Super Micro Computer, Inc. (SMCI Quick Quote SMCI - Free Report) has been on a remarkable run, surging 38.3% year to date. The stock has outperformed the Zacks Computer – Storage Devices industry and ...

Super Micro Computer sank in December, along with other skittishness in the AI datacenter market. The company has strong guidance for growth in 2026, but is facing risks of a downturn in AI spending.

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SMCI expects Q3 revenues near $12.3B, up sharply year over year ahead of May 5 earnings. Super Micro Computer benefits from AI server demand, rack-scale systems and GPU partnerships. SMCI faces margin ...