SMCI - Wall Street Lunch: Building Elon's AI Startup
2024-06-20 12:20:00 ET
Summary
- Shares of Dell and Super Micro rise after Elon Musk said the companies will provide servers for his AI startup.
- Nvidia is now ahead in the three-horse race between Microsoft and Apple to a $4 trillion market cap - Wedbush's Dan Ives.
- UBS sees potential for mid- to high-single-digit outperformance for small caps.
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This is an abridged transcript of the podcast.
Dell ( DELL ) and Super Micro Computer ( SMCI ) got a boost after Elon Musk said the duo would provide servers for the supercomputer that his artificial intelligence startup xAI is building ....
Wall Street Lunch: Building Elon's AI Startup