# Wall-street Published articles for Wall-street. This is one page of public article previews, not the complete archive. Follow Next page to continue. Summaries are not the original full articles. ## Supermicro and Arista Networks crush Wall Street's expectations as AI infrastructure wins again DevFeed: [Supermicro and Arista Networks crush Wall Street's expectations as AI infrastructure wins again]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-11-04T02:27:21Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [AI Infrastructure](), [systems](), [Artificial Intelligence]() Tags: [agentic](), [agentic-ai](), [ai](), [ai-data-centers](), [ai-infrastructure](), [ai-networking](), [ai-servers](), [arista](), [arista-networks](), [arista-shares](), [arista-stock](), [artificial-intelligence](), [charles-liang](), [chips](), [data-center](), [data-center-infrastructure](), [data-centers](), [earnings](), [financial-results](), [guidance](), [infra](), [infrastructure](), [jayshree-ullal](), [networks](), [news](), [revenue](), [supermicro](), [supermicro-shares](), [supermicro-stock](), [the-latest](), [top-story-4](), [wall-street]() ### AI overview Super Micro Computer and Arista Networks both beat Wall Street's quarterly estimates and issued stronger-than-expected guidance, renewing investor confidence in AI data center spending. Supermicro reported fiscal Q1 2027 sales of $19.95 billion, up 298%, and adjusted earnings of $1.81 per share; gross margin rose to 12.8% from 9.3% a year earlier. It forecast Q2 sales of $19.5-$21.5 billion and earnings of $1.66-$1.90 per share, above consensus. Arista, which supplies networking equipment connecting AI data center chips, reported Q3 revenue of $3.66 billion, up 58%, and earnings of $1.20 per share. Its Q4 midpoint sales forecast of $3.95 billion implies 59% growth and exceeds analyst expectations. The excerpt notes concerns about component costs and supply issues at Supermicro, but provides no broader assessment of either company's outlook. ### Source excerpt Growing nervousness about spending on the artificial intelligence boom has made technology stocks increasingly volatile this year, but all it takes is one good quarter to reignite investor confidence, as Super Micro Computer Inc. and Arista Networks Inc. both showed today. The companies are still relatively small fry in terms of the bigger AI picture, [...] The post Supermicro and Arista Networks crush Wall Street's expectations as AI infrastructure wins again appeared first on SiliconANGLE. ## You Can Tokenize Almost Any Asset, But Should You? DevFeed: [You Can Tokenize Almost Any Asset, But Should You?]() Original publisher: [Read original article]() Author: Audrey Nesbitt Published: 2026-10-27T05:24:54Z Content type: article Language: en Sources: [HackerNoon]() Topics: [Finance](), [Sui]() Tags: [asset](), [benefit](), [blockchain](), [capital](), [commodities](), [company](), [compliance](), [costs](), [crypto](), [investing](), [marketing](), [mining](), [tokenization](), [tokenization-of-rwas](), [wall-street](), [web3]() ### AI overview Tokenization can improve a financing process, but it does not create investor demand or fix a weak business structure. Issuers must first define the legal rights represented by the token, confirm ownership and transfer rules, and identify eligible investors. In the article's illustrative $3 million raise, technology is a small cost; marketing is a major variable, especially when the issuer must find new investors. Compare total costs over the investment's life--including servicing and exit arrangements--with measurable savings or benefits. Siemens' digital bond settled in minutes using supporting payment infrastructure, though that example does not establish lower total issuance costs. A token transfer also does not guarantee resale: legal restrictions, a suitable venue and willing eligible buyers must align. The strongest case combines an investable asset, identifiable demand and a specific operational improvement; otherwise, conventional financing merits consideration. ### Source excerpt You can tokenize almost any asset, but should you? What a tokenized raise really costs, why marketing drives the bill, and how to tell if it will pay off. ## IBM tops expectations as it struggles to bounce back from Q2 mainframe slump DevFeed: [IBM tops expectations as it struggles to bounce back from Q2 mainframe slump]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-10-22T00:20:24Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [ibm](), [Mainframe]() Tags: [arvind-krishna](), [consulting-revenue](), [earnings](), [financial-results](), [ibm](), [ibm-earnings](), [ibm-q3](), [ibm-shares](), [ibm-software-sales](), [ibm-stock](), [infra](), [infrastructure-revenue](), [mainframe](), [news](), [q3](), [revenue](), [rise](), [stock](), [the-latest](), [third-quarter](), [top-story-6](), [wall-street]() ### AI overview IBM beat third-quarter expectations, with adjusted earnings of $2.95 per share, revenue up 5% year over year to $17.1 billion, and net income rising to $2.19 billion. Software grew 8%, infrastructure 4%, while consulting was roughly flat. AI represented about 30% of consulting revenue and 35% of backlog, but consulting gross margin fell to 27.4%, and adjusted gross margin missed consensus. More than two-thirds of delayed mainframe deals closed in the quarter after weak IBM z17 sales contributed to the prior-quarter shortfall. IBM kept its annual revenue growth outlook at 4%-5% and raised its free-cash-flow growth expectation to over $1 billion. Despite the earnings beat, its stock gave up intraday gains after results and remained down more than 13% from its July 13 close. ### Source excerpt IBM Corp. saw its stock rise more than 4% during regular trading today, only to see all of those gains wiped out in the late trading session shortly after posting better-than-expected third-quarter financial results. The company reported adjusted earnings of $2.95 per share, easily beating Wall Street's forecast of $2.86 per share. Revenue for the [...] The post IBM tops expectations as it struggles to bounce back from Q2 mainframe slump appeared first on SiliconANGLE.