Super Micro Computer has launched construction of a vast tech campus next to a former Fry’s Electronics store in San Jose.
The stock is up 52% in the past month. Infrastructure for the burgeoning AI space requires an immense number of advanced computer chips, typically from companies such as Nvidia or Advanced Micro ...
Supermicro's pullback may be masking one of the most compelling AI infrastructure setups investors will see this year.
AI-fueled server demand, surging trading volume, and sector momentum put this hardware maker in sharp focus, today, Jan. 16, 2026.