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● Lam Research and KLA also rallied, and Teradyne jumped after a Jefferies initiation.
● Super Micro Computer surged as servers with AMD's EPYC 9006 processors began shipping.
● CoreWeave raised its 2026 revenue outlook to $13.0 billion to $13.3 billion.
● The rack pairs ObjectScale software and PowerEdge servers with 245.76-terabyte SSDs.
● Coherent and Lumentum also soared as optical networking names rallied.
● Intel is still recovering from a weak fourth-quarter outlook issued October 29.
● KLA specializes in process control and inspection equipment for chipmaking.
● Memory makers, among Lam's largest customers, surged on Wednesday.
● Power-management chips deliver stable power to AI GPUs and accelerators.
● Bank of America removed Micron from its US 1 List on November 10.
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