Super Micro’s big warning is taking these stocks down with it - MarketWatch
1. SMCI projected earnings shortfall of $500 million to $1.5 billion. 2. Concerns over AI spending and paused orders for new Nvidia chips. 3. Competitors Dell and HPE also seeing share price declines. 4. Analysts attribute shortfall to competition and inventory issues. 5. Overall market sentiment is negative towards AI infrastructure investment.