Super Micro is still AI server leader — but buy Dell stock instead, analyst says
The Ratings Game
Mizuho initiates Super Micro’s stock at a neutral rating amid market-share losses, says AI investors should buy Dell shares instead
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Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a “dominant share,” according to Mizuho Securities — but that doesn’t mean investors should buy the stock.
“AI servers comprise the infrastructure of the AI revolution,” Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers (OEMs) in the server sector leading the way.