Search results for Super Micro Computer
AI & Enterprise
Super Micro shares jump 15 percent on $60 billion in new AI server orders, margin upgrade
Super Micro Computer shares surged 15 percent after the company released a preliminary update projecting sharply higher gross margin for fiscal 2026 fourth quarter and reporting record new orders. It forecast gross margin and adjusted gross margin of 15 to 17 percent, above its prior outlook. The company kept its revenue view but said it secured more than $60 billion in new orders in the quarter, with the backlog at a record as of June 30.
AI & Enterprise
SoftBank surges 16.5% as AI rally spreads to Japan stocks
SoftBank Group shares surged 16.5% on Wednesday as buying swept across Japanese technology stocks, pushing the Nikkei 225 to a record high. Japan’s market, reopening after holidays, moved higher in semiconductor and AI-linked names. Advantest gained about 7.8%, Tokyo Electron rose 9.2% and Renesas Electronics jumped 13.8%. The move followed a U.S. AI-led rally, with the Nasdaq at a record and AMD, Arm and Super Micro Computer sharply higher.
AI & Enterprise
S&P 500 AI-related stocks near 45 percent weight as megacap tech concentration raises warning sign
The weighting of artificial intelligence-related stocks in the S&P 500 has expanded to about 45 percent of market capitalisation, raising concerns that concentration in a handful of megacap technology stocks is becoming a key risk for U.S. equities. AI-linked companies already account for more than 40 percent of the index’s value. Analysts cite rising AI infrastructure spending, widening performance gaps and weaker diversification. Some warn that even a modest correction could trigger index deleveraging.
