Super Micro Computer, Inc. (SMCI) Stock News

Hewlett Packard Enterprise surged 36.40% after hours following a blowout Q2 earnings report that exceeded expectations on both revenue and earnings. The company posted EPS of 79 cents versus 53 cents consensus and revenue of $10.68 billion versus $9.79 billion expected, driven by strong AI infrastructure demand. Dell and Super Micro Computer rallied in sympathy, signaling sector-wide momentum in enterprise AI server spending.

Shares of Super Micro Computer Inc. (NASDAQ: SMCI ) and Dell Technologies Inc. (NYSE: DELL ) are moving higher in Monday’s extended session, riding the coattails of a blowout earnings report from Hewlett Packard Enterprise (NYSE: HPE ) that sent a clear signal: enterprise AI infrastructure spending is alive and accelerating. DELL stock is climbing. See the chart and price action here. Hewlett Packard Enterprise ‘s Q2 Hewlett Packard Enterprise surged 36.40% after hours to $64.11 after reporting fiscal second-quarter results that handily topped Wall Street expectations on both the top and bottom lines. The company posted earnings of 79 cents per share, demolishing the consensus estimate of 53 cents, while revenue of ... Full story available on Benzinga.com

Super Micro Computer (SMCI) stock has been trading at a significant discount since a March DOJ indictment involving board member Yih-Shyan Liaw, despite the company not being named as a defendant. The article argues the scandal discount is unjustified given strong Q2 financials (revenue up 123% YoY), active compliance improvements including a new chief compliance officer and forensic review, and collaboration with Taiwanese authorities that resulted in server seizures. SMCI trades at 21.7x earnings versus peers at 45x+, suggesting potential upside as the compliance turnaround story gains recognition.

Wall Street has spent two months pricing in the worst for Super Micro Computer Inc. (NASDAQ: SMCI ) .  It hasn’t started pricing in the recovery. SMCI stock is climbing. See the chart and price action here.  Since the March 19 DOJ indictment unsealed charges against three SMCI-linked individuals — including co-founder and board member Yih-Shyan “Wally” Liaw — for allegedly routing $2.5 billion in Nvidia-powered servers to China, Super Micro’s stock has been treated like a company under criminal investigation.  It isn’t. SMCI was not named as a defendant. Liaw resigned from the board the next day and pleaded not guilty.  data-variant="card" data-news-mode="manual" > Read Also: Dell Is Up 80% Since Trump Told You To Buy It — Here's The Trade The stock still fell 33% in a single session, erasing over $6 billion in market cap. The repricing made sense in the moment. What’s harder to justify now is the multiple staying this compressed while the compliance story quietly turns. Compliance Efforts SMCI disclosed on ... Full story available on Benzinga.com

The Schall Law Firm is seeking investors who purchased Super Micro Computer (SMCI) securities between April 30, 2024 and March 19, 2026 to join a class action lawsuit. The company allegedly made false and misleading statements regarding significant revenue from server sales to China that violated U.S. export control laws and failed to maintain appropriate compliance controls.

Rosen Law Firm is urging Super Micro Computer, Inc. (SMCI) investors who suffered losses exceeding $100,000 to join a securities class action lawsuit before the May 26, 2026 deadline. The lawsuit alleges that Super Micro made false statements regarding its business operations, specifically that the company failed to disclose significant sales to Chinese companies that violated U.S. export control laws and had material weaknesses in compliance controls.

Rosen Law Firm is reminding investors in Super Micro Computer, Inc. (SMCI) and Vital Farms, Inc. (VITL) of the May 26, 2026 deadline to join securities class action lawsuits. SMCI investors claim the company made false statements about server sales to China-based companies that violated U.S. export control laws. Both lawsuits target investors who suffered losses exceeding $100,000 during their respective dispute periods.

Nano Nuclear Energy is partnering with Super Micro Computer to address AI data centers' massive power demands through microreactor technology. The collaboration aims to create an integrated 'compute plus power' model where nuclear microreactors provide reliable, carbon-free baseload power alongside server infrastructure, positioning both companies in the growing AI infrastructure market.

