El interés en corto de Super Micro Computer da a los inversores una idea del grado en que los inversores apuestan por la caída de las acciones de Super Micro Computer. Los datos de interés en corto se actualizan cada dos semanas.

Super Micro Computer (NASDAQ:SMCI) Bolsa, Informe de interés en corto

SUPER MICRO COMPUTER INC

Super Micro Computer

Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.

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Super Micro eleva su inversión en Europa para responder al alza de la demanda de infraestructuras de IA y expande su producción en EE.UU.

Expansión de Super Micro en Europa impulsa inversiones ante auge de IA

Super Micro Computer SMCI

Financing

Super Micro Computer lanza bonos convertibles por 2000 millones y activa estrategias para limitar la dilución de sus acciones.

Super Micro Computer fija precio de bonos convertibles por 2000M$: ¿dilución a la vista?

Supermicro Sign

Super Micro Computer emitirá bonos convertibles y recomprará acciones. ¿Cómo impacta esto a sus accionistas? Aquí te lo explicamos.

Super Micro Computer (SMCI) lanza bonos convertibles: ¿Oportunidad o riesgo?

Super Micro Computer, Inc. - Common Stock

Super Micro Computer Inc

<a href="https://x.com/charlesliang/status/1948082526540775500" title="https://x.com/charlesliang/status/1948082526540775500">https://x.com/charlesliang/status/1948082526540775500</a>

Supermicro CEO Charles Liang Posts On X "Love your big but achievable ambition, @elonmusk. We are here ready to support your AI visions (Grok, Optimus, Robotaxi). Our #DLC2 #DCBBS will be the most energy efficient and the quickest way to power your AI Gigafactories!"

Shares of server manufacturer Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) closed Tuesday&#8217;s session lower, caught in a broader pullback among chip and AI-related stocks. Here&#8217;s what investors <a href="https://www.benzinga.com/pressreleases/25/07/b46517663/supermicro-schedules-conference-call-and-webcast-for-fourth-quarter-and-fiscal-year-2025-financial">need to know</a>.
What To Know: The sector-wide pressure follows <a href="https://www.benzinga.com/markets/tech/25/07/46534661/500-billion-stumble-softbank-openais-massive-ai-vision-faces-setbacks">reports</a> that the high-profile &#8220;Stargate&#8221; AI venture is facing significant delays and scaled-back ambitions.
The $500 billion project, a joint initiative between SoftBank and OpenAI designed to massively expand U.S. AI infrastructure, has reportedly failed to secure any major data center deals six months after its announcement. 
According to The Wall Street Journal, <a href="https://www.benzinga.com/markets/tech/25/07/46534661/500-billion-stumble-softbank-openais-massive-ai-vision-faces-setbacks">persistent disputes</a> over strategy and control between SoftBank's Masayoshi Son and OpenAI's Sam Altman have crippled the project's momentum. Original plans for an immediate $100 billion investment have been shelved, with the focus now shifted to a much smaller facility in Ohio.
The Stargate slowdown is creating uncertainty around the timeline for massive AI hardware spending. While OpenAI has independently secured a major cloud capacity deal with Oracle, the struggles of its flagship infrastructure partnership are causing investors to temper near-term growth expectations. 
This has led to a sell-off in hardware suppliers like SMCI Tuesday afternoon, whose valuations are heavily dependent on the continued, rapid build-out of AI data centers.
Benzinga Edge Rankings: According to <a href="http://benzinga.grsm.io/register174">Benzinga Edge</a> stock rankings, which assess stocks on four critical factors, SMCI demonstrates exceptional fundamental strength. The company earns its highest ratings for Quality with an outstanding score of 94.68, indicating a robust balance sheet and strong profitability. 
This is followed closely by an excellent Growth score of 86.99, pointing to strong historical and projected expansion. The stock also maintains solid Momentum with a score of 75.29, reflecting recent positive price performance. 
Its Value score is more moderate at 61.31, suggesting that while the stock is not considered overvalued, it may not be a deep bargain at its current price.
SMCI meanwhile has a 52-week high of $80.80 and a 52-week low of $17.25.
Read Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46553662/amd-stock-is-sliding-tuesday-whats-driving-the-action">AMD Stock Is Sliding Tuesday: What&#8217;s Driving The Action?</a>
<h2 class="wp-block-heading">How To Buy SMCI Stock</h2>
By now, you're likely curious about how to participate in the market for Super Micro Computer — be it to purchase shares, or even attempt to bet against the company.
Buying shares is typically done through a brokerage account. You can find a list of <a href="https://www.benzinga.com/money/best-stock-trading-platforms">possible trading platforms here.</a> Many will allow you to buy &#8220;fractional shares,&#8221; which allows you to own portions of stock without buying an entire share.
In the case of Super Micro Computer, which is trading at $49.99 at time of writing, $100 would buy you 2 shares of stock.
If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform, or a broker who will allow you to &#8220;go short&#8221; a share of stock by lending you the shares to sell. The process of shorting a <a href="https://www.benzinga.com/money/how-to-short-a-stock">stock can be found at this resource.</a> Otherwise, if your broker allows you to trade options, you can either buy a put option or sell a call option at a strike price above where shares are currently trading — either way, it allows you to profit off of the share price decline.
Image: Shutterstock

Movers

What's Going On With Super Micro Computer Stock?

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iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Shares of chip stocks are trading lower. The sector may be reacting to reports indicating SoftBank and OpenAI's $500 billion Stargate AI venture is scaling back near-term goals.

