Super Micro Computer (SMCI) shares rose 16% after hours on Tuesday after preliminary figures for the quarter ending Sept. 30 showed revenue of $18.5–19.5 billion, well above the $15 billion consensus, with gross margins expected at 12%–12.5%. The company will formally review its results on a conference call on Nov. 3. It faces allegations that a co-founder and two others unlawfully redirected billions of dollars of servers to China, though no formal charges have been filed and an independent investigation found executive leadership had no prior awareness of the scheme. SMCI stock is up about 8% year-to-date, and Stocktwits sentiment was 'extremely bullish'.
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SMCINVDAartificial intelligencedata centersearnings
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NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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