Super Micro Lifts Q1 Revenue Outlook to $18.5–$19.5 Billion on Strong AI Server Demand
Super Micro expects Q1 revenue of $18.5-19.5B, well above guidance, on strong AI server demand. Gross margins also improve to 12-12.5%.
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Barclays Downgrades Dell and HP Enterprise, Citing High Valuations and Lack of AI Catalyst
Barclays downgraded Dell, HP Enterprise and NetApp to Equal Weight, citing elevated valuations, commodity-driven revenue gains and no clear AI inflection.
Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
Oracle Spending Hold Lifts Server and Rack Stocks
Oracle kept its $90–95B AI capex plan as Microsoft targets 38 GW by 2032. HPE and Dell jumped on the infrastructure read-through.
Dell Delivers Blowout Quarter and Second Guidance Raise on Soaring AI Server Demand
Dell posted record $47B revenue and $7.04 EPS, then raised FY sales to $192B and AI servers to $74B. $95B AI backlog and broad growth.
AI Neocloud Nscale Targets $3 Billion IPO, Backed by $51 Billion in Contracted Revenue
Nvidia, Dell and Nokia-backed Nscale seeks up to $3B U.S. IPO.