The recent surge in high-beta stocks, including those in Jim Cramer&#8216;s &#8216;PARC&#8217; acronym, has raised concerns among analysts. JPMorgan&#8216;s strategist, Dubravko Lakos-Bujas, has issued a warning about the potential risks associated with this trend.
What Happened: The &#8220;PARC&#8221; stocks, a term coined by Cramer, are Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), Applovin Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>), and Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>). These stocks are characterized by their momentum and tenuous links to traditional valuation metrics, as <a href="https://www.marketwatch.com/story/palantir-coinbase-and-these-other-volatile-stocks-are-too-crowded-says-jpmorgan-heres-the-trade-to-make-instead-363caad2">per</a> a MarketWatch report.
The bank has identified a group of high-beta stocks. The list includes two of Cramer's PARC picks, Palantir and Coinbase, along with retail investor favorites like Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
Lakos-Bujas and his team at JPMorgan have pinpointed three occasions this year when investment style factors underwent &#8220;extreme crowding episodes.&#8221;&nbsp;They noted that the recent surge in high-beta stocks, which are more volatile than the market, is the fastest move from the 25th to the 100th percentile in three decades.
The latest episode, now at the 100th percentile, centers on high-beta stocks. The team believes that this overcrowding is not sustainable and poses a risk to the broader market. They also observed a decrease in short interest in high-beta stocks, suggesting that investors are not adequately hedged against potential selloffs.
&#8220;While&nbsp;some argue high-beta crowding could&nbsp;persist, we believe the current&nbsp;100%-tile crowding based on our&nbsp;quantitative analysis not only presents&nbsp;a risk for this crowded&nbsp;segment, but is also&nbsp;a red flag for the&nbsp;broader market implying there is&nbsp;rising complacency in the short&nbsp;term,&#8221; the JPMorgan team wrote.
As an alternative, the team suggests investors consider going long on&nbsp;Low Vol Aristocrats, which have&nbsp;underperformed the market by 19%&nbsp;since April 8.&nbsp;Their top five stocks in&nbsp;this category include&nbsp;Coca-Cola Co.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>),&nbsp;Allegion PLC&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLE#NYSE">ALLE</a>),&nbsp;Intercontinental Exchange Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ICE#NYSE">ICE</a>),&nbsp;CME Group Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CME#NASDAQ">CME</a>), and&nbsp;Cboe Global Markets Inc.&nbsp;(CBOE: CBOE).
SEE ALSO:&nbsp;<a href="https://benzinga.com/personal-finance/management/25/07/46514930/medicaid-cuts-in-3-democrat-led-states-strip-health-coverage-from-undocumented-immigr" target="_blank" rel="noreferrer noopener">Medicaid Cuts In 3 Democrat-Led States Strip Health Coverage From Undocumented Immigrants Amid Budget Crunch</a>
Why It Matters: The &#8216;PARC&#8217; stocks have been a hot topic in the market, with Cramer&#8217;s new acronym sparking discussions. The stocks have been performing well, with Coinbase hitting a&nbsp;<a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46408794/parc-stock-coinbase-hits-100-billion-market-capitalization-as-bitcoin-rally-powers-crypto-linked-equities">market capitalization</a> of $100 billion&nbsp;and Robinhood showing&nbsp;strong <a href="https://www.benzinga.com/markets/tech/25/07/46419665/cramers-parc-playbook-robinhoods-breakout-potential-outshines-the-meme-stock-pack">technical performance</a>.
Meanwhile, Tech bull Daniel Ives has unveiled his top five stock picks for the second half of 2025, reaffirming his view that the "golden age of tech" is underway, driven by the accelerating artificial intelligence (AI) revolution.
In a post on X, Ives named Nvidia, Palantir Technologies, Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Tesla as his top selections for the rest of the year.
However, JPMorgan&#8217;s warning about the potential risks associated with high-beta stocks could signal a shift in market sentiment. Investors may want to consider alternative strategies, such as low volatility stocks, which JPMorgan believes present an attractive risk/reward.
READ MORE:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46487074/overvalued-ai-stocks-like-nvidia-microsoft-may-trigger-market-crash-worse-than-the-dot-com-bubble-economist-warns">&#8216;Overvalued&#8217; AI Stocks Like Nvidia, Microsoft May Trigger Market Crash Worse Than The Dot-Com Bubble, Economist Warns </a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

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CBOE

COIN

HOOD

PLTR

TSLA

Nvidia, Tesla And Few Of Jim Cramer's 'PARC' Stocks Are 'Red Flag' For Market, JPMorgan Warns: What's The Smarter Trade Instead?

On July 16, 2025, Super Micro Computer, Inc. (the "Company") entered into a Receivables Purchase Agreement (as amended, supplemented or otherwise modified from time to time, the "Receivables Purchase Agreement"), by and among, the Company, as seller and guarantor, MUFG Bank, Ltd. ("MUFG"), Crédit Agricole Corporate and Investment Bank, and certain other entities from time to time party thereto as purchasers (the "Purchasers"), and MUFG as administrative agent (in such capacity, the "Administrative Agent").
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Pursuant to the Receivables Purchase Agreement, the Company may, subject to the terms and conditions set out therein, sell certain of its accounts receivable and related rights to the Purchasers (the "Purchased Receivables"). The Receivables Purchase Agreement provides for an uncommitted facility with an initial aggregate facility limit of $1,790,000,000. The Purchasers may elect in their sole direction to purchase eligible accounts receivable offered by the Company under the Receivables Purchase Agreement at the applicable purchase price. The purchase price for any purchased receivable will be the net invoice amount of the purchased receivable, minus the applicable discount, which is set at Term SOFR (as defined in the Receivables Purchase Agreement) plus a specified discount assigned to each account debtor in the range of 1.15% - 2.80%, and calculated on the basis of a specified discount period. In the event the purchase of such Purchased Receivables is not characterized as a sale, the Company will be deemed to have granted a security interest in such Purchased Receivables and the proceeds thereof in favor of the Purchasers.

Offerings

Contracts

Super Micro Enters $1.79B Receivables Purchase Agreement With MUFG And Crédit Agricole

JP Morgan analyst Samik Chatterjee maintains Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Neutral and raises the price target from $35 to $46.

