Super Micro's surprise upgrade sparks AI server rally across Dell, HPE
The server maker says revenue and profit could land far above guidance, lifting the whole AI hardware complex and raising stakes for upcoming earnings.

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The server maker says revenue and profit could land far above guidance, lifting the whole AI hardware complex and raising stakes for upcoming earnings.
The CEO of both companies is a 'conflicted party' watching independent directors negotiate a tie-up that would create a $3.5 trillion giant he would own about a third of.
The streaming giant's earnings beat wasn't enough to calm investors worried about its advertising ramp and revenue outlook after recent organizational changes.
The Dutch chip-equipment giant just told investors its supply plans fall short for two straight years, and customers are already booking for 2030.
David Ellison's original production company name will brand the combined studio, a signal of who is really running the show.
Stocks jumped on stronger-than-expected guidance, signaling enterprise AI workloads are accelerating faster than Wall Street priced in.