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Super Micro Computer (NasdaqGS:SMCI) has appointed Shesha Krishnapura, a 35 year Intel veteran, as an independent Board member. Krishnapura, known for high performance computing and AI infrastructure work, replaces departing director Judy…
Super Micro Computer has delivered a very large 5 year return for shareholders, and with the stock moving around recent AI headlines, the question is whether the cash the business can produce over time really supports where the shares trad…
When a caller asked about Astera Labs, Inc. (NASDAQ:ALAB) during the October 6 episode of Mad Money, Jim Cramer praised the business but objected to its valuation: You know, Astera Labs, look, first of all, I'm going to tell you, this is o…
Hewlett Packard Enterprise HPE shares have skyrocketed 191% in the past year, outperforming the Zacks Computer - Integrated Systems industry and Zacks Computer and Technology sector's appreciation of 178% and 32.1%, respectively. HPE YTD P…
nVent Electric NVT shares have surged 60.9% year to date (YTD), outperforming the Zacks Electronics - Miscellaneous Components industry's decline of 13%. The stock also outperformed its peers, including Hubbell HUBB, Super Micro Computer S…
1 Volatile Stock to Own for Decades and 2 That Underwhelm Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle t…
The Nasdaq Composite took a sharp dive on Thursday afternoon after a report on OpenAI's recurring revenue rattled the AI trade. Continue Reading
[Close-up text of AI - artificial intelligence, machine learning concepts, and agentic AI technology.] MF3d/iStock via Getty Images A single investment theme is once again closing in on half the U.S. stock market. A JPMorgan basket of 41 c…
[Stock Market Ticker Display] bymuratdeniz U.S. President Donald Trump executed 517 securities trades in August totaling between $74.3M and $273M, with the activity led by portfolio reallocations into major technology companies and other l…
Super Micro Computer SMCI has been at the forefront of the AI infrastructure boom led by worldwide AI investments. Annual spending is surging, and long-term projections suggest that cumulative AI data center and infrastructure spending wil…
NetApp, Inc.'s NTAP shares have surged 147.2% in the past six months, outperforming the Zacks Computer & Technology sector and the Zacks Computer- Storage Devices industry, which gained 28.2% and 59.2%, respectively. The S&P 500 composite…
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Virtu Financial, Inc. VIRT: This financial services company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.1% over the last 60 days.…
NetApp (NTAP) has just caught fresh attention after a positive analyst upgrade that follows a run of AI focused product launches, cloud partnerships, and data sovereignty services that are reshaping how the business is being viewed. Recent…
Here are three stocks with buy rank and strong value characteristics for investors to consider today, October 8: HCI Group, Inc. HCI: This property, casulty insurance, information technology and real estate company carries a Zacks Rank #1,…
IMF chief Kristalina Georgieva is warning that the AI investment surge is helping only a few countries while public debt and energy costs keep pressure on inflation. That cocktail puts a premium on businesses tied to real, physical infrast…
IMF chief Kristalina Georgieva is flagging an AI spending boom that is powerful but uneven, with only a handful of countries currently turning that surge into real economic muscle. That kind of imbalance often pushes capital toward the phy…
Super Micro Computer SMCI is trading at a discount at a forward 12 Month P/S multiple of 0.41X compared with the industry's P/S multiple of 3.05X. SMCI Forward 12-Month (P/S) Valuation ChartZacks Investment Research Image Source: Zacks Inv…
Starting the lightning round of Mad Money on September 28, a caller inquired about Super Micro Computer, Inc. (NASDAQ:SMCI), and Jim Cramer replied: Okay, Super Micro is an inexpensive company; it looks like it. But I'd rather tell you I t…
[Hand holding AI agents virtual interface with data analytics, automation, and machine learning icons, representing artificial intelligence technology, innovation, digital transformation. AI analysis] The increase of agentic AI use cases i…
The explosive growth of unstructured data is creating a new challenge for enterprises: storing data is no longer enough. The challenge seems acute in media and entertainment, semiconductor design, life sciences, and other industries built…
Dell Technologies DELL shares have jumped 32.4% in the past three months, outperforming the broader Zacks Computer and Technology sector's rise of 9.2%. The appreciation can be attributed to a combination of accelerating AI infrastructure…
Doubling revenue — or more — in just a quarter is no small feat. But some S&P 500 companies are on the verge of reporting they did just that. Continue Reading
In late September 2026, NetApp announced a collaboration with Super Micro Computer to deliver jointly validated AI infrastructure solutions that combine Supermicro's AI-optimized compute and liquid-cooled rack-scale systems with the NetApp…
NetApp NTAP shares ended the last trading session 5.2% higher at $226.27. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 16% gain over the past…
Super Micro Computer (SMCI) has been in focus after NetApp announced a broad AI infrastructure partnership that pairs Supermicro's rack-scale systems with NetApp's data platform, aimed at large AI factories and complex enterprise deploymen…
The technology sector (XLK [https://seekingalpha.com/symbol/XLK]) gained nearly 2.75% in the third quarter as strong demand for artificial intelligence and continued investment in AI infrastructure supported major technology stocks. In the…
Why Super Micro (SMCI) Stock Is Up Today What Happened? Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 4.3% in the afternoon session after the company began shipping server racks built for NVIDIA's next-generation Ver…
Why Is NetApp (NTAP) Stock Rocketing Higher Today What Happened? Shares of data storage company NetApp (NASDAQ:NTAP) jumped 6% in the afternoon session after the company introduced a new AI factory architecture at its Insight conference, a…
[Western Digital headquarters in San Jose, California, USA] JHVEPhoto/iStock Editorial via Getty Images Western Digital (WDC [https://seekingalpha.com/symbol/WDC]) shares slumped just over 10% on Friday, with the stock falling $47.27 to cl…
Super Micro Computer (SMCI) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of…
1 Cash-Burning Stock for Long-Term Investors and 2 Facing Challenges While some companies burn cash to fuel expansion, others struggle to turn spending into sustainable growth. A high cash burn rate without a strong balance sheet can leave…
Vertiv VRT shares have gained 48.9% in the year-to-date period, outperforming the broader Zacks Computer and Technology sector's increase of 22.4%. The Zacks Computers - IT Services industry declined 18.8% in the same time frame. The compa…
Investors interested in Computer- Storage Devices stocks are likely familiar with Super Micro Computer (SMCI) and Western Digital (WDC). But which of these two stocks presents investors with the better value opportunity right now? Let's ta…
Penguin Solutions, Inc. PENG is entering the fiscal fourth quarter with a strong AI-driven backlog, as customer demand continues to outpace reported sales, creating greater visibility into potential future revenues. The momentum is particu…
Bond yields are surging to levels not seen in decades, which makes borrowing more expensive for companies that depend on heavy spending. That shifts attention toward businesses already wired into the physical buildout of artificial intelli…
Bond yields have climbed to levels not seen since before the global financial crisis, and capital is getting picky about where it goes. That pushes attention toward the companies supplying the chips, tools and factories behind AI data cent…