Price Target

Analyst Ratings

JP Morgan Maintains Neutral on Super Micro Computer, Raises Price Target to $46

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$160.00</td>
<td>$55.6K</td>
<td>72.8K</td>
<td>22.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$455.00</td>
<td>$33.0K</td>
<td>12.9K</td>
<td>9.4K</td>
</tr>
<tr>
<td>HPE</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$20.00</td>
<td>$63.3K</td>
<td>88</td>
<td>8.6K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$510.00</td>
<td>$26.8K</td>
<td>2.4K</td>
<td>4.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$207.50</td>
<td>$39.0K</td>
<td>6.3K</td>
<td>3.6K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$165.00</td>
<td>$37.4K</td>
<td>887</td>
<td>3.2K</td>
</tr>
<tr>
<td>U</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$37.00</td>
<td>$28.6K</td>
<td>308</td>
<td>2.2K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$13.00</td>
<td>$60.0K</td>
<td>22.6K</td>
<td>2.2K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$120.00</td>
<td>$26.3K</td>
<td>3.7K</td>
<td>1.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$47.00</td>
<td>$26.0K</td>
<td>731</td>
<td>1.1K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option trade with neutral sentiment. It expires in 1 day(s) on July 18, 2025. Parties traded 40 contract(s) at a $160.00 strike. The total cost received by the writing party (or parties) was $55.6K, with a price of $1390.0 per contract. There were 72899 open contracts at this strike prior to today, and today 22696 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bearish sentiment. It expires in 1 day(s) on July 18, 2025. Parties traded 100 contract(s) at a $455.00 strike. The total cost received by the writing party (or parties) was $33.0K, with a price of $330.0 per contract. There were 12979 open contracts at this strike prior to today, and today 9415 contract(s) were bought and sold. 
• For HPE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>), we notice a put option sweep that happens to be bearish, expiring in 15 day(s) on August 1, 2025. This event was a transfer of 2879 contract(s) at a $20.00 strike. This particular put needed to be split into 27 different trades to become filled. The total cost received by the writing party (or parties) was $63.3K, with a price of $22.0 per contract. There were 88 open contracts at this strike prior to today, and today 8670 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option sweep with bearish sentiment. It expires in 8 day(s) on July 25, 2025. Parties traded 40 contract(s) at a $510.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $26.8K, with a price of $673.0 per contract. There were 2413 open contracts at this strike prior to today, and today 4904 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option trade with bullish sentiment. It expires in 1 day(s) on July 18, 2025. Parties traded 100 contract(s) at a $207.50 strike. The total cost received by the writing party (or parties) was $39.0K, with a price of $390.0 per contract. There were 6317 open contracts at this strike prior to today, and today 3669 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a put option trade that happens to be bullish, expiring in 8 day(s) on July 25, 2025. This event was a transfer of 10 contract(s) at a $165.00 strike. The total cost received by the writing party (or parties) was $37.4K, with a price of $3740.0 per contract. There were 887 open contracts at this strike prior to today, and today 3265 contract(s) were bought and sold. 
• For U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on July 18, 2025. This event was a transfer of 461 contract(s) at a $37.00 strike. This particular call needed to be split into 38 different trades to become filled. The total cost received by the writing party (or parties) was $28.6K, with a price of $62.0 per contract. There were 308 open contracts at this strike prior to today, and today 2228 contract(s) were bought and sold. 
• For CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we notice a call option trade that happens to be neutral, expiring in 1 day(s) on July 18, 2025. This event was a transfer of 1000 contract(s) at a $13.00 strike. The total cost received by the writing party (or parties) was $60.0K, with a price of $60.0 per contract. There were 22666 open contracts at this strike prior to today, and today 2219 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a call option trade with bearish sentiment. It expires in 64 day(s) on September 19, 2025. Parties traded 47 contract(s) at a $120.00 strike. The total cost received by the writing party (or parties) was $26.3K, with a price of $560.0 per contract. There were 3777 open contracts at this strike prior to today, and today 1880 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a put option sweep with bearish sentiment. It expires in 15 day(s) on August 1, 2025. Parties traded 413 contract(s) at a $47.00 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $26.0K, with a price of $63.0 per contract. There were 731 open contracts at this strike prior to today, and today 1190 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

