Stock Movers Closing Bell: Super Micro Closes Higher, Qualcomm and Alphabet Report Earnings
6 snips
Feb 4, 2026 Coverage of a big AI-driven sales forecast that sent a server maker sharply higher. Discussion of a chipmaker’s cautious revenue outlook and its market impact. Breakdown of a tech giant’s booming cloud growth and vastly increased capital spending plans. Notes on which suppliers could benefit from the surge in infrastructure investment.
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AI Hardware Demand Fuels Supermicro Rally
- Supermicro's strong sales forecast signals booming demand for AI data-center hardware.
- The market rewarded that outlook with roughly a 14% rally in Supermicro shares.
Qualcomm's Beat Masks A Tepid Guide
- Qualcomm beat on adjusted EPS but guided light for the next quarter, sparking investor concern.
- The cautious outlook and revenue guide pressure shares lower in after-hours trading.
Alphabet's Big CapEx Shock
- Alphabet beat Q4 revenue and cloud estimates but warned of sharply higher 2026 CapEx.
- That huge CapEx guide triggered a multi-percent drop as investors digested costs versus ROI expectations.