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Supermicro
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Oracle's fiscal year 2026 backlog reaches $638 billion, Supermicro's gross margin doubles to 17.5%, but both companies face billions in cash burn.
Oracle's cloud infrastructure revenue for Q4 FY2026 increased by 93% year-over-year to $5.79 billion, with total cloud revenue reaching $9.91 billion, accounting for 52% of quarterly sales. Its remain
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Analysts say Supermicro's strong Q2 earnings performance has a positive impact on partner NVIDIA, driving up both companies' stock prices
Super Micro Computer (SMCI) reported strong Q2 earnings, which analysts noted had a positive "read-through" for NVIDIA (NVDA) given Supermicro's role as an integrator of NVIDIA chips. Supermicro's sto
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Oracle's fiscal year 2026 backlog reaches $638 billion, Supermicro's gross margin doubles to 17.5%, but both companies face billions in cash burn.
Oracle's cloud infrastructure revenue for Q4 FY2026 increased by 93% year-over-year to $5.79 billion, with total cloud revenue reaching $9.91 billion, accounting for 52% of quarterly sales. Its remain
-
Analysts say Supermicro's strong Q2 earnings performance has a positive impact on partner NVIDIA, driving up both companies' stock prices
Super Micro Computer (SMCI) reported strong Q2 earnings, which analysts noted had a positive "read-through" for NVIDIA (NVDA) given Supermicro's role as an integrator of NVIDIA chips. Supermicro's sto
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Supermicro
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