Core Scientific, Inc. - Class A Common Stock

CORZ

CRWV

MSTR

10 Information Technology Stocks With Whale Alerts In Today's Session

<a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">AI chip companies</a>, including Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), and Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), had a rollercoaster week so far.
Ranging from the U.S. government&#8217;s trade policies, quarterly earnings of key semiconductor suppliers and more, while investors keep evaluating Washington&#8217;s tariff policies and sustained AI frenzy.
This week, Nvidia, Broadcom, AMD, and Supermicro gained 2-11% compared to the PHLX Semiconductor Index&#8217;s less than 1% gains. Marvell lost 2% this week.
This week&#8217;s market surge was driven by <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks" rel="noreferrer noopener">two key developments</a>: reports of the Trump administration&#8217;s $70 billion AI and energy investment plan and the U.S. lifting specific chip export restrictions to China.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46453723/why-nvidias-china-comeback-could-propel-its-stock-to-new-heights" rel="noreferrer noopener">Why Nvidia&#8217;s China Comeback Could Propel Its Stock To New Heights</a>
<h2 class="wp-block-heading">Semiconductor Policies</h2>
President Trump is set to unveil this initiative near Pittsburgh, which focuses on AI data centers, power generation, grid upgrades, and new workforce training. The plan aims to strengthen U.S. leadership in AI by attracting private investment, simplifying regulations, and fast-tracking project permits.
Senator David McCormick will host the event at Carnegie Mellon University. It will gather top executives from major companies, including BlackRock and Palantir. Blackstone President Jon Gray will also announce a $25 billion investment in data center and energy infrastructure expansion.
Reportedly,&nbsp;Nvidia has recently been allowed by the U.S. government to&nbsp;resume sales&nbsp;to China of its H20 AI chip.&nbsp;This is particularly significant because Nvidia took a $4.5 billion charge in the first quarter of this year due to the export ban on its H20 products to China, which was imposed on April 9.
<h2 class="wp-block-heading">Key Semiconductor Earnings</h2>
Key Nvidia supplier and contract chipmaker Taiwan Semiconductor Manufacturing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) reported <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46462634/nvidia-supplier-taiwan-semiconductor-on-a-roll-profit-explodes-with-strong-margin-growth" rel="noreferrer noopener">second-quarter results</a> on Thursday that exceeded expectations, driven by strong global demand for advanced chips crucial for AI applications.
The stock gained close to 4% based on the results. The company posted net sales of $30.07 billion, up 38.6% year-over-year, and net income of $398.27 billion New Taiwanese dollars, reflecting a 60.7% increase from the previous year.
The company raised its third-quarter guidance, projecting revenue between $31.8 billion and $33.0 billion, surpassing analysts&#8217; estimates. Taiwan Semiconductor&#8217;s margin growth was impressive, with gross margins expanding by 540 basis points to 58.6% and operating margins rising by 710 basis points to 49.6%.
Strong demand for cutting-edge processor technologies, including 3-nm, 5-nm, and 7-nm chips, continues to drive the company&#8217;s growth.
However, chip equipment maker ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46438500/asml-stock-plunges-nearly-8-in-wednesday-pre-market-whats-going-on" rel="noreferrer noopener">plunged over 8%</a> Wednesday after it warned investors on its second-quarter results that the growth outlook for 2026 is uncertain due to rising macroeconomic and geopolitical challenges.
CEO Christophe Fouquet highlighted growing uncertainties, particularly from trade tensions and tariffs, although the fundamentals of its key AI customers remain strong.
Despite these concerns, ASML posted <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46436723/trumps-tariff-threat-casts-shadow-over-asmls-2026-growth-plans-despite-strong-q2-ai-momentum" rel="noreferrer noopener">strong bookings of</a> $6.4 billion, exceeding consensus estimates of $5.6 billion. However, its third-quarter sales forecast, ranging from $8.6 billion-$9.2 billion, missed analyst expectations.
The company reported $8.9 billion in sales for second-quarter, surpassing estimates of $8.7 billion, with a profit of $2.66 billion, ahead of the expected $2.37 billion.
<h2 class="wp-block-heading">Recent Key Developments</h2>
Let&#8217;s look at some of the recent significant developments for the semiconductor companies this week.
Broadcom unveiled its new Tomahawk Ultra chip on Tuesday, designed to accelerate AI data processing by linking hundreds of chips in data centers. The chip directly competes with Nvidia&#8217;s NVLink Switch, but Broadcom&#8217;s offering can connect four times as many chips, using a faster version of Ethernet instead of a proprietary protocol.
While both chips aim to facilitate &#8220;scale-up&#8221; computing, Broadcom adapted the Tomahawk Ultra for AI applications, showcasing its potential as a viable alternative to Nvidia&#8217;s powerful GPUs.
Super Micro Computer <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46463670/supermicro-launches-new-ai-servers-with-intel-xeon-6-chips" rel="noreferrer noopener">announced on Wednesday</a> that it has started shipping new 4-socket servers designed to support large-scale database and enterprise applications.
These servers, powered by the latest Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Xeon processors, are optimized for demanding workloads like in-memory databases and scientific simulations, offering improved performance compared to previous models.
NVDA Price Action: NVDA stock is trading higher by 1.31% to $173.58 at last check Thursday.
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</ul>
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INTC

Semiconductor Stocks React To Key Policies And Earnings

Digi Power X (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGXX#NASDAQ">DGXX</a>) stock gained on Thursday after it announced it has signed a <a href="https://www.benzinga.com/pressreleases/25/07/g46463556/digi-power-x-acquires-supermicro-nvidia-b200-systems-to-launch-tier-3-neocloud-ai-infrastructure" target="_blank" rel="noreferrer noopener">definitive purchase order</a> with Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) to supply systems powered by Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) latest B200 GPUs for its Tier 3 modular AI infrastructure, NeoCloud. 
These Supermicro systems, pre-qualified for the Blackwell B200 chips, will be deployed in Digi Power X&#8217;s proprietary ARMS 200 pods, with the first installation taking place at the company&#8217;s Alabama site. Operations are scheduled to begin in the fourth quarter of 2025.
CEO Michel Amar called the deal a turning point, noting it marks Digi Power X&#8217;s transition from infrastructure buildout to revenue generation. The company expects each megawatt of its Tier 3 AI infrastructure to generate recurring revenue through high-performance GPU cloud rentals via its NeoCloud portal.
Also Read: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46427157/why-is-supermicro-stock-surging-on-tuesday" target="_blank" rel="noreferrer noopener">Supermicro Stock Surges On Trump&#8217;s AI Push, Eased China Chip Curbs</a>
Digi Power X intends to finance its expansion using non-dilutive debt backed by AI compute revenue. It aims for full equity retention with a payback period of under three years. The company is working on its ARMS 300 platform, which will support Nvidia&#8217;s next-gen B300 chips. The plan is to deploy 55 megawatts of Tier 3 AI infrastructure by 2027. Following Alabama, additional deployments are planned in Upstate New York.
Super Micro Computer <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46463670/supermicro-launches-new-ai-servers-with-intel-xeon-6-chips" rel="noreferrer noopener">announced Wednesday that</a> it has started shipping its latest 4-socket servers designed for large-scale database and enterprise workloads. Powered by Intel&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) newest Xeon 6 processors with Performance-Cores, the servers are built to handle critical tasks like in-memory databases and scientific simulations that require high memory and low latency.
These new systems—part of Supermicro&#8217;s Data Center Building Block Solutions—offer significantly more performance than earlier 4-socket models. Businesses can now tap into up to 16TB of memory and run up to six double-width GPUs in a single machine, making them ideal for AI training, analytics, and virtualization, without the need to scale across multiple servers.
President Trump <a href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks">plans to announce</a> close to $70 billion in AI and energy investments in Pennsylvania. The move coincides with the U.S. government&#8217;s move to ease certain chip export restrictions to China.
Price Actions: DGXX stock is up 14.2% at $3.53 premarket at last check Thursday. SMCI is down 0.09%.
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</ul>
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DGXX

