Super Micro Computer, Inc.

• SMCI Stock Price 24h change: +2.64%. From 31.62 USD to 32.46 USD. The rally was driven by a "buy the dip" frenzy following earlier volatile declines and investor refocus on the company's confirmed $36 billion revenue guidance for fiscal 2026.
• From a technical perspective, SMCI is showing a "Strong Buy" short-term signal with an RSI(14) of 60.48 and a positive MACD of 0.67. While the long-term trend remains pressured, the stock has formed a "falling wedge" pattern on the daily chart, suggesting a potential bullish reversal if it consistently breaks above the $34–$35 resistance level.
• Super Micro reaffirmed its fiscal 2026 revenue target of $36 billion, highlighting a massive 64% projected year-over-year growth fueled by its liquid-cooled rack-scale AI solutions.
• Analysts at Barchart identify SMCI as a top "short squeeze" candidate for 2026, noting it is currently the third-most-shorted stock by hedge funds despite attractive forward valuation metrics.
• SMCI expanded its reach into the edge computing market by unveiling a new AI portfolio including AI PCs and fanless compact edge systems to challenge incumbents like Dell and HPE.
• TSMC officially launched mass production of 2-nanometer chips in early 2026, securing the next-generation hardware foundation for major AI server and high-performance computing clients.
• Global memory chip prices have surged up to 60%, with forecasts indicating that 70% of all memory production in 2026 will be consumed by AI data centers, potentially leading to supply shortages in other tech segments.

thought• SMCI Stock Price 24h change: -3.77%. From 32.64 USD to 31.41 USD.
• The price drop was primarily driven by a new "sell" rating and reduced price targets from analysts (e.g., Citigroup and Goldman Sachs), alongside persistent concerns over eroding gross margins as the company enters a high-volume but lower-profitability competitive phase.
• From a technical perspective, the stock presents a "mixed but bearish" short-term outlook. Key indicators show the 50-day moving average ($31.50) is currently below the 200-day moving average ($42.70), forming a bearish "death cross." While the RSI is neutral around 57-62, the stock is struggling to break resistance at the $35.00 level, with critical support holding near $30.00.
• Super Micro announced an expansion into edge AI infrastructure with a new suite of AI-powered retail solutions developed in partnership with NVIDIA, aiming to diversify its revenue beyond traditional data centers.
• Analysts at Citigroup and Goldman Sachs recently lowered their outlook on SMCI, citing "margin-downside worries" and an increasingly commoditized AI server market, which led to significant intraday selling pressure.
• Market reports confirm SMCI has stabilized its Nasdaq compliance issues and is focusing on its Direct Liquid Cooling (DLC) technology to maintain market share against rivals like Dell and HPE.
• Taiwan Semiconductor Manufacturing Co. (TSMC) raised its 2026 capital expenditure guidance to $52-$56 billion, signaling "insatiable" global demand for AI chips that underpins the entire server manufacturing sector.
• Global AI spending is projected by Gartner to surpass $2.5 trillion in 2026, a 44% year-on-year increase, shifting the industry focus from experimental pilots to massive, scalable infrastructure deployments.