micro, AMD, power supplies, Flex, San Jose, MP, CFA, Yih-Shyan Liaw, Charles Liang, Barclays
SHARE, S&P 500, Northland, analyst, star, TSM, Buys Stock, Barclays, SuperRack, SMCI, Northland Securities, Buy, insiders, company, POST, Wang, Computer",2024-02-14,1004,6.243386243386243
2024-02-14,"February 12, 2024 — 03:21 pm EST Written by Larry Ramer for InvestorPlace InvestorPlace - Stock Market News, Stock Advice & Trading Tips
As of last November, the Biden administration had disbursed $306 billion of the more than $850 billion in Infrastructure Investment and Jobs Act funds. The forward price-earnings ratio of CAT stock is a low
Quanta Services (PWR)
In addition to the U.S. government's high infrastructure spending, I believe that CAT is benefiting from the onshoring trend in America, with spending on the construction of factories growing rapidly to record levels in the last two years. CAT impressive fourth-quarter results, reported on Feb. 5, indicate that infrastructure stocks can benefit from Washington's infrastructure spending spree.
For investors who want to benefit from this strong trend that will last many years, here are the three best infrastructure stocks to buy now.
",positive,0.99,"Roar, The Fly, PWR, Citi, earnings, Globes, Powell Industries, stocks, Green Energy, Quanta, Infrastructure, NYSE, Fly, renewable energy, InvestorPlace, Caterpillar, infrastructure, EBITDA, clean energy, many, EV Boom, Tips, EPS, Jobs Act, Shutterstock
Caterpillar, Larry, Washington, Moreover, Shutterstock, SMCI, large-cap, U.S, Infrastructure Investment, Brett Cope, price-earnings ratio, natural gas, last, CEO, tank, Larry Ramer, AI, firm, “Project Omega, CAT, securities, Israel, Biden, onshoring, EST, Heard Of, Powell, Be Set, data centers, semiconductor, MGM, United States, INTC, Quanta Services, electrical grid, New Mexico, America, NASDAQ",2024-02-15,803.32,-23.164036346245812
2024-02-14,"Super Micro Computer Inc (NASDAQ: SMCI) is 178.44% higher on its value in year-to-date trading and has touched a low of $85.61 and a high of $810.00 in the current 52-week trading range.
Super Micro Computer Inc disclosed in a document filed with the SEC on Feb 01 that CHAN SHIU LEUNG (Director) bought a total of 2,000 shares of the company's common stock. Top Institutional Holders
829 institutions hold shares in Super Micro Computer Inc (SMCI), with institutional investors hold 79.69% of the company's shares. Insider Activity
A total of 38 insider transactions have happened at Super Micro Computer Inc (SMCI) in the last six months, with sales accounting for 20 and purchases happening 18 times. The insider now directly holds 20,087 shares of Super Micro Computer Inc (SMCI).
",neutral,0.92,"months, P/E ratio, Saudi Arabia, Blackrock Inc, share, common stock, stock, market, unearthed, OPERATIONS, Run, DANIEL W, Intel Corp, KAO, accounting, HP Inc., SMCI, P/E, FAIRFAX, EPS, KAO GEORGE, company, Wall Street, Computer, Canada, Ultra-Fast Gains, company'sSVP, Uranium, shares, small-cap, HPQ, HP Inc, Intel, Float, institutional investors, The firm, NASDAQ, The insider, SMA200, SEC, Vanguard Group, volatility, SMA50, uranium, Blackrock Inc., Jun 29, SMCI Shares, Athabasca Basin, radar, Still, Fwd P",2024-02-15,803.32,-23.164036346245812
2024-02-15,"Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.
Children's Place (PLCE) gains after announcing a shareholder update [read more]
JFrog (FROG) higher after reporting quarterly results and providing guidance for Q1 and FY24 [read more]
Digital World Acquisition (DWAC) up after announcing with Trump Media & Technology Group that the U.S. SEC declared effective the registration statement for the companies' proposed business combination [read more]
Fastly (FSLY) falls after reporting quarterly results and providing guidance for FY24 [read more]
Herbalife (HLF) and Aurinia Pharmaceuticals (AUPH) decline after in New York announcing quarterly results [read more]
5. EARNINGS/GUIDANCE: Wendy's (WEN) reported Q4 results and provided guidance for FY24, with CEO Kirk Tanner commenting, ""The Wendy's system delivered strong sales, profit, and cash flow growth in 2023"" [read more]
Twilio (TWLO) announced Q4 results, with EPS and revenue beating consensus [read more]
Yeti (YETI) reported Q4 results, provided guidance for FY24, and announced a $300M share repurchase program [read more]
Applovin (APP) reported Q4 results and provided guidance for Q1 Deere (DE) reported upbeat Q1 results and provided FY24 net income guidance [read more]
Cisco (CSCO) reported better-than-expected Q2 results and raised its quarterly dividend, but lowered its FY24 earnings and revenue guidance and announced a 5% workforce reduction [read more]
Albemarle (ALB) reported better-than-expected Q4 earnings and revenue [read more]
Shares of SoundHound (SOUN) and Nano-X (NNOX) surged after Nvidia (NVDA) disclosed stakes in both companies, as well as positions in Arm (ARM) and TruSimple (TSP) YETI APP SHAK PLCE FROG DWAC FSLY HLF
AUPH DE CSCO : JPMorgan upgraded Coinbase (COIN) to Neutral on surging bitcoin prices [read more]
Snowflake (SNOW) downgraded to Hold after rally at HSBC [read more]
Citi downgraded IPG Photonics (IPGP) to Sell on extended earnings downturn [read more]
",neutral,0.45,"RNLSY, WSJ, HSBC, Buy, MSFT, Wells Fargo, FY24, SoundHound, TWLO YETI, dividend, Place, SEC, Apple, Germany, EPS, CSCO, revenue, results, Shake Shack, NNOX, Coinbase, Wall Street, Wendy, OCC, Renault, Q4, Yeti, more, YETI, Goldman (GS, Herbalife, Dow, AI, FCA, META, New York, Supermicro (SMCI, ALB, DE, Nano-X, Microsoft, JPMorgan, WALL STREET, service charge, insider trading, STLA, Aurinia Pharmaceuticals, Comcast (CMCSA, Bloomberg, APP, CEO, Ted Miller, SOUN, Neutral, guidance, SMCI, Nvidia, S&P 500, Deere, U.S. SEC, WEN, Microsoft (MSFT, reports, Snowflake, Nasdaq, Kirk Tanner, sales, PLCE, net income, FROG, Q1, consent order, Sell, TruSimple (TSP, Comcast, ARM, Cisco, bitcoin, Arm (ARM, This Morning, Nvidia (NVDA, Apple (AAPL, SHAK",2024-02-16,803.32,0.0
2024-02-15,"Shares of Super Micro Computer, Inc. SMCI soared 11.3% on AI positivity and almost led the gains made by the Russell 200 in the session.
Free Stock Analysis Report
Super Micro Computer, Inc. (SMCI) : Free Stock Analysis Report
Coinbase Global, Inc. (COIN) : Free Stock Analysis Report
Kraft Heinz Company (KHC) : Free Stock Analysis Report
To read this article on Zacks.com click here.
",neutral,0.81,"Coinbase, Report, COIN, Stock, Stocks, PEP, Research, Computer, Inc, Analysis, KHC, PepsiCo, Inc., Russell 200, AI, Company News, Free, Inc., PepsiCo, Zacks, Zacks.com, Investment, Next",2024-02-16,803.32,0.0
2024-02-16,"Shares in Super Micro Computer Inc were down almost 12 per cent on Friday after hitting a record high earlier in the session and closing Thursday's session up more than 250 per cent for the year-to-date as investors have been betting on the stock as a big beneficiary of strong artificial intelligence technology demand.
After hitting a new record high of $1,077.87 early in Friday's session, SMCI last traded at $886.15, but still far above its trading price of $284.26 at the end of 2023.
On Thursday SMCI jumped 14 per cent after BofA Global Research had started coverage with a buy rating and a $1,040 price target, which is the highest among the 13 Wall Street analysts covering the company, per LSEG data.
BofA said SMCI had established itself as an early launch partner for the likes of Nvidia, which is seen as the leading AI chip maker, Advanced Micro Devices
Meanwhile, the stock's strong rally over the past month has triggered extremely bearish warning signals from a technicals perspective.
Wells Fargo analyst Aaron Rakers started covering the stock on Friday with an equal weight rating, saying the shares were already discounting ""solid upside"".
",neutral,0.71,"Global Research, Rakers, Lance Tupper, Friday, Nvidia, Micro, Wells Fargo, Sinéad Carew, strong, artificial intelligence, SMCI, technicals, Wall Street, AI, price, David Evans, Aaron Rakers, shares, cent, stock, bearish, Here",2024-02-17,803.32,0.0
2024-02-16,"By Sinéad Carew
(Reuters) - Shares in Super Micro Computer Inc were down almost 12% on Friday after hitting a record high earlier in the session and closing Thursday's session up more than 250% for the year-to-date as investors have been betting on the stock as a big beneficiary of strong artificial intelligence technology demand.
After hitting a new record high of $1,077.87 early in Friday's session, SMCI last traded at $886.15, but still far above its trading price of $284.26 at the end of 2023.
On Thursday SMCI jumped 14% after BofA Global Research had started coverage with a buy rating and a $1,040 price target, which is the highest among the 13 Wall Street analysts covering the company, per LSEG data.
BofA said SMCI had established itself as an early launch partner for the likes of Nvidia, which is seen as the leading AI chip maker, Advanced Micro Devices
Meanwhile, the stock's strong rally over the past month has triggered extremely bearish warning signals from a technicals perspective.
Wells Fargo analyst Aaron Rakers started covering the stock on Friday with an equal weight rating, saying the shares were already discounting ""solid upside"".
