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Super Micro slumps on forecast cut, analysts downplay broader AI demand concerns

Economic Times

Economic Times · 4m ago

Super Micro slumps on forecast cut, analysts downplay broader AI demand concerns

Super Micro Computer shares fell 15% after cutting its revenue forecast, citing purchase delays from customers and raising concerns about reduced AI infrastructure spending. While Microsoft's and Amazon's cautious approach to data center expansion reflects this trend, analysts assert Super Micro's issues are not indicative of an industry-wide slowdown. Despite the sharp decline in Super Micro's shares, NVIDIA and AMD experienced minor dips, suggesting investors aren't overly concerned about broader demand.

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AMD, Super Micro shares slide as AI bets falter on data center results miss - The Economic Times

Economic Times

Economic Times · 22d ago

AMD, Super Micro shares slide as AI bets falter on data center results miss - The Economic Times

Advanced Micro Devices (AMD) and Super Micro Computer shares dropped after disappointing data center results, affecting AI growth confidence. AMD attributed the decline to U.S. restrictions on exporting its MI308 chips to China, while Super Micro faced competition and margin pressures in AI server hardware. Broader industry challenges include weak demand and potential U.S. tariffs. Analysts noted that AI remains a key sales growth driver, but competition and high production costs impact margins.

Nvidia's optimistic forecast fails to convince Wall Street

Economic Times

Economic Times · 6m ago

Nvidia's optimistic forecast fails to convince Wall Street

Nvidia’s quarterly forecast led to an 8% stock decline as Wall Street remained skeptical. Despite a better-than-expected revenue forecast and strong demand for its Blackwell chips, Nvidia's growth is slowing, with a projected 65% revenue increase far from previous triple-digit growth. Investor concerns over AI spending and rivals' cost-effective models have impacted Nvidia’s valuation, which saw significant declines. Analysts remain cautiously optimistic, yet uncertainty persists regarding sustained AI-driven revenue growth.

HP tops revenue estimates on PC market recovery; shares dip on weak profit view

Economic Times

Economic Times · 6m ago

HP tops revenue estimates on PC market recovery; shares dip on weak profit view

HP surpassed revenue expectations in the first quarter due to its strong personal systems segment and increased demand for AI-capable systems, despite a planned workforce reduction under its restructuring plan. The company anticipates a surge in PC demand linked to the Windows 10 end-of-support deadline and AI advancements. However, its shares declined by over 3% due to a profit forecast below analysts' estimates, amidst concerns over tariffs on Chinese goods and supply chain adjustments.

Super Micro Computer gets extension to file delayed annual report

Economic Times

Economic Times · 8m ago

Super Micro Computer gets extension to file delayed annual report

Super Micro Computer has been granted an extension by Nasdaq until February 25 to file its delayed annual and quarterly reports. The AI server maker recently appointed BDO USA as its auditor and submitted a compliance plan to the stock exchange, aiming to file its reports by the deadline. Super Micro's shares saw a 5% increase in after-hours trading following the news. The company highlighted strong demand for its AI servers with liquid cooling technology, which are being sought after by enterprises for powering AI applications. Additionally, Super Micro has initiated a search for a new finance chief based on recommendations from a special committee investigating its accounting practices.

Nvidia’s supply snags hurting deliveries but mask booming demand

Livemint

Livemint · 9m ago

Nvidia’s supply snags hurting deliveries but mask booming demand

Nvidia's revenue forecast disappointed Wall Street, leading to concerns about the AI boom's trajectory. However, Nvidia executives, analysts, and investors remain confident that demand for the company's superior chips for AI systems is still high. Nvidia's new flagship chip, Blackwell, faced production challenges due to a design flaw, impacting chip yields and production timelines. Despite these setbacks, Nvidia has shipped thousands of samples of the new chip and expects strong sales. However, supply constraints and production bottlenecks may lead to challenges in meeting demand.

Nvidia closes with $2 trillion valuation as Dell stokes AI rally

Economic Times

Economic Times · 1y ago

Nvidia closes with $2 trillion valuation as Dell stokes AI rally

Nvidia achieved a milestone as its stock market value closed above $2 trillion for the first time on Friday. The surge was fueled by an optimistic forecast from Dell Technologies, which uses Nvidia's processors in its high-end servers. Dell's positive outlook, indicating a surge in orders for its AI-optimized servers, caused its shares to jump by 32% and Nvidia's stock to rise by 4%. This elevated Nvidia to become the third most valuable company on Wall Street, behind Microsoft and Apple. Other chipmakers, including Super Micro Computer, Broadcom, Marvell Technology, and Advanced Micro Devices, also experienced record-high rallies.

India's GDP growth accelerates to 6.2% in October-December

VCCircle

VCCircle · 6m ago

India's GDP growth accelerates to 6.2% in October-December

India's economy grew by 6.2% in October-December, slightly below analysts' expectations but faster than the previous quarter's 5.8%. This growth, driven by increased government and consumer spending, led to a revised full-year forecast of 6.5% growth. Government spending rose by 8.3% and private consumer spending increased by 6.9%, buoyed by improved rural demand. The central bank announced a rate cut in February to further support economic growth as inflation eases.

Meta, Microsoft reports lift AI-related stocks

Economic Times

Economic Times · 4m ago

Meta, Microsoft reports lift AI-related stocks

Shares of AI and cloud-computing companies surged following better-than-expected earnings from Meta Platforms and Microsoft. Nvidia and Advanced Micro Devices saw increases, with Amazon and Alphabet shares also rising. Microsoft's strong Azure growth reassured investors about its AI investments, while Meta's AI tools attracted advertising despite economic uncertainties. Super Micro Computer and C3.AI experienced modest gains, with Super Micro's earlier session slump partly recovered.

US prompts Nvidia probe into how chips ended up in China: reports

Economic Times

Economic Times · 8m ago

US prompts Nvidia probe into how chips ended up in China: reports

The US Department of Commerce has asked Nvidia to investigate how its products ended up in China, according to The Information. Nvidia has requested major distributors like Super Micro Computer and Dell Technologies to conduct checks on their customers in Southeast Asia. Smugglers have been able to evade detection during recent inspections by Super Micro, with some altering serial numbers of servers that contain Nvidia chips. Nvidia has stressed the importance of adhering to export control restrictions, while Dell and Super Micro have stated their commitment to following regulations. The US government has been cracking down on chip exports to China, including banning the sale of high-end AI chips.

Adobe's dull forecast raises AI monetisation doubts, shares fall

Economic Times

Economic Times · 5m ago

Adobe's dull forecast raises AI monetisation doubts, shares fall

Adobe's second-quarter revenue forecast aligns with Wall Street expectations, but lingering doubts about AI monetization have led to a share drop of over 4%. The company reported first-quarter revenues of $5.71 billion, surpassing forecasts. Even as Adobe integrates AI into its products to outpace competitors, concerns persist over the speed of AI monetization, despite assurances of future revenue growth. Analysts expect eventual excitement over new AI-driven products to outweigh current investor concerns.

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