SMCI is trading 10.2% up today at $33.67 as investors rotate back into AI infrastructure names ahead of Nvidia’s earnings, which are seen as a key read-through for AI server demand.
- The stock is sharply outperforming the broader tech-led market rally, driven by strong intraday buying interest and sector momentum.
- Traders appear focused on the company’s leverage to AI server growth, brushing off recent uncertainty following the departure of a senior sales executive.