NVE is trading 5.02% up at $122.17 after stronger-than-expected Super Micro earnings and fiscal 2027 guidance improved sentiment around AI-server demand.

  • Super Micro reported record fiscal 2026 revenue of $39.1 billion and issued $65 billion–$72 billion fiscal 2027 revenue guidance, citing robust AI demand and a $60 billion-plus backlog.
  • The broader market is only modestly higher pre-market; the AI-server read-through appears to be the primary catalyst.