DiscoverWall Street BreakfastSuper Micro Computer up on strong shipment data
Super Micro Computer up on strong shipment data

Super Micro Computer up on strong shipment data

Update: 2024-10-071
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Description

The AI server company says it is shipping more than 100K GPUs per quarter. (0:16 ) Apple gets a rare downgrade. (2:21 ) Google faces new threats to its search dominance. (3:37 )

Show Notes
Yield curve inverts again
Hedge funds pile into healthcare stocks amid dip
Wells Fargo cuts Amazon as headwinds pressure OI, margins

Episode transcripts: seekingalpha.com/wsb
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Super Micro Computer up on strong shipment data

Super Micro Computer up on strong shipment data

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