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Nebius, CoreWeave, Super Micro, Palantir, SpaceX, Quantinuum, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading

Earnings Results in Focus

The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline …

Quantinuum Stock Heads for Record Following First Earnings Report Since IPO

Quantinuum topped analysts’ estimates in its first quarterly report as a public company, but the real story may not be in the numbers. As an early-stage company, Quantinuum’s revenue is heavily tied to individual contracts and milestone deliveries. The company “delivered a strong first …

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI …

U.S. Stock Futures Rise After In-Line Key Inflation Data

The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline …

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

Arista Networks Inc Stock (ANET) Moved Up by 4.70% on Aug 12: Facts Behind the Movement

Arista Networks Inc (ANET) stock increased by 4.70% on August 12, driven by record quarterly revenue exceeding three billion dollars and raised full-year guidance due to strong demand for artificial intelligence infrastructure. Analysts have increased price targets, responding to robust margins and significant multi-year …

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

CoreWeave and Super Micro's recent earnings reports suggest that AI demand is accelerating, with both companies experiencing significant growth and strong backlogs. Super Micro saw increased margins due to constraints in power and cooling, allowing them to charge higher prices, while CoreWeave reported a …

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to "stupid" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie …

Is Seagate's Strong Margin and Cash Flow Momentum Sustainable?

Seagate Technology Holdings plc delivered a strong fiscal 2026, exceeding revenue and profitability expectations, with expanded non-GAAP gross margin for the 13th consecutive quarter and record free cash flow. The company expects continued growth in fiscal 2027, driven by sustained demand, operational efficiencies, and …

Entegris, Penguin Solutions, Seagate, Applied Materials, and KLA Corporation Shares Are Soaring, What You Need To Know

Shares of several semiconductor and AI-related companies, including Entegris, Penguin Solutions, Seagate, Applied Materials, and KLA Corporation, soared following upbeat earnings reports and bullish forecasts for artificial intelligence technology demand. Strong results from companies like Super Micro Computer and CoreWeave, alongside a surge in …

Can Sandisk's Strong Cash Generation Boost Shareholder Returns?

Sandisk Corporation SNDK is building a more durable cash-generating franchise in the memory industry, creating scope for stronger shareholder returns. The improvement is being supported by higher pricing, a rapid shift toward data centers and increasing operating leverage. In the fourth quarter of fiscal …

S&P 500 hits record high after July CPI data; CoreWeave stock jumps 21%

U.S. stocks rose Wednesday after July's consumer price index came in line with expectations, easing concerns about further Federal Reserve rate increases. The S&P 500 opened in record territory and was up 0.3% in early trading, with the Nasdaq Composite advancing 0.7% and the …

Tech leads sectors higher in early trading as chip stocks gain: AlphaCheck

Good morning. Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month. The Nasdaq Composite (^IXIC) led the major indexes after earnings from key AI infrastructure plays boosted tech stocks. …

Is Arista Networks (ANET) a Buy as Wall Street Analysts Look Optimistic?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before …

Understanding implications for vertical mergers from the FTCs recent review of IonQ and SkyWater

The FTC closed its investigation into IonQ's $1.8 billion acquisition of SkyWater, allowing the vertical merger to proceed despite differing views from the two Commissioners. Their statements highlight the importance of case-specific evidence, willingness to consider efficiencies and behavioral remedies, and potential consideration of …

Stocks Settle Lower Ahead of Wednesday’s CPI Report

The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) …

Rigetti Computing Inc (RGTI) Stock Analysis & Forecast

This article provides an analysis and forecast for Rigetti Computing Inc (RGTI) stock, compiling various news articles and market updates related to the company. It highlights the impact of US government initiatives in quantum computing on RGTI's stock performance and discusses price movements, technical …

Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

Investing.com -- Super Micro Computer projected fiscal 2027 revenue of $65–$72 billion, shattering analysts' average estimate of $52.50 billion and sending its shares up roughly 9% in pre-market trading Wednesday. Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy …

The Old Fear-Based Paradigm Around Memory Cyclicality is Dead, So I’m Buying Micron

Quick Read Micron's HBM ships under multi-year, non-cancellable hyperscaler contracts, structurally ending the commodity memory boom-bust cycle that spooked investors for decades. MU guides for $50 billion in Q4 revenue and trades at a forward P/E of 6, backed by $18 billion in quarterly …

Nebius, CoreWeave, Lumentum, Quantinuum, Super Micro, and More Stocks That Explain Today’s Market

