Stock Market Midday, Nov. 12: Nvidia CEO Resigns, AMD Surges as Wall Street Edges Higher

Major stock indexes edged higher on November 12, 2026, despite Nvidia CEO Jensen Huang's immediate resignation. AMD surged following an analyst upgrade as investors see competitive opportunities from Nvidia's leadership transition. The market showed mixed performance with industrials and tech leading, while gold prices fell and Treasury yields climbed to 4.98%. Concerns about rising borrowing costs and AI infrastructure spending sustainability remain for investors.

11/12/2026, 12:45 PM • The Motley Fool

Prediction: Nvidia Stock Will Be Worth This Much by Year-End 2027

Nvidia's stock has declined 27% from its October peak of $239.24 to $175, facing headwinds from macro challenges, regulatory scrutiny, and a scandal involving CEO Jensen Huang's affair with an executive at Megaspeed—a major customer allegedly involved in illegal chip exports to China. The company also faces allegations tied to Supermicro's indictment for smuggling servers to China. Despite strong growth projections (61% CAGR through 2029), analyst Leo Sun expects the stock to trade sideways or recover only slightly by end of 2027 as the company navigates these issues.

11/11/2026, 1:55 PM • The Motley Fool

Stock Market Today, Nov. 3: Markets Edge Higher as Semiconductor Stocks Rebound

The S&P 500 and Nasdaq rose on November 3, 2026, driven by semiconductor stock rebounds and strong earnings results, while the Dow lagged. Advanced Micro Devices and Super Micro Computer surged on earnings beats showing strong data center demand, but Apple and Shopify declined on disappointing results. Investors remain cautious about AI valuations despite positive chip sector performance.

11/03/2026, 5:43 PM • The Motley Fool

2 Popular AI Stocks to Sell Before They Drop 57% and 60%, According to Wall Street Analysts

Wall Street analysts recommend selling two popular AI stocks due to overvaluation concerns. Jefferies' Brent Thill targets Palantir at $80 per share, implying 60% downside from $199, citing excessive valuation despite strong fundamentals. Susquehanna's Mehdi Hosseini targets Super Micro Computer at $15 per share, implying 57% downside from $35, citing declining margins and corporate governance issues.

10/28/2026, 4:48 AM • The Motley Fool

If I Could Only Buy 1 AI Stock in November After This Sell-Off, It Would Be This One.

Astera Labs dropped 16.5% in an AI sector sell-off despite having no debt and $1.25 billion in cash. The author recommends buying the dip, citing the company's recent launches of PCIe 7 Aries chips and Orion rack-scale design, along with upcoming Q3 earnings on November 3rd. However, the stock trades at high multiples and depends on a few large customers, making it volatile.

10/23/2026, 4:30 AM • The Motley Fool

Does Super Micro's Big Quarter Make Nvidia Stock a Buy?

Super Micro Computer exceeded its Q1 fiscal 2027 revenue forecast by ~$4 billion to $18.5-19.5 billion, driven by strong AI platform demand. This suggests robust demand for Nvidia's chips and supports confidence in Nvidia's $108 billion revenue guidance. At ~$220, Nvidia trades at 14x forward earnings, which may undervalue its continued growth trajectory.

10/22/2026, 3:12 AM • The Motley Fool

Why Super Micro Computer Stock Popped Today

Super Micro Computer (SMCI) stock surged 9.69% after announcing preliminary Q1 FY2027 revenue of $18.5-$19.5 billion, significantly exceeding prior guidance of $14.5-$15.5 billion and Wall Street expectations of ~$15 billion. The outperformance was driven by strong AI data center demand, with gross margins also improving to 12-12.5% from prior guidance of 10.4-10.8%. The results suggest robust AI infrastructure spending and benefited fellow server makers Dell and Hewlett Packard Enterprise.

