AT&T Falls on Earnings Miss; Netflix Reports Slowing Growth | Stock Movers
THE SO WHAT
Super Micro’s upside guide to $18.5–$19.5B in quarterly sales while legacy telco and streaming names wobble underscores where equity markets think growth is—AI and server infra, not pipes and content alone. If you’re selling into this stack, align your story and contracts to capex-heavy AI buildouts rather than legacy IT refresh cycles.
READ THE SOURCE
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