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Super Micro Computer, AI Server

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Overview
24/7 Wall St. · 1d
Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
SMCI dropped 11% and DELL sank 9% despite Dell's AI server revenue surging 757% YoY, suggesting the selloff is being driven by positioning and flows rather than fundamentals.

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 · 1d
Super Micro Plans on Raising $7B to Fulfill $39B of AI Server Orders
MSN · 1d
Super Micro Computer to raise $7 billion in equity offerings to meet AI server demand
 · 13h
Super Micro Computer stock sinks on $7 billion equity raise
Super Micro Computer (SMCI) stock was poised to decline as much as 12% at the open on Wednesday.

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 · 1d
Super Micro stock tumbles on $7 billion financing plans as company touts AI server orders
 · 11h
Why Super Micro Computer Stock Got Crushed Today
8h

Super Micro Computer vs Dell Technologies: The Better Stock For 2026

Super Micro Computer (NASDAQ: SMCI) and Dell Technologies (NYSE: DELL) just reported quarters that tell opposite stories about the AI server boom. Dell crushed expectations with $43.84 billion in Q1 FY27 revenue and raised its full-year outlook sharply.
MSN on MSN
1d

Score $480 on Dell 16 Laptop

Dell’s 16-inch laptop combines productivity features with an Intel Core 5 120U processor that scales up to 5.0 GHz across 10 cores. The 16:10 aspect ratio touchscreen displays 2K resolution at 1920×1200 with 300 nits
PCMag on MSN
9d

At Computex, Dell’s $700 XPS 13 Sets Its Sights on the MacBook Neo

To compete with Apple's MacBook Neo and other 'cheapium' budget laptops, Dell transforms its high-end 13-inch XPS 13 into an entry-level system for $699.99. It's pricier, but Dell's laptop has some key edges over the Neo that justify the extra cost.
3d

Dell’s new XPS 14 is better in almost every way

The 2026 XPS 14 is the best premium laptop we’ve seen from Dell in a while, with incredible build quality in a thin machine and good performance thanks to Intel’s Core Ultra Series 3 “Panther Lake” chips.
MSN on MSN
1d

Dell 16″ laptop now only $1,160

The Dell 16 Laptop for $1,159.99 is built for you if you want one machine that can handle work, school, and everyday stuff without feeling slow. The Intel Core 7 150U processor with 10 cores and speeds up to 5.
PCMag
6d

I Tried Dell’s New $699 XPS 13. Here's What It Has Over the Apple MacBook Neo

After some hands-on time with both machines side-by-side here at Computex, the new XPS 13 might just be the best budget laptop of the year.
5d

Dell copied Apple’s best MacBook Neo ideas. Windows may ruin it

Dell’s new XPS 13 borrows the MacBook Neo’s best ideas with premium hardware, long battery life, and a sharp OLED screen. But with only 8GB of RAM, Windows may still keep it from matching Apple’s budget laptop breakthrough.
9d

Dell Unveils $699 Laptop With Features 'You Won't Find on a MacBook Neo'

Dell this week introduced a new version of the XPS 13, a laptop that it said is "contending with the MacBook Neo on price, and exceeding it on features". In the U.S., the XPS 13 starts at $699 for the general public and at $599 for eligible students,
CNET on MSN
8d

Dell Takes Aim at the MacBook Neo With Its $599 XPS 13 Laptop

Dell Takes Aim at the MacBook Neo With Its $599 XPS 13 Laptop
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