Super Micro Computer's (SMCI) preliminary earnings numbers topped analysts' estimates. The company also raised its first quarter revenue guidance, providing a boost to the tech sector on Wednesday. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the latest. Video Transcript 00:00 Speaker A The AI trade getting a little bit of a bump this morning off some really good preliminary numbers from Super Micro. Their sales, their gross margin substantially beating estimates uh and exceeding uh above their prior guidance. going to run through some of that really quick. For the fiscal uh first quarter of 2027, that's the quarter that ended September 30th for them. They're now expecting preliminary revenue of 18 and a half to 19.
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