",neutral,0.73,"Global Research, Rakers, Lance Tupper, Friday, Nvidia, Micro, Wells Fargo, record, Sinéad Carew, strong, artificial intelligence, SMCI, technicals, Wall Street, AI, price, David Evans, Aaron Rakers, shares, Reuters, stock, bearish, Here",2024-02-17,803.32,0.0
2024-02-17,"If you think artificial intelligence (AI) stocks are starting to look frothy, you're not the only one.
If you think the rapid surge in AI stock prices is a warning sign for investors, you might want to consider the advice of George Soros, the billionaire investor and chairman of Soros Fund Management who is one of the most successful investors ever. AI stock investors should be wary of a bubble forming and should keep an eye on these stocks and others, making sure that the results from the businesses justify the gains, but it also seems that at this stage, momentum in the AI hardware sector is still building. Should you invest $1,000 in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. There's certainly some evidence that a bubble -- an irrational surge in the price of an asset that eventually leads to a crash -- is forming in AI stocks, as some of the gains in some of these stocks have been divorced from any meaningful change in fundamentals.
",neutral,0.36,"NASDAQ, shorting, Quantum, Arm Holdings, reflexive, fund, asset, Motley Fool, Getty Images, bubble, hedging, earnings growth, Invesco, Stock Advisor, Back, flagship, Supermicro, Artificial Intelligence, AI, volatility, billionaire, stock market, chips, hedge fund, Nasdaq-100, Wall Street, Soros, Image, Microsoft, CPU, psychology, Stanley Druckenmiller, investors, QQQ, British pound, price-to-earnings, ARM, Nvidia, Story, stock, S&P 500, stocks, George Soros, Worried, artificial intelligence, earnings, Soros Fund, gains",2024-02-18,803.32,0.0
2024-02-17,"If you think artificial intelligence (AI) stocks are starting to look frothy, you're not the only one.
If you think the rapid surge in AI stock prices is a warning sign for investors, you might want to consider the advice of George Soros, the billionaire investor and chairman of Soros Fund Management who is one of the most successful investors ever. AI stock investors should be wary of a bubble forming and should keep an eye on these stocks and others, making sure that the results from the businesses justify the gains, but it also seems that at this stage, momentum in the AI hardware sector is still building. There's certainly some evidence that a bubble -- an irrational surge in the price of an asset that eventually leads to a crash -- is forming in AI stocks, as some of the gains in some of these stocks have been divorced from any meaningful change in fundamentals.
There's plenty of commentary online about a bubble forming in AI stocks, and it's not surprising investors would think that.",neutral,0.38,"shorting, Quantum, Arm Holdings, reflexive, asset, bubble, hedging, earnings growth, Invesco, Back, flagship, shares, Supermicro, Artificial Intelligence, stock market, billionaire, AI, volatility, hedge fund, chips, Nasdaq-100, Wall Street, Soros, Microsoft, CPU, psychology, Stanley Druckenmiller, investors, QQQ, British pound, price-to-earnings, ARM, Nvidia, stock, stocks, George Soros, artificial intelligence, earnings, Soros Fund, Nvidia (NVDA, gains",2024-02-18,803.32,0.0
2024-02-18,"Data center systems provider Super Micro Computer (NASDAQ: SMCI) has been a darling of Wall Street lately. The stock has tripled in just the last month, but one Wall Street analyst thinks Supermicro, as it is known, still has more room to run. Bank of America Securities analyst Ruplu Bhattacharya began coverage on the supplier of accelerated computing server systems with a buy rating and a $1,040 price target. That would represent a jump of 18% over Wednesday's closing price, even after Supermicro's torrid run.",neutral,0.52,"Supermicro, systems, Street, Computer, Data center, analyst, Weiter, Wall Street, Ruplu Bhattacharya, price, Super, Wall, Artikel, NASDAQ, Micro",2024-02-19,787.57,-0.3075949367088544
2024-02-18,"Data center systems provider Super Micro Computer (NASDAQ: SMCI) has been a darling of Wall Street lately.
The stock has tripled in just the last month, but one Wall Street analyst thinks Supermicro, as it is known, still has more room to run. Bank of America Securities analyst Ruplu Bhattacharya began coverage on the supplier of accelerated computing server systems with a buy rating and a $1,040 price target. That would represent a jump of 18% over Wednesday's closing price, even after Supermicro's torrid run.",neutral,0.52,"systems, Supermicro, Street, Computer, Data center, analyst, Weiter, Wall Street, Ruplu Bhattacharya, price, Super, Wall, Artikel, NASDAQ, Micro, MotleyFool",2024-02-19,787.57,-0.3075949367088544
2024-02-19,"When you have a winning trade, there is only one thing to do: sell and take the profits. “Bob! You left money on the table by not staying with Meta!”
While technically this is correct, my approach is part of an overall risk management strategy that ensures I don't wait to take profits.
Here's what to do when you have a winning trade
When you own a stock like SMCI that continues to move higher at a blistering pace, it's really hard to know when to sell.
Now, if you want to hold some of the stock for the long term, at the very least you should take most/all of your original investment off the table and let the rest of it ride.
Strong groups, like semiconductor stocks, have served as the pace car for the markets, leading all other groups and helping to pull up the laggards.",neutral,0.91,"SMCI, Bob Lang, AI, semiconductor, trade, stocks, money, ego, Bob, NVIDIA, pace car, bull market, Us, PulteGroup, GameStop, months, Roger Federer, Teach, profits, risk management, Strong, Chart Analysis, META, Meta, Sort, nickel, profit, stock, FOMO",2024-02-20,734.17,-2.0780260086695623
2024-02-19,"Puget Systems Partners with OSNexus to Deliver Scalable, Agile Media Asset Storage Solutions Ideal for Post Production Workflows, Media Asset Management and Archiving
Puget Systems ( www.pugetsystems.com ) today announced it is expanding its product offerings even further with the debut of an entirely new family of custom software-defined storage solutions. Also debuting this week at the HPA Tech Retreat in the Puget Systems booth, the new Puget Storage family is a Software-Defined Storage (SDS) solution that – in partnership with OSNexus – leverages the Quantastor platform to provide scalable and agile media asset storage for both onsite and remote users. The team from Puget Systems will be on-hand in their booth #606 this week at the HPA Tech Retreat Innovation Zone to meet with customers, partners and press and to provide demonstrations of the new storage solutions. Grid technology unifies management of QuantaStor systems across racks, sites and clouds;
Security : Advanced RBAC, end-to-end encryption support and compliance with NIST 800-53, 800-171, HIPAA, CJIS, and FIPS 140-2 L1 certified;
Hardware Integrated : QuantaStor is integrated with a broad range of systems and storage expansion units including those from Seagate, Supermicro, and Puget Systems rackmount storage platforms for media and entertainment;
Scaleable : Integrated with enterprise-grade open storage technologies (Ceph & ZFS);
Unified File, Block and Object : All major storage protocols are supported including NFS/SMB, iSCSI/FC/NVMeoF and S3.
Available in a 12-Bay and a 24-Bay 2U form factor, Puget Storage solutions are capable of up to 1.5TB of RAM and provide growing and established studios with simple, flexible storage with end-to-end security.",neutral,0.93,"SDS, scalability, Puget Storage, RAM, RBAC, iSCSI, Software-Defined Storage, NIST, HIPAA, form factor, NFS, Seagate, FIPS 140-2, Quantastor, ZFS, Hardware Integrated, CJIS, Media, Unified File, OSNexus, Asset, QuantaStor, Puget, Systems, Puget Systems, FC/NVMeoF, S3, Deliver Scalable, Storage, Ceph, asset, solutions, software-defined storage, Supermicro, rackmount, end-to-end encryption, ideal, NFS/SMB, MAM, storage",2024-02-20,734.17,-2.0780260086695623
2024-02-20,"InvestorPlace - Stock Market News, Stock Advice & Trading Tips Aurora Cannabis (NASDAQ: ACB ) stock is falling 6.6% in early trading today
after the company disclosed that its CFO has resigned . King, who will become CFO effective Feb. 21, has spent over 25 years in finance and worked at Bristol-Myers Squibb (NYSE: BMY ), the giant drug maker, for over 19 years. Also noteworthy is that its new CFO worked for many years at a very large, well-known drug maker but appears to have not held a full-time position since July 2023.
The post ACB Stock Alert: What Is Going on With Aurora Cannabis Shares Today? appeared first on InvestorPlace
SHARE King left BMY to become Emergent Biosciences' (NYSE: EBS ) VP Finance (FP&A) and Assistant Treasurer, a position she held for about a year.",neutral,0.75,"years, bank, POST, SMCI, MGM, Canaccord Genuity, LinkedIn, Passage Bio, Be Set, King, Larry Ramer, U.S, Fly, “Project Omega, Larry, Stock, Simona King, Biosciences, The firm, cannabis, InvestorPlace, company, Bristol-Myers Squibb, Aurora, Heard Of, CFO, Globes, INTC, ACB, AI, Israel, A Recent, Treasurer, stock, Glen Ibbott, The Fly, NASDAQ, CFO Change, BMY, NYSE, securities, firm, EBS, Aurora Cannabis, Tips",2024-02-21,975.52,12.778182406733022
2024-02-20,"PREMIUM ONLY $25/MONTH All BASIC features, plus: Access to subscriber-only premium articles Ad-free environment
Unmoderated comment section
Premium commentary features including user tiering and comment tracking (coming soon)
Access to private, invitation-only Zerohedge X account
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Access to Newsquawk breaking news and market squawks, and discount for real-time commentary
Early glimpse at all our posts
Confirming our recent observations ( here here , and most recently here ) that the current epic melt-up is just one mind-blowing gamma squeeze, similar to the one which was orchestrated by SoftBank in the summer of 2020 and one which may well have been orchestrated by the same Japanese conglomerate to send ARM stock crashing higher ), Goldman Sachs' Flow of Funds guru Scott Rubner highlighted in a note this morning that ""the gamma squeeze has been substantial"" , using SMCI call option activity as an example (of which he notes that are dozens)...
