WS #14213
DELL +5%, Super Micro +13% on blowout AI server guidance; AMD +6.5% to $514; Micron highlighted as cheap memory pure play; Apple testing Chinese DRAM from CXMT. OpenAI disbanded its preparedness team ahead of its expected massive IPO, raising governance concerns.
AI server and memory demand surge
DELL +5%, Super Micro +13% on blowout AI server guidance; AMD +6.5% to $514; Micron highlighted as cheap memory pure play; Apple testing Chinese DRAM from CXMT.
OpenAI disbanded its preparedness team ahead of its expected massive IPO, raising governance concerns.