{"ticker": {"uuid": "859038d0-0479-47a3-8c6c-3d125d9367e4", "symbol": "SMCI", "name": "Super Micro Computer, Inc.", "exchange": "EBS", "country": "CH", "sector": "Technology", "industry": "Computer Hardware"}, "articles": [{"title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "summary": "The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "source_name": "nasdaq.com", "published_at": "2026-08-13T08:31:08+00:00", "published_display": "13 Aug 2026 08:31", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.532, "duplicate_count": 1, "topics": ["AI", "Chip Stocks", "Cpi", "Earnings", "Earnings Growth", "Earnings Results"]}, {"title": "US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. July CPI is expected at 3.4% year on year, with core inflation seen at 2.5%, which would suggest the cost of living is still rising but closer to the central bank's comfort zo", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-080906060.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:09:06+00:00", "published_display": "13 Aug 2026 08:09", "sentiment": "positive", "sentiment_pct": 73, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.345, "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Inflation", "M A", "Price Target", "Price Target"]}, {"title": "South Korea's Kospi enters technical bull market as AI trade rebounds", "summary": "[Abstract AI Symbol in Front of South Korean Flag \u2013 Representing AI Innovation and Technology in South Korea] J Studios South Korea's benchmark Kospi index entered a technical bull market on Thursday as the broader AI trade rebounded and traders pushed back expectations of a Federal Reserve rate hike after in-line U.S. inflation data. Kospi climbed as much as 4.8% on Thursday to a three-week high, rebounding 31% from its July 29 low. A stock index is considered to enter a technical bull market when it rises 20% or more from a recent low. Chip giants Samsung (SSNLF [https://seekingalpha.com/sym", "url": "https://seekingalpha.com/news/4632085-south-korea-kospi-technical-bull-market?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-13T07:42:41+00:00", "published_display": "13 Aug 2026 07:42", "sentiment": "neutral", "sentiment_pct": 46, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.21, "duplicate_count": 1, "topics": ["Earnings", "Fed", "Rates", "Semiconductors", "Tech"]}, {"title": "Super Micro Guided Fiscal 2027 Revenue $16 Billion Above Wall Street and Missed the Quarter Anyway", "summary": "Key Points Supermicro's fiscal fourth-quarter revenue of $11.1 billion nearly doubled from a year ago but came in below the $11.55 billion analysts expected. Gross margin reached 17.5%, above even the preliminary 15% to 17% range the company flagged in July. Management guided fiscal 2027 revenue to $65 billion to $72 billion, against a consensus estimate of $52.5 billion.10 stocks we like better than Super Micro Computer \u203a Super Micro Computer(NASDAQ: SMCI) reported its fiscal fourth-quarter results (for the period ended June 30) after the market closed on Tuesday. Revenue of $11.1 billion cam", "url": "https://www.nasdaq.com/articles/super-micro-guided-fiscal-2027-revenue-16-billion-above-wall-street-and-missed-quarter", "source_name": "nasdaq.com", "published_at": "2026-08-13T03:39:00+00:00", "published_display": "13 Aug 2026 03:39", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.514, "duplicate_count": 1, "topics": ["Balance Sheet", "Consensus Estimate", "Earnings", "Fourth Quarter", "Guidance", "Markets"]}, {"title": "Review & Preview: Hold Please?", "summary": "A softer inflation report that was in line with expectations helped boost stocks today, but overall, it was another fairly uneventful session after a quiet start to the week. The tech-heavy Nasdaq Composite finished up 0.5% today. Outside of the cooler inflation reading this morning, artificial intelligence stocks like Super Micro Computer and Lumentum helped drive stocks higher today, particularly in the Nasdaq, after turning in earnings performances that smashed expectations. Continue Reading", "url": "https://finance.yahoo.com/m/b0aac423-bbda-3b86-952e-b5990cc86e28/review-%26-preview%3A-hold-please%3F.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T23:55:00+00:00", "published_display": "12 Aug 2026 23:55", "sentiment": "positive", "sentiment_pct": 61, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.5, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Tech"]}, {"title": "Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally", "summary": "AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading", "url": "https://finance.yahoo.com/m/1a4df130-7c08-3f7f-8a30-395b0e9950f6/dow-jones-futures%3A-cisco%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:58:19+00:00", "published_display": "12 Aug 2026 20:58", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.49, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Update: US Equity Indexes Mixed as AI Infrastructure Players Boost Tech, Cooling Inflation Raises Odds of Sixth Fed Policy Pause", "summary": "(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.) PREMIUM 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 Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-mixed-ai-204853133.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:48:53+00:00", "published_display": "12 Aug 2026 20:48", "sentiment": "positive", "sentiment_pct": 73, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.391, "duplicate_count": 1, "topics": []}, {"title": "US Equity Markets End Mixed Amid Tech Stock Gains, Lower Inflation Data", "summary": "US equity indexes ended mixed Wednesday amid stock gains by some major technology stocks and a four-month low inflation rate report.* The consumer price index rose 3.4% in July from a year earlier, decelerating from 3.5% in June, according to data from the Bureau of Labor 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", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-markets-end-mixed-201441316.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:14:41+00:00", "published_display": "12 Aug 2026 20:14", "sentiment": "positive", "sentiment_pct": 72, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.39, "duplicate_count": 1, "topics": ["Inflation", "Tech"]}, {"title": "Super Micro Stock Jumps 13.6% on Stunning $72 Billion Outlook", "summary": "This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI), the AI-server powerhouse sitting right in the middle of the data-center spending boom, forecast fiscal 2027 revenue of $65 billion to $72 billion, and Wall Street took notice. Shares jumped roughly 13.6% Wednesday afternoon. Forget the quarterly miss for a moment. The number driving the stock was $68.5 billionthe midpoint of management's new revenue target. That is roughly $16 billion, or 30.5%, above the $52.5 billion analyst estimate cited by Reuters. For a company already operating at massive scale, that is not a ", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-stock-jumps-13-201305718.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:13:05+00:00", "published_display": "12 Aug 2026 20:13", "sentiment": "neutral", "sentiment_pct": 49, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.298, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Price Target"]}, {"title": "Supermicro Announces Participation in Upcoming Investor Events", "summary": "SAN JOSE, Calif., August 12, 2026--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions\u00ae (DCBBS), today announced its participation in the upcoming investor conferences: Oppenheimer 29th Annual Technology, Internet & Communications Conference Date: August 13, 2026 Location: Virtual 1x1s Only Citi 2026 Global TMT Conference Date: September 8, 2026 Fireside Chat: 2:35pm ET (webcast available) Location: New York, NY Goldman Sachs Communacopia + Technology Conference 2026 Date: ", "url": "https://finance.yahoo.com/markets/stocks/articles/supermicro-announces-participation-upcoming-investor-200500356.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:05:00+00:00", "published_display": "12 Aug 2026 20:05", "sentiment": "positive", "sentiment_pct": 59, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.316, "duplicate_count": 1, "topics": ["5g", "Cloud", "Enterprise", "Tech"]}, {"title": "Strong Earnings Power Tech Stocks Higher Ahead of Wholesale Inflation Report", "summary": "A wave of tech earnings reports helped lift the S&P 500 back near its highest levels on record on Wednesday. The Nasdaq Composite rose 0.5%. Hot artificial intelligence stocks like Super Micro Computer and Lumentum helped power the Nasdaq higher after earnings. Continue Reading", "url": "https://finance.yahoo.com/m/a179b879-479b-34b2-a22d-54a5ec31541f/strong-earnings-power-tech.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:03:14+00:00", "published_display": "12 Aug 2026 20:03", "sentiment": "positive", "sentiment_pct": 79, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.486, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Earnings", "Tech"]}, {"title": "Update: US Equity Indexes Rise as Chipmakers Boost Technology, Cooling Inflation Lifts Bets for Fed Policy Pause", "summary": "(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit PREMIUM 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 Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-rise-chipmakers-195237541.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:52:37+00:00", "published_display": "12 Aug 2026 19:52", "sentiment": "positive", "sentiment_pct": 67, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.389, "duplicate_count": 1, "topics": []}, {"title": "Is Super Micro Stock a No-Brainer Buy After Posting Incredible Q4 Numbers?", "summary": "Key Points Super Micro's sales nearly doubled in Q4. Its gross profit and net income also showed significant improvements from a year ago. The stock continues to trade at a low earnings multiple.10 stocks we like better than Super Micro Computer \u203a Shares of Super Micro Computer (NASDAQ: SMCI) have been rising today as investors are excited about its latest quarterly results. The company, which sells servers and other tech infrastructure necessary for the artificial intelligence (AI) build-out, posted not only strong revenue growth, but its bottom line improved significantly. After posting such", "url": "https://www.nasdaq.com/articles/super-micro-stock-no-brainer-buy-after-posting-incredible-q4-numbers", "source_name": "nasdaq.com", "published_at": "2026-08-12T18:50:00+00:00", "published_display": "12 Aug 2026 18:50", "sentiment": "positive", "sentiment_pct": 72, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.482, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Per Share", "Fourth Quarter", "Markets", "Net Income"]}, {"title": "CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging", "summary": "AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion this year. Operating at different levels of the AI infrastructure stack, the results from CRWV and SMCI deliver the same message: customer spending on AI infrastructure is surging rather than slowing down. CoreWeave: Backlo", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-super-micro-smci-183316686.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T18:33:16+00:00", "published_display": "12 Aug 2026 18:33", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.481, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Hedge Funds", "Institutional Investors"]}, {"title": "SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy\u2019s, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/spacex%2C-nebius%2C-palantir%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:49:00+00:00", "published_display": "12 Aug 2026 17:49", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.479, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Update: US Equity Indexes Mixed as Easing Inflation Lifts Fed Policy Pause Bets While No End in Sight for Iran War", "summary": "(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first paragraph.)US equity indexes traded mixed as a drop in July's inflation rate to a four-month low increased the odds of another Federal Reserve policy pause while Iran's top military 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", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-mixed-easing-174528454.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:45:28+00:00", "published_display": "12 Aug 2026 17:45", "sentiment": "positive", "sentiment_pct": 68, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.383, "duplicate_count": 1, "topics": ["Fed", "Inflation"]}, {"title": "Cisco Earnings Expected to Be Strong Thanks to Continued AI Demand", "summary": "Cisco Systems is scheduled to report fiscal fourth-quarter earnings on Wednesday after the market closes. Continue Reading", "url": "https://finance.yahoo.com/m/7240ded8-415b-3ecd-8300-14c789b2164f/cisco-earnings-expected-to-be.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:33:00+00:00", "published_display": "12 Aug 2026 17:33", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.478, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through", "summary": "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 \u2014 and Corning didn't make the cut", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:22:27+00:00", "published_display": "12 Aug 2026 17:22", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.477, "duplicate_count": 1, "topics": ["AI", "Earnings", "Optical Components", "Price Target", "Price Target", "Semiconductors"]}, {"title": "Dell Stock Rises on AI Boom. Super Micro Forecast Is the Catalyst", "summary": "This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 5% Wednesday as investors reacted to a stronger-than-expected outlook from Super Micro Computer, adding to optimism around demand for AI servers. Super Micro Computer (SMCI) projected fiscal 2027 revenue of $65 billion to $72 billion, above the $52.5 billion consensus estimate. Its shares rose more than 14% in morning trading, providing a positive read-through for Dell's AI infrastructure business. Warning! GuruFocus has detected 7 Warning Signs with DELL. Is DELL fairly valued? Test your thesis with o", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-stock-rises-ai-boom-171906413.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:19:06+00:00", "published_display": "12 Aug 2026 17:19", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.477, "duplicate_count": 1, "topics": ["AI", "Consensus Estimate", "Earnings", "Revenue Growth", "Servers", "Tech"]}, {"title": "The Dow Is Sideways. The AI Rotation Shows Signs of Life.", "summary": "The Dow Jones Industrial Average was up just 36 points and trading sideways all day. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level. Continue Reading", "url": "https://finance.yahoo.com/m/abe04956-095c-36cc-8471-a130fedc77a7/the-dow-is-sideways.-the-ai.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:15:35+00:00", "published_display": "12 Aug 2026 17:15", "sentiment": "positive", "sentiment_pct": 62, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.31, "duplicate_count": 1, "topics": ["Chip Stocks", "Optical Networking", "Real Estate", "Tech", "Utilities"]}, {"title": "Why Micron Stock Popped Wednesday", "summary": "This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed more than 5% Wednesday as investors assessed comments from company executives about persistent memory shortages and rising artificial intelligence demand. Micron said at a KeyBanc Capital Markets technology conference that industry supply may remain constrained through 2027. Demand from data-center operators is outpacing available production, with Micron indicating it can currently fulfill only part of customer requirements. Warning! GuruFocus has detected 4 Warning Signs with CRWV. Is CRWV fairly valued? Te", "url": "https://finance.yahoo.com/markets/stocks/articles/why-micron-stock-popped-wednesday-171036477.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:10:36+00:00", "published_display": "12 Aug 2026 17:10", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.291, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Earnings Per Share", "Quarterly Results", "Semiconductors"]}, {"title": "AMD Rises 3% as AI Server Demand Stays Strong", "summary": "This article first appeared on GuruFocus. Shares of chipmaker Advanced Micro Devices Inc. (AMD, Financials), a rival to Nvidia in artificial intelligence, gained nearly 2.6% after good earnings and forecast from Super Micro Computer Inc. fueled hopes for ongoing demand for AI servers.Super Micro announced adjusted earnings of $1.70 a share. That was significantly ahead of Wall Street's estimate of $0.96. Its prospects were even better.The company forecast quarterly revenue of $14.5 billion to $15.5 billion, well above the roughly $12.9 billion analysts had projected. It also anticipated revenu", "url": "https://finance.yahoo.com/technology/ai/articles/amd-rises-3-ai-server-170547690.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:05:47+00:00", "published_display": "12 Aug 2026 17:05", "sentiment": "positive", "sentiment_pct": 69, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.476, "duplicate_count": 1, "topics": ["AI", "Earnings", "Semiconductors", "Tech"]}, {"title": "Update: US Equity Indexes Mixed After Annual Inflation Eases, Iran Geopolitics Worsens", "summary": "(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.) PREMIUM 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 Already have a subscription? Sign in", "url": "https://finance.yahoo.com/economy/articles/us-equity-indexes-mixed-annual-164116435.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:41:16+00:00", "published_display": "12 Aug 2026 16:41", "sentiment": "positive", "sentiment_pct": 67, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.38, "duplicate_count": 1, "topics": []}, {"title": "Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more", "summary": "Check out the companies making the biggest moves midday: Wendy's \u2014 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 \u2014 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 \u2014 The construction developer drop", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-midday-wen-hrb-qnt-crwv-cava.html", "source_name": "cnbc.com", "published_at": "2026-08-12T16:06:12+00:00", "published_display": "12 Aug 2026 16:06", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.646, "duplicate_count": 1, "topics": ["Aecom", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Why Super Micro Computer Stock Popped Today", "summary": "Key Points Super Micro Computer beat on earnings but missed on sales last night. The server-maker forecast strong sales growth in fiscal 2027 -- but made no promises on free cash flow.10 stocks we like better than Super Micro Computer \u203a Super Micro Computer (NASDAQ: SMCI) stock surged 13.2% through 11:11 a.m. ET on Wednesday despite reporting mixed results in its fiscal Q4 2026 earnings report last night. Expected to earn just $0.71 per share on sales of $11.7 billion for the quarter, Super Micro reported a powerful $1.70 per share profit. Sales, however, came up short at only $11.1 billion. M", "url": "https://www.nasdaq.com/articles/why-super-micro-computer-stock-popped-today-0", "source_name": "nasdaq.com", "published_at": "2026-08-12T15:51:48+00:00", "published_display": "12 Aug 2026 15:51", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.472, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Free Cash Flow", "Free Cash Flow", "Markets"]}, {"title": "Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers", "summary": "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", "url": "https://finance.yahoo.com/video/cava-rises-sales-coreweave-sores-152528222.