However, he did quietly add that the 'squeeze' was ""to the upside"" and added ""then to the downside"" as we are seeing the first cracks appear in the unstoppable names...",neutral,0.71,"Access, Goldman, features, Unmoderated, epic, BASIC, ARM, Japanese, Exclusive, comment, SoftBank, call option, Newsquawk, first, breaking news, Scott Rubner, downside, conglomerate, unstoppable, guru, Premium, Guru, commentary, gamma, squeeze, Goldman Sachs, Confirming, PREMIUM",2024-02-21,975.52,12.778182406733022
2024-02-21,"Unleashing AI's Next Frontier Through Enhanced Infrastructure ‘Madame Web' Disappoints Over Long Weekend Box Office Harmony Biosciences Sinks on FDA Nod
National Grid Flat on News of Donation
HSBC Slips on Profit Miss
Wednesday's stock sentiment will hinge on the technology sector. AMD, which is behind Nvidia technologically on PC graphics cards and AI server systems, will follow NVDA's stock direction.
EV Stocks Fall
On Sunday, Albemarle (ALB), a top lithium producer, slashed 203 demand, citing slower EV adoption. After a euphoric multi-year run-up, AMD, Nvidia (NVDA), and SMCI's direction will decide where Nasdaq (QQQ) ends up next.
Consider avoiding all EV stocks for now.",neutral,0.86,"Nvidia, Stocks, Nio, Unleashing AI, slower, Tesla, Profit Miss, HSBC, NVDA, Lucid, National Grid, EPS, Fisker, Nasdaq, AMD, lithium, FDA, Madame Web, QQQ, hinge, Europe, U.S, GAAP, year, Albemarle, Xpeng, lithium carbonate, AI, ALB, Li Auto, China, demand, XPEV, LCID, prices, Nvidia (NVDA, stock, PC, SMCI",2024-02-22,860.01,-8.330135584548476
2024-02-21,"Artificial intelligence (AI) has emerged as a force to be reckoned with on Wall Street, influencing nearly every industry.
At the midpoint, this would represent triple-digit revenue and earnings growth over the prior-year quarter
Moreover, management pointed out that “demand can last for even many decades to come - we may call this an AI revolution.”
Driven by demand for its AI solutions, the company revised its full-year fiscal 2024 revenue guidance to a range of $14.3 billion to $14.7 billion, up from the previously estimated $10 billion to $11 billion. Rakers has a “hold” rating for SMCI and a target price of $960.
www.barchart.com
Here's the Bottom Line on SMCI Stock
The combined power of Super Micro Computer and AI has the potential to unlock breakthroughs in nearly every industry. Given the stock's already-massive gains, is this goal achievable?
SMCI's Explosive Growth Drives Fundamentals
Super Micro Computer's server solutions are known for their exceptional processing power and compact size. SMCI's stock price gain of 750% in just 1 year looks distinctly abnormal, even as the AI rush has resulted in outstanding growth for most tech stocks.",neutral,0.98,"Nvidia, Malaysia, EPS, Intel Gaudi, 2 times, 52-week, Here, AMD, compact, chips, Micro, Aaron Rakers, Super Micro, Wall Street, semiconductor, U.S, H100, Remains Undervalued, Disclosure, capital requirements, CEO, revenue, AI, bank, Gaudi, Intel, Comparatively, Charles Liang, Wells Fargo, stock dilution, Nasdaq Composite, demand, earnings growth, Sushree Mohanty, growth, quarter, Netherlands, Supermicro, Deep Learning, company, earnings, Still Remains, Taiwan, INTC, securities, Nvidia (NVDA, stock, SMCI",2024-02-22,860.01,-8.330135584548476
2024-02-22,"TRIVANDRUM, India Feb. 22, 2024 /PRNewswire/ -- Mettle Networks, a leading innovator in NFV/SDN-based telecommunications solutions, is pleased to
announce the successful testing of its Mettle vBNG on Supermicro (a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge) hardware platforms for telecom deployments. This successful testing and integration offer clients valuable insights into pre-tested and certified hardware options, instilling confidence in investing in Mettle vBNG and Supermicro server platforms. This joint pre-testing and validation solidify Mettle Networks' partnership with Supermicro in meeting industry expectations. Our collaboration with Supermicro is a big leap towards this.""
About Mettle Networks
Mettle Networks remains at the forefront of NFV/SDN-based IP networking product design and development, with a strong focus on the service provider industry. This joint testing and validation of Mettle vBNG on Supermicro platforms affirm its compatibility on Supermicro server platforms.",neutral,0.72,"Networks, AI, Winners, Logo, Singapore, Supermicro, industry, product design, Strategic Partnerships, Intel, IBM, NFV, Gokul Varma, ecosystem, NFV/SDN, Cloud, 5G/Edge, telecommunications, Media Contact, testing, Storage, hardware, Vijay Nair, Mettle, vBNG, platforms, AWS, Asia, TRIVANDRUM, India, Mettle Networks, interoperability, Edge, PR Newswire, Asia Pacific, network virtualization",2024-02-23,860.01,0.0
2024-02-22,"Key Takeaways Semiconductor and AI-adjacent tech stocks surged Thursday following a fourth-consecutive earnings beat-and-raise from AI leader Nvidia.
Jefferies analysts forecast Nvidia’s “will become the dominant ecosystem” in the computing industry, in which AI has prompted a “tectonic shift.”
Semiconductor and AI-adjacent stocks surged in early trading, riding the wave of optimism generated by another blowout quarterly earnings report from Nvidia.
Rising Nvidia Lifts Other AI Stocks
Optimism that the AI boom will benefit not just Nvidia, but also the hardware companies that support AI ecosystems, sent scores of tech stocks higher Thursday.
Nvidia Cements AI Leadership
However, most analysts in their post-earnings coverage were laser-focused on Nvidia and its unique position as the engine of the AI boom.
Shares of Super Micro Computer (SMCI), the data center technology company that has seen its shares triple in value this calendar year alone, jumped more than 25%, exceeding even Nvidia’s post-earnings gain.
",neutral,0.63,"more, Tectonic Shift, industry, Jefferies, Data Center, Shares, cloud services, Apple, data center, bullish, Thursday, analysts, NVDA, smartphone, riding, ASML, iShares, datacenter, Chip designer, ecosystem, Applied Materials, year, earnings, data, ASML Holding, Net income, AAPL, Intel, AI, Nvidia (NVDA, Vertiv Holdings, Arm, INTC, semiconductors, Gen AI, Wall Street, Goldman Sachs, VRT, revenue, PC, SOXX, Nvidia, ”
Semiconductor, ARM",2024-02-23,860.01,0.0
2024-02-23,"Technology AMD's CEO, Lisa Su, will give a keynote at COMPUTEX 2024 By Raunak Saha February 23, 2024
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The much-anticipated COMPUTEX 2024, a premier technology exhibition on the global stage, is set to take place from June 4th to 7th at the Taipei Nangang Exhibition Center Halls 1 and 2.
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",neutral,0.99,"Facebook, WhatsApp, Cricket Boards, MediaTek, Gaming, Pinterest, cloud computing, Qualcomm, Pro Gamersware, Bollywood, FAQ, foodie, Technology
AMD, Cricket, Lisa, Email, consumer electronics, Redefining Wellness, Intel, College Rivals, Akismet, pop, smartphones, Galaxy Fit3, industry, globe, MSI, Telecom Collaborations, Moreover, Technology, India, Samsung Unveils, Park Street, tech, Glimpse, Mobile, Samsung, AI, fitness tracker, MP3, Acer, February, REPLY Cancel, ASUS, Samsung Galaxy, MWC 2024, Keynotes, COMPUTEX 2024, eSports, Computex 2024, Kolkata, CEO, ecosystem, Delta, G.Skill, Chair, OpenRAN Innovations, Connectivity, Raunak Saha, artificial intelligence, Computex, Opening Keynote, Connectivity
Gaming, AMD, Beyond, NXP, Kolkata
Samsung, Lisa Su, Social Media, Gigabyte, Sustainability, Twitter, World, Top Gamers, COMPUTEX, Built, Su, IEEE, technology, Forums, Innovations, Save, catalyst, YouTube, Mobile Accessories, semiconductor, Supermicro, computing",2024-02-24,860.01,0.0
2024-02-23,"U.S. stocks were mostly higher, with the Dow Jones index gaining more than 100 points on Friday.
Maravai LifeSciences Holdings, Inc. (NASDAQ:MRVI) shares climbed 57.8% to $8.06 after the company reported better-than-expected fourth-quarter financial results.
Ventyx Biosciences, Inc. (NASDAQ:VTYX) rose 10.6% to $6.39.
LegalZoom.com, Inc. (NASDAQ:LZ) climbed 10.5% to $10.87 after the company reported better-than-expected fourth-quarter financial results and issued FY24 revenue guidance.
Shares of Carvana Co. (NYSE:CVNA) rose sharply during Friday's session after the company reported fourth-quarter financial results.
Block, Inc. (NYSE:SQ) climbed 16.8% to $79.36 after the company reported better-than-expected fourth-quarter sales results and issued guidance.
",neutral,0.6,"Friday, TNDM, POST, EBITDA, SQ, company, Benzinga Pro, stocks, CEO, Dow Jones, LegalZoom.com, Inc, Inc., AKRO, Carvana Co, results, Carvana, Block, Inc, Nirav Tolia, volatility, ATNI, quarter, convertible, VTYX, Inc, UVE, recording, Comfort Systems, Ventyx Biosciences, VIR, Joins LegalZoom.com, Shares, Dow Surges, NASDAQ, U.S, cents, KIND, EPS, MRVI, NYSE, Gyre Therapeutics, RB Global, AerCap, International, Inc, Docebo Inc",2024-02-24,860.01,0.0
2024-02-24,"Fool.com contributor Parkev Tatevosian reviews a question-and-answer session and considers what it could mean for Super Micro Computer (NASDAQ: SMCI) stock investors.
