Wall Street Breakfast

Super Micro Computer up on strong shipment data

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Synopsis

The AI server company says it is shipping more than 100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search dominance. (3:37)Show NotesYield curve inverts againHedge funds pile into healthcare stocks amid dipWells Fargo cuts Amazon as headwinds pressure OI, marginsEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.