WS #13889

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Super Micro guides FY2027 revenue $65-72B vs $53.1B est; CoreWeave backlog $104B; Lumentum revenue +109% on AI optics. Oracle plans new layoffs; Meta faces $1.4T lawsuit trial; Salesforce cuts support roles.

AI infrastructure earnings beat

Super Micro guides FY2027 revenue $65-72B vs $53.1B est; CoreWeave backlog $104B; Lumentum revenue +109% on AI optics.

Oracle plans new layoffs; Meta faces $1.4T lawsuit trial; Salesforce cuts support roles.

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