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0.000386449215227554 0.000227619464071074 -0.00211648858748001 -0.00567098888060306 -0.000676067051129625 -0.00877079793438079 -0.01488311444768 -0.01488311444768
Stock impact report

AI hardware stocks outpace market as infrastructure spending hits high gear [Seeking Alpha]

Super Micro Computer, Inc. (SMCI) 
Last super micro computer, inc. earnings: 8/3 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.supermicro.com/investor-relations
Company Research Source: Seeking Alpha
Super Micro Computer ( NASDAQ: SMCI ) was leading the pack as it surged nearly 7% by early afternoon trading. "The AI server market is booming, with a CAGR of 30.3% expected in the coming years, significantly benefiting SMCI's revenue growth," said Seeking Alpha contributor Johnny Zhang Advanced Micro Devices ( NASDAQ: AMD ) and Broadcom ( NASDAQ: AVGO ) increased about while Marvell Technology ( NASDAQ: MRVL ) added nearly . Intel ( NASDAQ: INTC ) was up nearly Qualcomm ( NASDAQ: QCOM ) and Arm Holdings ( NASDAQ: ARM ) both inched up about , while Nvidia ( NASDAQ: NVDA ) edged up In addition to increasing demand for AI hardware in datacenters and cloud providers, on-device AI demand in PCs and smartphones is also poised for growth. "Industry research organizations similarly see strong growth in AI PCs, with some forecasting annual AI PC shipments to more than triple by 2028," said Seeking Alpha contributor Beth Kindig in an analysis on Monday. "In other words, AI-capable P Show less Read more
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