As of April 10, 2026, the technology sector is no longer a monolith. A profound and widening divergence has split the industry into two distinct tiers: the "AI Infrastructure Kings" and the "SaaS Laggards." While companies responsible for the physical and silicon backbone of the generative AI revolution continue to
SAN JOSE, CA — As of April 10, 2026, Super Micro Computer, Inc. (Nasdaq: SMCI) stands as a stark symbol of the "Hyper-growth Paradox" currently gripping the artificial intelligence infrastructure sector. While the company has successfully scaled its manufacturing to meet the insatiable global demand for AI servers—projecting a record-breaking
What Happened? Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 9.4% in the afternoon session after the company announced its new Gold Se...
Let's have a look at what is happening on the US markets one hour before the close of the markets on Friday. Below you can find the top S&P500 gainers and losers in today's session.
Stay informed about the most active stocks in the S&P500 index on Friday's session. Discover the stocks that are generating the highest trading volume and driving market activity.
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. Howe...
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the hardware & infrastructure industry, including HP (NYSE:HPQ) a...
Looking back on hardware & infrastructure stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Dell (NYSE:DELL) and its peers....
The ongoing scandal involving Supermicro Inc. (NASDAQ: SMCI) poses a significant challenge to its longstanding partnership with Nvidia (NASDAQ: NVDA), but the impact may not be too harsh, says one expert.
As of April 3, 2026, NVIDIA (NASDAQ: NVDA) has officially transcended its role as a mere semiconductor manufacturer to become the definitive engine of the global financial markets. Following a year where it accounted for nearly 16% of the S&P 500’s total returns, the company has kicked off
As of April 3, 2026, the financial markets are grappling with a paradigm shift in corporate spending, triggered by the "One Big Beautiful Bill" (OBBBA). This landmark tax package, signed into law on July 4, 2025, has effectively weaponized the U.S. tax code to accelerate the domestic artificial intelligence
As of April 2, 2026, the long-awaited "Great Rotation" in the U.S. equity markets has shifted from a theoretical prediction to a dominant market reality. For nearly a decade, investors have been tethered to a handful of mega-cap technology giants, but the tides have turned violently toward the Russell
The semiconductor landscape witnessed a tectonic shift this week as Arm Holdings (NASDAQ: ARM) abandoned its three-decade-old identity as a neutral architect to become a high-performance silicon powerhouse. The announcement of the "Arm AGI CPU"—the company's first-ever in-house production chip—sent shares of the British firm soaring by more
What Happened? A number of stocks fell in the afternoon session after geopolitical tensions in the Middle East intensified, pushing major indices into correc...