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:25:28+00:00", "published_display": "12 Aug 2026 15:25", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.47, "duplicate_count": 1, "topics": ["AI", "Earnings", "Mediterranean Diet", "Sales Outlook"]}, {"title": "The Dow Is Down. The AI Rotation Shows Signs of Life.", "summary": "The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level. Continue Reading", "url": "https://finance.yahoo.com/m/abe04956-095c-36cc-8471-a130fedc77a7/the-dow-is-down.-the-ai.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:18:49+00:00", "published_display": "12 Aug 2026 15:18", "sentiment": "positive", "sentiment_pct": 62, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.306, "duplicate_count": 1, "topics": ["Real Estate", "Tech", "Utilities"]}, {"title": "Oracle vs SMCI: Two AI Buildout Bets, One Big Catch", "summary": "Quick Read Oracle's $638B backlog and Supermicro's doubled gross margin signal AI strength, but both companies burned billions in cash during FY2026. Oracle's chip-neutral multicloud strategy embeds datacenters inside AWS, Google, and Microsoft, while Supermicro's export-control review remains its biggest overhang. Oracle's 36% operating margin and multicloud footprint make it the cleaner AI infrastructure play; Supermicro offers higher upside but carries governance risk. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Grab the n", "url": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-smci-two-ai-150032618.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:00:32+00:00", "published_display": "12 Aug 2026 15:00", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.469, "duplicate_count": 1, "topics": ["AI Infrastructure", "Cloud", "Earnings", "Free Cash Flow", "Governance", "Price Target"]}, {"title": "Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y", "summary": "Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year and 9% sequentially. Revenues also beat the Zacks Consensus Estimate by 1.09%. The strong performance reflected continued demand for AI infrastructure, as well as a sharp pickup in enterprise and channel activity. SMCI Sees Strong AI Demand Despite Customer Readiness Delays Super Micro Computer's fourth-quarter reven", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:56:00+00:00", "published_display": "12 Aug 2026 14:56", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.469, "duplicate_count": 1, "topics": ["AI", "Earnings", "Enterprise", "Fourth Quarter", "Free Cash Flow", "Semiconductors"]}, {"title": "S&P 500 Earnings Are So Good Investors Are Starting to Worry", "summary": "(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Epstein Victim Files Cleared for Release Over Maxwell's Protest As the latest reporting season nears completion, all signs are indicating the second quarter was one of the best three-month period", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-earnings-good-investors-144537963.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:45:37+00:00", "published_display": "12 Aug 2026 14:45", "sentiment": "neutral", "sentiment_pct": 49, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.286, "duplicate_count": 1, "topics": ["Earnings", "Earnings Growth", "Equities", "Growth Rate", "Inflation", "Interest Rates"]}, {"title": "Super Micro Stock Is the Best S&P 500 Performer as Earnings Smash Expectations", "summary": "Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting. Continue Reading", "url": "https://finance.yahoo.com/m/049d0384-7b3f-3116-990a-581b77fcd29f/super-micro-stock-is-the-best.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:42:00+00:00", "published_display": "12 Aug 2026 14:42", "sentiment": "positive", "sentiment_pct": 67, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.468, "duplicate_count": 1, "topics": []}, {"title": "Intel Did Much Worse Than Super Micro Computer But Both Got Punished", "summary": "Quick Read Intel (INTC) posted its strongest revenue growth in 15 years and Supermicro (SMCI) nearly doubled revenue, yet both stocks fell hard after earnings. Intel diluted existing shareholders by roughly one-fifth through a $15 billion stock offering, while Supermicro kept common equity dilution under 3% using debt. Intel's Foundry still bleeds $2.1 billion in operating losses and Supermicro carries an unresolved export-control review, making both difficult to underwrite now. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it tak", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-did-much-worse-super-143631335.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:36:31+00:00", "published_display": "12 Aug 2026 14:36", "sentiment": "negative", "sentiment_pct": 25, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.468, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Earnings", "Equity Dilution", "Export Control", "Operating Income"]}, {"title": "Earnings Results in Focus", "summary": "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 CPI rose 3.4%, annually in July, down from the 3.5% annual rise in June. Core CPI (excluding volatile items like food and energy) rose 0.2% in July after remaining unchanged in June. Like CPI, the core CPI print was in line with the Zacks Consensus Estimate. Core CPI rose 2.5% annually in July, below the 2.6% annual rise in June. The benign CPI and", "url": "https://finance.yahoo.com/markets/stocks/articles/earnings-results-focus-143100042.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:31:00+00:00", "published_display": "12 Aug 2026 14:31", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.467, "duplicate_count": 1, "topics": ["Earnings", "Earnings Results", "Fed", "Financial Results", "Inflation", "Price Target"]}, {"title": "AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro", "summary": "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", "url": "https://finance.yahoo.com/markets/article/ai-infrastructure-stocks-surge-after-strong-earnings-from-coreweave-supermicro-142304399.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:23:04+00:00", "published_display": "12 Aug 2026 14:23", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.467, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Fourth Quarter", "Memory Storage", "Neocloud", "Optical Products"]}, {"title": "The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP", "summary": "For Immediate Release Chicago, IL \u2013 August 12, 2026 \u2013 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 the blog include: Dell Technologies DELL, Super Micro Computer SMCI, Hewlett Packard Enterprise HPE and HP HPQ. Here are highlights from Tuesday's Analyst Blog: DELL Overvalued at 22x P/E: Should You Still Buy the Stock? Dell Technologiesshares are trading at a premium, as suggested by a Value Score of C. In terms of the fo", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-dell-142100645.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:21:00+00:00", "published_display": "12 Aug 2026 14:21", "sentiment": "positive", "sentiment_pct": 86, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.373, "duplicate_count": 1, "topics": ["AI", "Earnings", "Price Target", "Server Refresh", "Tech"]}, {"title": "U.S. Stock Futures Rise After In-Line Key Inflation Data", "summary": "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 CPI rose 3.4%, annually in July, down from the 3.5% annual rise in June. Core CPI (excluding volatile items like food and energy) rose 0.2% in July after remaining unchanged in June. Like CPI, the core CPI print was in line with the Zacks Consensus Estimate. Core CPI rose 2.5% annually in July, below the 2.6% annual rise in June. The benign CPI and", "url": "https://finance.yahoo.com/markets/stocks/articles/u-stock-futures-rise-line-142000304.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:20:00+00:00", "published_display": "12 Aug 2026 14:20", "sentiment": "positive", "sentiment_pct": 69, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.467, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Results", "Fed", "Financial Results", "Inflation"]}, {"title": "Supermicro Soars On Report. Why Nvidia Is Also Rallying.", "summary": "Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia. Continue Reading", "url": "https://finance.yahoo.com/m/a86a0faa-7892-344b-afee-f1abbb8a47b4/supermicro-soars-on-report..html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:14:05+00:00", "published_display": "12 Aug 2026 14:14", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.466, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report"]}, {"title": "CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?", "summary": "CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF. Video Transcript 00:00 Speaker A I think the message we got this morning was certainly that AI demand is if if anything is speeding up and was constrained this time. We saw it from Super Micro", "url": "https://finance.yahoo.com/video/coreweave-super-micro-earnings-quieting-141401252.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:14:01+00:00", "published_display": "12 Aug 2026 14:14", "sentiment": "positive", "sentiment_pct": 73, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.466, "duplicate_count": 1, "topics": ["AI Demand", "Earnings", "Guidance", "Quarterly Earnings", "Tech"]}, {"title": "CoreWeave, Nebius soar as AI spending powers growth", "summary": "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", "url": "https://finance.yahoo.com/video/coreweave-nebius-soar-ai-spending-141200933.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:12:00+00:00", "published_display": "12 Aug 2026 14:12", "sentiment": "positive", "sentiment_pct": 76, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.466, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings"]}, {"title": "Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance", "summary": "Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, Citi, Goldman, and Bank of America all raised their SMCI price targets but kept cautious ratings, doubting the 17.6% gross margin can hold. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Dell Technologies didn't make the cut. Grab the names FREE today. Shares of Super Micro Computer", "url": "https://finance.yahoo.com/technology/ai/articles/super-micro-advances-13-dell-140610269.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:06:10+00:00", "published_display": "12 Aug 2026 14:06", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.466, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Free Cash Flow", "Guidance", "Price Target"]}, {"title": "S&P 500 hits record high after July CPI data; CoreWeave stock jumps 21%", "summary": "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 Dow Jones Industrial Average ticking up 24 points, or 0.1%. Headline consumer prices rose 0.1% month-over-month in July and 3.4% on an annual basis, down from 3.5% in June. The core measure, which removes food and energy prices from the calculation, came in at 0.2% for the month and 2.5% on an annual basis. The data gave ", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-hits-record-high-135434536.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:54:34+00:00", "published_display": "12 Aug 2026 13:54", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.465, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fed", "Inflation", "Operating Income", "Split"]}, {"title": "Tech leads sectors higher in early trading as chip stocks gain: AlphaCheck", "summary": "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,", "url": "https://finance.yahoo.com/markets/article/tech-leads-sectors-higher-in-early-trading-as-chip-stocks-gain-alphacheck-134443200.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:44:43+00:00", "published_display": "12 Aug 2026 13:44", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.465, "duplicate_count": 1, "topics": ["Earnings", "Energy", "Inflation", "Semiconductors", "Tech"]}, {"title": "Nebius, CoreWeave, Lumentum, Quantinuum, Super Micro, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/nebius%2C-coreweave%2C-lumentum%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:04:00+00:00", "published_display": "12 Aug 2026 13:04", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.463, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Dell, HPE gain pre-market as SMCI posts blowout revenue guidance", "summary": "Investing.com -- Super Micro Computer projected fiscal 2027 revenue of $65\u2013$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 ahead of the open, as investors treat SMCI's results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem \u2014 and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%. Th", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-hpe-gain-pre-market-124533877.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:45:33+00:00", "published_display": "12 Aug 2026 12:45", "sentiment": "positive", "sentiment_pct": 74, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.461, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fourth Quarter", "Guidance", "Quarterly Results", "Server Hardware"]}, {"title": "CoreWeave Jumps 18% as AI Capacity Sells Out", "summary": "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 CRWV. Is CRWV fairly valued? Test your thesis with our free DCF calculator. The company raised its outlook for annual revenue, adjusted operating profit and capital spending. More importantly, CEO Michael Intrator said CoreWeave's near-term capacity is effectively s", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-jumps-18-ai-capacity-122429424.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:24:29+00:00", "published_display": "12 Aug 2026 12:24", "sentiment": "positive", "sentiment_pct": 77, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.46, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "Earnings"]}, {"title": "Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Nebius, Cava & more", "summary": "Check out the companies making the biggest moves premarket: Super Micro Computer \u2014 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 \u2014 The artificial intelligence cloud company saw shares gain", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-premarket-crwv-smic-cohr.html", "source_name": "cnbc.com", "published_at": "2026-08-12T12:12:29+00:00", "published_display": "12 Aug 2026 12:12", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.628, "duplicate_count": 1, "topics": ["AI", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Stock futures rise before July CPI inflation report", "summary": "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 Jones Industrial Average futures added 67 points, or 0.1%. The Bureau of Labor Statistics was scheduled to release the CPI data at 8:30 a.m. ET. Economists polled by Dow Jones expect the report to show consumer prices rose 3.4% from a year earlier, down from the 3.5% rate recorded in June. The core reading, which strips out food and ene", "url": "https://finance.yahoo.com/markets/stocks/articles/stock-futures-rise-july-cpi-113403145.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:34:03+00:00", "published_display": "12 Aug 2026 11:34", "sentiment": "neutral", "sentiment_pct": 54, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.182, "duplicate_count": 1, "topics": ["Cpi", "Earnings", "Operating Income", "Quarterly Earnings", "Rates", "Split"]}, {"title": "Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/lumentum%2C-coreweave%2C-smci%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:18:00+00:00", "published_display": "12 Aug 2026 11:18", "sentiment": "positive", "sentiment_pct": 64, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.457, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Tech"]}, {"title": "Tech Earnings, Oil, CPI Lift Wall Street Pre-Bell; Asia, Europe Up", "summary": "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 article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "url": "https://finance.yahoo.com/markets/stocks/articles/tech-earnings-oil-cpi-lift-110514660.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:05:14+00:00", "published_display": "12 Aug 2026 11:05", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.456, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Tech"]}, {"title": "Stock Futures Rebound as AI Trade Reignites Ahead of CPI Inflation Report", "summary": "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 500 futures added 0.3%, and Dow Jones Industrial Average futures were up 0.1%. The three major indexes fell the previous session as the market stalled in the run-up to the consumer price index inflation print. Continue Reading", "url": "https://finance.yahoo.com/m/3a186379-3c33-3f37-95c9-26f95ddcb67c/stock-futures-rebound-as-ai.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:59:45+00:00", "published_display": "12 Aug 2026 10:59", "sentiment": "neutral", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.456, "duplicate_count": 1, "topics": ["AI", "Cpi", "Earnings", "Inflation", "Quarterly Results", "Tech"]}, {"title": "Social Buzz: Wallstreetbets Stocks Advance Premarket Wednesday; CoreWeave, Super Micro Computer to Open Higher", "summary": "The most-talked-about stocks in the Reddit subforum Wallstreetbets were advancing hours before Wednesday's opening bell.CoreWeave (CRWV) advanced by 18.5% premarket, after closing Tuesday with a 2.4% increase. CoreWeave posted a surge in Q2 revenue. Super Micro Computer (SMCI) 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", "url": "https://finance.yahoo.com/markets/stocks/articles/social-buzz-wallstreetbets-stocks-advance-103731627.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:37:31+00:00", "published_display": "12 Aug 2026 10:37", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.454, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "CoreWeave surges after raising FY26 outlook", "summary": "[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", "url": "https://seekingalpha.com/news/4631298-coreweave-surges-after-raising-fy26-outlook?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T09:59:43+00:00", "published_display": "12 Aug 2026 09:59", "sentiment": "positive", "sentiment_pct": 89, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.452, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings News", "Fourth Quarter", "Guidance", "IPO"]}, {"title": "CoreWeave, Super Micro climb on signs of sustained AI buildout", "summary": "By Akriti Shah Aug 12 (Reuters) - Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after \u200cupbeat forecasts from the two AI infrastructure companies \u200creinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more \u200bthan 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 \u200craised its forecasts for \u2060annual revenue, adjusted operating profit and capital spending, as strong demand for its Nvidia-powered AI \u2060in", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-super-micro-climb-signs-095801780.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:58:01+00:00", "published_display": "12 Aug 2026 09:58", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.452, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Tech"]}, {"title": "Stock Futures Rise as AI Vibe Shifts Before CPI Inflation Report", "summary": "Stock futures were rising 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. Continue Reading", "url": "https://finance.yahoo.com/m/3a186379-3c33-3f37-95c9-26f95ddcb67c/stock-futures-rise-as-ai-vibe.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T08:42:54+00:00", "published_display": "12 Aug 2026 08:42", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.448, "duplicate_count": 1, "topics": ["AI", "Earnings", "Inflation", "Quarterly Results", "Tech"]}, {"title": "Stock futures little changed as traders await inflation report", "summary": "[Wall Street-Street Sign] P_Wei/E+ via Getty Images Stock index futures were muted on Wednesday as traders turned their attention to a closely watched consumer inflation report that could offer fresh clues on the Federal Reserve's policy path. Dow futures (INDU [https://seekingalpha.com/symbol/INDU]) -0.01%, S&P 500 futures (SPX [https://seekingalpha.com/symbol/SPX]) +0.12%, and Nasdaq futures (US100:IND) +0.18%. The consumer price index is seen up a more routine 0.1% month-over-month and 0.2% on a core basis in June, with annual increases of 3.4% and 2.4%. Among S&P 500 stocks, Super Micro Co", "url": "https://seekingalpha.com/news/4631287-sp500-nasdaq-dow-jones-outlook-stock-market-cpi?