Super Micro Computer's stock price rose due to market expectations for its upcoming Q4 FY2026 earnings report. The company previously guided for a gross margin of 15% to 17% for the quarter, almost double its prior forecast, and reported a record order backlog exceeding $60 billion. The increases in Hewlett Packard Enterprise (HPE) and Dell Technologies' stock prices were primarily driven by overall market sentiment in the AI server sector.