Wall Street Breakfast

Dell, Super Micro in on xAI supercomputer

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Elon Musk says the duo will provide servers for the supercomputer. (0:16) Housing numbers slump. (2:09) UBS spies small-cap outperformance. (5:38)Show NotesSeeking Alpha Investing Summit insightNvidia ahead in 'big tech race' to $4T as GPUs are tech's 'new gold or oil'Kroger rallies after topping Q1 estimates, backing full-year profit guidanceEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.