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T08:14:56+00:00", "published_display": "12 Aug 2026 08:14", "sentiment": "positive", "sentiment_pct": 60, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.447, "duplicate_count": 1, "topics": ["Earnings", "Fed", "Inflation", "Tech"]}, {"title": "Nvidia Partner Hon Hai\u2019s Profit Beats on Sustained AI Spending", "summary": "(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Pakistan Says Deal Is Close Even as Iran, US Harden Stances Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Air India Pilot Tests Positive for Drugs After Mid-Air Drop Net income for the three months ended in June grew 35% to NT$60 billion ($1.9 billion), versu", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-partner-hon-hai-profit-062436722.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T06:24:36+00:00", "published_display": "12 Aug 2026 06:24", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.441, "duplicate_count": 1, "topics": ["AI", "Consumer Electronics", "Data Centers", "Earnings", "Tech"]}, {"title": "SMCI Stock Rises but Needs to Break $35 as Super Micro Computer Beats Q4 Revenue Estimates", "summary": "", "url": "", "source_name": "FXLeaders", "published_at": "2026-08-12T02:51:12+00:00", "published_display": "12 Aug 2026 02:51", "sentiment": "positive", "sentiment_pct": 58, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.43, "duplicate_count": 1, "topics": []}, {"title": "Super Micro targets $65B-$72B FY 2027 revenue as it guides Q1 sales of $14.5B-$15.5B", "summary": "Earnings Call Insights: Super Micro Computer, Inc. (SMCI) Q4 fiscal 2026 MANAGEMENT VIEW * \"Fiscal year 2026 was a historic milestone for Super Micro as we nearly doubled our revenue year-over-year, growing from $22 billion last year to $39 billion fiscal year '26.\" (Founder, Chairman of the Board, President & CEO Charles Liang) * \"In our preannouncement, we disclosed over $60 billion in new orders, driving our order book and backlog to new record levels as we enter fiscal year 2027.\" (CEO Liang) * \"While Q4 revenue came in at $11.1 billion due to some short-term customer delays in power short", "url": "https://seekingalpha.com/news/4631194-super-micro-targets-65b-72b-fy-2027-revenue-as-it-guides-q1-sales-of-14_5b-15_5b?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T01:47:53+00:00", "published_display": "12 Aug 2026 01:47", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.426, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Earnings", "Financials", "Guidance", "Net Income"]}, {"title": "Dow Jones Futures: 3 Nvidia Partners Lead Earnings Movers; CPI Inflation Data Due", "summary": "The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late. Continue Reading", "url": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures%3A-3-nvidia.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T00:37:46+00:00", "published_display": "12 Aug 2026 00:37", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.423, "duplicate_count": 1, "topics": ["Earnings", "Inflation"]}, {"title": "Snake-Bit Supermicro Surprises With Big Earnings Beat", "summary": "Supermicro trounced Wall Street's earnings target for its fiscal Q4 and guided well above views for the current quarter. SMCI stock jumped. Continue Reading", "url": "https://finance.yahoo.com/m/b9f62618-3a4e-3c66-9462-11e0a083d2ca/snake-bit-supermicro.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T21:49:14+00:00", "published_display": "11 Aug 2026 21:49", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.414, "duplicate_count": 1, "topics": ["Earnings", "Guidance"]}], "by_tier": {"direct": [{"title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "summary": "The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "source_name": "nasdaq.com", "published_at": "2026-08-13T08:31:08+00:00", "published_display": "13 Aug 2026 08:31", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.532, "duplicate_count": 1, "topics": ["AI", "Chip Stocks", "Cpi", "Earnings", "Earnings Growth", "Earnings Results"]}, {"title": "US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. July CPI is expected at 3.4% year on year, with core inflation seen at 2.5%, which would suggest the cost of living is still rising but closer to the central bank's comfort zo", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-080906060.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:09:06+00:00", "published_display": "13 Aug 2026 08:09", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 73, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.345, "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Inflation", "M A", "Price Target", "Price Target"]}, {"title": "South Korea's Kospi enters technical bull market as AI trade rebounds", "summary": "[Abstract AI Symbol in Front of South Korean Flag \u2013 Representing AI Innovation and Technology in South Korea] J Studios South Korea's benchmark Kospi index entered a technical bull market on Thursday as the broader AI trade rebounded and traders pushed back expectations of a Federal Reserve rate hike after in-line U.S. inflation data. Kospi climbed as much as 4.8% on Thursday to a three-week high, rebounding 31% from its July 29 low. A stock index is considered to enter a technical bull market when it rises 20% or more from a recent low. Chip giants Samsung (SSNLF [https://seekingalpha.com/sym", "url": "https://seekingalpha.com/news/4632085-south-korea-kospi-technical-bull-market?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-13T07:42:41+00:00", "published_display": "13 Aug 2026 07:42", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 46, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.21, "duplicate_count": 1, "topics": ["Earnings", "Fed", "Rates", "Semiconductors", "Tech"]}, {"title": "Super Micro Guided Fiscal 2027 Revenue $16 Billion Above Wall Street and Missed the Quarter Anyway", "summary": "Key Points Supermicro's fiscal fourth-quarter revenue of $11.1 billion nearly doubled from a year ago but came in below the $11.55 billion analysts expected. Gross margin reached 17.5%, above even the preliminary 15% to 17% range the company flagged in July. Management guided fiscal 2027 revenue to $65 billion to $72 billion, against a consensus estimate of $52.5 billion.10 stocks we like better than Super Micro Computer \u203a Super Micro Computer(NASDAQ: SMCI) reported its fiscal fourth-quarter results (for the period ended June 30) after the market closed on Tuesday. Revenue of $11.1 billion cam", "url": "https://www.nasdaq.com/articles/super-micro-guided-fiscal-2027-revenue-16-billion-above-wall-street-and-missed-quarter", "source_name": "nasdaq.com", "published_at": "2026-08-13T03:39:00+00:00", "published_display": "13 Aug 2026 03:39", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.514, "duplicate_count": 1, "topics": ["Balance Sheet", "Consensus Estimate", "Earnings", "Fourth Quarter", "Guidance", "Markets"]}, {"title": "Review & Preview: Hold Please?", "summary": "A softer inflation report that was in line with expectations helped boost stocks today, but overall, it was another fairly uneventful session after a quiet start to the week. The tech-heavy Nasdaq Composite finished up 0.5% today. Outside of the cooler inflation reading this morning, artificial intelligence stocks like Super Micro Computer and Lumentum helped drive stocks higher today, particularly in the Nasdaq, after turning in earnings performances that smashed expectations. Continue Reading", "url": "https://finance.yahoo.com/m/b0aac423-bbda-3b86-952e-b5990cc86e28/review-%26-preview%3A-hold-please%3F.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T23:55:00+00:00", "published_display": "12 Aug 2026 23:55", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 61, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.5, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Tech"]}, {"title": "Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally", "summary": "AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading", "url": "https://finance.yahoo.com/m/1a4df130-7c08-3f7f-8a30-395b0e9950f6/dow-jones-futures%3A-cisco%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:58:19+00:00", "published_display": "12 Aug 2026 20:58", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.49, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Update: US Equity Indexes Mixed as AI Infrastructure Players Boost Tech, Cooling Inflation Raises Odds of Sixth Fed Policy Pause", "summary": "(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.) PREMIUM 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 Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-mixed-ai-204853133.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:48:53+00:00", "published_display": "12 Aug 2026 20:48", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 73, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.391, "duplicate_count": 1, "topics": []}, {"title": "US Equity Markets End Mixed Amid Tech Stock Gains, Lower Inflation Data", "summary": "US equity indexes ended mixed Wednesday amid stock gains by some major technology stocks and a four-month low inflation rate report.* The consumer price index rose 3.4% in July from a year earlier, decelerating from 3.5% in June, according to data from the Bureau of Labor 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", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-markets-end-mixed-201441316.