WS #13756
SMCI reported $60B AI server backlog and raised margin guidance, AMD acquired AI chip startup Taalas, and Microchip posted strong data-center growth, reinforcing AI capex. Berkshire Hathaway broke a 14-quarter selling streak with $23.5B in buys, including a $10B private placement in Alphabet at a discount, signaling confidence in equities.
AI semiconductor strength
SMCI reported $60B AI server backlog and raised margin guidance, AMD acquired AI chip startup Taalas, and Microchip posted strong data-center growth, reinforcing AI capex.
Berkshire Hathaway broke a 14-quarter selling streak with $23.5B in buys, including a $10B private placement in Alphabet at a discount, signaling confidence in equities.