Stock Movers

Super Micro Slumps, Tesla Plunges, Intel Rallies on Upbeat Forecast

5 snips
Oct 23, 2025
Nora Melinda, a Bloomberg TV markets correspondent, dives into the recent market shifts. She discusses Super Micro's disappointing first-quarter guidance, raising concerns among AI investors. Tesla faces a profit drop despite record vehicle sales, as Elon Musk steers focus towards ambitious AI projects. Meanwhile, Intel celebrates a return to profitability with a positive revenue forecast, indicating a strong recovery in the chip sector. Nora’s insights provide a comprehensive look at these market movers and their impact.
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INSIGHT

AI Demand Drives Volatile Guidance

  • Supermicro missed Q1 guidance as AI order timing pushed sales into the next quarter, surprising Wall Street.
  • The stock still sits up strongly year-to-date, highlighting volatility in AI-driven demand.
INSIGHT

Tesla Shifts Focus Amid Automotive Strain

  • Tesla's profit plunged despite record vehicle sales, showing strain in its core automotive business.
  • Elon Musk focused on ambitious robotics and AI projects during the call, offering few details on reviving vehicle profit margins.
ANECDOTE

CACI's Post-Earnings Surge

  • CACI, a government IT contractor, saw its best day since 2020 after topping EPS expectations.
  • William Blair noted its business appears largely unscathed by previous government headwinds.
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