WS #12640
Super Micro Computer surged 26% on record backlog and margin surprise, lifting AI server names like Dell, signaling strong AI infrastructure demand. Apple partners with Klarna to launch lease-to-own program for iPhones, iPads, Macs, and Apple Watches, potentially boosting sales and making devices more accessible. FCC votes to bar sales of devices containing components from Chinese companies posing national security risks, impacting tech supply chains and potentially benefiting US-based component makers.
Super Micro Computer AI Margin Windfall
Super Micro Computer surged 26% on record backlog and margin surprise, lifting AI server names like Dell, signaling strong AI infrastructure demand.
Apple partners with Klarna to launch lease-to-own program for iPhones, iPads, Macs, and Apple Watches, potentially boosting sales and making devices more accessible.
FCC votes to bar sales of devices containing components from Chinese companies posing national security risks, impacting tech supply chains and potentially benefiting US-based component makers.