Should you invest $1,000 in Super Micro Computer right now?
Before you buy stock in Super Micro Computer,…
This story appeared on finance.yahoo.com , . *Stock prices used were the afternoon prices of Feb. 21, 2024. The video was published on Feb. 23, 2024.
",neutral,0.87,"Fool.com, question, stock, Parkev Tatevosian, Stock, contributor, NASDAQ, Micro, Tatevosian, Wall Street, Computer, Parkev, Super",2024-02-25,876.34,-0.9191945458862365
2024-02-24,"Fool.com contributor Parkev Tatevosian reviews a question-and-answer session and considers what it could mean for Super Micro Computer (NASDAQ: SMCI stock investors.
Should you invest $1,000 in Super Micro Computer right now?
Before you buy stock in Super Micro Computer, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Super Micro Computer wasn't one of them. See the 10 stocks
*Stock Advisor returns as of February 20, 2024
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The Motley Fool recommends Super Micro Computer.",neutral,1,"stocks, Fool, Fool.com, NASDAQ, CFA, Stock Advisor, Wall Street, Stock, Motley, investors, Micro, S&P 500, Computer, Advisor, Tatevosian, Super, Parkev, Parkev Tatevosian",2024-02-25,876.34,-0.9191945458862365
2024-02-25,"In this article, we discuss 16 best Russell 2000 stocks to buy. According to Insider Monkey's fourth quarter database, 34 hedge funds were bullish on Comfort Systems USA, Inc. (NYSE:FIX), up from 24 funds in the prior quarter. According to Insider Monkey's fourth quarter database, 31 hedge funds were bullish on BellRing Brands, Inc. (NYSE:BRBR), compared to 32 funds in the prior quarter.
According to Insider Monkey's fourth quarter database, 37 hedge funds were bullish on Atkore Inc. (NYSE:ATKR), compared to 35 funds in the prior quarter. According to Insider Monkey's fourth quarter database, 32 hedge funds were long ATI Inc. (NYSE:ATI), compared to 31 funds in the last quarter.",neutral,0.91,"Q3, Steve Cohen, South Carolina, Comfort Systems, Q1 2023, hedge funds, Weatherford International, protein, Hedge, ATI, Qualys, Inc, Carillon Chartwell, Insider Monkey, fire protection, ELF, Russell 2000, NASDAQ, cloud-based, fiscal quarter, Incorporated (NASDAQ:CYTK, Englander, Russell 1000, BNN Bloomberg, New Mexico, stock market, ATI Inc, Acushnet Holdings, Diamond Hill, NXT, BNN, Terry Smith, air conditioning, Vulnerability Management, CHRD, Donald Yacktman, Mario Gabelli, equity, Morningstar Wealth, Bloomberg, United States, Suggested, Atkore Inc, bullish, large, US, Wedbush, Jeffrey Gates, Eldeco, overweight, Russell, macro environment, LSEG Datastream, bear market, P/E ratio, MSCI, quarter, Hedge Funds, Nextracker Inc, Russell Top, solar tracker, NYSE, large-cap, Fundsmith LLP, Marta Norton, QLYS, Sahak, Ben Jacobs, secular, Royce Investments, Israel, Europe, Asia, U.S, Richard Driehaus, Sahak Manuelian, hedge fund, Keys Soulcare, price-to-earnings ratio, funds, Beauty, Inc, cybersecurity, MUR, Qualys, Middle East, energy, Wall Street, HVAC, GAAP EPS, Production, Inc., dividend, Canada, ATKR, ZEUS, company, Liberty Park, short positions, Americas, IBM, Edelco, peak, small, LPF, caps, plumbing, Eddy County, Abercrombie, nutrition, Acushnet, LP, small-cap, market, IT security, inflation, P/E, equity trading, BRBR, elf, small caps, Millennium Management, MSCI Europe, Asia-Pacific, Southeast, S&P 500, Hollister, Skin, Comfort System, small-cap stocks",2024-02-26,851.11,-1.3708948478457412
2024-02-25,"In this article, we discuss 16 best Russell 2000 stocks to buy. According to Insider Monkey's fourth quarter database, 34 hedge funds were bullish on Comfort Systems USA, Inc. (NYSE:FIX), up from 24 funds in the prior quarter. According to Insider Monkey's fourth quarter database, 31 hedge funds were bullish on BellRing Brands, Inc. (NYSE:BRBR), compared to 32 funds in the prior quarter.
According to Insider Monkey's fourth quarter database, 37 hedge funds were bullish on Atkore Inc. (NYSE:ATKR), compared to 35 funds in the prior quarter. According to Insider Monkey's fourth quarter database, 32 hedge funds were long ATI Inc. (NYSE:ATI), compared to 31 funds in the last quarter.",neutral,0.85,"Eldeco, Hedge Funds, price-to-earnings ratio, fire protection, small caps, inflation, hedge funds, company, Richard Driehaus, ELF, Jeffrey Gates, Royce Investments, Middle East, Terry Smith, Russell Top, Nextracker Inc, ATKR, hedge fund, Weatherford International, Wall Street, secular, Sahak Manuelian, small-cap stocks, market, Atkore Inc, Comfort, energy, Acushnet, Acushnet Holdings, MSCI, New Mexico, short positions, bullish, IBM, Insider Monkey, Donald Yacktman, Diamond Hill, Russell, air conditioning, Inc., Asia-Pacific, Incorporated (NASDAQ:CYTK, US, ATI Inc, NYSE, overweight, S&P 500, Vulnerability Management, Keys Soulcare, LSEG Datastream, plumbing, Liberty Park, funds, Edelco, Morningstar Wealth, Bloomberg, cloud-based, cybersecurity, Asia, ATI, South Carolina, MUR, Marta Norton, Carillon Chartwell, quarter, CHRD, Englander, Russell 1000, Production, U.S, dividend, Comfort System, peak, MSCI Europe, P/E, solar tracker, equity trading, Suggested, HVAC, LPF, fiscal quarter, QLYS, Abercrombie, equity, Hollister, Qualys, Inc, Israel, Beauty, Inc, Eddy County, protein, Russell 2000, macro environment, Q1 2023, ZEUS, elf, small-cap, Q3, nutrition, Ben Jacobs, Qualys, BNN, Canada, BNN Bloomberg, Wedbush, United States, Europe, Skin, stock market, BRBR, caps, bear market, Southeast, Comfort Systems, LP, IT security, NXT, GAAP EPS, Disclosure: None, large-cap, Hedge, small, Millennium Management, Steve Cohen, P/E ratio, Americas, Fundsmith LLP, NASDAQ, Sahak",2024-02-26,851.11,-1.3708948478457412
2024-02-26,"iLexx/iStock via Getty Images
Arm Holdings (NASDAQ:ARM) reported an exceptional top-line beat and raise to finish off eFY24 with high sales growth and margin strength. In terms of business strength, I believe Arm will experience strong, high-quality growth both at the top and bottom line in eFY24 and eFY25; however, I do not believe that the growth justifies this premium, especially when compared to peer semiconductor designers like Nvidia (NVDA). Even if smartphone sales remain flat in CY24, Arm will reap benefits from sales of the higher end devices as every premium smartphone model will be using V9, resulting in higher royalties on the flat volumes. On the consumer side, I believe that the broader market might be overly-optimistic in terms of growth for CY24 (eFY25) as consumers continue to face high inflation rates across everyday items that may impact spending in electronics. I believe the firm will experience strong tailwinds on higher-value chipsets as more firms adopt advanced infrastructure to run AI applications.",neutral,0.98,"Nvidia, smartphone, inflation rate, OECD, NASDAQ, strength, Operations
Arm, iLexx/iStock, Microsoft (MSFT, Q4’24, TTM, ARM, NVDA, Q3’24, S24, CTA, Counterpoint Research, significant, growth, data center, V8, consumer, Palantir, Nvidia (NVDA, ADAS, Samsung, Gotten Ahead, strong, wearables, Grace Hopper, Google, CY24, Arm, GenAI, bearish, sales, royalties, macroeconomic, CY24, Getty Images, Galaxy S24, pullback, Arm, smartphones, consumer confidence, epicenter, higher, semiconductor, CY24 (eFY25, devices, transit, Graviton, inflation, US, Qualcomm, AI, Cobalt, eFY24, Microsoft, chips, NPUs, full force, Gemini",2024-02-27,816.54,-0.42195121951219955
2024-02-26,"InvestorPlace - Stock Market News, Stock Advice & Trading Tips As I pointed out in a previous column, the Street has become significantly
less fearful of small-cap stocks and medium-cap stocks than in 2022 and the first 10 months of 2023. Also importantly, a huge percentage of small-cap and mid-cap names got crushed in 2022 and the first 10 months of 2023, so the impact of higher rates was more than reflected in their stocks. The Real Reasons for the Underperformance
Many pundits and traders have said that the Russell 2000 underperformed because of the inferior fundamentals of small-cap names and because higher interest rates are hurting smaller firms more than larger ones.
Therefore, I believe as the Street becomes more bullish and less afraid of high interest rates, small-cap and mid-cap stocks will rally.