NANO Nuclear Energy Inc. (NASDAQ: NNE ) positions its collaboration with Super Micro Computer Inc. (NASDAQ: SMCI ) around one of the most pressing issues facing the AI boom: how to power the next generation of data centers. NNE stock is moving. See the chart and price action here.  James Walker , CEO of NANO Nuclear, told Benzinga that the rapid expansion of AI infrastructure is changing the way companies think about energy, compute and data center development. "AI is becoming an energy story as much as a technology story," Walker said. "The conversation is shifting from ‘how much compute can we build?' to ‘where does the power come from?'" Photo of CEO James Walker, courtesy of NANO Nuclear Energy, Inc. AI Power Demand  AI power demand sits at the center of NANO Nuclear's collaboration with Super Micro, which Walker said could eventually support a more integrated approach to AI data center development.  Rather than treating power procurement and compute infrastructure as separate challenges, the companies are exploring a model where both are planned together from the start. "AI infrastructure and power infrastructure are becoming inseparable," Walker said. "Historically, a data center developer would secure land, build the facility, and then hope the ... Full story available on Benzinga.com

The Rosen Law Firm reminds investors in Super Micro Computer, Inc. (SMCI) who purchased securities between April 30, 2024 and March 19, 2026 of the May 26, 2026 deadline to join a class action securities lawsuit. The lawsuit alleges that defendants made false statements regarding significant server sales to China-based companies that violated U.S. export control laws, and that material weaknesses in internal controls were not disclosed, causing investor losses.

Holzer & Holzer, LLC announced lead plaintiff deadlines for shareholder class action lawsuits against three companies: Vital Farms (VITL) for alleged false statements regarding enterprise resource planning system implementation, Super Micro Computer (SMCI) for alleged non-disclosure of export control compliance issues, and Aldeyra Therapeutics (ALDX) for alleged misstatements regarding reproxalap clinical trials. All deadlines are set for late May 2026.

A class action lawsuit has been filed against Super Micro Computer, Inc. following a DOJ indictment of three company associates for illegally diverting approximately $2.5 billion worth of AI servers to China between 2024-2025 in violation of U.S. export control laws. The stock fell 33.32% to $20.54 on March 20, 2026. Investors with losses can join the class action with a deadline of May 26, 2026.

Rosen Law Firm is urging investors who purchased Super Micro Computer (SMCI) securities between April 30, 2024 and March 19, 2026 to join a class action lawsuit before the May 26, 2026 deadline. The lawsuit alleges that Super Micro made false statements about its business and failed to disclose that a significant portion of its server sales violated U.S. export control laws and that the company had material weaknesses in compliance controls.

Law Offices of Howard G. Smith has announced securities fraud class action lawsuits against four publicly-traded companies: Atara Biotherapeutics (ATRA), Coty Inc. (COTY), Super Micro Computer (SMCI), and ImmunityBio (IBRX). The lawsuits allege that defendants made false or misleading statements regarding their business operations and prospects. Lead plaintiff deadlines range from May 22-26, 2026.

Hagens Berman filed a new securities class action lawsuit against Super Micro Computer and senior executives, alleging they concealed an illegal scheme to sell billions of dollars worth of advanced AI servers with Nvidia chips to China through a Southeast Asian shell entity, violating U.S. export restrictions. The lawsuit covers investors who purchased stock between February 2, 2024 and March 19, 2026. The fraud was revealed when a DOJ indictment was unsealed on March 19, 2026, charging Super Micro's co-founder with conspiracy to divert servers to China, generating approximately $2.5 billion in sales.

Rosen Law Firm is soliciting investors in Super Micro Computer, Inc. (SMCI) who purchased securities between April 30, 2024 and March 19, 2026 to join a class action lawsuit. The lawsuit alleges that Super Micro made false statements about its business by failing to disclose that a significant portion of server sales were to Chinese companies in violation of U.S. export control laws, and that the