Alphabet Inc. & Supermicro
14 shared events · Importance 8 · Last updated Jun 25, 2026
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Business
Alphabet Inc.: Alphabet Inc.'s cloud revenues grew 38% year-on-year, reflecting strong AI demand. The company is a major hyperscaler investing in AI infrastructure.
Supermicro: Super Micro forecast 2027 revenue above expectations, with shares jumping 19%. Its gross margin improved significantly, indicating strong AI server demand.
Aug 05, 2026 · 65 articles
Business
Alphabet Inc.: Reportedly delayed Gemini 3.5 Pro release; earnings due next week.
Supermicro: Tumbled 28% after announcing $7B stock and convertible preferred stock offering.
Apr 20, 2026 · 344 articles
unfocused
Alphabet Inc.: Alphabet Inc. is raising $80 billion in cash to fund its AI investments, but its stock fell due to concerns about whether AI can produce sufficient profits to justify the massive investment.
Supermicro: Supermicro gained 11.6%, contributing to the tech sector's strong performance amid renewed optimism around AI.
May 19, 2026 · 199 articles
International
Alphabet Inc.: Alphabet Inc. dipped, contributing to the S&P 500 communications services sector's decline.
Supermicro: Supermicro saw gains, aligning with the strong performance of other chip stocks and AI enthusiasm.
May 27, 2026 · 101 articles
Business
Alphabet Inc.: Alphabet Inc. is one of the US tech giants planning to spend over $700 billion on AI infrastructure, driving demand for Dell Technologies's server and data center equipment.
Supermicro: Supermicro is a supplier of server and data center equipment, benefiting from the increased demand for AI infrastructure alongside Dell Technologies.
May 28, 2026 · 8 articles
International
Alphabet Inc.: Alphabet fell 3.8%, weighing on the S&P 500 and Nasdaq.
Supermicro: Supermicro's earnings also supported tech sentiment.
Aug 11, 2026 · 27 articles
International
Alphabet Inc.: Alphabet Inc. is seeking to raise $80 billion in equity to fund the expansion of its AI infrastructure, indicating significant investment in AI.
Supermicro: Super Micro Computer saw gains, following Dell's strong performance and the overall positive sentiment in the AI sector.
May 25, 2026 · 35 articles
Tech
Alphabet Inc.: Alphabet Inc.'s Gemini is mentioned as an example of chatbots that agentic computing is expected to largely replace, indicating a shift in the AI landscape.
Supermicro: Supermicro is a top partner manufacturing Vera Rubin servers, which positions it to benefit from the growing demand for AI infrastructure and strengthens its product offerings.
May 31, 2026 · 28 articles
International
Alphabet Inc.: Alphabet Inc.>>> weighed on the market after announcing plans to raise $80 billion to fund its AI investments.
Supermicro: Supermicro rose 6.3%, reflecting positive sentiment in the AI server market.
May 18, 2026 · 316 articles
Business
Alphabet Inc.: Alphabet Inc. is one of the U.S. tech giants planning to spend over $700 billion on AI infrastructure this year, which will bolster demand for suppliers like Hewlett-Packard.
Supermicro: Supermicro is mentioned as a competitor to Hewlett-Packard in the server and networking products market.
May 23, 2026 · 17 articles
Business
Supermicro: Supermicro gained 11.6%, contributing to the tech sector's strong performance amid renewed optimism around AI.
May 26, 2026 · 9 articles
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