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:14:41+00:00", "published_display": "12 Aug 2026 20:14", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 72, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.39, "duplicate_count": 1, "topics": ["Inflation", "Tech"]}, {"title": "Super Micro Stock Jumps 13.6% on Stunning $72 Billion Outlook", "summary": "This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI), the AI-server powerhouse sitting right in the middle of the data-center spending boom, forecast fiscal 2027 revenue of $65 billion to $72 billion, and Wall Street took notice. Shares jumped roughly 13.6% Wednesday afternoon. Forget the quarterly miss for a moment. The number driving the stock was $68.5 billionthe midpoint of management's new revenue target. That is roughly $16 billion, or 30.5%, above the $52.5 billion analyst estimate cited by Reuters. For a company already operating at massive scale, that is not a ", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-stock-jumps-13-201305718.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:13:05+00:00", "published_display": "12 Aug 2026 20:13", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 49, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.298, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Price Target"]}, {"title": "Supermicro Announces Participation in Upcoming Investor Events", "summary": "SAN JOSE, Calif., August 12, 2026--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions\u00ae (DCBBS), today announced its participation in the upcoming investor conferences: Oppenheimer 29th Annual Technology, Internet & Communications Conference Date: August 13, 2026 Location: Virtual 1x1s Only Citi 2026 Global TMT Conference Date: September 8, 2026 Fireside Chat: 2:35pm ET (webcast available) Location: New York, NY Goldman Sachs Communacopia + Technology Conference 2026 Date: ", "url": "https://finance.yahoo.com/markets/stocks/articles/supermicro-announces-participation-upcoming-investor-200500356.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:05:00+00:00", "published_display": "12 Aug 2026 20:05", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 59, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.316, "duplicate_count": 1, "topics": ["5g", "Cloud", "Enterprise", "Tech"]}, {"title": "Strong Earnings Power Tech Stocks Higher Ahead of Wholesale Inflation Report", "summary": "A wave of tech earnings reports helped lift the S&P 500 back near its highest levels on record on Wednesday. The Nasdaq Composite rose 0.5%. Hot artificial intelligence stocks like Super Micro Computer and Lumentum helped power the Nasdaq higher after earnings. Continue Reading", "url": "https://finance.yahoo.com/m/a179b879-479b-34b2-a22d-54a5ec31541f/strong-earnings-power-tech.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:03:14+00:00", "published_display": "12 Aug 2026 20:03", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 79, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.486, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Earnings", "Tech"]}, {"title": "Update: US Equity Indexes Rise as Chipmakers Boost Technology, Cooling Inflation Lifts Bets for Fed Policy Pause", "summary": "(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit PREMIUM 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 Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-rise-chipmakers-195237541.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:52:37+00:00", "published_display": "12 Aug 2026 19:52", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 67, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.389, "duplicate_count": 1, "topics": []}, {"title": "Is Super Micro Stock a No-Brainer Buy After Posting Incredible Q4 Numbers?", "summary": "Key Points Super Micro's sales nearly doubled in Q4. Its gross profit and net income also showed significant improvements from a year ago. The stock continues to trade at a low earnings multiple.10 stocks we like better than Super Micro Computer \u203a Shares of Super Micro Computer (NASDAQ: SMCI) have been rising today as investors are excited about its latest quarterly results. The company, which sells servers and other tech infrastructure necessary for the artificial intelligence (AI) build-out, posted not only strong revenue growth, but its bottom line improved significantly. After posting such", "url": "https://www.nasdaq.com/articles/super-micro-stock-no-brainer-buy-after-posting-incredible-q4-numbers", "source_name": "nasdaq.com", "published_at": "2026-08-12T18:50:00+00:00", "published_display": "12 Aug 2026 18:50", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 72, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.482, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Per Share", "Fourth Quarter", "Markets", "Net Income"]}, {"title": "CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging", "summary": "AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion this year. Operating at different levels of the AI infrastructure stack, the results from CRWV and SMCI deliver the same message: customer spending on AI infrastructure is surging rather than slowing down. CoreWeave: Backlo", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-super-micro-smci-183316686.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T18:33:16+00:00", "published_display": "12 Aug 2026 18:33", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.481, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Hedge Funds", "Institutional Investors"]}, {"title": "SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy\u2019s, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/spacex%2C-nebius%2C-palantir%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:49:00+00:00", "published_display": "12 Aug 2026 17:49", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.479, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Update: US Equity Indexes Mixed as Easing Inflation Lifts Fed Policy Pause Bets While No End in Sight for Iran War", "summary": "(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first paragraph.)US equity indexes traded mixed as a drop in July's inflation rate to a four-month low increased the odds of another Federal Reserve policy pause while Iran's top military 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", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-mixed-easing-174528454.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:45:28+00:00", "published_display": "12 Aug 2026 17:45", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 68, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.383, "duplicate_count": 1, "topics": ["Fed", "Inflation"]}, {"title": "Cisco Earnings Expected to Be Strong Thanks to Continued AI Demand", "summary": "Cisco Systems is scheduled to report fiscal fourth-quarter earnings on Wednesday after the market closes. Continue Reading", "url": "https://finance.yahoo.com/m/7240ded8-415b-3ecd-8300-14c789b2164f/cisco-earnings-expected-to-be.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:33:00+00:00", "published_display": "12 Aug 2026 17:33", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.478, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through", "summary": "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 \u2014 and Corning didn't make the cut", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:22:27+00:00", "published_display": "12 Aug 2026 17:22", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.477, "duplicate_count": 1, "topics": ["AI", "Earnings", "Optical Components", "Price Target", "Price Target", "Semiconductors"]}, {"title": "Dell Stock Rises on AI Boom. Super Micro Forecast Is the Catalyst", "summary": "This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 5% Wednesday as investors reacted to a stronger-than-expected outlook from Super Micro Computer, adding to optimism around demand for AI servers. Super Micro Computer (SMCI) projected fiscal 2027 revenue of $65 billion to $72 billion, above the $52.5 billion consensus estimate. Its shares rose more than 14% in morning trading, providing a positive read-through for Dell's AI infrastructure business. Warning! GuruFocus has detected 7 Warning Signs with DELL. Is DELL fairly valued? Test your thesis with o", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-stock-rises-ai-boom-171906413.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:19:06+00:00", "published_display": "12 Aug 2026 17:19", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.477, "duplicate_count": 1, "topics": ["AI", "Consensus Estimate", "Earnings", "Revenue Growth", "Servers", "Tech"]}, {"title": "The Dow Is Sideways. The AI Rotation Shows Signs of Life.", "summary": "The Dow Jones Industrial Average was up just 36 points and trading sideways all day. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level. Continue Reading", "url": "https://finance.yahoo.com/m/abe04956-095c-36cc-8471-a130fedc77a7/the-dow-is-sideways.-the-ai.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:15:35+00:00", "published_display": "12 Aug 2026 17:15", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 62, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.31, "duplicate_count": 1, "topics": ["Chip Stocks", "Optical Networking", "Real Estate", "Tech", "Utilities"]}, {"title": "Why Micron Stock Popped Wednesday", "summary": "This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed more than 5% Wednesday as investors assessed comments from company executives about persistent memory shortages and rising artificial intelligence demand. Micron said at a KeyBanc Capital Markets technology conference that industry supply may remain constrained through 2027. Demand from data-center operators is outpacing available production, with Micron indicating it can currently fulfill only part of customer requirements. Warning! GuruFocus has detected 4 Warning Signs with CRWV. Is CRWV fairly valued? Te", "url": "https://finance.yahoo.com/markets/stocks/articles/why-micron-stock-popped-wednesday-171036477.