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GF Securities downgrades Dell price target to $403, citing valuation concerns and rising competition from Super Micro and Quanta within Nvidia's ecosystem, despite expected strong Q2 earnings.
AMD shares tumble 4% amid semiconductor sell-off driven by profit-taking after parabolic rallies, macro headwinds (rising Treasury yields, geopolitical tensions), and UBS warnings of AI server margin…
Super Micro Computer struggles with accounting and regulatory issues, facing declining stock despite previous gains. Nvidia's chips are central to the controversy, with increasing AI server competiti…