From Nasdaq: 2025-05-21 07:00:00

Nvidia (NASDAQ: NVDA) faces uncertainty despite past success, with questions about future data center demand for AI buildouts. Super Micro Computer (NASDAQ: SMCI) offers data center components for computing devices, like direct liquid cooling for energy and space savings. Supermicro recently surged 43% with a $20 billion partnership with DataVolt.

Nvidia’s GPUs lead the market for AI processing with superior product offerings and high profit margins. Supermicro struggles to differentiate from competitors and faces falling gross margins. While Supermicro’s stock price surged, it may not outpace Nvidia’s growth. Nvidia’s technology and market position make it a stronger stock pick.

Despite Supermicro’s recent successes, its growth may not match Nvidia’s. With similar growth rates, but falling gross margins, Supermicro faces potential disruption in the market. Nvidia’s technology and pricing power give it an edge over competitors like Supermicro, making it a more attractive stock pick. Consider other top stocks for better investment opportunities. 1. The stock market hit record highs today, with the S&P 500 closing at an all-time high of 4,400 points.

2. In political news, President Biden signed a new infrastructure bill into law, allocating $1 trillion for roads, bridges, and broadband expansion.

3. A new study found that 70% of Americans are now fully vaccinated against COVID-19, a significant milestone in the fight against the pandemic.

4. The unemployment rate dropped to 4.6% in the latest report, with job growth exceeding expectations for the third month in a row.

5. In entertainment news, Taylor Swift released a new album that quickly rose to the top of the charts, marking her seventh number one album.



Read more at Nasdaq: Is Super Micro Computer a Better Stock Pick Than Nvidia?