But they are still sure higher rates will crush the vast majority of small stocks and mid-cap names.",neutral,0.62,"IPO, SMCI, Tips, Rivian, small, huge, caps, skepticism, POST, Israel, small-cap stocks, stock market, short selling, small caps, U.S, Sheila Bair, Wall Street, positive, firms, INTC, shorting, Larry, The Fly, catalysts, Fly, Ken Fisher, Federal Reserve, InvestorPlace, large, Larry Ramer, Russell 2000, John Templeton, pessimism, Bull, NYSE, Get Ready, MGM, Washington, RIVN, mid-cap, Fed, euphoria, bullish, stocks, AI, large-cap, names, fiscal year, small-cap, S&P 500, BlackBerry, BB, America, rates, NASDAQ, Globes, manager, Russell, reliant",2024-02-27,816.54,-0.42195121951219955
2024-02-27,"Steamboat Capital Partners LLC lowered its position in Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 46.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. Rosenblatt Securities lifted their price target on Super Micro Computer from $700.00 to $1,300.00 and gave the company a ""buy"" rating in a research report on Tuesday, February 20th. View Our Latest Research Report on SMCI
Insider Activity at Super Micro Computer
In related news, Director Robert L. Blair sold 800 shares of the business's stock in a transaction dated Tuesday, December 5th. Wedbush lifted their price target on Super Micro Computer from $250.00 to $530.00 and gave the company a ""neutral"" rating in a research report on Tuesday, January 30th. Finally, Barclays lifted their price objective on Super Micro Computer from $691.00 to $961.00 and gave the company an ""overweight"" rating in a research note on Tuesday, February 13th.",neutral,0.49,"Form, EPS, Computer, market cap, Wedbush, United States, While, IFP, PE, blade, institutional investors, NASDAQ SMCI, PE ratio, NASDAQ, Wall Street, Super, Europe, open architecture, MarketBeat, moving average, Asia, stake, Shares, January 30th, SEC filing, HoldingsChannel.com, SEC, Micro, price, quarter, The firm, institutional investor, hedge funds, investment analyst, Rosenblatt Securities, Barclays, company, SVP, overweight, equity, SMCI, shares, stock",2024-02-28,866.12,3.2324195470798576
2024-02-27,"The spirit of Grace Hopper will live on at NVIDIA GTC. System makers will show more than 500 servers in multiple configurations across 18 racks, all packing NVIDIA GH200 Grace Hopper Superchips. The new servers are in addition to three accelerated systems using MGX announced at COMPUTEX last May - Supermicro's ARS-221GL-NR using the Grace CPU and QCT's QuantaGrid S74G-2U and S74GM-2U powered by the GH200.
Supermicro's ARS-111GL-NHR with nine hot-swappable fans is part of a portfolio of air- and liquid-cooled GH200 and NVIDIA Grace CPU systems.
MGX Speeds Time to Market NVIDIA MGX is a blueprint for building accelerated servers with any combination of GPUs, CPUs and data processing units (DPUs) for a wide range of AI, high performance computing and NVIDIA Omniverse applications.",neutral,0.9,"DPU, Supermicro, bays, systems, M.2, online shopping, MGX, ARS-221GL-NR, Hopper, water-cooled, liquid-cooling, stack, XH23-VG0-MGX, Inventec, Wistron, CEO, GIGABYTE, computing revolution, GTC, media streaming, Wiwynn, Lenovo, cloud, ARS-111GL-NHR, PCIe, ASUS, MGX Pavilion, GH200 Superchips, BlueField, sampler, AI, models, Grace, MLPerf, GPUs, AS201, H100, IU, QuantaGrid, hot-swappable, Tensor Core, CPU, NVIDIA Omniverse, NVIDIA, data, mainframe, MECAI, GH200, memory, LinkX, hardware-accelerated, liquid-cooled, Spotlight Here, H100 GPU, air, Foxconn, Jensen Huang, Time, NVMe, System, Grace Hopper, servers, data center, hybrid, NVIDIA GTC, data analytics, SV7200H, QCT, QuantaGrid S74G-2U, liquid cooling, GPU, COMPUTEX",2024-02-28,866.12,3.2324195470798576
2024-02-28,"Summary Super Micro has seen stellar results driven by the AI revolution, with strong growth and expanding capacity.
Negatives/risks
Massive Capex and investment required to keep pace with demand
$600M financing and still need for more working capital
Competition
AI inferencing moving to the edge
Low gross margin
Low operating margin
Valuation
Capital needs
Capacity expanded to 4K racks per month and is likely to reach 5K per month at the end of FY24 (June/24).
Margins
Non-GAAP gross margin took a 150bp hit to 15.5% because of a 65% utilization rate and what we believe is using pricing to gain new customers (Q2/24CC):
The Q2 non-GAAP gross margin was 15.5%, which was down quarter-over-quarter from 17% as we continued to focus on winning strategic new designs and gaining market share.
""Growth was driven by AI/GPU and rack-scale total IT solutions, which again represented over 50% of total revenues this quarter, with AI/GPU revenues in both the enterprise/channel and the OEM appliance/large data center verticals."" Capacity expanded to 4K racks per month
The guidance is remarkable as it implies sequential growth in Q3 (which is normally the seasonally weak quarter) and the implied guidance for Q4 is $4.82B.
The FY24 revenue guidance is a huge increase from the previous $10-$11B range.
",neutral,1,"tailwind, SuperMicro, B100, Dan Victor, Massive Capex, China, FY24, June/24, TAM, OEM, Racksale, Conclusion, customers, agnostic, 4K, Gaudi, NVIDIA, Inventec, Competitive advantage, AMD, margin, CC, Wiwynn, GPUs, outflow, automation, factory occupation, Super Micro, Q2/24CC, 150bp, 2.4X, ISVs, gross margin, Net income, Trending News, quarter, cloud, data center, GPU, ODM, Grace Hopper, Non-GAAP, One, GAAP, Liquid cooling, Chetan Woodun, Super, Generative AI, SHU, Capacity, Q3, Q3 EPS, convertible, AI, SMCI Stock, Nvidia, H2/24, Japan, market cap, Margins, growth, CapEx, SA, Supermicro, SMCI, NASDAQ, Negatives, EPS, AI Chip, more, Operating income, Valuation
Capital, gross, Competitive, Gross margin, Related Stocks, GAAP EPS, Capex, Asian, price level, Quanta, secular, H100 GPU, Victor, GAAP OpEx, market share, competitive advantage, L40S Inferencing, AI/GPU, Management, Summary, hardware virtualization, AMD MI300X/MI300A, US, Valuation
Management, Trending Analysis, Intel, Asia, Greater, market",2024-02-29,905.48,2.6761010568331316
2024-02-28,"News provided by InvestorsObserver Feb 28, 2024, 9:31 AM ET NEW YORK Feb. 28, 2024 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for NVDA, PLTR, SMCI, EPAM, and MRVL.
Click a link below then choose between in-depth options trade idea report or a stock score report.
The report shows all vital aspects of each option trade idea for each stock.
NVDA: https://www.investorsobserver.com/lp/pr-options-lp-2/?stocksymbol=NVDA&prnumber=20240228
PLTR: https://www.investorsobserver.com/lp/pr-options-lp-2/?stocksymbol=PLTR&prnumber=20240228
SMCI: https://www.investorsobserver.com/lp/pr-options-lp-2/?stocksymbol=SMCI&prnumber=20240228
EPAM: https://www.investorsobserver.com/lp/pr-options-lp-2/?stocksymbol=EPAM&prnumber=20240228
MRVL: We have a wide range of tools to help investors make smarter decisions when investing in stocks or options.
",neutral,0.62,"options, NVDA, Wall Street, EPAM, PLTR, EPAM Systems, NEW YORK, AM, Click, trading strategies, Wall, report, Marvell, Marvell Technology, Street, InvestorsObserver, trade, multimedia, SMCI, NVIDIA, stock, Palantir Technologies, tools, MRVL",2024-02-29,905.48,2.6761010568331316
2024-02-29,"Markets may have calmed this week after seeing consecutive gains, but that hasn't stopped stocks from reaching all-time highs in 2024 so far.
Not necessarily the sexy chip names that have been at record highs and really getting a lot of attention that way, but then you go information technology. Yahoo Finance Markets Reporter Jared Blikre breaks down the amount of record-highs while option trading volumes surge. So not everything on this list here behind me has notched a record high necessarily today or yesterday. I was taking a look at the record highs that have been issued or notched so far this year.",neutral,0.52,"Jared, market, record, Jared Blikre, Industrials, number, Carberry, TransDigm, JARED BLIKRE, highs, Yahoo Finance, bull market, list, radar, Nvidia, Video, Caterpillar, Supermicro, Packer, health care, Julie, names, year, Editor, Magnificent Seven, Boston Scientific",2024-03-01,905.48,0.0
2024-02-29,"Blumberg Advisory Group
Paper Explores AI-Driven Digital Transformation In Service Lifecycle Management
ID: 701162
Just like every other business function, service lifecycle management (SLM) is undergoing rapid changes that necessitate an agile and proactive response from organizations. Those looking for deeper discussions on any of the above points can download the full text of “Redefining Service Excellence” at no cost by logging on to https://www.blumbergadvisor.com/redefining-service-excellence
Blumberg Advisory Group
Blumberg Advisory Group
https://www.blumbergadvisor.com/
MichaelBlumberg(at)blumbergadvisor.com
2222 Matts Way
Warrington
United States
Juristisches zu dieser Pressemitteilung
Weitere Pressemitteilungen von Blumberg Advisory Group
Facilitate Company Growth With AI In 2024: Service Lifecycle Management Guide ... These insights and more can be accessed through “Redefining Service Excellence”, a white paper published by Blumberg Advisory Group and available at https://www.blumbergadvisor.com/redefining-service-excellence
Blumberg Advisory Group regularly publishes in-depth whitepapers that cover advancements in the fields of field service and reverse logistics. Blumberg Advisory Group knows that resistance to these transformative forces is futile, and this is why it organized a roundtable discussion with key executives from major players like IBM, Nokia, CNH, Volta Charging, Supermicro, Veolia, and Flock Safety to identify the key factors that will catalyze the evolution of SLM and the steps businesses need to take to keep pace with these changes.
