Analyst Katherine Murphy said Super Micro continues to win large orders from tier-2 and neocloud customers but noted that those contracts are increasingly margin dilutive. While the company remains a ...
Goldman Sachs slashes Super Micro price target to $26 as AI server margins collapse to 7.5% from supplier pressure and ...
Dell Technologies remains a Buy, with AI-driven revenue visibility and a multi-year accumulation thesis, despite delayed ...
On Jan. 13, 2026, fresh analyst skepticism clashed with big AI infrastructure ambitions, putting Super Micro's profit outlook ...
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As Goldman Sachs issues a warning on Super Micro Computer stock, should you risk buying the dip?
Supermicro (SMCI) shares are slipping further on Jan. 13 after senior Goldman Sachs analyst Katherine Murphy issued a bearish ...
Despite shares falling 4% in 2025, Super Micro has a lot going for it. The company is a leader in AI servers, with particular ...
TCS and HCLTech’s Q3 earnings suggests that AI monetisation is driving performance among large cap IT companies ...
Analyst Katerine Murphy says SMCI stock could tumble further in 2026. She believes the AI server specialist's margins will ...
Shares of Super Micro Computer have surged since the company's IPO, and the stock's forecast should catch investors' ...
While AI is already feeding into revenue growth and margin expansion at HCLTech, it is playing a more defensive role at TCS - ...
Thiel was also one of the founders of Palantir ( PLTR ). Leveraging some of the early fraud detection systems of PayPal, ...
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