SMCI News - Candlesense

Supermicro Expands Its NVIDIA Blackwell System Portfolio with New Direct Liquid-Cooled (DLC-2) Systems, Enhanced Air-Cooled Models, and Front I/O Options to Power AI Factories

New DLC-2 4U Front I/O liquid-cooled system provides up to 40% data center power savings 8U front I/O air-cooled system delivers enhanced system memory configuration flexibility, density, and cold ...

How will the new product line affect Supermicro's long‑term positioning in the AI and GPU‑accelerated server market? What is the potential impact of this announcement on SMCI's stock price volatility and analyst sentiment? Are there any supply‑chain risks related to NVIDIA Blackwell GPU availability that could impact the rollout of these systems?

Hardware

14 days ago

Supermicro Announces Participation in Upcoming Investor Events

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 its p...

Will the participation influence institutional buying or short‑selling activity in the near term? How might the market react to any forward‑looking guidance or revenue forecasts shared during the forums? Is there any indication that the company will announce new partnerships, contracts, or technology initiatives at these events?

Investor events

16 days ago

Super Micro stock sinks 20% after earnings, outlook disappoint

CEO Charles Liang said the company is taking steps to "reduce the impact" of President Donald Trump's tariffs.

How might the earnings miss and weak outlook alter the market's perception of SMCI's long‑term growth prospects? What is the probability of further price depreciation if the outlook remains weak or no upside catalyst emerges? What upside scenarios exist if the company successfully reduces tariff impact on its operations?

Earnings

19 days ago

Super Micro shares plunge 15% on weak results, disappointing guidance

The server maker's business is still getting a big boost from artificial intelligence, but growth is slowing.

Will the earnings miss trigger any trigger‑price based stop‑loss orders or algorithmic trading spikes? How does the current sentiment (-70) influence market sentiment and short‑seller activity? Is there any indication of margin compression or pricing pressure in the AI segment?

Earnings

19 days ago

Supermicro Announces Fourth Quarter and Full Fiscal Year 2025 Financial Results

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 unaud...

How will the earnings results influence institutional and retail positioning in SMCI, and could we expect a short‑term price reaction? Are there any macro or supply‑chain risks (e.g., semiconductor shortages, logistics constraints) that could affect upcoming quarters? What impact does the current macro environment—particularly demand for AI‑driven hardware—have on future sales momentum?

Earnings

19 days ago

Phison and Supermicro Collaboration Delivers Unmatched Storage Density for AI and Hyperscale Workloads

SAN JOSE--(BUSINESS WIRE)-- #enterprisessd--Phison Electronics (8299TT), a global leader in NAND flash controllers and storage solutions, is collaborating to showcase one of the most advanced serve...

What are the key financial metrics (e.g., gross margin, cash flow impact) that investors should monitor following this partnership announcement? Will the partnership lead to any changes in the competitive landscape for the AI/HPC hardware ecosystem, especially regarding Nvidia’s and AMD’s server ecosystems? How does the collaboration align with broader market trends for AI‑driven storage demand, and what is the TAM (total addressable market) for high‑density AI workloads?

Tech partnership

20 days ago