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SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy’s, 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

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12 Aug 2026 17:49

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CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.

One of the biggest questions among investors these days is what the future holds for artificial intelligence (AI). After several years of rapid adoption and impressive stock price gains, some investors have taken a step back, looking for insight into what comes next. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » One area of interest is neocloud operators, a nascent segme

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12 Aug 2026 17:45

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Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints that reinforced hyperscaler capex momentum alongside Lumentum's optical demand surge. JPMorgan raised its LITE target to $1,280 while Bank of America cut to $1,000, splitting on valuation as the stock nears its sell-side ceiling. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Corning didn't make the cut

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12 Aug 2026 17:22

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Nebius Soars 20% as AI Revenue Explodes

This article first appeared on GuruFocus. Nebius Group N.V. (NBIS, Financials), the Nvidia-powered AI cloud provider, surged more than 20% after second-quarter results showed demand for computing capacity is still running well ahead of supply. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator. Revenue reached $582.3 million, beating the $572.75 million Wall Street estimate, while revenue from its core AI cloud business increased nearly sixfold from a year earlier. The contract numbers were even more striking. Nebius

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12 Aug 2026 17:16

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Why Micron Stock Is Surging Today

Key Points Micron's rally is continuing today, and the stock is now up more than 240% over the last year. The company's valuation is surging thanks to demand for AI memory chips and surging pricing power in the consumer market. Micron just broke ground on the construction of a massive new memory-chip manufacturing facility. 10 stocks we like better than Micron Technology › Micron(NASDAQ: MU) stock is bounding higher in Friday's trading. The memory-chip company's share price was up 6.1% as of 2:50 p.m. ET and had been up as much as 8.7% earlier in trading. Micron's valuation is continuing to su

EarningsManufacturingMarketsSemiconductorsShare PriceTech

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12 Aug 2026 17:13

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Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more

Check out the companies making the biggest moves midday: Wendy's — The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision — Shares of the optical retail company tumbled 6% after full-year guidance failed to impress Wall Street. National Vision sees adjusted earnings in a range of 94 cents to $1.09 per share on revenue of $2.037 billion to $2.076 billion. Analysts polled by FactSet sought 96 cents a share and $2.06 billion. Aecom — The construction developer drop

AecomBreaking News MBreaking News MarketsBusinessCava Group IncCnbc US Source

Published

12 Aug 2026 16:06

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Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains

Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

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12 Aug 2026 15:48

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Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers

On this episode of Stock Movers:- Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods.- Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher.- CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out. View Comments

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12 Aug 2026 15:25

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Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nebius Group N.V.(NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Nebius now expects to recoup the capex and related operating costs on its second-quarter deals in one year and 10 months, down from its previous range of two to three years. Burry disclosed short positions in Nebius at $211.77 and Oracle Corp.(NYSE:ORCL), saying the

AIEarningsInfrastructureSemiconductorsShort Selling

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12 Aug 2026 15:11

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Nebius Stock Soars 20% As Revenue, EBITDA Beat Estimates

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations. Continue Reading

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12 Aug 2026 14:39

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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 infrastructure trade also gained, including optical product maker Lumentum (LITE), and the memory and storage complex trade also gained with the Roundhill Memory ETF (DRAM). What's behind the move: Signs of accelerating demand for everything from computing power to AI server racks to liquid cooling technology s

AI InfrastructureEarningsFourth QuarterMemory StorageNeocloudOptical Products

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12 Aug 2026 14:23

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Nebius stock reclaims 50-MA after Q2 beat

[Equipment in server room] Erik Isakson/DigitalVision via Getty Images Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]) shares are surging some 20% in Wednesday morning trading, propelled by a strong second-quarter earnings report [https://seekingalpha.com/news/4631437-nebius-surges-after-q2-beat-plans-to-continue-investing-in-capex] that handily beat analyst estimates. As seen in the daily chart, NBIS is now trading decisively above its 50-day moving average (blue line) after testing this level multiple times since the start of July. Meanwhile, the 100-day moving average (green line

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12 Aug 2026 14:17

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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 the so-called Neo clouds on fire here this morning. 00:02 Dan Yeah, on fire. 00:03 Julie On fire. Yeah. We had Core Weave and Nebius both reporting. Uh Core Weave revenue was up 112%. Nebius revenue was up specifically for its cloud business, 514%. 00:15 Speaker A As I said to Dan, we're in stupid n

AICloud ComputingEarnings

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12 Aug 2026 14:12

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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. Here's a check of the markets in early trading, as of 9:30 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data. Technology (XLK) was the sector leader at the open, driven by a 2% gain in Nvidia (NVDA) and a rally in semiconductor stocks. Energy (XLE) stocks turned lower as oil prices slipped,

EarningsEnergyInflationSemiconductorsTech

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12 Aug 2026 13:44

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Strong Q2, Bigger Outlook: How Should Investors Play CRWV Stock Now?

