Super Micro sees strong margins, books $60 billion in orders; shares jump
July 21 (Reuters) – Super Micro Computer said on Tuesday it had secured more than $60 billion in…
Supermicro stock jumps on gross margin raise amid record $60 billion backlog
What happened: Supermicro (SMCI) stock jumped 18% in after-hours trading on Tuesday. What’s behind the move: The AI server…
Dell, Micron, SanDisk tumble as AI hardware rally hits reversal
A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a…
Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade
Quick Read SK hynix launches on Nasdaq July 10 (SKHY) as the dominant HBM supplier with 58% global…
Cerebras shares drop on earnings debut, with margins below AI chip rivals
By Stephen Nellis and Juby Babu June 23 (Reuters) – Cerebras Systems on Tuesday forecast 2026 revenue that…
Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Financial Advisor Won’t Tell You About
Quick Read Micron (MU) reported fiscal Q2 2026 revenue of $23.9B, up 196% year-over-year, with Q3 guidance for…
The smartphone era is ending the way it started: with Apple
Quick Read Apple (AAPL) generated Q2 FY2026 revenue of $111.2B (up 17% YoY) with iPhone sales of $57B…
The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine
Quick Read Micron (MU) posted gross margins of 74.4% on record revenue of $23.86B in fiscal Q2 2026,…
Apple tops Q1 earnings estimates on record-breaking iPhone sales; stock falls after Cook’s memory warning
Apple (AAPL) reported its first quarter earnings on Thursday, beating Wall Street’s expectations on the top and bottom…
Apple tops Q1 earnings estimates on record-breaking iPhone sales
Apple (AAPL) reported its first quarter earnings on Thursday, beating Wall Street’s expectations on the top and bottom…
Record Revenue and AI Growth Propel …
This article first appeared on GuruFocus. Consolidated Revenue: $64 billion for fiscal 2025, up 24% year over year.…
Can Celsius Maintain Gross Margins Above 50% Amid Tariffs?
Celsius Holdings, Inc. (CELH) reported a gross margin of 51.5% for the second quarter of 2025, slightly below…