Digi Power X Stock Jumps After Deal With Supermicro To Roll Out Nvidia-Powered AI Systems

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) <a href="https://www.benzinga.com/pressreleases/25/07/n46440954/supermicro-now-shipping-high-performance-4-socket-x14-servers-for-demanding-enterprise-database-an" target="_blank" rel="noreferrer noopener">announced on Wednesday</a> that it has begun shipping advanced 4-socket servers to support large-scale database and enterprise applications. 
These new systems, built with the latest Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Xeon 6 Processors with Performance-Cores (P-Cores), are CXL 2.0 ready and optimized for mission-critical workloads, in-memory databases, and scientific simulations that demand massive memory capacity and low-latency CPU performance.
As part of Supermicro&#8217;s Data Center Building Block Solutions (DCBBS), these servers deliver significantly higher performance than earlier 4-socket models.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/initiation/25/07/46325914/super-micro-remains-a-show-me-story-as-analysts-weigh-ai-growth-against-execution-risks" rel="noreferrer noopener">Super Micro Remains A &#8216;Show-Me Story&#8217; As Analysts Weigh AI Growth Against Execution Risks</a>
Enterprises can now access up to 16TB of memory and support for 6 double-width GPUs in a single system, ideal for applications like ERP, AI inferencing and training, analytics, and virtualization, without the complexity of scaling across multiple nodes.
Supermicro also secured SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) HANA and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) Linux certifications for these servers. Their extensive memory capacity allows enterprises to scale SAP and Oracle workloads vertically, within a single node, eliminating the latency issues tied to distributed processing. 
The 2U models support 2 GPUs, while the 4U versions handle up to 6 GPUs, enabling advanced AI capabilities integrated with enterprise databases.
Supermicro&#8217;s 4-socket servers simplify high-performance data center architecture and future-proof SAP, Oracle, and AI-powered enterprise deployments by combining compute, memory, and storage into a single instance.
Supermicro stock gained 75% year-to-date, topping the Nasdaq Composite index&#8217;s over 7%, backed by robust demand for its AI servers.
Supermicro and semiconductor peers <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46427157/why-is-supermicro-stock-surging-on-tuesday" target="_blank" rel="noreferrer noopener">rallied this week</a> on news of Trump&#8217;s upcoming $70 billion AI and energy plan in Pennsylvania and the U.S. easing chip export rules to China. 
The initiative targets AI data centers, grid upgrades, and workforce training, while Blackstone&#8217;s Jon Gray is expected to announce a separate $25 billion data center push.
Price Action:&nbsp;SMCI shares were trading lower by 0.47% to $52.97 premarket at last check on Thursday.
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ORCL

Supermicro Launches New AI Servers With Intel Xeon 6 Chips

Digi Power X Inc. ("Digi Power X" or the "Company") (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGXX#NASDAQ">DGXX</a>, TSXV:<a class="ticker" href="https://www.benzinga.com/stock/DGX#TSXV">DGX</a>), a next-generation AI and digital infrastructure company, today announced the execution of a definitive purchase order with Super Micro Computer, Inc. ("Supermicro") (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) to supply NVIDIA B200-powered systems for the launch of NeoCloud, Digi Power X's Tier 3 modular artificial intelligence ("AI") infrastructure platform.
The Supermicro systems, pre-qualified for NVIDIA's new Blackwell B200 GPUs, will be deployed inside Digi Power X's proprietary ARMS 200 (AI-Ready Modular Solution) pods. The first live deployment will take place at the Company's Alabama site, with operations set to begin in the fourth quarter of 2025.

TSXV:DGX

Digi Power X Executes Definitive Purchase Order With Super Micro Computer To Supply NVIDIA B200-Powered Systems For Launch Of NeoCloud, Digi Power X's Tier 3 Modular AI Infrastructure Platform

Each year, FTSE Russell recalibrates its U.S. indexes to ensure they accurately represent the evolving market. The Russell 1000 Index, comprising the largest 1,000 U.S. companies by market cap, saw some notable additions and <a href="https://www.benzinga.com/markets/equities/25/07/46313915/tom-lee-calls-robinhood-morgan-stanley-for-gen-z-draws-1980s-wall-street-broker-analogy-to-explain-fintechs-rise">exclusions in 2025.&nbsp;</a>
Reconstitution: The Russell Index reconstitution ranks among the busiest trading days of the year, as asset managers rebalance portfolios to align with the updated index components. 
This year's event set a new record when 2.5 billion shares changed hands in just 0.9 seconds, representing a staggering $102.4 billion in traded securities, according to Jeff Buchbinder, chief equity strategist at LPL Financial. 
Read Next: <a href="https://www.benzinga.com/markets/tech/25/07/46422009/rare-earth-royalty-meet-the-power-players-shaping-the-industry?utm_source=articleShare">Rare Earth Royalty: Meet The Power Players Shaping The Industry</a>
Russell 1000 Additions: The Russell 1000 Index welcomed 37 new constituents in its latest reconstitution, with 19 companies promoted from the Russell 2000 Index, which includes the next 2,000 largest U.S. stocks. 
The remaining 18 additions were primarily new entrants to the Russell Index family, with 17 of them joining for the first time, including two recent IPOs: SailPoint, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIL#NASDAQ">SAIL</a>) and Karman Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KRMN#NYSE">KRMN</a>). 
Core Scientific, Inc. (CORZ), previously a micro-cap stock outside the Russell 3000, made an enormous leap directly into the Russell 1000. 
<h3 class="wp-block-heading">Other Notable Russell 1000 Additions:&nbsp;</h3>
<ul class="wp-block-list">
<li>Rivian Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>)&nbsp;</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)&nbsp;</li>
<li>DraftKings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>)&nbsp;</li>
<li>Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>)&nbsp;</li>
</ul>
<h3 class="wp-block-heading">Notable Russell 1000 Exclusions:&nbsp;</h3>
<ul class="wp-block-list">
<li>Nikola Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NKLA#NASDAQ">NKLA</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NKLAQ#OTC">NKLAQ</a>)&nbsp;</li>
<li>Plug Power, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>)&nbsp;</li>
<li>Beyond Meat, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BYND#NASDAQ">BYND</a>)&nbsp;</li>
<li>Lucid Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>)&nbsp;</li>
</ul>
While Rivian was added to the Russell 1000 this year, other EV makers, Nikola and Lucid, were removed from the index. Green energy company Plug Power and Beyond Meat were also excluded.
<h3 class="wp-block-heading">Key Takeaway</h3>
While it is crucial to understand the Russell reconstitution and how sector indexes' compositions have changed, LPL Financial advises that the best course of action may be to "stay the course."
"For investors considering adjustments to their portfolios following these changes, we suggest staying patient while keeping in mind that volatility may pick up over the next few weeks around tariff headlines, incoming inflation data, the upcoming earnings season and historical seasonal weakness," Buchbinder said.&nbsp;
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Large Cap

