Francesca Fontana

speaker

2,691 appearances 52 recordings 1 series first heard Aug 2017 last heard Feb 2025

Francesca Fontana’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · What’s News in Markets: Southwest Soars, AI Divergence, Costco’s Markdown · 28 Sep 2024 podcast

Next up, let's talk about the tale of two AI stocks we saw play out this week. voice-verified

First, we had Micron Technology, the memory chip maker that posted earnings late Wednesday. voice-verified

The company reported better than expected results thanks to robust artificial intelligence demand, and it expects the momentum to continue in the current quarter. voice-verified

And that sunny outlook gave the stock a big boost. voice-verified

Micron shares jumped 15% Thursday, gaining 18% for the week. voice-verified

Then there was Supermicrocomputer. voice-verified

It's a server maker whose specialized servers use the chips that NVIDIA designs for generative AI. voice-verified

So it's definitely been another beneficiary of the AI boom. voice-verified

Now, Supermicro's latest news was not so sunny. voice-verified

The Wall Street Journal reported Thursday that the company is facing a federal probe following a critical report by an activist short-selling firm, Hindenburg Research. voice-verified

So back in August, Hindenburg disclosed a short position in the stock, and its report focused on a former Supermicro employee's allegations of accounting violations. voice-verified

as well as transactions between Supermicro and companies run by its chief executive's family members. voice-verified

I'll note here that a Supermicro spokesman declined to comment, as did a spokesman for the U.S. voice-verified

Attorney's Office. voice-verified

So how'd the stock do? voice-verified

Well, Supermicro lost 12% Thursday, clawing back some ground on Friday. voice-verified

Last but not least, Costco wholesale. voice-verified

The retailer posted mixed results for its latest quarter. voice-verified

It beat expectations on earnings, but it just missed on revenue. voice-verified

And that's what traders seem focused on going into Friday's session. voice-verified

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