Matt Bryson, managing director of hardware equity research at Wedbush Securities, reacts to Advanced Micro Devices' revenue forecast that exceeded analysts’ estimates. He speaks on "Bloomberg The Close." (Source: Bloomberg)
Matt Bryson, managing director of hardware equity research at Wedbush Securities, reacts to Super Micro Computer's latest earnings and guidance. Speaking on "Bloomberg The Close," Bryson says the key uncertainty is whether AI-related spending will persist, especially given Super Micro’s significant exposure to so‑called neocloud customers, where investor concern is highest. (Source: Bloomberg)