Markets

Trading Ideas

BYND

DKNG

KRMN

LCID

NKLA

NKLAQ

PLUG

RIVN

ROKU

SAIL

Rivian Unseats Lucid, DraftKings Ousts Plug Power In Russell 1000 Shake-Up

Super Micro Computer Now Shipping Advanced 4-Socket Servers For Large-Scale Database And Enterprise Applications

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock saw a significant gain on Tuesday, mirroring a broader positive trend in the semiconductor sector. This surge was primarily driven by two key developments: reports indicating the Trump administration&#8217;s plans for<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks" rel="noreferrer noopener"> substantial AI and energy investments</a> in Pennsylvania, and the U.S. government&#8217;s decision to ease certain chip export restrictions to China.
President Donald Trump is set to announce a $70 billion initiative near Pittsburgh on Tuesday. This comprehensive plan focuses on investments in AI data centers, expanded power generation, grid upgrades, and new training programs, all aimed at bolstering U.S. leadership in AI.
The initiative seeks to achieve this by encouraging private investment, streamlining regulations, and accelerating project permits. Complementing this, Blackstone President Jon Gray is also expected to unveil a $25 billion push specifically for data center and energy infrastructure.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46326271/nvidia-breaks-4-trillion-barrier-benzinga-poll-predicted-it-first">Nvidia Breaks $4 Trillion Barrier—Benzinga Poll Predicted It First</a>
Simultaneously, chip stocks, including Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), experienced a boost after the U.S. government relaxed export restrictions on certain chips to China.
Supermicro&#8217;s stock is currently trading above its 50-day moving average of $42.58. The company itself is <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46314112/super-micro-accelerates-european-footprint-to-meet-exploding-ai-needs" rel="noreferrer noopener">actively expanding </a>to meet the surging demand for AI infrastructure. It plans to increase investment in Europe, exploring new sites beyond its existing Netherlands facility.
Domestically, Supermicro is scaling up server production in Mississippi and Texas, a move designed to support U.S.-based AI data center growth, which is being fueled by major tech firms and the Trump administration&#8217;s emphasis on domestic manufacturing.
Year-to-date, Supermicro stock has surged over 75%, significantly outperforming the S&amp;P 500 Index&#8217;s over 6% gain. However, a cautious note was struck on July 9 by Bank of America Securities analyst Ruplu Bhattacharya.
He warned that <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/initiation/25/07/46325914/super-micro-remains-a-show-me-story-as-analysts-weigh-ai-growth-against-execution-risks" rel="noreferrer noopener">intensifying competition</a> in the AI server market could put pressure on margins, and limited access to critical components like GPUs and liquid cooling might cap revenue growth.
Bhattacharya suggested that rivals such as Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) and Hewlett-Packard Enterprise Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) possess an advantage in the enterprise sector. He further predicted that liquid cooling could eventually become commoditized, potentially eroding Supermicro&#8217;s current competitive edge.
While acknowledging the company&#8217;s strong AI-driven growth, the analyst characterized it as a &#8220;show-me story&#8221; due to concerns about stock volatility, litigation risks, and execution challenges.
Despite its recent gains, the stock remains down over 39% in the last 12 months. This decline is largely attributable to <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46314112/super-micro-accelerates-european-footprint-to-meet-exploding-ai-needs" rel="noreferrer noopener">increased regulatory scrutiny</a> of Supermicro&#8217;s internal financing controls following the resignation of its independent auditor last October, which caused delays in financial filings.
Additionally, ongoing tariff uncertainties forced the company to postpone orders and subsequently lower its fiscal year revenue forecast to between $21.8 billion and $22.6 billion, down from the previous range of $23.5 billion to $25 billion.
Price Action: SMCI shares were trading higher by 7.23% to $53.31 at last check Tuesday.
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Supermicro Stock Surges On Trump's AI Push, Eased China Chip Curbs

Citigroup analyst Asiya Merchant maintains Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Neutral and raises the price target from $37 to $52.

