First quarter earnings season is in full swing, with a full slate of semiconductor and consumer companies slated to report results.

Alibaba reportedly tied to end customer network

Shares of Super Micro Computer (NASDAQ:SMCI) spiked 5% in midday trading Friday to $35 and change. This move extended a sharp rebound that began after the company’s fiscal third-quarter results landed Tuesday afternoon. SMCI stock rallied as buyers continued to digest a margin recovery that caught much of Wall Street off guard. The move builds ... Super Micro Rises 5% as Margin Beat, Strong Guide Reignite Short Squeeze Debate

Has Supermicro finally broken out of its slump?

All three major US stock indexes were up in late-morning trading Friday following a better-than-expe

Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked: Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning […]

Bangkok-based OBON Corp is identified as the unnamed Southeast Asian middleman in a $2.5 billion chip diversion scheme

(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almos

Nvidia (NVDA) chips are at the center of a suspected $2.5 billion smuggling scheme involving Super M

Super Micro Computer gave investors the kind of earnings report that usually fits neatly into the artificial-intelligence growth story, with revenue more than doubling from the prior year and management pointing to stronger demand ahead. Super Micro shares recently traded at $34.66, up 24.50% from ...