Stocks, including those of companies like Nebius, CoreWeave, and Super Micro, rose on Wednesday. This market surge followed a July consumer-price inflation report that met expectations and strong tech earnings, which collectively boosted the broader market. The article highlights several key companies whose stock …

CoreWeave Jumps 18% as AI Capacity Sells Out

This article first appeared on GuruFocus. CoreWeave Inc. (CRWV, Financials), the Nvidia-powered AI cloud infrastructure provider, jumped more than 18% in premarket trading after stronger forecasts reinforced expectations that demand for computing capacity remains extremely tight. Warning! GuruFocus has detected 4 Warning Signs with …

Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Nebius, Cava & more

Check out the companies making the biggest moves premarket: Super Micro Computer — The data center infrastructure stock rallied more than 7.5% after Super Micro Computer issued rosy guidance for first quarter earnings and revenue, in addition to exceeding fourth quarter estimates. The company …

Super Micro Jumps 9% on $72 Billion Revenue Target

Super Micro Computer Inc. saw its stock jump 9% in premarket trading after announcing an ambitious fiscal 2027 revenue target of $65 billion to $72 billion, supported by a record order pipeline. This positive outlook helped to offset mixed fourth-quarter results, where revenue missed …

illumynt Appoints Matt Popieniuck as Vice President of Customer Success & Delivery

28-year Dell Technologies veteran, most recently leading services sustainability strategy, joins to own end-to-end program execution as illumynt scales its AI hardware lifecycle business BURLINGTON, Mass., August 12, 2026--(BUSINESS WIRE)--illumynt, a technology-driven leader in AI hardware lifecycle recovery and IT asset disposition (ITAD), today …

D-Wave receives funding for quantum computing software

D-Wave Quantum Inc. (NASDAQ:QBTS) has secured up to CAD $300,000 in funding from the National Research Council of Canada's Applied Quantum Computing Challenge program. This funding will support the development of annealing quantum computing software for commercial applications, focusing on creating graph minor-embedding algorithms …

Stock futures rise before July CPI inflation report

U.S. stock futures edged higher on Wednesday as investors waited for July's consumer price index report, which is expected to shape what the Federal Reserve does at its September meeting. S&P 500 futures were up 0.3% and Nasdaq 100 futures were 0.7% higher. Dow …

As IonQ Posts 287% Revenue Surge to $80 Million and Acquires SkyWater Foundry, New Report Projects Quantum Computing Market to Hit $21.87 Billion by 2035

Company Logo Accelerating commercial momentum—highlighted by IonQ's record $80 million Q2 2026 revenue performance, D-Wave's 1,120% bookings growth, and expanded cloud quantum deployments across Alphabet (Google) and Microsoft is driving rapid adoption across financial modeling, aerospace engineering, drug discovery, and logistics. Quantum Computing MarketQuantum …

2 Growth Stocks with Explosive Upside and 1 Facing Headwinds

2 Growth Stocks with Explosive Upside and 1 Facing Headwinds Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. …

SMCI Stock Eyes 1-Month High As Analysts Lift Targets After Earnings, But Caution AI Server Margins 'Not Sustainable'

Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today’s Market

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report. Continue Reading

Tech Earnings, Oil, CPI Lift Wall Street Pre-Bell; Asia, Europe Up

Wall Street futures pointed moderately higher pre-bell Wednesday after tech-sector earnings reports validated investor optimism, oil prices calmed, and as traders awaited the latest national inflation report.Setting the tone in the morning hours, CoreWeave (CRWV) rose 18.3% Silver Upgrade to read this MT Newswires …

Seagate Technology Holdings PLC $STX Shares Sold by Insight Wealth Strategies LLC

Insight Wealth Strategies LLC reduced its stake in Seagate Technology Holdings PLC by 49.7% in the second quarter, selling 9,665 shares and retaining 9,799 shares valued at $8,968,000. Despite this, other institutional investors increased their holdings, and 92.87% of the company's stock is owned …

Stock Futures Rebound as AI Trade Reignites Ahead of CPI Inflation Report

Stock futures were rebounding on Wednesday after cloud computing company CoreWeave, optical networking company Lumentum, and server maker Super Micro all reported solid quarterly results, breathing some life into the AI trade ahead of the July inflation report. Nasdaq 100 futures rose 0.7%, S&P …

3 of Wall Street’s Favorite Stocks to Research Further

3 of Wall Street's Favorite Stocks to Research Further The stocks in this article have caught Wall Street's attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically …