ATLAS News · Companies

Super Micro Computer shares slide as DOJ probe reportedly widens to Nvidia

Published November 12, 2026 · 6 sources

Super Micro Computer stock fell Thursday, with Dell and HPE also lower, as Semafor reported a wider DOJ probe and Gartner issued an AI server forecast.

What happened

Super Micro Computer (SMCI) shares moved lower on Thursday, according to Investing.com, Yahoo Finance, Seeking Alpha and Benzinga. Seeking Alpha described the decline as retracing part of Wednesday's gains.

Investing.com reports that the drop came as Semafor said Department of Justice probes have widened to include Nvidia. Yahoo Finance says the selloff hit AI server makers broadly, with Dell down 4% and Hewlett Packard Enterprise also lower, while Super Micro fell 7%.

Yahoo Finance adds that the decline came despite a Gartner forecast of a $957 billion AI server market. It also says one server maker looks more exposed than its rivals following a sudden shake-up at the top of the chip world.

Context

Super Micro Computer builds servers used for artificial intelligence workloads, and its business is closely tied to the chip suppliers and server peers named in these reports.

Why it matters

The reports suggest that regulatory news involving a key chip supplier can affect sentiment toward AI server makers, even alongside a strong market forecast.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Super Micro ComputerSMCI

−11.30%

Technology · NASDAQ

Live price

$26.71▼ -11.30%

live price · USD

Close on November 12: $26.99−11.30% vs. previous close ($30.43)
Chance of a rise in 1 month: 45%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $22.18 and $30.36; 9 in 10, between $16.79 and $40.10.

See the full ATLAS analysis of Super Micro Computer →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Why is Super Micro Computer stock sliding today? · Investing.com · November 12, 2026
Super Micro Slides 7% Despite Gartner’s $957 Billion AI Server Forecast; Dell Falls 4%, Hewlett Packard Enterprise Dips · Yahoo Finance · November 12, 2026
Super Micro Computer falls 5%, retracing some of Wednesday's gains (SMCI:NASDAQ) · Seeking Alpha · November 12, 2026
Super Micro: This Massive Discount May Not Last Much Longer · Seeking Alpha · November 12, 2026
What's Going On With Super Micro Computer Stock Thursday? · Benzinga · November 12, 2026
Super Micro shares tumble as DOJ probes widen to Nvidia, Semafor reports · Investing.com · November 12, 2026

Latest market news · Markets today on ATLAS · Super Micro Computer

What you get with ATLAS

Create my ATLAS account →

Fair value, probabilities and earnings for every stock. Free account, no card. Information, not advice.

Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer