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 ....
Read the full article on Seeking Alpha
For further details see:
Wall Street Lunch: Building Elon's AI Startup