On Jan. 13, 2026, fresh analyst skepticism clashed with big AI infrastructure ambitions, putting Super Micro's profit outlook in focus.
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Analysts Still Bullish on Nvidia, Dell, and Quantum Computing
Analysts at RBC just initiated coverage of Nvidia (NASDAQ: NVDA) with an outperform rating and a $240 price target. The firm ...
Barclays and Goldman Sachs both urged investors to buy the shares, citing AI server demand, expense discipline, and accelerating earnings growth.
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Long pointed to Dell’s plan to ship around $9.4 billion of AI servers in the fourth quarter, lifting full-year AI server ...
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Taiwan-based TSMC, the world's largest computer chip maker, says it plans to increase its capital spending by about 40% this ...
Supermicro stock sinks as Goldman Sachs assumes coverage with a ‘Sell’ rating. Here’s why the investment firm recommends ...
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