Wachiwit/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify This is an abridged transcript of the podcast: Our top story so far, analysts are out in force on Netflix (NFLX), with shares sliding after the streaming service posted its slowest revenue growth rate in three years. Needham cut Netflix to Hold from Buy on worries that rising competition continues to hit the top line and drive margin compression. Deutsche Bank was more positive, saying that other than the ...

Super Micro Computer shares are surging after the AI server maker's preliminary results impressed. ...

My top 10 things to watch Wednesday, Oct. 21 — Today's newsletter was written by Jeff Marks, the Club's director of portfolio analysis. 1. Stock futures are higher across the board this morning. The biggest gains are in the Nasdaq , which is getting a boost from SpaceX's 8% post-earnings pop and gains in chip stocks. Oil prices and bond yields are mostly steady and not standing in the way of stocks. 2. Elon Musk's SpaceX turned in a much better-than-expected quarter. Each reporting segment — Space, Connecti ...

18 October 2026 | 3:20PM HKT Equity Research Global Server: Raising both AI and General servers; better mix and higher memory costs drive CSP spending We raise our global servers TAM by 31% / 45% in 2027 / 28E across general servers and AI servers to reflect the ongoing generative AI infrastructure investments and specification upgrades: (1) General servers: raised value by 17% / 11% in 2027 / 28E with both shipment and ASP raised. We expect general servers shipment to grow at 20% / 12% / 8% YoY in 2026-28E ...