Super Micro stock gained 4.3% in overnight trading. The stock has jumped 10 of the past 12 days, powered higher by future revenue guidance that came in well above analysts’ expectations. That surge has helped SMCI to pass software platform provider Palantir Technologies to become the best-performing S&P 500 stock of 2025.

The Nasdaq has given Super Micro until Tuesday to file its accounts for the year ended June 30 and first-quarter earnings for the three months ended Sept. 30—otherwise, it faces the risk of being delisted. The company previously said that it “believes it will make such filings” before the Nasdaq’s deadline.

NVIDIA shares rebounded 1% in overnight trading after falling 4% last Friday.

Nvidia prepares to release its fourth-quarter fiscal 2025 results post-market close on February 26, 2025. Given Nvidia's central role in the AI boom and its massive influence on market sentiment, this report will be closely watched. Beyond the numbers themselves, guidance and commentary about AI chip demand could impact the entire tech sector.

Adjusted Earnings Per Share (EPS) is expected to be $0.842, marking a 63% year-on-year growth; Revenue is expected to be $38.26 billion, up 73% from last year.

Chinese ADRs mixed in overnight trading. Fandd rose 3%; NIO up 2.7%; XPeng rose 3.5%; YINN up 2%. Alibaba fell 1%. Alibaba Group said to invest RMB380 bln in AI and cloud infrastructure over next 3 years.

Crypto shares rose in overnight trading. Iren rose 4%; Riot Platforms, CleanSpark up 3%; Coinbase, MARA Holdings up 2%; Strategy up 1.5%.

Intel rose 3% in overnight trading.

Intel has announced that its 18A process node is "ready" for third-party clients, with tape-out design finalizations set to begin in the first half of this year. The node is expected to introduce advanced semiconductor features ahead of products featuring TSMC's N2 process, which is set to debut in 2026.