Dell's AI server revenue surged 757% YoY to $16B while SMCI badly missed estimates, revealing opposite execution across the same AI buildout. Dell trades at a P/E of 34 versus SMCI's 15, with a Taiwan ...

Super Micro Computer is rated a Buy, with robust Q4 demand, margin expansion, and a valuation near multiyear lows. Read more ...

Super Micro Computer stock surged on strong revenue guidance, but legal, ethics, accounting and AI server competition risks ...

The server company said it now expects gross margins of 15% to 17%, up from its previous guidance for up 8.2% to 8.4%.

A phishing campaign is exploiting fears surrounding the recently disclosed COLDCARD wallet vulnerability and suspected $88.6 ...

The AI server maker's quarterly order haul is now more than triple its market value.

Demand for servers containing Nvidia graphics processing units that run artificial intelligence models has been surging for Super Micro, as well as rivals Dell and Hewlett Packard Enterprise. Dell ...

SMCI stock jumped 20% on a surprising gross margin forecast and $60 billion in new orders. Here’s why investors are looking ...