Super Micro Computer surges 17% premarket on strong preliminary results

Earnings
โดย CNBC·Read original
Summary · why it matters

Super Micro Computer shares surged about 17% in premarket trading after the server maker reported preliminary fourth-quarter results with much stronger profitability than expected, offsetting revenue near the low end of guidance. The positive sentiment spilled over to server peers Dell Technologies and Hewlett Packard Enterprise, both up more than 4%. Pegasystems tumbled more than 14% after second-quarter adjusted earnings of 35 cents per share missed the 43-cent FactSet consensus. Nuclear reactor suppliers Oklo and X-Energy rose after a Bloomberg report that they are joining a Trump administration effort to speed nuclear power plant development for AI data centers, with X-Energy up 4% and Oklo higher by more than 3.5%. Rocket Lab gained 4% after winning a $266 million U.S. Air Force contract for 12 suborbital vehicle launches expected by the end of 2028. Cal-Maine Foods dropped more than 4.5% after reporting a surprise fiscal fourth-quarter loss of 76 cents per share versus expectations for an 8-cent profit, citing historically low inflation-adjusted egg prices. GE Vernova declined more than 7% despite beating second-quarter revenue and raising full-year guidance, with CEO Scott Strazik highlighting a $176 billion backlog. AT&T rose 3% after adjusted earnings of 65 cents per share topped the 59-cent consensus, while Philip Morris International slipped 0.5% on a weaker-than-expected third-quarter earnings forecast of $2.20 to $2.25 per share, below the $2.42 estimate. CME Group added 1% after reporting second-quarter earnings and revenue above expectations and noting its best first half of a year ever.

Impact on stocks 12

Artificial Intelligence± Mixed · 5 stocks
GE Vernova LLC
GEV
▼ NegativeCapitalrelevance

Declined despite beating Q2 revenue and raising guidance; CEO highlighted $176B backlog.

Dell Technologies Inc
DELL
▲ PositiveDemandrelevance

Positive sentiment from Super Micro's strong profitability spilled over to server peers.

Consumer Staples▼ · 2 stocks
Cal-Maine Foods Inc
CALM
▼ NegativePricingrelevance

Reported surprise fiscal Q4 loss due to historically low inflation-adjusted egg prices.

Energy Transition & Power Demand▲ · 2 stocks
Oklo Inc.
OKLO
▲ PositiveRegulationrelevance

Joining Trump administration effort to speed nuclear power plant development for AI data centers

Carbon Removal (DAC)▲ · 1 stocks
CME Group Inc
CME
▲ PositiveCapitalrelevance

Reported Q2 earnings and revenue above expectations and best first half ever.

Space Economy▲ · 1 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
AT&T Inc.
T
▲ PositiveCapitalrelevance

AT&T reported adjusted earnings of 65 cents per share, beating the 59-cent consensus.

Theme Impact 3

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