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Supermicro beat Q4 EPS estimates despite lighter revenue, and issued strong guidance for the current quarter, signaling robust AI server demand that benefits GPU suppliers like Nvidia and AMD.
CoreWeave reported a smaller-than-expected adjusted net loss and higher operating income, driven by surging AI infrastructure demand, signaling strong GPU chip demand for suppliers like Nvidia and AM…
Growth stocks, including AMD and Nvidia, surge 13% in one month on strong chip demand and AI investment. Historical data suggests continued outperformance over value stocks for the next 12 months.