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12min chapter
BI Weekend: BlackRock Buys HPS, Salesforce Surge
Bloomberg Intelligence
Supermicro's Strategic Shift and Market Challenges
This chapter examines the recent changes at Super Micro Computer, highlighting the company's recovery from misconduct allegations and the impact of new leadership hires. It also addresses the competitive AI hardware market, discussing the challenges posed by margin compression and the implications of entering the S&P 500. Additionally, the dialogue includes an analysis of tariff threats and their potential effects on global trade and the U.S. economy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode