I called the margin improvement in my last note, and Q3 proved it. Gross margins came in at 10.1% non-GAAP, up 370 bps sequentially. I like the $39B in AI orders. However, what I don't like is the ...
Super Micro Computer secured ~$39B in AI server orders but requires a $7B additional equity raise to fulfill them. The $7B capital raise is expected to immediately dilute shareholders by 23-24%, per ...
Supermicro’s news today can be viewed as both good and bad. A $7 billion capital raise involving stock offerings and equity-linked financing will dilute shareholders, and investors sold the stock off ...
The country wants to become a global leader in brain implants. Strong government support is expected to help accelerate that process. One day last October, sitting in the courtyard of his house in ...
Perplexity’s Personal Computer, its answer to OpenClaw and other local AI agents, is now available to all Mac users via its desktop app, the company announced on Thursday. As a reminder, Personal ...
08:00 — J.W. Glass, Senior EPA Policy Specialist at Center for Biological Diversity. 33:00 — Uriel J. García is an immigration reporter at the Texas Tribune based in El Paso. 45:00 — Shawn VanDiver is ...
A U.S. aid worker said that the Afghans, who were evacuated to Qatar, would face a choice between moving to the Democratic Republic of Congo and living under the Taliban. By Megha Rajagopalan Eileen ...
SANTA CLARA — Artificial intelligence is helping finalize the 49ers’ strategy for this week’s NFL Draft, one that’s presumably rich with defensive ends, offensive linemen and wide receivers. “If you ...
TALLAHASSEE, Fla. (WCTV) - Attorneys for one of the victims killed on Florida State University’s campus nearly a year ago plan to file a lawsuit against ChatGPT, claiming the suspected gunman had ...
JACKSON, MI – The City of Jackson has launched a planning process to develop its next master plan, inviting residents and business owners to help shape the community’s long-term vision. The ...