Super Micro Computer stock fell 8% on Thursday as the artificial-intelligence server maker’s recent momentum looked to stall.

But the slip may be nothing too concerning for investors - it's largely in line with broader market sentiment as tech-heavy Nasdaq index declined 1.96%. The stock is up 28% in 2025, the second-best performer in the S&P 500 over that period behind only CVS Health. In comparison the index has fallen 6.12% this year.

This week has shown the stock's resilience - the shares have jumped in the past two sessions both with and without the support of broader tech rebound.

Matt Tuttle from Tuttle Capital in a latest program on Schwab Network discussed Super Micro Computer, Inc..

“Super Micro is, in my opinion, one of the top AI infrastructure names, but you know, everything is tenuous. I mean, number one, we’re now in an environment where, you know, stocks had run up on all that capex, and now investors are asking kind of the inconvenient question: When do we monetize and do we need all this spending? So, that’s crushing all of these stocks. I think long-term, Super Micro is a name I want to own. Right now, you’d just be catching a falling knife.”

Additionally, Singapore prosecutors told a court on Thursday that a case in which Singapore-based firms have been accused of fraudulently supplying U.S. servers to Malaysia involves transactions worth $390 million.

Three men have been charged with committing fraud against Dell and Super Micro by falsely representing where the servers would end up.