WS #12591
Holding: newest synthesis is 58d 8h old
Super Micro's gross margins unexpectedly double to 15-17%, driving stock surge and lifting Dell. Nvidia confirms Vera Rubin on schedule, Wistron opens Texas factory for Blackwell servers, reinforcing AI capex cycle.
Super Micro Margin Surprise
Super Micro's gross margins unexpectedly double to 15-17%, driving stock surge and lifting Dell.
Nvidia confirms Vera Rubin on schedule, Wistron opens Texas factory for Blackwell servers, reinforcing AI capex cycle.