AI server maker Super Micro Computer (SMCI) has found itself in more trouble after its co-founder and two others were indicted by the U.S. Justice Department for violating U.S. export laws. The three ...

Super Micro Computer sank in December, along with other skittishness in the AI datacenter market. The company has strong guidance for growth in 2026, but is facing risks of a downturn in AI spending.

Super Micro Computer is my top investment play for 2026, driven by AI-led server demand and undervalued at a 10x forward P/E. SMCI's growth is fueled by strong AI infrastructure spending, especially ...

The company has slim gross margins because it functions as a middleman in the AI supply chain. Buying the stock today comes with major risks. Infrastructure for the burgeoning AI space requires an ...