Citigroup Maintains Neutral on Super Micro Computer, Raises Price Target to $52

Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Amazon Web Services (AWS) announced on Wednesday that they have designed <a href="https://www.benzinga.com/topic/artificial-intelligence" target="_blank" rel="noreferrer noopener">the P6e-GB200 UltraServers</a> to meet the skyrocketing compute demands driven by the latest advancements in generative AI, including trillion-parameter foundation models, reasoning systems, and agentic AI.
AWS has engineered custom hardware to cool next-generation Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GPUs used <a target="_blank" href="https://aws.amazon.com/blogs/machine-learning/aws-ai-infrastructure-with-nvidia-blackwell-two-powerful-compute-solutions-for-the-next-frontier-of-ai/" rel="noreferrer noopener">in AI workloads</a>.
Recognizing the high energy demands of Nvidia&#8217;s latest chips, AWS decided not to wait and build new liquid-cooled data centers.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/05/45702458/amazon-expands-global-data-centers-boosts-access-to-nvidia-ai-chips-for-cloud-customers" rel="noreferrer noopener">Amazon Expands Global Data Centers, Boosts Access To Nvidia AI Chips For Cloud Customers</a>
Instead, its engineers developed the In-Row Heat Exchanger (IRHX)—a solution that integrates with existing and new data centers to manage heat from dense GPU configurations, CNBC <a href="https://www.cnbc.com/2025/07/09/amazon-web-services-builds-heat-exchanger-to-cool-nvidia-gpus-for-ai.html" target="_blank" rel="noreferrer noopener">reported</a> Wednesday.
These UltraServers feature up to 72 Nvidia Blackwell GPUs, all interconnected using fifth-generation Nvidia NVLink, allowing the GPUs to operate as a single, unified compute system.
Dave Brown, AWS VP of Compute and Machine Learning Services explained that off-the-shelf cooling options couldn&#8217;t meet the demands of Nvidia&#8217;s GB200 NVL72 systems, which pack 72 Blackwell GPUs into a single rack. Traditional air cooling was sufficient for previous GPU generations, but AWS had to innovate to keep pace with the increased compute intensity of today&#8217;s systems.
AWS now offers this infrastructure through its P6e instances, providing customers with the performance required to train and deploy large-scale AI models with advanced thermal support.
Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) have previously offered computing clusters built on Nvidia&#8217;s GB200 NVL72 architecture.
In March, Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a target="_blank" href="https://www.benzinga.com/25/03/44532855/intels-superfluid-cooling-tech-possibly-suitable-for-nvidias-gb300-chips-says-expert-amid-intcs-efforts-to-secure-commitments-for-foundry-services" rel="noreferrer noopener">positioned its SuperFluid cooling</a> technology as a strong contender for managing the heat generated by Nvidia&#8217;s high-powered GB300 AI chips.
Launched in 2023, SuperFluid has reportedly passed verification tests showing it can handle thermal loads up to 1,500 watts, surpassing the 1,400-watt consumption expected from Nvidia&#8217;s Blackwell Ultra GB300 chips.
In June, AI server company Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) expanded its <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45881923/supermicro-teams-up-with-nvidia-to-supercharge-europes-ai-factories-with-powerful-server-solutions" rel="noreferrer noopener">liquid-cooled AI server solutions</a> for Nvidia&#8217;s Blackwell architecture into the European market.
The company introduced over 30 solution stacks for Nvidia HGX B200, GB200 NVL72 and RTX PRO 6000 Blackwell deployments, helping enterprises speed up AI factory rollouts.
Supermicro is scaling its portfolio with new liquid-cooled systems, including a 4U front I/O HGX B200 server powered by its DLC-2 technology. These systems enable customers to run high-density AI workloads while maintaining thermally efficient systems.
By working closely with Nvidia, Supermicro is also preparing to support next-generation Blackwell Ultra chips, such as the GB300 NVL72 and HGX B300, later this year.
Price Action: AMZN stock was down 0.34% at $221.79 premarket as of the last check on Thursday. NVDA is up 0.85%.
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</ul>
Photo: Shutterstock

Amazon Unveils Powerful New AI Servers To Support Nvidia's Most Advanced Chips

BofA Securities analyst Ruplu Bhattacharya <a href="https://www.benzinga.com/quote/SMCI/analyst-ratings" target="_blank" rel="noreferrer noopener">initiated coverage on</a> Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with an Underperform rating and a price target of&nbsp;$35 on Wednesday.
Bhattacharya resumed coverage of Super Micro with an Underperform rating and a price objective of $35 (~29% potential downside). The analyst cited rising competition in the AI server and rack market as a reason for margins staying under pressure.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46314112/super-micro-accelerates-european-footprint-to-meet-exploding-ai-needs" target="_blank" rel="noreferrer noopener">Super Micro Accelerates European Footprint To Meet Exploding AI Needs</a>
He also noted that limited access to key components like GPUs and liquid cooling systems could restrict revenue growth.
Bhattacharya pointed out that rivals Dell Technologies and Hewlett-Packard Enterprise hold an edge with enterprise clients. He added that over time, liquid cooling could become commoditized, narrowing Super Micro&#8217;s current manufacturing advantage. As per the analyst, a slowdown in AI spending may also weigh on revenue.
Bhattacharya flagged risks tied to the stock&#8217;s volatility, headline sensitivity, customer concentration in accounts receivable, ongoing litigation and investigations, and the potential need for new capital that could dilute shareholders. He also emphasized the importance of management addressing material weaknesses in financial reporting controls.
Bhattacharya&#8217;s $35 price target for Super Micro was based on 13x his estimated 2026 EPS of $2.67. Given his projection of 13% compound annual net income growth from fiscal 2024 to 2027, he considered this multiple reasonable. While the 13x multiple exceeded Super Micro&#8217;s long-term median of 10x, the analyst justified the premium due to the company&#8217;s AI-driven growth.
Despite recognizing Super Micro&#8217;s strong AI server revenue growth — comparable to Dell and Hewlett Packard — Bhattacharya sees the company as a &#8220;show-me&#8221; story, pointing to past volatility and execution risks. He applies a 13x multiple, higher than the 9x median for OEM peers. 
Super Micro is growing faster and doesn&#8217;t operate lower-margin segments like PCs, which weigh on companies like Dell and Lenovo, Bhattacharya noted. However, the analyst views the current trading premium as excessive and adjusts his multiple closer to peer levels.
Bhattacharya modeled Super Micro&#8217;s operating margins slightly below those of North American EMS and Asian ODM peers but expects this gap to widen as AI server competition intensifies. He views EMS firms as more defensive during downturns due to their diversified exposure to stable, high-margin sectors such as healthcare, industrials, and automotive. The analyst noted that EMS companies generally trade at a median 18x multiple, while ODMs trade around 12x. His 13x estimate places Super Micro above ODMs but below EMS peers.
For the upcoming fourth quarter, Bhattacharya forecasted revenue of $5.94 billion and adjusted EPS of 73 cents.
Price Action:&nbsp;SMCI shares were trading lower by 0.31% to $48.96 at last check on Wednesday.
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Photo: CryptoFX / Shutterstock

Initiation

Super Micro Remains A 'Show-Me Story' As Analysts Weigh AI Growth Against Execution Risks

B of A Securities analyst Ruplu Bhattacharya initiates coverage on Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Underperform rating and announces Price Target of $35.

