WS #12584
Super Micro Computer reported over $60B in new AI orders and raised gross margin guidance to 15-17%, sending shares up 18% after-hours with positive read-through for DELL, HPE, NVDA. Apple raised Apple Music to $11.99 and Apple One Premier to $39.95, citing structural memory chip cost pressures; positive for AAPL revenue but negative for consumer spending.
SMCI massive AI order and margin beat
Super Micro Computer reported over $60B in new AI orders and raised gross margin guidance to 15-17%, sending shares up 18% after-hours with positive read-through for DELL, HPE, NVDA.
Apple raised Apple Music to $11.99 and Apple One Premier to $39.95, citing structural memory chip cost pressures; positive for AAPL revenue but negative for consumer spending.