Super Micro Jumped More Than 10%. Is the AI Server Maker Finally Turning a Corner?

Super Micro Computer's stock surged over 10% on Thursday despite no major company news. The AI server maker's fiscal Q3 revenue more than doubled to $10.2 billion, and gross margins recovered to 9.9% from 6.3% in the prior quarter. However, concerns remain regarding the company's rising debt load ($8.8 billion), ongoing export-control investigation, and whether it can convert $39 billion in new orders into profitable revenue.

06/20/2026, 11:06 AM • The Motley Fool

What's Going On With Dell Technologies Stock Thursday?

Dell Technologies shares rose 2.60% in premarket trading Thursday, driven by broader gains in growth and momentum stocks rather than company-specific catalysts. The stock trades 15.4% above its 20-day moving average and 149.8% above its 200-day moving average, though momentum has softened. Analysts maintain a Buy consensus with an average price target of $470.44, with recent upgrades to $500 from Goldman Sachs, Mizuho, and Bernstein. Dell is expected to report earnings on August 27, 2026, with analysts projecting significant year-over-year growth.

06/18/2026, 6:08 AM • Benzinga

Insiders Sell Top Tech Plays: Should Investors Buy, Sell, or Hold?

Heavy insider selling across tech stocks raises questions about whether it signals a warning or routine profit-taking. Analysis of NuScale Power, Astera Labs, and Dell shows that while insiders are selling, institutional buying, bullish analyst sentiment, and strong business catalysts suggest these stocks may still have upside potential despite the insider activity.

06/16/2026, 11:21 AM • Investing

MLCommons Releases MLPerf Training v6.0 Results

MLCommons released MLPerf Training v6.0 benchmark results featuring two new benchmarks (DeepSeek V3 and GPT-OSS 20B) emphasizing sparse computation and Mixture-of-Experts architecture. The round achieved record participation with 95 unique systems from 24 organizations, demonstrating growing diversity in AI training hardware, accelerators, and cloud-based solutions.

06/16/2026, 11:00 AM • GlobeNewswire

Prediction: This Artificial Intelligence (AI) Infrastructure Stock Will Skyrocket in June (Hint: It's Not Micron Technology)

Jabil, a contract electronics manufacturer specializing in AI servers and data center components, is expected to deliver stronger-than-expected Q3 results on June 17, 2026. The company has seen 60% stock growth in 2026, driven by surging demand for AI infrastructure. With AI revenue projected to grow 46% to $13.1 billion and potential addition of a third hyperscaler customer, Jabil could see significant upside despite trading at 52x trailing earnings.

06/16/2026, 8:15 AM • The Motley Fool

The Best Opportunities Are Found in Chaos, Not Euphoria

The article argues that investors should focus on infrastructure suppliers and secondary beneficiaries of major trends rather than headline-grabbing companies. With the US-Iran peace deal reducing geopolitical risk and SpaceX's IPO signaling a new market cycle, opportunities exist in AI infrastructure, semiconductors, software platforms, and electrical infrastructure. The author warns against chasing popular narratives at inflated valuations, emphasizing disciplined stock selection based on sustainable economics rather than market euphoria.

06/15/2026, 5:17 AM • Investing

Prediction: The Second Half of 2026 Will Be a Game-Changing Moment for Nvidia

Nvidia is expected to reach a pivotal moment in the second half of 2026 with the launch of its Vera Rubin platform featuring its first stand-alone CPU for data centers, and the RTX Spark superchip for Windows laptops. These moves will expand Nvidia beyond its GPU dominance into the broader CPU market, worth approximately $200 billion, potentially significantly increasing the company's revenue growth potential.

06/13/2026, 4:10 AM • The Motley Fool

Alphabet’s $80 Billion Flex

Alphabet announced an $80 billion capital raise, with Berkshire Hathaway contributing $10 billion, to fund its massive AI infrastructure build-out. The move signals that even highly profitable tech giants are now spending beyond their operating cash flow on AI capex. While the equity raise is minimally dilutive (2% of shares), questions remain about the actual ROI of these massive AI investments, especially as hyperscalers compete in a supply-constrained environment driving up equipment costs.

06/11/2026, 9:17 PM • The Motley Fool

Oracle Stock Is Selling Off on Its Massive AI Spending Plans. Here's Who Gets Paid When Oracle Spends.

Oracle's stock fell 8.5% after reporting fiscal 2026 capital expenditures of $55.7 billion, exceeding its $50 billion forecast, with plans to spend ~$70 billion in fiscal 2027. While Oracle's revenue and cloud growth remain strong, investors are concerned about the massive spending. However, suppliers like Nvidia, AMD, and Dell are positioned to benefit directly from Oracle's infrastructure build-out.

06/11/2026, 6:21 PM • The Motley Fool

3 Stocks Cashing In on AI While Everyone Watches NVIDIA

While investors focus on semiconductor giants like NVIDIA, infrastructure companies supporting AI data center buildout are delivering stronger earnings and better value. Marc Chaikin identifies three stocks—Argan, MasTec, and Quanta Services—that are positioned to benefit from the multi-year expansion of power plants, electrical grids, and construction needed for AI infrastructure.

06/11/2026, 12:27 PM • Investing

Why Super Micro Computer Stock Got Crushed Today

Super Micro Computer announced a $7 billion capital raise through equity offerings to fund $39 billion in AI server orders. Despite strong demand, the stock plunged 16.8% due to concerns about margin pressure from rising component costs and shareholder dilution. Investors fear the company cannot pass higher costs to customers amid competition from rivals like Dell Technologies.

06/10/2026, 11:03 AM • The Motley Fool

Micron And The Memory Trade Look Bulletproof: This Analyst Says A 5% Yield Cracks Them

Technical analyst John Roque warns that rising 2-year Treasury yields heading toward 5% pose a significant threat to momentum-driven tech and semiconductor stocks. After extreme valuations and parabolic advances in May-June, chip stocks like Micron, Marvell, and Dell face correction risks. The analyst also cautions on gold, silver, and Bitcoin, citing rising rates as a headwind for these assets.

06/08/2026, 3:47 PM • Benzinga

Diraq Appoints Scott A. McGregor as New Chairman Amid U.S. Expansion

Quantum computing company Diraq announced the appointment of Scott A. McGregor, former CEO of Broadcom, as Chairman of the Board. The company also secured a $38 million Letter of Intent from the U.S. Department of Commerce under the CHIPS Act to scale its silicon-based quantum processors. Diraq aims to deliver its first quantum computing product by 2029.

06/08/2026, 3:00 PM • GlobeNewswire

Supermicro Stock Is Up By More Than 70% in 30 Days. Is It a Buy?

Supermicro's stock has surged 70% in the past month, but the article advises caution. While the company operates in the lucrative AI infrastructure sector, it faces significant trust issues stemming from a Hindenburg Research accounting manipulation report, a $2.5 billion chip-smuggling scandal, and a major miss on revenue guidance ($10.2B vs. $12.3B guidance). The company also lags peers in profit margins and sequential growth, making it a stock to avoid until investigations are resolved.

06/08/2026, 1:25 PM • The Motley Fool

AI Server Earnings: Wall Street Sees One Clear Standout

Three major AI server companies—Super Micro Computer, Dell Technologies, and Hewlett Packard Enterprise—reported strong earnings results, with the market rewarding those converting AI demand into measurable earnings momentum. Dell emerged as the standout performer with massive revenue and EPS beats, while HPE achieved its financial targets two years ahead of schedule. Super Micro showed margin improvement despite missing revenue guidance.

06/08/2026, 6:30 AM • Investing