U.S. Stock Night Market Movements
Super Micro Computer fell 3.37% in the night market. Based on recent key news:
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On June 2, Super Micro Computer partnered with Arm to launch an energy-efficient AI server platform, enhancing market competitiveness, with the stock price rising nearly 5% in pre-market trading. Source: Jinse Finance
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On June 4, Super Micro Computer's stock price dropped 7.41% due to technical indicators showing a slow recovery in long-term trends, with the 50-day moving average still below the 200-day moving average. Source: Benzinga
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On June 2, Super Micro Computer reached a $2 billion AI infrastructure supply agreement with Gorilla Technology to support its Yotta project in India. Source: Public Technologies. The AI hardware market is growing over 50% annually, with intense competition.
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Stocks with High Trading Volume in the Industry
SanDisk fell 2.69% in the night market. Based on recent key news:
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On June 4, Morgan Stanley analyst Joseph Moore raised SanDisk's target price from $1,100 to $1,750, expecting the memory shortage to last two to three years or longer. As a result, SanDisk's stock price rose about 5% yesterday, reaching a new 52-week high.
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On June 3, Morgan Stanley significantly raised the target prices for Micron Technology and SanDisk, believing that demand in the memory market continues to exceed supply, making it difficult to alleviate the supply-demand imbalance in the short term. Analyst Joseph Moore pointed out that DRAM has become a major bottleneck in AI infrastructure construction, with major hyperscale cloud service providers continuing to show a willingness to pay high prices.
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On June 3, Morgan Stanley released a report raising revenue and earnings forecasts for Micron and SanDisk, significantly increasing Micron's target price from $520 to $1,050, and SanDisk's target price from $1,100 to $1,750, maintaining a rating of &#34;Overweight.&#34; The structural adjustment of tech stocks has intensified market volatility.
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Dell Technologies-C fell 3.98% in the night market. Based on recent key news:
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On June 3, Dell Technologies saw a significant stock price increase due to surging demand for AI servers. Morgan Stanley upgraded its rating, raising the target price from $170 to $448, reflecting market confidence in its supply chain management and pricing capabilities. Source: Morgan Stanley report
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On June 2, Dell Technologies reported strong earnings, with AI server revenue growing 757% year-over-year, driving the stock price up. Analysts expect its future revenue to continue growing, reaching the $100 billion level. Source: LSEG Analyst Consensus
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On June 2, Goldman Sachs raised Dell Technologies' target price to $500, maintaining a &#34;Buy&#34; rating, showing confidence in its AI applications accelerating IT hardware demand. Source: Goldman Sachs report. Tech stock valuations are high, and liquidity risks are increasing
IonQ fell 3.21% in after-hours trading. Based on recent key news:
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On June 4th, Quantinuum is set to go public on NASDAQ, triggering a capital rotation effect in the quantum computing sector. Investors are selling off existing quantum computing positions to raise funds for Quantinuum's IPO, leading to a decline in IonQ's stock price.
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On June 4th, despite IonQ's first-quarter revenue growing 755% year-over-year, Wall Street remains cautious about its valuation, believing that the current stock price reflects most of the optimistic expectations, putting pressure on the stock price.
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On June 2nd, the anticipation of Quantinuum's IPO drove up the stock prices of related quantum computing companies, but as the IPO approached, market sentiment reversed, causing IonQ's stock price to decline. The capital rotation in the quantum computing sector has led to significant fluctuations in market sentiment
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SMCI

Super Micro Computer fell 3.37% in after-hours trading; SanDisk fell 2.69% in after-hours trading, with a transaction volume of USD 230 million; Dell Technologies - C fell 3.98% in after-hours trading, with a transaction volume of USD 25.58 million; IonQ fell 3.21% in after-hours trading, with a transaction volume of USD 19.32 million

- AMD shares dropped 3.37% in after-hours trading due to mixed market reactions following key news.  
- Despite a 5% pre-market rise after a partnership announcement with Arm, the stock later fell 7.41% impacted by sluggish technical indicators.  
- The AI hardware market saw intense competition, reflected in Sandisk shares, which adjusted prices significantly, mirroring analysts' bullish forecasts for the memory market.

Price Alert

Super Micro Computer

Sandisk

Dell Tech

IonQ

U.S. stock night trading fluctuations: Super Micro Computer fell 3.37% in night trading, and the positive news of Arm's cooperation cannot hide the technical weakness