Super Micro's Losses Could Be a Gain for Dell

Nvidia said to be routing orders away from Super Micro amid accounting woes
AI server maker Super Micro Computer Inc (NASDAQ:SMCI) is volatile again Monday as it continues to suffer from the news last week that its auditor is resigning. Adding to today's volatility is an article in Asia that
Here’s what Super Micro’s struggles may mean for Nvidia and Dell
Dell might not see immediate financial benefits, but an analyst thinks customers are paying attention to Super Micro’s auditor exit, which could start helping Dell next year.
Why Super Micro’s Losses Could Be a Gain for Dell
Shares of Super Micro were in free fall last week after the server maker disclosed its accounting firm had resigned.
Super Micro may have to dump NVIDIA Blackwell to survive – analyst
Super Micro Computer Inc (NASDAQ:SMCI) has been under intense pressure over the last few months related to a short seller report, delayed financial filings, the risk of delisting, and last week’s auditor resignation.
Will Super Micro Stock Get Delisted? Dell Stock Gains Amid Uncertainty.
Analysts are weighing the chances that Super Micro Computer could be delisted from the Nasdaq exchange over its accounting issues.
Dell Winning The Zero-Sum Game Vs. Super Micro
Dell is well-positioned to capture market share in data center rack solutions due to Super Micro's structural issues. See why DELL stock is a Buy.
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Could Nvidia’s stock benefit from shifting SMCI orders?
With no shortage of demand, it would appear as if Nvidia can easily redirect orders once going to SMCI and safeguard its growth trajectory.
Can NVIDIA's stock stay out of the SMCI fire?
Since ChatGPT took the world by storm on November 30, 2022, and the AI race started, NVIDIA’s stock has been up an ...
Super Micro Computer: Time To Consider Options As A Hedge
Second, TSM, as a major chip manufacturer, supplies chips to various companies, including those that SMCI partners with ...
Super Micro Computer Stock Crashes, Wall Street Concerns Grow
Super Micro's stock plunges after Ernst & Young resigns as auditor, raising concerns about the company's financial stability.
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Perplexity AI predicts Nvidia stock price amid SMCI turmoil
As Nvidia navigates the turbulence caused by SMCI's recent crisis, Perplexity AI has weighed in with predictions on the chipmaker's stock price.
Chipmaking giant Nvidia in talks with Elon Musk over investing in xAI: source
Chipmaking giant Nvidia is in talks with Elon Musk about investing in his fast-growing artificial intelligence startup xAI, a ...
Super Micro (SMCI) stock sends mixed signals ahead of earnings
The Super Micro Computer (SMCI) stock price has remained under pressure in the past few months as concerns about its business ...
Meet the Newest Stock-Split AI Stock in the Dow Jones. It Soared 925% in 2 Years, and Wall Street Says It's Still a Buy
Nvidia shares surged 925% during the last two years as the artificial intelligence (AI) boom built momentum, but Wall Street remains bullish. Nvidia is the market leader in AI accelerators and AI ...
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Nvidia Overtakes Microsoft as World's Second-Largest Company by Market Cap
Nvidia shares climbed just over 2% Monday, lifting the chipmaker's market cap to $3.13 trillion, ahead of Microsoft's $3.04 trillion. Super Micro Computer (SMCI), a partner of Nvidia, reported ...
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Nvidia and other chip stocks surge with no sign of AI spending slowdown — for now
Nvidia's (NVDA) record close on Monday comes ... "While Phase 2 stocks [i.e. AI infrastructure-related stocks, such as Arm, TSMC, and SMCI] appear modestly expensive relative to history, it ...
Nvidia moves Super Micro orders to other suppliers to maintain supply chain stability - report
Nvidia (NASDAQ:NVDA) is rerouting orders previously placed with Super Micro Computer (NASDAQ:SMCI) to other suppliers, to contain the disruption within the AI server industry, Digitimes reported. The ...