The Latest Breaking News from Super Micro Computer

Outlook remains bullish even as preliminary Q1 sales results miss estimates.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Lambda, the Superintelligence Cloud, deployed hydrogen-powered, production-grade Nvidia (NASDAQ:NVDA) GB300 NVL72 systems at ECL's Mountain View campus. The off-grid modular data center, MV1, runs entirely on hydrogen fuel cells, offering zero emissions and zero water usage while supporting AI inference and large-scale model training.

The AI infrastructure buildout has years to go, here are three stocks with room to run as data center demand and hyperscaler spending fuel long-term growth

Super Micro Computer Inc (NASDAQ:SMCI) is seizing its moment in the AI hardware spotlight. The San Jose-based company's stock jumped 5.3% Friday after it announced global volume shipments of its Nvidia Corp (NASDAQ:NVDA) Blackwell Ultra-powered systems — high-performance racks designed for AI workloads at unprecedented scale.

Cramer believes it's wise to steer clear of SMCI, placing his confidence in DELL stock instead.

Super Micro Computer, Inc. (NASDAQ:SMCI) shares climbed in Thursday’s extended trading after the company announced it has begun shipments of its NVIDIA Corp. (NASDAQ:NVDA) Blackwell Ultra solutions.

As Super Micro Computer has lagged behind the Dow over the past year, analysts remain cautious about the stock’s prospects.

Yesterday, with Super Micro Computer (SMCI) trading at $42.92, the October put option with a strike price of $40 was trading around $1.65. Traders selling this put would receive $165 in option premium.