WS #12590

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Super Micro's stock surges as margins unexpectedly double to 15-17%, lifting Dell and other AI server makers in after-hours trading. AMD CEO Lisa Su forecasts server CPU market growth above 35% annually as AI shifts toward agentic systems, increasing CPU demand.

Super Micro margin surprise lifts AI stocks

Super Micro's stock surges as margins unexpectedly double to 15-17%, lifting Dell and other AI server makers in after-hours trading.

AMD CEO Lisa Su forecasts server CPU market growth above 35% annually as AI shifts toward agentic systems, increasing CPU demand.

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