Scale Capacity Is Ramping Faster Than Expected 18 hours ago The Rack-Scale PnP slide (page 5) quietly reinforces the ...

Super Micro just reported and missed on revenue and earnings last quarter. Shares are initially down 12%. The company guided to strong revenue next Fiscal year but their guide for Q1 earnings was ...

The stock is up 52% in the past month. Infrastructure for the burgeoning AI space requires an immense number of advanced computer chips, typically from companies such as Nvidia or Advanced Micro ...