Pomegra
Technology
MAJOR
Nov 35 min read
AMD Q3 2026 Earnings: Guidance Faces Chip Rout Test
AMD (AMD) reports Q3 2026 results after the close Nov. 3 with $1.94 EPS and $13.1B revenue expected, as a chip rout puts its guidance under scrutiny.
Company hub
SMCI stock news & analysis
Everything Pomegra has published on SMCI: 24 news articles and 4 market briefs, newest first.
Market briefs on SMCI
- Dell Stock Jumps 11% as AI Server Stocks Rebound
Dell (DELL) rallied as Super Micro gained 8% and HPE 6%, easing a month of Texas data center fears.
8h ago
- AMD Stock Falls 10.9% Ahead of Earnings in Tech Sell-Off
AMD (AMD) reports Tuesday; Super Micro (SMCI) pre-announced up to $19.5B in sales amid AI demand doubts.
Nov 2
- S&P 500 Rises 0.58% as AI Demand Lifts Tech Stocks
The Dow (^DJI) rose 0.69% to 52,856 and the Nasdaq added 1.05%, as SpaceX and Super Micro eased AI worries.
Oct 21
- Nasdaq 100 Futures Drop 1.12% After Amodei AI Slowdown Essay
Nasdaq 100 (QQQ) fell 1.1% in Sunday futures on Amodei's AI pacing essay, with SK Hynix sinking 5.4% in Asia.
Sep 14
SMCI news
Technology
NOTABLE
Oct 225 min read
Super Micro (SMCI) Q1 2027 Revenue Outlook Jumps to $19B
Super Micro Computer (SMCI) lifted its fiscal Q1 2027 revenue estimate to $18.5-19.5B on AI server demand, sending shares up about 10% against a roughly $15B consensus.
Geopolitics
MAJOR
Oct 227 min read
China and Taiwan tighten AI tech export curbs in 2026
China drafted export curbs on 40 AI, biotech and solar technologies as Taiwan readies criminal penalties for AI chip smuggling under its US trade deal.
Markets
NOTABLE
Oct 214 min read
Kospi Rebounds 2.7% as Chip Stocks Return, Sensex Climbs
Kospi rebounded 2.7% to about 5,703 on chip and AI buying, while India's Sensex rose over 1% on Rubio's trade deal remarks, lifting financial markets today.
Technology
MAJOR
Oct 215 min read
Super Micro (SMCI) Lifts Q1 Outlook to $19B on AI Demand
Super Micro raised its fiscal Q1 2027 revenue outlook to $18.5-19.5B, sending SMCI up as much as 14% after hours and lifting Dell and HPE on AI server demand.
Technology
MAJOR
Oct 206 min read
Dell Drops 11% as Barclays Downgrade Hits AI Stocks
Dell (DELL) fell 11% after Barclays cut it to equal weight, saying server growth reflects memory costs, not enterprise AI demand, and hitting AI stocks broadly.
Policy & Regulation
MAJOR
Oct 196 min read
Taiwan AI Chip Export Ban: Prison Terms Tied to US Tariff Deal
Taiwan will make unlicensed shipments of AI servers and advanced chips to China a crime, a commitment under its US trade deal that cut tariffs to 15%.
Technology
MAJOR
Oct 195 min read
Dell Falls 11% as Barclays Downgrade Hits AI Stocks
Dell (DELL) fell 11% after a Barclays downgrade argued server growth reflects memory costs, not enterprise AI demand, dragging HPE and Super Micro lower.
Technology
NOTABLE
Oct 114 min read
AI Stocks Sink as OpenAI Revenue Nears $50B, Not $70B
Nvidia, Oracle, CoreWeave, AMD and Micron fell after OpenAI's annualized revenue was put near $50 billion, not $70 billion, reviving AI spending doubts.
Technology
MAJOR
Oct 46 min read
Nvidia (NVDA) Hits Record $5.7 Trillion on $150B Buyback
Nvidia shares hit a record $237.88 and a $5.7 trillion market value after a record $150 billion buyback, leaving the AI chipmaker near a $6 trillion first.
Technology
MAJOR
Sep 157 min read
SMCI Co-Founder Charged in $2.5B AI Chip Smuggling Case
Super Micro's co-founder faces federal charges for routing $2.5B in restricted Nvidia AI chips to China; a board probe cleared current senior management.
Markets
MAJOR
Sep 115 min read
HPE, Dell Each Jump 11% on Oracle's $95B AI Capex Pledge
Oracle's $90-95B capex guidance reconfirmed a sustained hyperscaler build-out, driving HPE and Dell to their biggest single-session gains of 2026.
Technology
MAJOR
Sep 117 min read
Micron (MU) Falls 4% as Netlist Targets DDR5 Products
Micron Technology faces twin pressure as Netlist's new ITC and federal court patent filings targeting DDR5 memory coincide with a bond-market selloff that is dragging down the entire semiconductor…
Technology
SEISMIC
Sep 35 min read
Dell Q2 FY2027: AI Servers Double, EPS Crushes Estimates
Dell Technologies (DELL) posted record fiscal Q2 results as AI server revenue doubled to $16.4B, non-GAAP EPS hit $7.04 against a $4.91 consensus, and full-year guidance rose to $192B.
Business & Earnings
MAJOR
Aug 125 min read
Super Micro Books $60B Backlog on SpaceX-xAI Build
Super Micro Computer's record $60 billion order backlog entering fiscal 2027 includes a gigawatt-scale co-build with SpaceX and xAI, as Q4 gross margins expanded to 17.5% — nearly double a year…
Business & Earnings
MAJOR
Aug 125 min read
SMCI Q4 FY2026 Margin Beat
Super Micro Computer's gross margin surged to 15–17% in Q4 FY2026, nearly doubling prior guidance of 8.2–8.4% and adding $47M in gross profit on AI-driven product mix.
Business & Earnings
MAJOR
Aug 125 min read
SMCI Q4 2026: EPS Surges 315%, Revenue Misses
Super Micro Computer posted a 315% year-over-year EPS surge to $1.70 and issued $65–$72B FY2027 guidance, lifting shares 7.6% in after-hours trading despite a near-term revenue shortfall.
Technology
MAJOR
Aug 117 min read
Nvidia's Server Integration Squeeze Partners
Nvidia's push to own the full AI stack is narrowing the margin window for the very server makers it once depended on — leaving Dell, HPE, and Supermicro to fight over rack assembly while Nvidia…
Markets
Jul 267 min read
SMCI Stock Jumps 20% on $60B Backlog and Margin Reset
Supermicro shares surged more than 20% after the AI server maker unveiled a record $60 billion order backlog and gross margins nearly double prior guidance, resetting analyst debate on SMCI…
Markets
Jul 237 min read
SMCI Surges 22% on $60B AI Server Orders, Margin Reset
Super Micro Computer stock jumped roughly 22% on July 22 after the company disclosed record $60 billion in new AI server orders and nearly doubled its gross margin forecast, signaling a powerful…
Technology
May 247 min read
Dell Technologies Q1 FY2026 Earnings: 5 Numbers Driving the Surge
Dell Technologies beat Q1 FY2026 revenue expectations and raised its full-year profit outlook, powered by $12.1 billion in AI server orders — a single-quarter record that surpassed all of fiscal 2025 ...
Technology
May 109 min read
AI Stocks 2026 Bull Run: 7 Key Forces Driving the Global Rally
The AI bull market enters May 2026 with extraordinary momentum — NVIDIA breaches $5 trillion, Samsung crosses $1 trillion, and Asian chipmakers rewrite the global tech power map.
Technology
May 68 min read
SMCI Soars 19% on Q3 2026 Earnings Beat and Record AI Server Guidance
Supermicro shares surged 19% after-hours on May 5, 2026, after Q4 guidance topped Wall Street estimates and gross margins staged a sharp recovery on robust AI infrastructure demand.
Markets
Mar 207 min read
Super Micro Shares Crater 25% After Co-Founder Arrested in $2.5B Nvidia Chip Smuggling Scheme
Super Micro Computer's stock suffered one of its worst single-day collapses in years after federal prosecutors unsealed charges against three individuals — including a company co-founder — for orchest...