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Super Micro Computer reported strong Q4 results and raised fiscal 2027 revenue guidance to $65–$72 billion on a $60 billion order backlog. Massive demand for AI infrastructure and server deployments …
Dow futures rise ahead of CPI data. Nvidia partners Lumentum, CoreWeave, and Super Micro surged on strong earnings, boosting AI stock sentiment broadly.
Super Micro shares fell amid mixed earnings and intense competition, but its AI server partnership with Nvidia underpins long-term growth potential despite near-term margin pressure.