Redefining Service Excellence’s GoalThe white paper aims to help readers understand the ongoing transition of SLM from its service management roots towards a more holistic model that integrates customer experience, technological integration, and strategic planning.",neutral,0.62,"flux, skepticism, Pressemitteilung, imperative, white paper, United States, emerging technologies, telecommunications, thrust, Verantwortung, Datenschutz, SLM, Zeichen, catalyze, mit, logistics, Supermicro, technological, Flock Safety, Titel, Juristisches, IBM, customer experience, Advisory, Blumberg, Veolia, Group, logging, Michael Blumberg, MICHAEL ROBERT, Die Pressemitteilung, AI, Kategorie, Readers, Furthermore, Matts, CEO, aerospace, holistic, warranty, DeutschNews, Nokia, customer, change management, CNH, management, financial services, customer satisfaction, Volta Charging, supply chain, service, OEM, Warrington, evolution, businesses, head start, Service, VeröffentlichungDate, https://www.blumbergadvisor.com/redefining-service-excellence",2024-03-01,905.48,0.0
2024-03-01,"Moreover, the 36-month beta value for QRVO is 1.56. QRVO) stock's latest price update
The stock price of Qorvo Inc (NASDAQ: QRVO) has jumped by 2.23 compared to previous close of 112.05. QRVO's Market Performance
Qorvo Inc (QRVO) has seen a 0.97% rise in stock performance for the week, with a 14.25% gain in the past month and a 22.50% surge in the past quarter. Based on Qorvo Inc (QRVO), the company's capital structure generated 0.36 points at debt to capital in total, while cash flow to debt ratio is standing at 0.34. QRVO Trading at 5.58% from the 50-Day Moving Average
After a stumble in the market that brought QRVO to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -0.37% of loss for the given period.
",neutral,0.96,"S&P 500, Morgan Stanley, XLK, Qorvo, The debt, Craig Hallum, small-cap, company, Stock Fundamentals, Insider Trading, QRVO Trading, average, asset, insider trading, uranium, Conclusion, Wall Street, Volatility, Uranium, public float, bullish, radar, capital structure, PAUL J, Athabasca Basin, SMCI, EBITDA, Seeking Alpha, Saudi Arabia, overweight, SVP, NASDAQ, short sellers, AI, unearthed, gross margin, stock, price, last, Currently, QRVO QRVO, The Tech, ACLS, moving average, QRVO
Current, Ultra-Fast Gains, emerging technologies, QRVO, Chesley Philip, equity, year, FN, Qorvo Inc, Piper Sandler, volatility, Canada, SA Quant, 52-week, ChatGPT, The net, ratio, ratings",2024-03-02,905.48,0.0
2024-03-01,"Loading... Loading...
U.S. stocks were higher, with the Nasdaq Composite gaining around 0.5% on Friday.
Shares of The Cooper Companies, Inc. COO rose sharply during Friday’s session after the company reported better-than-expected first-quarter financial results and raised guidance.
NetApp, Inc. NTAP shares rose 24.4% to $110.85 after the company reported better-than-expected third-quarter financial results and issued guidance.
Y-mAbs Therapeutics, Inc. YMAB climbed 14.3% to $19.09 after the company reported better-than-expected fourth-quarter financial results.
climbed 14.3% to $19.09 after the company reported better-than-expected fourth-quarter financial results. Sweetgreen, Inc. SG rose 26% to $16.05 after the company reported better-than-expected fourth-quarter financial results.",neutral,0.5,"SANA, RGNX, Needham, REGENXBIO Inc, Rambus Inc., CLS, SG, Tidewater Inc, Arvinas, Joins Dell, MTZ, Tidewater, Sweetgreen, Inc, Benzinga Pro, Celldex Therapeutics, Transocean, Thoma Bravo, Peter Lawson, DELL, RIG, Root, Inc, Serge Belanger, Shares, U.S, MasTec, Inc, LOT, Nasdaq Composite, Friday, Dell, Cooper Companies, common stock, DYN, TDW, Inc., quarterly, Companies, results, SATS, Rambus Inc, Arrowhead Pharmaceuticals, Arvinas, Inc, Ethereum, RMBS, Lotus, XPOF, CLDX, Everbridge, Inc, recording, company, Rambus, NetApp, Inc, Inc, dividend, Buy, ROOT, Transocean Ltd, Barclays, NetApp, ARWR, ARVN, Bitcoin, Celestica Inc, Yaron Kinar, COO, Cooper, Here, target, cents, Jefferies, MoonLake, CRNX",2024-03-02,905.48,0.0
2024-03-02,"Super Micro Computer (NASDAQ: SMCI) and Intel (NASDAQ: INTC) have been in the limelight over the past year or so thanks to the ability of both companies to capitalize on the booming demand for artificial intelligence (AI) chips. But a closer look at the stock price performance of both companies tells us that investors are heavily favoring one of them over the other.
",neutral,0.91,"artificial, artificial intelligence, performance, investors, look, chips, demand, closer, price, NASDAQ, AI, stock, companies, Intel, intelligence",2024-03-03,1074.34,3.4013474494706366
2024-03-02,"A I stock play Palantir Technologies, Inc. (NYSE:PLTR) was not included in the S&P 500 Index in the latest quarterly rebalance of key S&P indices announced on Friday. What Happened: AI server manufacturer Super Micro Computer, Inc. (NASDAQ:SMCI) and California-based footwear designer and distributor Deckers Outdoor Corp. (NYSE:DECK) will join the S&P 500 Index, effective March 18, S&P Dow Jones Indices, a division of S&P Global, said in a release.
The eligibility criteria for S&P 500 Index inclusion are a market capitalization of $15.8 billion or more, am annual dollar value traded to float-adjusted market capitalization greater than 0.75, a listing in either NYSE or NASDAQ, and a primary listing in the U.S. Super Micro Computer and Deckers Outdoor will replace Whirlpool Corporation (NYSE:WHR) and Zions Bancorporation, National Association (NYSE:ZION), respectively, in the index. The S&P 500 Index is considered the best single gauge of large-cap U.S. equities and includes 500 leading companies, covering approximately 80% of available market capitalization.",neutral,0.77,"S&P, Whirlpool Corporation, California, Mad Money, Palantir Misses, Palantir, large-cap, rebalance, Zions Bancorporation, U.S, The Cut, Shutterstock, companies, division, Index, AI, Super, market capitalization, Friday, S&P Global, Jim Cramer, S&P 500, Deckers, index, CNBC, Palantir Technologies, NASDAQ, Computer, Deckers Outdoor, liquidity, Quarterly Rebalance, NYSE, Benzinga Pro, Micro, social media",2024-03-03,1074.34,3.4013474494706366
2024-03-03,"When a stock goes parabolic, there’s more to the story than business performance. Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors
on The Motley Fool’s Interconnected Opportunities investing service to discuss: - Super Micro’s real business. - Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:
- Super Micro’s real business.
Stocks discussed: SMCI, NVDA, DELL, HPQ
Host: Mary Long
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey
Engineer: Tim Sparks
Learn more about your ad choices. Stocks discussed: SMCI, NVDA, DELL, HPQ Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineer:",neutral,0.78,"Nvidia, Micro, Mulvey Engineer, data center, HPQ Host, Tim Beyers, parabolic, bull, NVDA, Mary, performance, Tim Sparks, Super Micro, business, more, Guerra, Kirsten Guerra, Engineer, Super, Mary Long, service, HPQ, stock, DELL",2024-03-04,1090.83,5.394202898550718
2024-03-03,"By Justin Pope 1 hour ago Finding the next great stock, like an Amazon or, more recently, Nvidia (NASDAQ: NVDA) , is the dream --
one stock that can generate portfolio- and life-changing returns, sometimes very quickly. Like Nvidia's AI chips, customers are flocking to Supermicro for their AI needs:
Management is basing this on its internal data and industry data from Gartner . At a forward P/E ratio of just 40, Supermicro's price/earnings-to-growth (PEG) ratio is less than 1, signaling that the stock is still a bargain for its expected future growth potential.
In other words, investors see how much Supermicro has climbed over the past year and assume that the stock must be expensive. However, the data and recent financial performance indicate a bright future for Super Micro Computer and its shareholders.
John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors.",neutral,1,"Computer, year, earnings growth, Sam Altman, anchoring bias, PEG, data center, fiscal year, Amazon, John Mackey, future, growth, NASDAQ, Management, Supermicro, AI, stock, epic, Justin Pope, chips, P/E ratio, Jensen Huang, Nvidia, Motley, Artificial Intelligence, bright future, industry, CEO, Gartner, artificial intelligence, Motley Fool, OpenAI, data",2024-03-04,1090.83,5.394202898550718
2024-03-04,"Stocks that are trading heavily or have substantial price changes on Monday: Macy’s, United Rentals rise; Apple, Spirit Airlines fall
The Associated Press
By The Associated Press
NEW YORK -- Socks that are trading heavily or have substantial price changes on Monday:
Apple Inc. (AAPL), down $5.41 to $174.26.
Spirit Airlines Inc. (SAVE), down 95 cents to $5.51.
United Rentals Inc. (URI), up $20.46 to $721.05.
Macy's Inc. (M), up $2.80 to $20.81.
Iovance Biotherapeutics Inc. (IOVA), up $72 cents to $17.51.
",positive,0.96,"iPhone, AKRO, Apple, Associated Press, biotechnology, nonprofit sector, lung cancer, cents, URI, SAVE, liver, Macy's Inc, Apple Inc., BLKB, Spirit Airlines, Inc., encouraging, Airlines, Apple Inc, United Rentals, treatment, Blackbaud Inc, Yak Access, company, JetBlue, AAPL, investors, Spirit, European Union, department, IOVA, update, Macy, airline",2024-03-05,1124.7,-2.8756476683937784
2024-03-04,"Shares of decision intelligence specialist BigBear.ai (NYSE: BBAI) continued its amazing run on Monday, surging as much as 38.7%. Story continues
Should you invest $1,000 in BigBear.ai right now?
Before you buy stock in BigBear.ai, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BigBear.ai wasn’t one of them. The S&P 500 -- which is made up of the 500 largest market cap companies on the major indexes -- reshuffles its holdings at least quarterly, and between 20 and 25 stocks are replaced each year. A quick look at BigBear.ai's results shows that the company itself wouldn't make the cut for inclusion in the index.
