Group 1 - The company reported Q2 earnings that exceeded expectations, with revenue of $7.63 billion, a 6% year-over-year increase, and adjusted EPS of $0.38, surpassing analyst estimates of $0.33 [1][2] - The CEO indicated that the impact of tariffs on profits is expected to be milder, with an adjusted profit impact of $0.04 per share for the year, down from a previous estimate of $0.07 [2] - The company raised its full-year earnings guidance to an EPS of $1.78-$1.90, above the market expectation of $1.80 [2] Group 2 - For the full fiscal year, the company expects revenue growth of 7%-9% after excluding currency fluctuations, revised from a previous guidance of 7%-11% [3] - The demand for high-performance servers driven by the AI wave has benefited the company, with AI systems revenue reaching $1 billion in the latest quarter, exceeding analyst expectations of $798 million [3] - The company has faced pressure from activist investor Elliott Investment Management, which holds $1.5 billion in shares, although the CEO declined to comment on specific interactions with the investor [3]