conv.

All stories
Narrative thread

Super Micro Forecasts Above Estimates as AI Server Demand Persists

Combined activity · last 29 hours peak 9/30m

Peak 9 items in one 30m at Aug 11, 4 PM; 17 items over 29 hours Aug 10, 4:48 PM — 1 item · Google News 1Aug 10, 5:18 PM — no itemsAug 10, 5:48 PM — no itemsAug 10, 6:18 PM — no itemsAug 10, 6:48 PM — no itemsAug 10, 7:18 PM — no itemsAug 10, 7:48 PM — no itemsAug 10, 8:18 PM — no itemsAug 10, 8:48 PM — no itemsAug 10, 9:18 PM — no itemsAug 10, 9:48 PM — no itemsAug 10, 10:18 PM — no itemsAug 10, 10:48 PM — no itemsAug 10, 11:18 PM — no itemsAug 10, 11:48 PM — no itemsAug 11, 12:18 AM — no itemsAug 11, 12:48 AM — no itemsAug 11, 1:18 AM — no itemsAug 11, 1:48 AM — no itemsAug 11, 2:18 AM — no itemsAug 11, 2:48 AM — no itemsAug 11, 3:18 AM — no itemsAug 11, 3:48 AM — no itemsAug 11, 4:18 AM — no itemsAug 11, 4:48 AM — no itemsAug 11, 5:18 AM — no itemsAug 11, 5:48 AM — no itemsAug 11, 6:18 AM — no itemsAug 11, 6:48 AM — no itemsAug 11, 7:18 AM — no itemsAug 11, 7:48 AM — no itemsAug 11, 8:18 AM — no itemsAug 11, 8:48 AM — no itemsAug 11, 9:18 AM — no itemsAug 11, 9:48 AM — no itemsAug 11, 10:18 AM — no itemsAug 11, 10:48 AM — no itemsAug 11, 11:18 AM — no itemsAug 11, 11:48 AM — no itemsAug 11, 12:18 PM — no itemsAug 11, 12:48 PM — no itemsAug 11, 1:18 PM — no itemsAug 11, 1:48 PM — no itemsAug 11, 2:18 PM — no itemsAug 11, 2:48 PM — no itemsAug 11, 3:18 PM — no itemsAug 11, 3:48 PM — 5 items · Press 3, Google News 1, Mastodon 1Aug 11, 4:18 PM — 9 items · Techmeme 5, Google News 3, Press 1Aug 11, 4:48 PM — 1 item · Press 1Aug 11, 5:18 PM — no itemsAug 11, 5:48 PM — 1 item · Press 1Aug 11, 6:18 PM — no itemsAug 11, 6:48 PM — no itemsAug 11, 7:18 PM — no itemsAug 11, 7:48 PM — no itemsAug 11, 8:18 PM — no itemsAug 11, 8:48 PM — no itemsAug 11, 9:18 PM — no items 9 items · 4:18 PM
Aug 118 AM4 PMnow · 9:48 PM

Major developments 2

BusinessNew · 5h

Super Micro Forecasts Above Estimates as AI Server Demand Persists

The server maker's Q4 revenue rose 93% year-over-year, and its outlook for the current quarter and fiscal 2027 topped even the most bullish Wall Street estimates.

Peak 8 items in one hour at Aug 11, 3 PM; 8 items over 29 hours 8 items0 engagement4 sources

How the narrative developed 5 stories

  1. Aug 11
  2. Super Micro’s earnings report brings more good news, and the stock is climbing

    Peak 1 item in one hour at Aug 11, 3 PM; 2 items over 29 hours 2 items0 engagement
  3. Super Micro just guided for more sales than Wall Street thought possible 2 items · 2 sources · 4h ago
  4. Super Micro Computer Fourth-Quarter Profit Surges as Gross Margin Improves 3 items · 3 sources · 5h ago
  5. Super Micro Forecasts Above Estimates as AI Server Demand Persists

    Peak 8 items in one hour at Aug 11, 3 PM; 8 items over 29 hours 8 items0 engagement
  6. Aug 10
  7. Super Micro Already Told Us Its Revenue, Its Margins, and Its Orders. Tuesday's Report Has One Number Left. 2 items · 5h ago