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Tonight, good news is coming! Memory chips, straight up

2026-07-22·newswire-us-stock-185650
Tonight, good news is coming! Memory chips, straight up.

[Introduction] Super Micro Computer’s good performance drives technology stocks to rebound Hello everyone, let’s take a brief look at the performance of US stocks tonight. On the evening of July 22, the three major U.S.

stock indexes fluctuated, with the Dow rising slightly; the Nasdaq opened lower and moved higher, close to turning positive; and the S&P 500 index rose slightly. The Nasdaq 100 index, which is more concentrated in technology stocks, fell about 0.7% at the beginning of the session and now turned higher.

The Philadelphia Semiconductor Index, which focuses on AI hardware, has fallen by nearly 2% and is now up by more than 1%. The memory chip sector, which everyone is most concerned about, fell sharply at the beginning of the market. Then the stock price continued to rise. As of press time, except for SK Hynix, all stocks have turned higher.

In terms of other stocks, Dell Technologies soared 10%, and Marvell Technology and Nvidia rose nearly 3%. It should be said that a large part of the reason for the rise in technology stocks tonight is related to Super Micro Computer. The company's stock price soared more than 20%.

On the news, the server maker announced preliminary results saying that the company's backlog of orders hit a record high, driven by more than $60 billion in new orders this quarter. As the demand for artificial intelligence computing power grows, sales of AMD servers equipped with NVIDIA chips have increased significantly.

However, while competing with competitors for the market, the company has also been working hard to control costs and speed up the delivery of equipment to win more customers in the expanding artificial intelligence market.

Super Micro Computer said in a statement on Tuesday that the company's gross profit margin is expected to be between 15% and 17% for the quarter ending June 30, which is better than market expectations. This shows that the company is making progress in selling products with higher profit margins.

The company expects fourth-quarter revenue to fall at the low end of its previous guidance range of $11 billion to $12.5 billion. Analysts on average expected $11.8 billion. The new orders "are expected to be delivered gradually over the coming quarters," the company said on Tuesday.

This is a positive sign for future revenue and means AMD is winning more contracts. Additionally, traders are awaiting results from Google parent Alphabet, hoping to see a clear return on its massive investment. Tesla and International Business Machines Corp. are also due to report earnings later on Wednesday.

Brent crude oil prices briefly topped $95 a barrel, and bond yields moved higher as investors worried that rising oil prices would add to inflationary pressures. The artificial intelligence craze that drove tech stocks to record highs a month ago is cooling, and companies are under increasing pressure to justify huge investments.

The market's expectation threshold is already very high. An index tracking the performance of the Big Seven has lagged the S&P 500 this year. That's a rare occurrence for a group of stocks that has led the market higher for much of the past four years.

Ulrik Hofmann-Berchardi, chief investment officer at UBS Global Wealth Management, said investors are increasingly concerned about the sustainability of capital spending related to artificial intelligence, especially after the semiconductor sector, which had risen strongly but started to lose momentum in recent weeks.

She said: "We are still optimistic about the long-term growth logic of artificial intelligence, but we prefer a more balanced allocation in the artificial intelligence industry chain, including semiconductors, hardware, large technology companies, and relatively defensive areas of the industry.

Investors should also ensure that their investment portfolios are not overly concentrated in artificial intelligence."

#Stocks #Nvidia #Tesla #Google #AMD

Full text

Tonight, good news is coming! Memory chips, straight up

[Introduction] Super Micro Computer's good performance led to a rebound in technology stocks. Hello everyone, let's take a brief look at the performance of US stocks tonight. On the evening of July 22, the three major U.S. stock indexes fluctuated, with the Dow rising slightly; the Nasdaq opened lower and moved higher, close to turning positive; and the S&P 500 index rose slightly. The Nasdaq 100 index, which is more concentrated in technology stocks, fell about 0.7% at the beginning of the session and now turned higher. The Philadelphia Semiconductor Index, which focuses on AI hardware, has fallen by nearly 2% and is now up by more than 1%.

[Introduction] Super Micro Computer’s good performance drives technology stocks to rebound Hello everyone, let’s take a brief look at the performance of US stocks tonight. On the evening of July 22, the three major U.S. stock indexes fluctuated, with the Dow rising slightly; the Nasdaq opened lower and moved higher, close to turning positive; and the S&P 500 index rose slightly. The Nasdaq 100 index, which is more concentrated in technology stocks, fell about 0.7% at the beginning of the session and now turned higher. The Philadelphia Semiconductor Index, which focuses on AI hardware, has fallen by nearly 2% and is now up by more than 1%. The memory chip sector, which everyone is most concerned about, fell sharply at the beginning of the market. Then the stock price continued to rise. As of press time, except for SK Hynix, all stocks have turned higher. In terms of other stocks, Dell Technologies soared 10%, and Marvell Technology and Nvidia rose nearly 3%. It should be said that a large part of the reason for the rise in technology stocks tonight is related to Super Micro Computer. The company's stock price soared more than 20%. On the news, the server maker announced preliminary results saying that the company's backlog of orders hit a record high, driven by more than $60 billion in new orders this quarter. As the demand for artificial intelligence computing power grows, sales of AMD servers equipped with NVIDIA chips have increased significantly. However, while competing with competitors for the market, the company has also been working hard to control costs and speed up the delivery of equipment to win more customers in the expanding artificial intelligence market. Super Micro Computer said in a statement on Tuesday that the company's gross profit margin is expected to be between 15% and 17% for the quarter ending June 30, which is better than market expectations. This shows that the company is making progress in selling products with higher profit margins. The company expects fourth-quarter revenue to fall at the low end of its previous guidance range of $11 billion to $12.5 billion. Analysts on average expected $11.8 billion. The new orders "are expected to be delivered gradually over the coming quarters," the company said on Tuesday. This is a positive sign for future revenue and means AMD is winning more contracts. Additionally, traders are awaiting results from Google parent Alphabet, hoping to see a clear return on its massive investment. Tesla and International Business Machines Corp. are also due to report earnings later on Wednesday. Brent crude oil prices briefly topped $95 a barrel, and bond yields moved higher as investors worried that rising oil prices would add to inflationary pressures. The artificial intelligence craze that drove tech stocks to record highs a month ago is cooling, and companies are under increasing pressure to justify huge investments. The market's expectation threshold is already very high. An index tracking the performance of the Big Seven has lagged the S&P 500 this year. That's a rare occurrence for a group of stocks that has led the market higher for much of the past four years. Ulrik Hofmann-Berchardi, chief investment officer at UBS Global Wealth Management, said investors are increasingly concerned about the sustainability of capital spending related to artificial intelligence, especially after the semiconductor sector, which had risen strongly but started to lose momentum in recent weeks. She said: "We are still optimistic about the long-term growth logic of artificial intelligence, but we prefer a more balanced allocation in the artificial intelligence industry chain, including semiconductors, hardware, large technology companies, and relatively defensive areas of the industry. Investors should also ensure that their investment portfolios are not overly concentrated in artificial intelligence."

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