Super Micro Computer, Inc.

• SMCI Stock Price 24h change: +0.87%. From 29.90 USD to 30.16 USD. (Based on NASDAQ close, Jan 9, 2026).
• From a technical perspective, the stock is in a "sideways consolidation within a long-term bearish trend": while it shows a high Setup Rating of 7/10 due to lower volatility and range-bound movement ($29-$31), it remains below its 200-day moving average (31.65), with RSI at 53.19 indicating a neutral momentum phase.
• Supermicro announced an expansion in manufacturing capacity and advanced liquid-cooling (DLC) capabilities to support NVIDIA’s upcoming Vera Rubin and Rubin AI platforms, signaling a strong ongoing partnership with the AI chip leader.
• The company unveiled a broad new AI portfolio for 2026, including the Super AI Station and AMD-powered AI PCs, targeting the rapidly growing edge computing and consumer AI markets to diversify beyond hyperscale data centers.
• SMCI secured a $2 billion revolving credit facility led by JPMorgan to fund a massive inventory ramp-up for its next-generation liquid-cooled infrastructure, despite facing recent gross margin compression to approximately 11.2%.
• NVIDIA CEO Jensen Huang introduced the "Vera Rubin" platform at CES 2026, claiming 5x inference performance gains, which is expected to trigger a massive hardware upgrade cycle for server manufacturers like SMCI and Dell.
• Global AI server market reports indicate a shift toward "Agentic AI" and edge execution, with shipments of ASIC-based servers for AI inference projected to grow faster than traditional training-focused GPU servers in 2026.

• SMCI Stock Price 24h change: +0.87%. From 29.90 USD to 30.16 USD. This slight gain follows a volatile period where the stock found support near $25, with investors reacting to new expansion plans into consumer AI markets and a recently secured $2 billion credit facility.• Technical indicators present a "Mixed/Neutral" outlook: The 14-day RSI stands at 51.29 (neutral), and while the MACD has recently flipped bullish, the stock remains below its 200-day moving average ($43.69). A "Setup Rating" of 7/10 suggests a potential base is forming for a breakout if it can clear short-term resistance at $31.23.• Supermicro announced a major expansion into the client and consumer AI markets, unveiling a portfolio that includes "Super AI Stations" powered by NVIDIA’s latest Grace Blackwell chips to challenge traditional AI PC makers.• On January 6, SMCI secured a new $2 billion revolving credit facility, which analysts view as a critical vote of confidence in its liquidity and growth path following its previous accounting and governance crises.• Recent quarterly data shows SMCI missed revenue expectations ($5.02B vs $6.48B expected), though it maintained full-year revenue guidance of $36 billion, signaling aggressive market share targets despite current margin compression to ~11%.• NVIDIA CEO Jensen Huang unveiled the "Vera Rubin" platform at CES 2026, promising a 5x increase in inference performance, which is expected to drive a massive new wave of demand for high-density liquid-cooled server racks.• Memory suppliers, including SanDisk and Samsung, are reportedly doubling prices for enterprise-grade 3D NAND and SSDs in Q1 2026 due to severe shortages triggered by the rapid build-out of AI data centers.