Super Micro (SMCI) jumped 12% after saying preliminary fiscal first-quarter revenue would be $18.5 billion to $19.5 billion, well above its earlier guidance of $14.5 billion to $15.5 billion. It also expects gross margin of 12.0% to 12.5%, above the 10.4% to 10.8% it had guided, which the article says matters more for earnings. Dell, HPE and Vertiv also gained, and Amkor rose after a $1.3 billion investment in South Korea. However, Super Micro burned nearly $7 billion of free cash flow last fiscal year, so its November 3 earnings call needs to show the bigger quarter turning into cash. The figures are preliminary and unaudited.
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▲ Likely positiveNvidia
Relevance: medium
| 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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