BigBear.ai shares jumped another 10% in premarket trading after soaring 103% last week. These gains primarily stemmed from the company’s recent contract awards from the Department of Defense (DoD).

NEBIUS rose 7% in premarket trading.

SUPER MICRO COMPUTER INC up 4% in premarket trading after soaring 27% last week.

Earlier last week, Supermicro announced that it was at full production for its rack-scale servers that are based on Nvidia's next-generation Blackwell AI technology. Supermicro's building block architecture allows customers to design custom servers and turnkey solutions based on their individual needs.

The news that its server designs built around Blackwell were flying off production lines gave investors assurances that despite the reporting headwinds, the company's business continues to gain ground.

In another development, Supermicro announced that it would hold a conference call on Tuesday, Feb. 11, to provide a business update for its fiscal 2025 second quarter. Normally, such an announcement wouldn't be a cause for celebration.

However, investors are looking forward to an update regarding Supermicro's delayed filings. The Nasdaq stock exchange granted Supermicro an extension until Feb. 25 to file its annual report for the year ended June 30 and the quarterly report for the period ended Sept. 30.

If the company announces that it will meet this deadline, it will remove one of its final overhangs, which is what many investors have been waiting for.

The uncertainty regarding its future has weighed on Supermicro, which currently sells for just 15 times earnings. To be clear, this is something of a binary outcome. If the company submits the required filings before the deadline, the stock could soar. However, if it fails to do so, the stock could plunge to new lows.