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SMCI

Mentioned in 15 stories across 7 weeks · top score 58 up 7 down 7 mixed 1
Stories mentioning SMCI
Week 7Dell Raises Forecasts as AI Data Center Buildout Fuels Server Demand, Shares Jump 32%58called upplayed out
Week 15Super Micro Jumps 19.8% on Record $60 Billion Backlog and Higher Margin Forecast52called upnot checked
Week 15Supermicro Books Over $60 Billion in Orders and Beats Q4 Margin Guidance to 15% to 17%45called mixednot checked
Week 14Foxconn Wins $52 Billion Nvidia GB300 AI Server Deal With SpaceX45called downfizzled
Week 12Taiwan Detains Two Super Micro Employees in Nvidia Chip Smuggling Probe45called downno follow-up
Week 7Dell Raises FY27 Revenue Outlook to $165 Billion-$169 Billion, Boosts AI Server Revenue Target to $60 Billion45called upplayed out
Week 12Taiwan Raids Super Micro Computer Offices as Nvidia Chip Smuggling Probe Widens44called downmixed
Week 16Nvidia's Huang Meets Commerce Secretary Lutnick As U.S. Probes Blackwell China Chip Exports42called downnot checked
Week 16Celestica Raises 2026 Revenue Guidance to $20.5 Billion on Stronger Customer Demand42called upnot checked
Week 15AMD MI500 Chip Features Optical Interconnects, Beats Nvidia Rubin Ultra on Benchmarks42called upnot checked
Week 12Singapore Seizes Multimillion Dollar Home in Nvidia Chip Smuggling Probe42called downmixed
Week 12Taiwan Raids Super Micro Computer Office in Chip Smuggling Probe32called downfizzled
Week 4Super Micro Rallies as Quarterly Forecast Tops Estimates Despite Revenue Miss28called upplayed out
Week 6Lenovo Beats Q4 Estimates as Revenue Rises 27% to $21.6 Billion on AI Server Push22called upplayed out
Week 16Taiwan Prosecutors Detain Nvidia Employee in AI Chip Smuggling Probe18called downnot checked

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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