CoreWeave, Inc. CRWV delivered a strong second quarter of 2026, raised its full-year outlook and continued to add massive customer commitments. Revenue reached $2.6 billion, up 112% year over year, with expanding margins and operating leverage. Its revenue backlog climbed to $104.2 billion from $99.4 billion at the end of the first quarter. CoreWeave also secured more than $25 billion in additional customer commitments early in the third quarter, demonstrating that demand for AI computing capacity remains exceptionally strong. The strongest signal from the earnings report was the increase in m

AIEarningsEarnings ReportGuidanceInfrastructureOperating Income

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12 Aug 2026 12:15

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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 expects adjusted earnings in the range of $1.01 to $1.10 per share, far above the LSEG consensus estimate of 76 cents per share. Revenue guidance in the range of $14.5 billion to $15.5 billion also topped the anticipated $11.68 billion. CoreWeave — The artificial intelligence cloud company saw shares gain

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12 Aug 2026 12:12

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Nebius Soars As Bigger Loss Tops Views, Revenue Beats

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations. Continue Reading

Earnings

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12 Aug 2026 12:09

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Nebius beats quarterly revenue estimates as AI demand fuels growth

Aug 12 (Reuters) - Nebius Group surpassed second-quarter revenue estimates on Wednesday as booming demand for AI infrastructure and cloud services ‌helped the company win larger contracts and raise prices for ‌computing capacity, sending its shares up 12% in premarket trading. The Amsterdam-based AI infrastructure firm ​reported total revenue of $582.3 million for the quarter ended June, compared with analysts' average estimate of $572.75 million, according to data compiled by LSEG. Revenue at its core AI cloud business, which accounted for about 98% of ‌group revenue, rose more than ⁠500%. Th

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12 Aug 2026 11:43

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CoreWeave surges after raising FY26 outlook

[Cloud Based Artificial Intelligence Computing Company CoreWeave Has IPO On Nasdaq Exchange] Shares of CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) surged about 18% premarket on Wednesday after the AI infrastructure solutions provider raised its full year 2026 revenue and adjusted operating income outlook. For the full year 2026, the company now expects [https://seekingalpha.com/article/4935035-coreweave-inc-crwv-q2-2026-earnings-call-transcript] revenue to be between $12.4B and $13.2B (midpoint at $12.8B) versus the prior forecast [https://seekingalpha.com/article/4900860-coreweave

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12 Aug 2026 09:59

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Nebius Group shares jump as AI cloud growth fuels investor optimism

Nebius Group NV (NASDAQ:NBIS) shares climbed 9.5% in premarket trading on Wednesday after the AI cloud infrastructure company released its second-quarter 2026 financial results ahead of the U.S. market open, with investors responding positively to one of the most closely watched earnings reports in the company's relatively short history as a publicly traded stock. Ahead of the announcement, Wall Street had expected quarterly revenue of approximately $576 million to $583 million, representing year-on-year growth of more than 400%. Analysts had also anticipated that Nebius would remain in an adj

AICloud InfrastructureEarningsEarnings ReleaseFinancial ResultsPrice Target

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12 Aug 2026 09:58

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CoreWeave, Super Micro climb on signs of sustained AI buildout

By Akriti Shah Aug 12 (Reuters) - Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after ‌upbeat forecasts from the two AI infrastructure companies ‌reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more ​than 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%. Data center companies Applied Digital and IREN Ltd were also up 6% and 5%. CoreWeave ‌raised its forecasts for ⁠annual revenue, adjusted operating profit and capital spending, as strong demand for its Nvidia-powered AI ⁠in

AIData CentersEarningsTech

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12 Aug 2026 09:58

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Stock market today: Dow and S&P 500 futures muted ahead of CPI data, Nasdaq rises

US stock futures were little changed in premarket trading on Wednesday as investors braced for fresh Consumer Price Index (CPI) data, which could alter the Fed's interest rate calculus. Futures on the Dow Jones Industrial Average (YM=F) traded flat, while those on the S&P 500 (ES=F) edged up 0.2%. Contracts for the Nasdaq-100 (NQ=F) rose 0.6% in what is a relatively quiet week in markets beyond the tail end of earnings season. Wednesday's inflation print will be closely watched following the softer-than-expected July jobs report. Economists expect the Consumer Price Index to rise at a slower a

EarningsInflationRatesTreasuries

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12 Aug 2026 09:15

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Michael Burry Just Shorted Nebius. Should Investors Avoid the Stock?