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:10:36+00:00", "published_display": "12 Aug 2026 17:10", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.291, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Earnings Per Share", "Quarterly Results", "Semiconductors"]}, {"title": "AMD Rises 3% as AI Server Demand Stays Strong", "summary": "This article first appeared on GuruFocus. Shares of chipmaker Advanced Micro Devices Inc. (AMD, Financials), a rival to Nvidia in artificial intelligence, gained nearly 2.6% after good earnings and forecast from Super Micro Computer Inc. fueled hopes for ongoing demand for AI servers.Super Micro announced adjusted earnings of $1.70 a share. That was significantly ahead of Wall Street's estimate of $0.96. Its prospects were even better.The company forecast quarterly revenue of $14.5 billion to $15.5 billion, well above the roughly $12.9 billion analysts had projected. It also anticipated revenu", "url": "https://finance.yahoo.com/technology/ai/articles/amd-rises-3-ai-server-170547690.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:05:47+00:00", "published_display": "12 Aug 2026 17:05", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 69, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.476, "duplicate_count": 1, "topics": ["AI", "Earnings", "Semiconductors", "Tech"]}, {"title": "Update: US Equity Indexes Mixed After Annual Inflation Eases, Iran Geopolitics Worsens", "summary": "(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.) PREMIUM 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 Already have a subscription? Sign in", "url": "https://finance.yahoo.com/economy/articles/us-equity-indexes-mixed-annual-164116435.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:41:16+00:00", "published_display": "12 Aug 2026 16:41", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 67, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.38, "duplicate_count": 1, "topics": []}, {"title": "Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more", "summary": "Check out the companies making the biggest moves midday: Wendy's \u2014 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 \u2014 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 \u2014 The construction developer drop", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-midday-wen-hrb-qnt-crwv-cava.html", "source_name": "cnbc.com", "published_at": "2026-08-12T16:06:12+00:00", "published_display": "12 Aug 2026 16:06", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.646, "duplicate_count": 1, "topics": ["Aecom", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Why Super Micro Computer Stock Popped Today", "summary": "Key Points Super Micro Computer beat on earnings but missed on sales last night. The server-maker forecast strong sales growth in fiscal 2027 -- but made no promises on free cash flow.10 stocks we like better than Super Micro Computer \u203a Super Micro Computer (NASDAQ: SMCI) stock surged 13.2% through 11:11 a.m. ET on Wednesday despite reporting mixed results in its fiscal Q4 2026 earnings report last night. Expected to earn just $0.71 per share on sales of $11.7 billion for the quarter, Super Micro reported a powerful $1.70 per share profit. Sales, however, came up short at only $11.1 billion. M", "url": "https://www.nasdaq.com/articles/why-super-micro-computer-stock-popped-today-0", "source_name": "nasdaq.com", "published_at": "2026-08-12T15:51:48+00:00", "published_display": "12 Aug 2026 15:51", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.472, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Free Cash Flow", "Free Cash Flow", "Markets"]}, {"title": "Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers", "summary": "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", "url": "https://finance.yahoo.com/video/cava-rises-sales-coreweave-sores-152528222.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:25:28+00:00", "published_display": "12 Aug 2026 15:25", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.47, "duplicate_count": 1, "topics": ["AI", "Earnings", "Mediterranean Diet", "Sales Outlook"]}, {"title": "The Dow Is Down. The AI Rotation Shows Signs of Life.", "summary": "The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level. Continue Reading", "url": "https://finance.yahoo.com/m/abe04956-095c-36cc-8471-a130fedc77a7/the-dow-is-down.-the-ai.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:18:49+00:00", "published_display": "12 Aug 2026 15:18", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 62, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.306, "duplicate_count": 1, "topics": ["Real Estate", "Tech", "Utilities"]}, {"title": "Oracle vs SMCI: Two AI Buildout Bets, One Big Catch", "summary": "Quick Read Oracle's $638B backlog and Supermicro's doubled gross margin signal AI strength, but both companies burned billions in cash during FY2026. Oracle's chip-neutral multicloud strategy embeds datacenters inside AWS, Google, and Microsoft, while Supermicro's export-control review remains its biggest overhang. Oracle's 36% operating margin and multicloud footprint make it the cleaner AI infrastructure play; Supermicro offers higher upside but carries governance risk. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Grab the n", "url": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-smci-two-ai-150032618.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:00:32+00:00", "published_display": "12 Aug 2026 15:00", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.469, "duplicate_count": 1, "topics": ["AI Infrastructure", "Cloud", "Earnings", "Free Cash Flow", "Governance", "Price Target"]}, {"title": "Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y", "summary": "Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year and 9% sequentially. Revenues also beat the Zacks Consensus Estimate by 1.09%. The strong performance reflected continued demand for AI infrastructure, as well as a sharp pickup in enterprise and channel activity. SMCI Sees Strong AI Demand Despite Customer Readiness Delays Super Micro Computer's fourth-quarter reven", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:56:00+00:00", "published_display": "12 Aug 2026 14:56", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.469, "duplicate_count": 1, "topics": ["AI", "Earnings", "Enterprise", "Fourth Quarter", "Free Cash Flow", "Semiconductors"]}, {"title": "S&P 500 Earnings Are So Good Investors Are Starting to Worry", "summary": "(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Epstein Victim Files Cleared for Release Over Maxwell's Protest As the latest reporting season nears completion, all signs are indicating the second quarter was one of the best three-month period", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-earnings-good-investors-144537963.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:45:37+00:00", "published_display": "12 Aug 2026 14:45", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 49, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.286, "duplicate_count": 1, "topics": ["Earnings", "Earnings Growth", "Equities", "Growth Rate", "Inflation", "Interest Rates"]}, {"title": "Super Micro Stock Is the Best S&P 500 Performer as Earnings Smash Expectations", "summary": "Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting. Continue Reading", "url": "https://finance.yahoo.com/m/049d0384-7b3f-3116-990a-581b77fcd29f/super-micro-stock-is-the-best.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:42:00+00:00", "published_display": "12 Aug 2026 14:42", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 67, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.468, "duplicate_count": 1, "topics": []}, {"title": "Intel Did Much Worse Than Super Micro Computer But Both Got Punished", "summary": "Quick Read Intel (INTC) posted its strongest revenue growth in 15 years and Supermicro (SMCI) nearly doubled revenue, yet both stocks fell hard after earnings. Intel diluted existing shareholders by roughly one-fifth through a $15 billion stock offering, while Supermicro kept common equity dilution under 3% using debt. Intel's Foundry still bleeds $2.1 billion in operating losses and Supermicro carries an unresolved export-control review, making both difficult to underwrite now. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it tak", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-did-much-worse-super-143631335.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:36:31+00:00", "published_display": "12 Aug 2026 14:36", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 25, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.468, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Earnings", "Equity Dilution", "Export Control", "Operating Income"]}, {"title": "Earnings Results in Focus", "summary": "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 CPI rose 3.4%, annually in July, down from the 3.5% annual rise in June. Core CPI (excluding volatile items like food and energy) rose 0.2% in July after remaining unchanged in June. Like CPI, the core CPI print was in line with the Zacks Consensus Estimate. Core CPI rose 2.5% annually in July, below the 2.6% annual rise in June. The benign CPI and", "url": "https://finance.yahoo.com/markets/stocks/articles/earnings-results-focus-143100042.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:31:00+00:00", "published_display": "12 Aug 2026 14:31", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.467, "duplicate_count": 1, "topics": ["Earnings", "Earnings Results", "Fed", "Financial Results", "Inflation", "Price Target"]}, {"title": "AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro", "summary": "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", "url": "https://finance.yahoo.com/markets/article/ai-infrastructure-stocks-surge-after-strong-earnings-from-coreweave-supermicro-142304399.