2026 Q2 Earnings Results

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07-24 19:12

American Express Stock Drops over 2% Des

07-24 19:09

Verizon Stock Gains over 3% After Liftin

07-24 19:00

Top US Oilfield Services Firm SLB Beats

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AT69

07-23 21:55

$S&P 500(.SPX)$ Sigh..they never learn their lesson

Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat

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07-22

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Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double

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The company said last quarter that it planned to spend between $180 billion and $190 billion this year.Shares of the company were down about 6%.<img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/>&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.<img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/>Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.<img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/>Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;<img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><h4 style=\"text-align: left;\">MODEL UNCERTAINTY TEMPERS CLOUD GAINS</h4>While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it delayed the June launch of its next flagship model, Gemini 3.5 Pro.That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April. </body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nReuters \n2026-07-23 21:41\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.Shares of the company were down about 6%.<img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/>&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.<img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/>Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.<img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/>Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;<img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><h4 style=\"text-align: left;\">MODEL UNCERTAINTY TEMPERS CLOUD GAINS</h4>While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it delayed the June launch of its next flagship model, Gemini 3.5 Pro.That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April. </body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260722:nL1N43O177:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653938577","content_text":"Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.Shares of the company were down about 6%.\"We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,\" Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.\"After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,\" said Thomas Monteiro, senior analyst at Investing.com. \"The market's most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.\"MODEL UNCERTAINTY TEMPERS CLOUD GAINSWhile Google Cloud has made Alphabet a big beneficiary of the AI boom, the company's own AI efforts have lost some steam this year after it delayed the June launch of its next flagship model, Gemini 3.5 Pro.That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.\"There are many attributes on which we are still at the frontier. There are areas where we've acknowledged we need to improve; coding and agentic coding is an example of that,\" Pichai said on the call.Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was \"applying a lot of our compute and effort in that direction\" in order to ⁠remain competitive.\"We are both very committed and very confident of being at the frontier for the next generation,\" he said.Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia's GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.Alphabet shares have been among the best performers in the \"Magnificent 7\" group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.","news_type":1,"symbols_score_info":{"GXPC":0.6,"METV":0.6,"XDAT":0.6,"GOOP":0.6,"SNPE":0.6,"GOU":0.6,"XLC":0.6,"OGIG":0.6,"EFIV":0.6,"GOOGL":1.98,"GOOY":0.6,"CMAG":0.6,"ILDR":0.6,"FCOM":0.6,"GGLS":0.6,"TRUC":0.6,"SKYY":0.6,"LTL":0.6,"GOOG":2,"GGLL":0.6,"CQTM":0.6,"GOOX":0.6,"VOX":0.6,"GOOW":0.6}},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588585444651432,"gmtCreate":1784727821469,"gmtModify":1784731149126,"author":{"id":"3577695984170734","authorId":"3577695984170734","name":"Alvin123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577695984170734","authorIdStr":"3577695984170734"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588585444651432","repostId":"1177184951","repostType":2,"repost":{"id":"1177184951","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1784727365,"share":"https://ttm.financial/m/news/1177184951?lang=en_US&edition=fundamental","pubTime":"2026-07-22 21:36","market":"us","language":"en","title":"Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double","url":"https://stock-news.laohu8.com/highlight/detail?id=1177184951","media":"Dow Jones","summary":"Super Micro Computer, a server manufacturer, announced on Tuesday that its profitability for the June quarter exceeded prior expectations, accompanied by a surge in new orders, leading to a 15% jump...","content":"<html><head></head><body>The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mixSuper Micro announces official results for its fiscal fourth quarter on Aug. 11.Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company&#39;s gross margins are expected to double from previous guidance.Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to &#34;a favorable customer and product mix.&#34;<img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/>Demand for the Super Micro&#39;s modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.The gross-margin figures and record backlog overshadowed the company&#39;s announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.The stock&#39;s surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.Super Micro&#39;s gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company&#39;s most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company&#39;s Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.The company announces its official fourth-quarter results on Tuesday, Aug. 11.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nDow Jones \n2026-07-22 21:36\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mixSuper Micro announces official results for its fiscal fourth quarter on Aug. 11.Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company&#39;s gross margins are expected to double from previous guidance.Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to &#34;a favorable customer and product mix.&#34;<img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/>Demand for the Super Micro&#39;s modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.The gross-margin figures and record backlog overshadowed the company&#39;s announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.The stock&#39;s surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.Super Micro&#39;s gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company&#39;s most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company&#39;s Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.The company announces its official fourth-quarter results on Tuesday, Aug. 11.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4588":"碎股","BK4585":"ETF&股票定投概念","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCX":"2倍做多SMCI ETF-Defiance","SMCI":"超微电脑","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI ETF-Graniteshares","BK4170":"电脑硬件、储存设备及电脑周边","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCZ":"2倍做空SMCI ETF-Defiance","BK4543":"AI","SMCC":"2倍做多SMCI ETF-Corgi","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177184951","content_text":"The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mixSuper Micro announces official results for its fiscal fourth quarter on Aug. 11.Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company's gross margins are expected to double from previous guidance.Shares of Super Micro $(SMCI)$ surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to \"a favorable customer and product mix.\"Demand for the Super Micro's modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.The gross-margin figures and record backlog overshadowed the company's announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.The stock's surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.Super Micro's gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company's most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company's Data Center Building Block Solutions business.Super Micro has scored major AI customers such as SpaceX $(SPCX)$, with Liang writing in a June post on X that the two companies are co-building a new data center together.The company announces its official fourth-quarter results on Tuesday, Aug. 11.","news_type":1,"symbols_score_info":{"SMCI":1,"SMCZ":1,"SMCL":1,"SMCC":1,"SMCY":1,"SMYY":1,"SMCX":1}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}