Super Micro Computer (NASDAQ:SMCI), a provider of artificial intelligence server infrastructure, became the market’s new shiny metal object in 2024. There are reasons to like Super Micro Computer, ...

Dell is well-positioned to capture market share in data center rack solutions due to Super Micro's structural issues, as customers may move project backlogs away from the latter. Dell's Infrastructure ...

Dell Technologies DELL and Super Micro Computer SMCI are major players in the server space, focusing on artificial intelligence (AI)-driven infrastructure and cloud computing. While DELL is growing ...

Artificial intelligence (AI) investing covers a broad range of companies, including hardware, software, end users, and many that cover a large part of this spectrum. On the hardware side, Nvidia ...

Let’s dig into the relative performance of Super Micro (NASDAQ:SMCI) and its peers as we unravel the now-completed Q3 ...

SuperMicro stock dropped 20% in one session after a disappointing announcement, part of a broader decline from overbought levels in March. Dell stock has also experienced a considerable pullback, down ...

Supermicro is growing rapidly, but it faces some tough near-term headwinds. Dell is growing slower, but its business is more balanced and diversified. The higher-risk stock could still generate much ...

Dell is a tale of two business units. Supermicro is working through some accounting investigations. Both stocks trade at around the same valuation level. You're likely familiar with Dell, as you've ...