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Super Micro Computer (SMCI) Stock Upgraded to a Zacks Rank #1 (Strong Buy)
Super Micro Computer Options Spot-On: On April 17th, 281.48K Contracts Were Traded, With 2.72 Million Open Interest
J.P. Morgan Maintains Super Micro Computer(SMCI.US) With Hold Rating, Cuts Target Price to $39
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Express News | Super Micro Computer Inc : JP Morgan Cuts Target Price to $39 From $45
Super Micro Computer Inc. Stock Slides 4.7%, Underperforms Competitors
Super Micro Computer Options Spot-On: On April 16th, 316.49K Contracts Were Traded, With 2.7 Million Open Interest
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Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
Super Micro Computer Options Spot-On: On April 15th, 139.55K Contracts Were Traded, With 2.67 Million Open Interest