Hardware Earnings: AI Demand vs. Supply Chain Woes
Update: 2025-10-06
Description
Hardware Hype or Bust? Q2 earnings are in, and the AI and cloud boom is shaking up hardware and infrastructure stocks! We dissect Super Micro's shocking 43% stock plunge despite raised outlook, contrasting it with Pure Storage and Hewlett Packard Enterprise's soaring success. Xerox's EPS miss and HP's modest growth highlight the struggle to meet expectations. Is consistent growth enough to survive in this cutthroat tech landscape? Find out which companies are thriving and which are diving as they navigate supply chains, costs, and fierce competition.
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