Super Micro Computer surges 25% on strong preliminary results

Earnings
โดย CNBC·Read original
Summary · why it matters

Super Micro Computer shares surged 25% after the server maker reported preliminary fourth-quarter results with much stronger profitability than expected, offsetting revenue near the low end of guidance. EQT rose over 6.6% on stronger-than-expected second-quarter production and raised its 2026 sales volume guidance to 2,375–2,450 billions of cubic feet equivalent. Amazon slipped 1% after confirming job cuts in its artificial intelligence group. AAR slid almost 11% after fiscal fourth-quarter margins missed estimates, with management citing constrained supplies of used serviceable material. Westinghouse Air Brake Technologies popped 11% to a 52-week high after lifting full-year guidance. Chubb fell more than 3% despite reporting slower property and casualty insurance growth due to underwriting discipline. Dell Technologies and Hewlett Packard Enterprise rose 10% and 5%, respectively, as Super Micro's results boosted server peers. Pegasystems tumbled more than 16% after second-quarter earnings missed expectations. Rocket Lab gained 3.5% on a $266 million U.S. Air Force contract. GE Vernova declined more than 7% despite a revenue beat and raised guidance. AT&T rose 2.9% after adjusted earnings topped estimates. CME Group added 5% on better-than-expected second-quarter results.

Impact on stocks 17

Artificial Intelligence± Mixed · 5 stocks
Amazon.com Inc
AMZN
▼ NegativeCapitalrelevance

Amazon confirmed job cuts in its AI group, causing shares to slip 1%.

Pegasystems Inc
PEGA
▼ NegativeCapitalrelevance

Pegasystems tumbled more than 16% after Q2 earnings missed expectations.

Dell Technologies Inc
DELL
▲ PositiveDemandrelevance

Dell rose 10% as Super Micro's strong results boosted server peers, indicating positive demand sentiment.

Energy Transition & Power Demand± Mixed · 3 stocks
EQT Corporation
EQT
▲ PositiveDemandrelevance

EQT reported stronger-than-expected Q2 production and raised 2026 sales volume guidance.

GE Vernova LLC
GEV
▼ NegativeCapitalrelevance

GE Vernova declined despite revenue beat and raised guidance, but market reaction was negative.

Consumer Staples▲ · 2 stocks
Aerospace & Aviation▼ · 1 stocks
AAR Corp
AIR
▼ NegativeSupplyrelevance

Fiscal Q4 margins missed estimates due to constrained supplies of used serviceable material.

Climate Adaptation & Water▼ · 1 stocks
Chubb Ltd
CB
▼ NegativeDemandrelevance

Chubb reported slower property and casualty insurance growth due to underwriting discipline.

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

CME Group added 5% on better-than-expected second-quarter results.

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

Adjusted earnings topped estimates.

Industrials▲ · 1 stocks
Biotech & Genomic Medicine▲ · 1 stocks

Theme Impact 3

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