10/21/2026, 3:18 PM • The Motley Fool

Why Hewlett Packard Enterprise Stock Plunged 20% This Week

Hewlett Packard Enterprise stock fell 20.2% this week after Barclays downgraded the company, citing concerns that corporate AI hardware adoption is taking longer than expected. The analyst noted that only 5% of IT budgets are currently allocated to AI, with recent server revenue gains driven by higher component costs rather than increased unit shipments. Despite the downgrade, the author argues HPE's networking business, GreenLake subscription service, and strong backlog position it well even if enterprise AI spending slows.

10/16/2026, 10:13 AM • The Motley Fool

Supermicro Has Record AI Demand. Here's What Matters Next

Supermicro is experiencing record AI infrastructure demand with growth in liquid cooling and rack-scale systems. However, the key investment focus has shifted from revenue growth to whether the company can achieve stronger profit margins, improved working-capital efficiency, and sustainable free cash flow at scale.

10/08/2026, 5:33 AM • The Motley Fool

Data Center Solutions Market Surges to $1,336.55 billion at a CAGR 20.1% by 2031 | Report by MarketsandMarkets™

The global Data Center Solutions Market is projected to grow from USD 535.45 billion in 2026 to USD 1,336.55 billion by 2031, with a CAGR of 20.1%. Growth is driven by increasing demand for AI infrastructure, high-density computing, intelligent power systems, advanced cooling, and software-defined infrastructure. The software segment is the fastest-growing component at 24.7% CAGR, while Asia Pacific is the fastest-growing region.

09/03/2026, 10:00 AM • GlobeNewswire

Dell's Next Earnings Report on September 1 Could Send the Stock Soaring. Here's Why.

Dell Technologies is set to report fiscal 2027 Q2 earnings on September 1, with potential for significant stock movement. The company benefits from strong AI demand, evidenced by Nvidia's exceptional guidance and Super Micro Computer's raised revenue outlook. Bank of America analysts expect Dell to raise full-year AI server revenue guidance to $65 billion. However, the stock trades at elevated valuations and remains vulnerable to any signs of slowing AI demand.

08/31/2026, 10:32 AM • The Motley Fool

Why Super Micro Computer Rallied Today

Super Micro Computer's stock rallied 9.4% after Cisco announced a partnership to include Super Micro's liquid-cooled AI servers in its Secure AI Factory portfolio. This validation helps offset recent governance concerns and server-smuggling indictments involving Super Micro employees. The company trades at a significant discount to peers despite strong earnings and guidance.

08/25/2026, 4:11 PM • The Motley Fool

Is Super Micro Stock a No-Brainer Buy After Posting Incredible Q4 Numbers?

Super Micro Computer posted strong Q4 results with 93% revenue growth, 257% gross profit increase, and 497% net income growth, with gross margins improving to 17.5%. However, the analyst cautions against calling it a no-brainer buy due to historical volatility in earnings and margins, concerns about margin sustainability based on customer/product mix, and risks from potential slowdowns in AI spending.

08/12/2026, 2:30 PM • The Motley Fool

Why Super Micro Computer Stock Popped Today

Super Micro Computer stock surged 12.86% despite mixed fiscal Q4 2026 earnings, beating EPS expectations ($1.70 vs $0.71 expected) but missing revenue guidance ($11.1B vs $11.7B expected). The company achieved 91% year-over-year sales growth and generated $722M in positive free cash flow last quarter. CEO forecasts strong Q1 2027 sales of $14.5-15.5B, though analysts expect continued cash burn in 2027.

08/12/2026, 11:31 AM • The Motley Fool

Super Micro Computer Landed $60 Billion in Orders Last Quarter, but Trades at Just $30

Super Micro Computer booked over $60 billion in AI server orders in Q4 and projects gross margins of 15-17%, nearly double prior guidance. However, the stock trades around $30 per share due to market concerns: not all orders are firm commitments, the company is raising $7 billion through equity financing (causing dilution), and an internal review of export control issues is underway.

08/09/2026, 5:30 AM • The Motley Fool