SMCI’s 30% stock drop, due to a short-seller report, creates potential opportunities for competitors like Dell and HPE to step in and grab market share.

Super Micro Computer stock has plenty more upside ahead, according to a Needham analyst who expects investors to buy up shares of the server maker, which he thinks will be a successful AI play. Quinn Bolton initiated coverage of Super Micro with a Buy rating and a $600 price target,

Super Micro's first-mover advantage could make it a significant beneficiary to growing AI investments, Needham says. Here's what investors need to know.

Super Micro Computer, Inc.'s stock has fallen due to a delayed 10-K filing and a short report. Click for my reasons for thinking SMCI stock now presents opportunity.

Dell Technologies stock was climbing on Tuesday after a Mizuho analyst initiated coverage of the shares with an Outperform rating and said the maker of PCs and other hardware has some unique advantages.

Supermicro also announced it would be late filing its end-of-year Form 10-K to the Securities and Exchange Commission (SEC) due to management's assessment of internal controls over financial reporting. This announcement came nearly at the same time as famed short-seller Hindenburg Research announced its short position in the company.