WS #13925
Super Micro, CoreWeave, Nebius, and Lumentum all beat earnings and raised guidance, signaling robust AI infrastructure demand; optical-networking stocks rally. Google's Pixel 11 price hikes and Apple's iPhone 18 Pro cost increases are driven by DRAM shortage from AI demand, pressuring consumer electronics margins.
AI Infrastructure Earnings and Capex
Super Micro, CoreWeave, Nebius, and Lumentum all beat earnings and raised guidance, signaling robust AI infrastructure demand; optical-networking stocks rally.
Google's Pixel 11 price hikes and Apple's iPhone 18 Pro cost increases are driven by DRAM shortage from AI demand, pressuring consumer electronics margins.