B of A Securities Initiates Coverage On Super Micro Computer with Underperform Rating, Announces Price Target of $35

Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), a leading AI server manufacturer, plans to <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">increase its investment</a> in Europe to meet surging demand for AI infrastructure.
<h2 class="wp-block-heading">European Expansion Driven By Soaring AI Demand</h2>
The company, which already operates manufacturing facilities in the Netherlands, is exploring additional European locations for expansion, CNBC reported on Wednesday, <a target="_blank" href="https://www.cnbc.com/2025/07/09/super-micro-to-ramp-up-investment-in-europe-to-capitalize-on-ai-demand.html" rel="noreferrer noopener">citing</a> Super Micro&#8217;s chief, Charles Liang.
Liang attributes this accelerated investment to the rapid growth of European demand for AI solutions, a trend he expects to persist globally for many years.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/financing/25/06/46074323/supermicro-raises-2-billion-via-private-convertible-debt-with-35-conversion-premium" rel="noreferrer noopener">Supermicro Raises $2 Billion Via Private Convertible Debt With 35% Conversion Premium</a>
This move follows Super Micro&#8217;s June 11 expansion of Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45881923/supermicro-teams-up-with-nvidia-to-supercharge-europes-ai-factories-with-powerful-server-solutions" rel="noreferrer noopener">AI server solutions</a> into the European market, offering over 30 stack options for swift enterprise deployment.
<h2 class="wp-block-heading">Domestic Production Also Scaling Up</h2>
While focusing on Europe, Super Micro is also <a target="_blank" href="https://www.benzinga.com/media/25/05/45541908/supermicro-eyes-texas-mississippi-for-ai-server-growth-as-microsoft-amazon-increase-spending" rel="noreferrer noopener">expanding its server production capacity</a> in U.S. states like Mississippi and Texas. This domestic expansion is driven by the substantial investments from tech giants such as Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) in building data centers for AI model deployment and training.
The company also credited President Trump&#8217;s localization initiative as a key factor driving its domestic expansion efforts. However, at that time, Liang also pointed to production difficulties in the U.S., citing elevated costs and the absence of a domestic semiconductor manufacturing ecosystem for over 30 years. He said the long gap left American infrastructure and labor unfamiliar with the demands of manufacturing roles.
<h2 class="wp-block-heading">Stock Performance And Financial Headwinds</h2>
Despite its strong performance year-to-date, with the stock up over 61% and significantly outperforming the S&amp;P 500&#8217;s 6% gain amidst the AI frenzy, Super Micro has faced recent headwinds. The stock plunged over 45% in the last 12 months, lagging the S&amp;P 500&#8217;s 11% gains. This decline was largely due to increased scrutiny over the company&#8217;s internal financing controls, including the resignation of its independent auditor last October, which led to delayed financial filings.
Ongoing tariff uncertainties have also impacted the company, resulting in postponed orders and a downward revision of its fiscal year revenue guidance. Super Micro now forecasts fiscal year revenue between $21.8 billion and $22.6 billion, a reduction from its earlier projection of $23.5 billion to $25 billion.
<h2 class="wp-block-heading">Strong Growth Trajectory Maintained</h2>
Nevertheless, Liang reiterated to CNBC on Wednesday that Super Micro maintains a robust growth trajectory by advancing its core technologies and broadening its business footprint.
<h2 class="wp-block-heading">Analyst Outlook</h2>
Analysts have set a <a target="_blank" href="https://www.benzinga.com/quote/SMCI/analyst-ratings" rel="noreferrer noopener">consensus price forecast</a> of $276.50 for Super Micro, based on ratings from 21 firms. Rosenblatt issued the highest forecast of $1,300 on August 7, 2024, while Wedbush set the lowest at $30 on May 7, 2025. Recent ratings average out to a price forecast of $42.67, suggesting a potential downside of 13.56% from the current level based on those forecasts.
In May, Raymond James <a target="_blank" href="https://www.benzinga.com/markets/25/05/45399438/smci-rated-outperform-by-raymond-james-amid-dominance-in-branded-ai-server-market" rel="noreferrer noopener">initiated coverage on</a> Super Micro with an Outperform rating, highlighting its rapid revenue growth and leadership in AI-optimized infrastructure. The firm noted that AI platforms generate roughly 70% of Supermicro&#8217;s revenue, establishing the company as a leading force among branded server vendors.
Raymond James forecasted fiscal 2026 revenue of $29.8 billion and EPS of $3.03, emphasizing Supermicro&#8217;s strategic position between traditional IT giants like Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) and Hewlett-Packard Enterprise Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and contract manufacturers such as Quanta.
Price Action: SMCI shares were trading higher by 0.53% to $49.37 premarket at last check Wednesday.
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/45113405/super-micro-faces-cautious-analyst-view-amid-shifting-customer-demand-and-declining-margins" target="_blank" rel="noreferrer noopener">Super Micro Faces Cautious Analyst View Amid Shifting Customer Demand And Declining Margins</a></li>
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Image via Shutterstock

Super Micro Accelerates European Footprint To Meet Exploding AI Needs

Super Micro Computer's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NYSE">SMCI</a>) short percent of float has fallen 8.12% since its last report. The company recently reported that it has 88.73 million shares sold short, which is 24.09% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.89 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Super Micro Computer Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751990431_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Super Micro Computer has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Super Micro Computer's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Super Micro Computer's peer group average for short interest as a percentage of float is 10.15%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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