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Michael Burry maintains bearish Nvidia and Palantir puts, increases Micron short, and boosts QQQ puts amid AI bubble concerns. However, analysts like BofA's Arya remain structurally bullish on Nvidia…
CoreWeave surged 24.6% on strong Q2 backlog ($104.2B) and AI infrastructure demand, but shows high volatility—capturing 424% of market losses on down days versus 342% of gains, signaling elevated ris…
Tech stocks rallied on strong AI earnings from CoreWeave and Supermicro. Nvidia's $70B AI investments and $500B financing initiative bolster bullish outlook. Microsoft got a JPMorgan price target hik…
CoreWeave's Q2 revenue doubled to $2.6B with raised guidance to $13.2B, boosting AI infrastructure optimism despite heavy cash burn and rising debt for capex.
CoreWeave posted 112% YoY revenue growth and $25B in new contracts post-Q2, with CEO citing strong demand for even 2020-era NVIDIA GPUs through 2029, reinforcing bullish NVIDIA GPU demand outlook.
Stocks rise on cooling CPI and strong AI earnings from CoreWeave and Super Micro, boosting chip stocks. Nvidia gains while Meta, Tesla, and Microsoft slip. Rate-cut odds rise as core CPI matches mult…
Cava, Super Micro, and CoreWeave rally on strong sales/AI demand outlooks. CoreWeave's booming AI revenue and Nebius earnings signal robust AI infrastructure spending, lifting broader tech sentiment …
Nasdaq rose 0.75% as CoreWeave and Supermicro earnings confirmed strong AI infrastructure demand. Anthropic reportedly eyes a record $2T IPO. Meanwhile, Meta faces a major trial from 29 state AGs ove…
CoreWeave raised 2025 capex and 2026 revenue guidance after beating Q2 estimates, driven by surging AI cloud demand, Nvidia chip partnerships, and a $104.2B backlog, boosting shares 14%.
S&P 500 closed higher as CoreWeave's strong results boosted AI sector optimism, lifting broader tech and AI-related stocks and indices.
Chip stocks rallied as CoreWeave, Super Micro and Lumentum earnings signaled robust AI infrastructure demand. NVDA rose 3%, nearing sector bull market territory, though analysts caution about backlog…
CoreWeave (CRWV) beat Q2 estimates, narrowing losses and hitting revenue targets, sending shares up 18% premarket. Backlog rose to $104B, but new competition from SpaceX and potential Meta capacity r…
CoreWeave (CRWV) posted a smaller Q2 loss with improved margins and revenue beating estimates, driven by strong AI infrastructure demand. Stock jumped. Nvidia-backed company benefits from AI compute …
Wall Street futures rise pre-bell on strong tech earnings from CoreWeave and Super Micro Computer, stable oil prices, and semiconductor sector strength. Markets await July CPI data for inflation sign…
CoreWeave reported a smaller-than-expected adjusted net loss and higher operating income, driven by surging AI infrastructure demand, signaling strong GPU chip demand for suppliers like Nvidia and AM…
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…
Tech stocks mixed ahead of CoreWeave and Supermicro earnings. CoreWeave down 30% since May on growth concerns; Supermicro sees strong margins/orders. Intel upsized share sale to $20B on demand for ca…
CoreWeave reports Q2 earnings amid slowing growth concerns and new competition from SpaceX renting AI compute to Anthropic and Google. Meta is also weighing entering the compute-leasing market, which…
CoreWeave's upcoming earnings will show rapid AI cloud growth but rising capex, debt concerns, and prior guidance misses raise profitability questions, indirectly affecting Nvidia's GPU demand outloo…
Q2 S&P 500 earnings surge 50% YoY, led by AI-driven growth. Key AI plays CoreWeave, Supermicro, and Applied Materials report this week, testing sector momentum.