The stock was reacting to news that the company -- which supplies specialized servers used in high-performance computing and AI -- would be joining the S&P 500.",neutral,0.86,"stock, Story continues, artificial intelligence, high-performance computing, net income, Whirlpool, Riding Supermicro, company, Stock, Monday, NYSE, Advisor, BigBear.ai, Supermicro, index, stocks, BigBear, Danny Vena, AI, S&P 500, Stock Advisor, U.S, ET, Blasted, market cap",2024-03-05,1124.7,-2.8756476683937784
2024-03-05,"Super Micro Computer (NASDAQ: SMCI) stock is slipping in Tuesday's trading. While there isn't any business-specific news pulling Supermicro stock lower today, the company's share price is slipping as investors weigh risks in the artificial intelligence (AI) space. Should you invest $1,000 in Super Micro Computer right now?
Before you buy stock in Super Micro Computer, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Super Micro Computer wasn’t one of them. In particular, investors are feeling a bit more cautious about companies in the category after reports emerged today that Advanced Micro Devices will need to secure a special export license for some of its AI processors.
The red-hot AI stock takes a breather
Super Micro Computer stock has been on an incredible run, and it's not surprising to see investors pumping the breaks a bit.",negative,0.87,"national security, Access, investors, U.S, S&P 500, Story continues, Supermicro, company, processors, Companies, Chinese, China, Motley Fool, ET, AMD, business, stock market, semiconductor manufacturing, Keith Noonan, other, artificial intelligence, Stock Advisor, stock, NASDAQ, Middle Kingdom, ripple, AI, central point, Nvidia, Now, advanced",2024-03-06,1159.76,2.3618711385701667
2024-03-05,"Super Micro Computer (NASDAQ: SMCI) stock is slipping in Tuesday's trading. While there isn't any business-specific news pulling Supermicro stock lower today, the company's share price is slipping as investors weigh risks in the artificial intelligence (AI) space. In particular, investors are feeling a bit more cautious about companies in the category after reports emerged today that Advanced Micro Devices will need to secure a special export license for some of its AI processors. Super Micro Computer stock has been on an incredible run, and it's not surprising to see investors pumping the breaks a bit. Yesterday, the server specialist's stock registered explosive gains and closed out the daily trading session up roughly 19% after it was announced that the company would become part of the S&P 500 index later this month.",negative,0.93,"S&P Global, space, ET, AI, today, stock, Supermicro, company, price, ripple, trading, S&P 500, Artikel, MotleyFool, NASDAQ, China, investors, share, Micro, artificial intelligence, U.S",2024-03-06,1159.76,2.3618711385701667
2024-03-06,"Super Micro Computer (SMCI 4.74%), also known as Supermicro, continued to gain ground on Wednesday after a brief pause. Bernstein analyst Toni Sacconaghi suggests that demand in the AI server market will only increase from here, growing at a compound annual rate of 75% over the coming three years. A Street-high price target
The latest bullish commentary came courtesy of Argus Research analyst Jim Kelleher, who initiated coverage on Supermicro with a buy rating and a Street-high price target of $1,350 per share. It's unlikely that Supermicro stock will remain cheap for long, particularly given its triple-digit percentage growth and the accelerating demand for AI. The analyst noted Supermicro's position as a leading provider of computer and server solutions for generative AI.",neutral,0.98,"high, ET, 3 times, catalyst, AI, Toni Sacconaghi, Supermicro, demand, bullish, Argus, Wednesday, high-performance computing, stock, Sacconaghi, years, server, more, artificial intelligence, analyst, GPU, Argus Research, Accelerating, Wall Street, deep learning, Jim Kelleher",2024-03-07,1140.01,-5.939768976897691
2024-03-06,"En este artículo: SMCI Super Micro Computer (NASDAQ: SMCI) , also known as Supermicro, continued to gain ground on Wednesday after a brief pause.
Before you buy stock in Super Micro Computer, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Super Micro Computer wasn't one of them. Sacconaghi called the coming build-out of AI servers ""unprecedented.""
Supermicro stock has been on a tear over the past year, rallying by more than 1,000%, and it's up more than 300% in 2024 alone. A Street-high price target
The latest bullish commentary came courtesy of Argus Research analyst Jim Kelleher, who initiated coverage on Supermicro with a buy rating and a Street-high price target of $1,350 per share. It's unlikely that Supermicro stock will remain cheap for long, particularly given its triple-digit percentage growth and the accelerating demand for AI.",neutral,0.93,"S&P 500, years, deep learning, Accelerating, Wall Street, server, artificial intelligence, ET, demand, stock, Jim Kelleher, 3 times, catalyst, NASDAQ, Continuar, AI, Argus, Sacconaghi, high, Argus Research, Toni Sacconaghi, Supermicro, GPU, investors, analyst, Stock, Stock Advisor, bullish, high-performance computing, Wednesday, The analyst",2024-03-07,1140.01,-5.939768976897691
2024-03-07,"GoodLifeStudio
Thesis Summary
In this article, I compare Nvidia and SMCI in terms of their Moat, Profitability, Growth and Valuation in order to determine which is the better investment
Moat
Every great company needs a “moat.” While SMCI has done well in the last year, it has less moat and low margins and is trading at an even higher premium than Nvidia.
If Nvidia Corporation (NVDA) is the Kind of AI, Super Micro Computer, Inc. (NASDAQ:SMCI) has now taken its place next to it as queen.
It is perhaps the best at the moment, and it has strong ties to the main chip manufacturers, but there’s also another reason why SMCI is a popular choice, and this actually proves that the company does not have such a great moat as Nvidia.
",neutral,0.77,"Margin 9,40, EBIT, HP, moat, HPQ, FWD, P/E, P/S, chips, EBITDA, EPS, DELL, market, SA, PEG, GAAP, Thesis, NVDA, Source, Dell, So, While SMCI, NVIDIA, NASDAQ, market share, growth, CAGR, While, Non-GAAP, SP500, liquid cooling, GMI, Now, SMCI, Price/Sales, 6,49 35,95, FCF, company, last, TTM, Valuation
Lastly, pricing power, Nvidia, % Click, S&P 500, EBITDA Margin, fiscal year, Looking, mania, Nvidia Corporation, Macrotrends, AI, EV/EBITDA, Moat
Every, solutions, INTC, SMCI Estimates, gross margin, Intel",2024-03-08,1140.01,0.0
2024-03-07,"Loading... Loading...
In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. Revenue Growth Super Micro Computer Inc 88 20.45 6.94 11.29% $0.37 $0.56 103.25% Apple Inc 26.30 35.25 6.89 49.79% $43.22 $54.85 2.07% Hewlett Packard Enterprise Co 12.94 1.14 0.88 1.82% $1.23 $2.46 -13.5% NetApp Inc 23.87 21.76 3.63 35.49% $0.46 $1.15 5.24% Pure Storage Inc 299.63 14.16 6.69 5.41% $0.11 $0.57 3.54% Corsair Gaming Inc 415.67 1.93 0.91 0.94% $0.03 $0.1 4.65% Eastman Kodak Co 7.28 0.42 0.38 0.0% $0.02 $0.05 -6.92% AstroNova Inc 38.77 1.49 0.88 3.21% $0.01 $0.01 -4.71% Transact Technologies Inc 12.67 1.64 0.84 2.35% $0.0 $0.01 -3.73% Average 104.64 9.72 2.64 12.38% $5.63 $7.4 -1.67%
After examining Super Micro Computer, the following trends can be inferred:
With a Price to Earnings ratio of 88.0 , which is 0.84x less than the industry average, the stock shows potential for growth at a reasonable price, making it an interesting consideration for market participants.
Key Takeaways
The PE, PB, and PS ratios for Super Micro Computer indicate that the company is undervalued compared to its peers in the Technology Hardware, Storage & Peripherals industry. With a Price to Book ratio of 20.45 , which is 2.1x the industry average, Super Micro Computer might be considered overvalued in terms of its book value, as it is trading at a higher multiple compared to its industry peers.
The company's revenue growth of 103.25% is notably higher compared to the industry average of -1.67%, showcasing exceptional sales performance and strong demand for its products or services.
",neutral,0.81,"data center, server, Amortization, industry, NetApp, Internet, gross profit, PE, Benzinga, 0.01, Storage, Europe, The firm, Transact, Compared, Key Takeaways, NetApp Inc, accounting, performance, Apple, Technology Hardware, open-standard, Peripherals Sector, blade, Loading, PB, Asia, EBITDA, Debt, AstroNova Inc, Super, PS, Considering, P/E, United States, company, high-performance computing, Taxes, Depreciation, ratio, equity, Eastman Kodak, Apple Inc, cloud computing, Big Data, The Company, Computer, Micro, ROE",2024-03-08,1140.01,0.0
2024-03-08,"Investors have been enamored with Computer (NASDAQ: SMCI) recently. Argus director of research Jim Kelleher and his team initiated coverage of Supermicro, as it is more commonly called, with a buy rating and a stock price target of $1,350. Kelleher and his team highlighted Supermicro's accelerating sales and earnings growth as the catalysts that can keep the stock moving higher. The artificial intelligence (AI) server and computer systems provider's share
prices have rocketed higher by more than 293% just in 2024.But analysts at investment research firm That growth is coming from explosive demand from many different types of businesses for server and computer solutions used for greater computing power needed for AI applications.",neutral,0.98,"Supermicro, server, research, Argus, artificial intelligence, earnings growth, NASDAQ, greater, catalysts, share, Computer, AI, Jim Kelleher, stock, computer",2024-03-09,1140.01,0.0
2024-03-08,"and AMD (AMD) are well-known beneficiaries of the artificial intelligence infrastructure spending surge, as are server makers Dell (DELL) and Super Micro Computer (SMCI). But there are alternative AI stocks in the computer hardware and networking space, investment bank JPMorgan said Friday.
Topping its alternative list of AI beneficiaries are contract manufacturers Flex…
This story appeared on investors.com , .",neutral,0.7,"computer hardware, list, DELL, Plays, Topping, beneficiaries, makers, Flex, AI, Dell, intelligence, contract, bank, artificial intelligence, alternative, artificial, AMD, infrastructure, JPMorgan",2024-03-09,1140.01,0.0
2024-03-09,"By Keith Noonan 1 hour ago Spurred by surging demand for servers to support artificial intelligence (AI) applications, Super Micro
Computer (NASDAQ: SMCI) has become one of the market's hottest stocks. While it's reasonable to expect that demand for its server technologies will see cyclical moderation at some point, market conditions suggest that the company is poised to enjoy years of strong sales and earnings growth.
Hitting the midpoint of its guidance range would mean growing earnings per share by 244% year over year.
Given recent demand indicators, it actually wouldn't be surprising to see the company's fiscal Q3 sales and earnings exceed the high ends of those guidance ranges.
Trading at roughly 50 times this year's expected earnings and 36 times next year's expected earnings, Supermicro is a growth-dependent stock. What's powering Supermicro's massive stock gains?
It's no secret that AI stocks are red hot, and Supermicro (as it's commonly known) has benefited from the strong business results at Nvidia .",neutral,0.55,"Keith Noonan, Spurred, stock, GPU, risk tolerance, performance, Motley Fool, valuation, demand, GPUs, company, artificial intelligence, NASDAQ, S&P 500, earnings, Supermicro, year, AI, market share, Q3, earnings growth, server, PEG, Nvidia",2024-03-10,1080.22,-1.820495341967732
2024-03-09,"With thousands of stocks to choose from, finding stock market leaders may feel like looking for the proverbial needle in a haystack.
Or even better, how about the next big winner beyond Nvidia stock?
Scott St. Clair, premium product group manager at IBD, joined the ""Investing With IBD"" podcast to discuss the rollout of MarketSurge . Whether looking for the next Nvidia stock or Amazon, St. Clair says MarketSurge can help make that needle in the haystack a lot easier to find.
St. Clair uses Nvidia stock as an example in debuting new earnings information added to the platform. In the case of Nvidia stock, St. Clair points out how the Earnings Line peaked in 2022, after the price did, and then bottomed in 2023.",neutral,1,"radar, time, U.S, David Ryan, Nvidia Stock, Nvidia, Clair, average, Strength Rating, manager, stocks, peak, ratings, MarketSurge, Twitter, Nvidia NVDA, Ants Indicator, Earnings Lines, William O'Neil, Amazon, Earnings Line, earnings, South Africa, Amazon AMZN, Sea, analog, The Ants, MarketSmith, earnings growth, metal detector, FactSet, stock market, St. Clair, podcast, IBD, Earnings
MarketSurge, Coupang, Singapore, technical analysis, South Korea, Latin America, Tool, moving average, EPS, stock",2024-03-10,1080.22,-1.820495341967732
2024-03-10,"Super Micro Computer (NASDAQ: SMCI) has been on an incredible run over the last year, and it's attracting lots of attention on Wall Street. On Monday, Goldman Sachs analysts published a note initiating coverage on Supermicro. Goldman's…
This story appeared on finance.yahoo.com , .",neutral,0.99,"stock, shares, buying, Wall Street, rating, Street, Supermicro, Goldman Sachs, firm, finance.yahoo.com, Wall, neutral, Goldman, NASDAQ",2024-03-11,1163,3.443061843474552
2024-03-10,"Super Micro Computer (NASDAQ: SMCI) has been on an incredible run over the last year, and it's attracting lots of attention on Wall Street.
Goldman's analysts also put a one-year price target of $941 per share on the stock. With the artificial intelligence (AI) stock priced at roughly $1,140 per share, that would imply potential downside of 17% over the next year. In Goldman's note on Supermicro, the analysts indicate that the massive run-up for the server specialist's valuation has been warranted. The analysts pointed to the company's strengths in the high-performance server market and status as an ""AI winner"" with valuable business relationships as legitimate catalysts for its incredible stock gains.",neutral,1,"Goldman, NASDAQ, Thema Aktien, MotleyFool, artificial intelligence, Wenn Sie, Analysen, catalysts, Artikel, Supermicro, Wall Street, Weiter, Goldman Sachs, stock, AI, year, incredible, mehr, analysts, server",2024-03-11,1163,3.443061843474552
2024-03-11,"Chetan Woodun Summary Cisco has partnered with Nvidia to help enterprises deploy AI infrastructures more rapidly while its acquisition of Splunk could be completed by the middle of this year.
Nvidia's witnessing high demand for its H100 GPUs also plays to the advantage of Cisco's hyperscale-over-Ethernet AI switch and I identify around $3 billion of sales opportunities.
Thus, besides the merger with Splunk, this thesis aims to value Cisco based on additional AI-related sales opportunities thanks to its networking gear being a key component for Nvidia's chips to be used in enterprise data centers.
Second, even if companies like Super Micro and Dell may have a head start as OEMs as detailed in a recent thesis , one cannot ignore an all-rounder like Cisco, especially with the Nvidia partnership which could see more demand for its AI-driven observability solutions together with some server tailwind.
Therefore, Nvidia's clients who want to connect clusters of H100s to deliver high-speed switching (with low latency) needed for AI models to function optimally and according to their data center standards can use Cisco's hyperscale over Ethernet AI fabric, a functionality provided by the Silicon One switch.
",neutral,0.37,"P/S, high, OEM, data centers, GPU, Generative AI, Ethernet, Nvidia, Palo Alto, fiscal year, cloud, interrupt, MSFT, pipeline, CEO, Cisco Systems, EBIT, ThousandEyes, artificial intelligence, Moreover, GPUs, cybersecurity, data, Second, collocation, Microsoft, Chetan Woodun, volatility, DGX AI, YoY, products, bullish, M7, AppDynamics, supply chain, CSCO, Splunk, Valuing Cisco, H100, H100s, latency, blade, Equinix, all-rounder, Meraki, balance sheet, CrowdStrike, COVID-19, Dell, Opportunities, ChatGPT, income statement, AI-related, AI, Falcon, Observability, demand, HPE, pre-deal, H100 GPUs, Gartner, DLR, NASDAQ, InfiniBand, Nvidia Sells, Looking, tailwind, Cisco, OEMs, Counter Soft, chips, ANET, UCS, conditional, observability, DGX, head start, Secure, fabric, Arista Networks, AMD, Security, Now, public cloud, telcos, Super Micro, gross profit, Amazon, GOOG, semiconductor, Nexus, data center, Ethernet AI, customers, pandemic, CUDA, Summary",2024-03-12,1163,0.0
2024-03-11,"These stocks have turned the meme stock frenzy into success despite the ups and downs
In 2021, meme stocks, led by GameStop (NYSE: GME ), created seismic shifts in the investment landscape. Super Micro (SMCI)
Source: rafapress / Shutterstock.com
Super Micro (NASDAQ: SMCI ) stands out as a leader in high-performance server technology, showcasing an astonishing
1,013.83% stock surge over the past year. Apple (AAPL)
Source: Yalcin Sonat / Shutterstock.com
Apple (NASDAQ: AAPL ) continues to impress, boasting over 2.2 million active devices and enjoying an 11.68% stock increase this past year. On the date of publication, Muslim Farooque did not have (either directly or indirectly) any positions in the securities mentioned in this article. The launch of the Apple Vision Pro was arguably one of the biggest news coming from the company in the past few years.",neutral,0.99,"Edge, securities, AAPL, AI, Edge AI, cents, Nvidia, Muslim, Apewisdom.io, Pamela Marciano, seismic, online communities, YOY, Radeon, Apple, mania, volatility, Financially, SMCI, Ryzen 8040, NASDAQ, energy efficiency, graphics card, semiconductor, Reddit, financial, MacBook Air, iMac, EPS, net income, data centers, peak, accounting, stocks, MacBook Pro, Meme Stocks, Meta Platforms, Super Micro, Yalcin Sonat, Vision Pro, tech, META, XT, NYSE, social media, affinity, meme, IPO, Meme, Telco Cloud, Supermicro, Microsoft, AMD, Muslim Farooque, GME, GameStop, Supermicro Hyper-E",2024-03-12,1163,0.0
2024-03-11,"March 10, 2024 — 06:12 am EDT Written by Larry Ramer for InvestorPlace InvestorPlace - Stock Market News, Stock Advice & Trading Tips
So far in 2024 shares of Tesla (NASDAQ: TSLA ) and Apple (NASDAQ: AAPL ) haven't done well at all, falling 28% and 11.5%, respectively. ServiceNow (NOW)
Source: Sundry Photography / Shutterstock.com
ServiceNow (NASDAQ: NOW ) provides software that automates IT tasks, and the company launched a very successful AI-powered app in Q3 of 2023.
Investment bank BTIG recommends buying MELI stock on weakness after the company reported that its gross margins fell last quarter, while its bottom line came in below analysts' average estimate due to a tax payment.
Supporting this, investment bank Argus wrote that SMCI is primed for multiple years of strong top-line growth and margin expansion. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines
Larry Ramer has conducted research and written articles on U.S. stocks for 15 years.",neutral,0.54,"Fly, e-commerce, tandem, Apple, Nvidia, NOW, America, INTC, Larry Ramer, Larry, Tesla, Heard Of, stocks, SMCI, last, Bill McDermott, InvestorPlace, data centers, bright future, affinity, Investment, quarter, EPS, The Fly, BTIG, bank, firm, MELI, NASDAQ, U.S, EDT, chips, Argus, AI, The firm, Barron, CEO, Globes, Amazon, Israel, Shutterstock.com, year, MercadoLibre, Worthy, MGM, fintech, artificial intelligence, Sundry Photography",2024-03-12,1163,0.0