Super Micro Reports Record Order Backlog and Raised Margin Guidance; Shares Jump 13%
Super Micro Computer (SMCI) shares surged over 13% after the company reported a record $60 billion in new orders for Q4 FY2026, along with an upward revision of its gross margin guidance to 15%-17%. The strong performance also lifted peers Dell Technologies and Hewlett Packard Enterprise. NVIDIA's silicon is central to all three AI server makers.
Tickers: $DELL $HPE $NVDA $SMCI
Topics: AI servers Dell Technologies Hewlett Packard Enterprise NVIDIA Super Micro Computer