Amazon (company) & Supermicro
7 shared events · Importance 3 · Last updated Jun 11, 2026
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Business
Amazon (company): Amazon (company)'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
Domestic
Amazon (company): Amazon (company)>>>'s expansion into less-than-truckload freight services negatively impacted shares of traditional trucking companies.
Supermicro: Supermicro>>>'s shares tumbled after announcing plans to raise $7 billion, signaling potential dilution and funding concerns for its AI server demand.
Jun 10, 2026 · 10 articles
Business
Amazon (company): Less directly impacted; part of hyperscaler spending.
Supermicro: Tumbled 28% after announcing $7B stock and convertible preferred stock offering.
Apr 20, 2026 · 344 articles
Business
Amazon (company): Amazon (company) is among the US tech giants planning to invest heavily in AI infrastructure, contributing to the increased demand for Dell Technologies's products.
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
Amazon (company): Amazon (company) shares fell 2.1% as tech stocks declined on fading peace hopes.
Supermicro: Supermicro's earnings also supported tech sentiment.
Aug 11, 2026 · 27 articles
Business
Amazon (company): Amazon (company) 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
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