Both AMD and SMCI face risks despite AI tailwinds

Super Micro’s stock dropped 15% in after-hours trading after Q4 revenue and profit came in below expectations. https://www.reuters.com/business/super-micros-quarterly-revenue-misses-estimates-2025-08-05/ Those results show how fierce competition from bigger server makers like Dell and HP is squeezing margins. https://www.reuters.com/business/super-micros-quarterly-revenue-misses-estimates-2025-08-05/ Still, Super Micro sees … Read more