The Story
News Summary
- CoreWeave's Q2 earnings preview highlights raised hyperscaler capex forecasts (Oracle, Microsoft, Amazon, Alphabet) to $811B-$1.1T, signaling robust AI infrastructure demand benefiting chipmakers and cloud giants despite CoreWeave's own profitability inflection still distant.
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Stored market data
NVDA price history
218.29
+19.87% over the displayed period
Advisor Snapshot
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