Key Points Nebius is growing quickly in a high-demand industry. Limited supplies of compute capacity and electrical power are among the factors dictating the pace of AI's expansion, making Nebius' assets more valuable. The company's heavy debt load is a concern, but if it uses the cash it has raised to gain market share and land lucrative deals, it will give investors to reason look the other way.10 stocks we like better than Nebius Group › Michael Burry of The Big Short fame recently announced that he had opened a short position on Nebius(NASDAQ: NBIS), which is set to report earnings this we

AIData CentersDebtEarningsMarketsTech

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12 Aug 2026 07:58

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Here are the major earnings before the open Wednesday

Major earnings expected before the bell on Wednesday include: * Nebius Group N.V. (NBIS [https://seekingalpha.com/symbol/NBIS]) * Tencent Holdings Limited (TCEHY [https://seekingalpha.com/symbol/TCEHY]) * Brinker International (EAT [https://seekingalpha.com/symbol/EAT]) * Amcor plc (AMCR [https://seekingalpha.com/symbol/AMCR]) * Jumia Technologies AG (JMIA [https://seekingalpha.com/symbol/JMIA]) Other earnings slated for release before Wednesday's open include: * ACDVF [https://seekingalpha.com/symbol/ACDVF], ALLT [https://seekingalpha.com/symbol/ALLT], ALT [https://seekingalpha.com/symbol/ALT

EarningsEarnings News

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11 Aug 2026 22:00

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CoreWeave Earnings Beat Amid Operating Margin Upside

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates. Continue Reading

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11 Aug 2026 20:44

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Who wins most in NVIDIA’s $500 billion private capital deal?

Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVIDIA emerges as the primary strategic winner because the framework shifts lending risk entirely off i

AI InfrastructureBalance SheetData CentersFree Cash FlowPrice TargetSemiconductors

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11 Aug 2026 13:30

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CRWV's Solidigm Deal: Can Priority SSD Access Give an Edge in AI Cloud?

The AI infrastructure race is increasingly moving beyond GPUs. As AI models become larger and inference workloads expand, storage capacity, performance and availability are becoming increasingly important components of the AI infrastructure stack. Against this backdrop, CoreWeaveInc. CRWV recently announced a multi-year agreement with Solidigm that could prove strategically important. A cloud provider might have sufficient GPU capacity but still face issues if storage cannot expand at the same rate as compute resources. Delays in getting enterprise SSDs could adversely impact data availability

AcquisitionsAI InfrastructureCloud ComputingCompetitionStorage

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11 Aug 2026 12:17

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Amazon, SpaceX Eye Major Decart Acquisition

This article first appeared on GuruFocus. Israeli AI startup Decart is reportedly in advanced talks to sell itself for $6 billion to $7 billion, with SpaceX (NASDAQ:SPCX), Amazon (NASDAQ:AMZN) and Nebius (NASDAQ:NBIS) among the names linked to the process. The potential deal would represent a sharp step-up from Decart's roughly $4 billion valuation just three months ago and underscores how aggressively major technology companies are competing for scarce AI software and infrastructure assets. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with

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10 Aug 2026 21:37

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Key Earnings Reports Ahead

Last week was "Jobs Week," and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to "Inflation Week," with Wednesday and Thursday morning bringing new monthly price index data. Wednesday morning, Consumer Price Index (CPI) data for July comes out. Analysts expect the second-straight lower headline Inflation Rate, to +3.4% year over year from +3.5% last report. This would be the second month in a row with lower headline CPI, after peaking at a 3-year high at +4.2% in May. Subtracting inflated fo

EarningsInflationQuarterly EarningsRatesRevenue Growth

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10 Aug 2026 14:59

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Trading Week Awaits Inflation Reports Starting Wednesday

Monday, August 10th, 2026 Last week was "Jobs Week," and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to "Inflation Week," with Wednesday and Thursday morning bringing new monthly price index data. Wednesday morning, Consumer Price Index (CPI) data for July comes out. Analysts expect the second-straight lower headline Inflation Rate, to +3.4% year over year from +3.5% last report. This would be the second month in a row with lower headline CPI, after peaking at a 3-year high at +4.2% in Ma

EarningsInflationQuarterly EarningsRatesRevenue GrowthTech

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10 Aug 2026 14:37

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