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Nvidia (NVDA) reported blowout Q2 earnings, beating revenue and EPS estimates while providing strong forward guidance. This success reinforces market optimism for sustained AI infrastructure demand, …
Supermicro reports Q4 earnings after strong preliminary guidance showing margin expansion and $60B in new orders, signaling robust AI infrastructure demand, though SMCI has lagged peers HPE and Dell …
SMCI stock fell but a bull sees 55% upside on $60B+ new orders, improving margins, and AI server demand for liquid-cooled Blackwell platforms, despite audit overhang and dilution concerns.