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Super Micro’s Record Quarter and Higher Outlook Meet Margin Squeeze, Dividing Analysts

Investors weigh a revenue surge against thin gross margins, with concentration risk in focus.

SK Hynix Pulls Forward Yongin Fab to Feb. 2027, Sets HBM Wafer Starts in Cheongju Next Month

Goldman Starts Super Micro at Sell With $26 Target as Margin Fears Deepen

HPE Adopts AMD’s Helios AI Racks for 2026 Launch With Juniper–Broadcom Scale‑Up Switch

Super Micro Stock Reels as Momentum Gauge Plunges on Margin Pressure

Dell Lifts Outlook After AI Server Orders Surge Despite Q3 Revenue Miss

Arm Joins Nvidia’s NVLink Fusion to Link Neoverse CPUs Directly to Nvidia GPUs

Apple Is Testing Face ID for Macs, With Launch Still Years Away

Super Micro Starts Shipping Nvidia Blackwell Ultra Systems as Shares Rebound

Dell Raises Profit Guidance as AI Server Orders Surpass $12 Billion