Stock Movers
Stock Movers

Jul 22, 2026 · 7 min

Super Micro surges on AI backlog while Nike struggles in China

AT&T Gains, Nike Slides, Super Micro Jumps

Corporate fortunes are diverging rapidly as AI infrastructure demand skyrockets while traditional retail giants struggle to navigate shifting international markets.

3 key takeaways
  1. 1Super Micro Computer shares jumped 26 percent following a record backlog of over 60 billion dollars in AI server orders.
  2. 2AT&T secured a stock surge by successfully bundling home broadband and mobile services to drive subscriber growth.
  3. 3Nike shares continue a multi-year decline as its strategy to cut online sales agreements in China fails to excite investors.

Don't miss

Super Micro Computer shares rocket up to 26 percent after reporting a staggering 60 billion dollar backlog in new orders.

The brief

Hosts Tim Stanback and Carol Massar team up with Bloomberg News reporter Denitza Sakoba to dissect the major market movers, highlighting how shifting consumer behaviors and corporate strategies are rapidly redrawing the corporate map.

AT&T is finding success by bundling home broadband with mobile services, driving a subscriber surge that proves convenience still wins. Meanwhile, Nike is struggling in China after cutting online sales agreements to regain control over pricing and inventory.

The most explosive move belongs to Super Micro Computer. The hardware company saw its shares surge up to 26 percent after revealing a massive, record-breaking backlog of over $60 billion in new orders for AI-ready servers.

Books & mentions

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Super Micro surges on AI backlog while Nike struggles in China | PodLume