markets

Luke Kawa6/26/25

Super Micro is ramping on waves of bullish option demand

Shares of AI server company Super Micro Computer are up about 5% today on no news and a boatload of call option buying. This comes on the heels of Wednesday’s S&P 500-leading 8.8% advance for the firm.

As of 3:11 p.m. ET, more than 593,000 call options had changed hands, the most in over a month and more than double its one-month average.

The last time we saw call demand really pick up like this was just ahead of the announcement that Super Micro booked a $20 billion deal to sell servers to Saudi Arabian data center company DataVolt.

There’s no real fundamental news to speak of with regard to Super Micro, but there was some fundamental news earlier this week that created a dip to buy:

Shares tumbled nearly 10% on Monday after the company announced a potentially dilutive convertible note offering, heading to the bottom of the range that’s prevailed since news of its aforementioned Middle East deal broke.

It seems traders were eager to look for a rebound in Super Micro and its continued exposure to the AI boom, as the offering was to “fund working capital for growth and business expansion.”

Shares are now up 8% on the week and 61% year to date.

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J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

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