According to @CNBC, Micron says tough pricing by customers worsened memory shortages, tightening AI server supply and raising costs for model training.

According to @CNBC, Jefferies sees further gains for Super Micro after a near 500 percent surge, citing AI server demand and margin expansion.

According to @CNBC, KeyBanc says the AI server maker that soared 200% YTD still has upside on accelerating rack-scale demand and margin expansion.