Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action news and analysis.

Good afternoon, today is Monday, October 7th, and I'm your host Kim Khan. Our top story so far.

Super Micro Computer rallied after the AI Server Company disclosed some positive shipment data.

SMCIs is it is currently shipping more than 100,000

GPS per quarter and has delivered 2,000 liquid-cooled racks since June and recently

deployed more than 100,000 gpus with liquid cooling solution for some of the largest

AI factories ever built.

CEO Charles Lang says,

Super Micro continues to innovate, delivering full data center

plug and play rack scale liquid cooling

solutions. Our complete liquid cooling solutions, including Super Cloud

composer for the entire life cycle management of all components, are now cooling

massive state-of-the-art AI factories, reducing

costs, and improving performance. Since Super Micro supplies all the components, the

time to deployment and online are measured in weeks, not months," he added.

In today's trading, the normalized yield curve was nice while it lasted.

Following the strong September payrolls figures, rates continued to move higher

and the two-year 10-year Treasury yield curve briefly inverted again. to move

briefly inverted again. Both yields are hovering around 4%.

Inverted yield curves have been considered a strong predictor of recession,

but after an inversion that lasted from July 2022 to September 2024,

GDP is still humming along. Even more interesting, the yield curve has

...