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:23:04+00:00", "published_display": "12 Aug 2026 14:23", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.467, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Fourth Quarter", "Memory Storage", "Neocloud", "Optical Products"]}, {"title": "The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP", "summary": "For Immediate Release Chicago, IL \u2013 August 12, 2026 \u2013 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 the blog include: Dell Technologies DELL, Super Micro Computer SMCI, Hewlett Packard Enterprise HPE and HP HPQ. Here are highlights from Tuesday's Analyst Blog: DELL Overvalued at 22x P/E: Should You Still Buy the Stock? Dell Technologiesshares are trading at a premium, as suggested by a Value Score of C. In terms of the fo", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-dell-142100645.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:21:00+00:00", "published_display": "12 Aug 2026 14:21", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.373, "duplicate_count": 1, "topics": ["AI", "Earnings", "Price Target", "Server Refresh", "Tech"]}, {"title": "U.S. Stock Futures Rise After In-Line Key Inflation Data", "summary": "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 CPI rose 3.4%, annually in July, down from the 3.5% annual rise in June. Core CPI (excluding volatile items like food and energy) rose 0.2% in July after remaining unchanged in June. Like CPI, the core CPI print was in line with the Zacks Consensus Estimate. Core CPI rose 2.5% annually in July, below the 2.6% annual rise in June. The benign CPI and", "url": "https://finance.yahoo.com/markets/stocks/articles/u-stock-futures-rise-line-142000304.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:20:00+00:00", "published_display": "12 Aug 2026 14:20", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 69, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.467, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Results", "Fed", "Financial Results", "Inflation"]}, {"title": "Supermicro Soars On Report. Why Nvidia Is Also Rallying.", "summary": "Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia. Continue Reading", "url": "https://finance.yahoo.com/m/a86a0faa-7892-344b-afee-f1abbb8a47b4/supermicro-soars-on-report..html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:14:05+00:00", "published_display": "12 Aug 2026 14:14", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.466, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report"]}, {"title": "CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?", "summary": "CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF. Video Transcript 00:00 Speaker A I think the message we got this morning was certainly that AI demand is if if anything is speeding up and was constrained this time. We saw it from Super Micro", "url": "https://finance.yahoo.com/video/coreweave-super-micro-earnings-quieting-141401252.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:14:01+00:00", "published_display": "12 Aug 2026 14:14", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 73, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.466, "duplicate_count": 1, "topics": ["AI Demand", "Earnings", "Guidance", "Quarterly Earnings", "Tech"]}, {"title": "CoreWeave, Nebius soar as AI spending powers growth", "summary": "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", "url": "https://finance.yahoo.com/video/coreweave-nebius-soar-ai-spending-141200933.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:12:00+00:00", "published_display": "12 Aug 2026 14:12", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 76, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.466, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings"]}, {"title": "Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance", "summary": "Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, Citi, Goldman, and Bank of America all raised their SMCI price targets but kept cautious ratings, doubting the 17.6% gross margin can hold. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Dell Technologies didn't make the cut. Grab the names FREE today. Shares of Super Micro Computer", "url": "https://finance.yahoo.com/technology/ai/articles/super-micro-advances-13-dell-140610269.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:06:10+00:00", "published_display": "12 Aug 2026 14:06", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.466, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Free Cash Flow", "Guidance", "Price Target"]}, {"title": "S&P 500 hits record high after July CPI data; CoreWeave stock jumps 21%", "summary": "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 Dow Jones Industrial Average ticking up 24 points, or 0.1%. Headline consumer prices rose 0.1% month-over-month in July and 3.4% on an annual basis, down from 3.5% in June. The core measure, which removes food and energy prices from the calculation, came in at 0.2% for the month and 2.5% on an annual basis. The data gave ", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-hits-record-high-135434536.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:54:34+00:00", "published_display": "12 Aug 2026 13:54", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.465, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fed", "Inflation", "Operating Income", "Split"]}, {"title": "Tech leads sectors higher in early trading as chip stocks gain: AlphaCheck", "summary": "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,", "url": "https://finance.yahoo.com/markets/article/tech-leads-sectors-higher-in-early-trading-as-chip-stocks-gain-alphacheck-134443200.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:44:43+00:00", "published_display": "12 Aug 2026 13:44", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.465, "duplicate_count": 1, "topics": ["Earnings", "Energy", "Inflation", "Semiconductors", "Tech"]}, {"title": "Nebius, CoreWeave, Lumentum, Quantinuum, Super Micro, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/nebius%2C-coreweave%2C-lumentum%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:04:00+00:00", "published_display": "12 Aug 2026 13:04", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.463, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Dell, HPE gain pre-market as SMCI posts blowout revenue guidance", "summary": "Investing.com -- Super Micro Computer projected fiscal 2027 revenue of $65\u2013$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 ahead of the open, as investors treat SMCI's results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem \u2014 and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%. Th", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-hpe-gain-pre-market-124533877.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:45:33+00:00", "published_display": "12 Aug 2026 12:45", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 74, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.461, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fourth Quarter", "Guidance", "Quarterly Results", "Server Hardware"]}, {"title": "CoreWeave Jumps 18% as AI Capacity Sells Out", "summary": "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 CRWV. Is CRWV fairly valued? Test your thesis with our free DCF calculator. The company raised its outlook for annual revenue, adjusted operating profit and capital spending. More importantly, CEO Michael Intrator said CoreWeave's near-term capacity is effectively s", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-jumps-18-ai-capacity-122429424.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:24:29+00:00", "published_display": "12 Aug 2026 12:24", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 77, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.46, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "Earnings"]}, {"title": "Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Nebius, Cava & more", "summary": "Check out the companies making the biggest moves premarket: Super Micro Computer \u2014 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 \u2014 The artificial intelligence cloud company saw shares gain", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-premarket-crwv-smic-cohr.html", "source_name": "cnbc.com", "published_at": "2026-08-12T12:12:29+00:00", "published_display": "12 Aug 2026 12:12", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.628, "duplicate_count": 1, "topics": ["AI", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Stock futures rise before July CPI inflation report", "summary": "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 Jones Industrial Average futures added 67 points, or 0.1%. The Bureau of Labor Statistics was scheduled to release the CPI data at 8:30 a.m. ET. Economists polled by Dow Jones expect the report to show consumer prices rose 3.4% from a year earlier, down from the 3.5% rate recorded in June. The core reading, which strips out food and ene", "url": "https://finance.yahoo.com/markets/stocks/articles/stock-futures-rise-july-cpi-113403145.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:34:03+00:00", "published_display": "12 Aug 2026 11:34", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 54, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.182, "duplicate_count": 1, "topics": ["Cpi", "Earnings", "Operating Income", "Quarterly Earnings", "Rates", "Split"]}, {"title": "Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/lumentum%2C-coreweave%2C-smci%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:18:00+00:00", "published_display": "12 Aug 2026 11:18", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 64, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.457, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Tech"]}, {"title": "Tech Earnings, Oil, CPI Lift Wall Street Pre-Bell; Asia, Europe Up", "summary": "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 article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "url": "https://finance.yahoo.com/markets/stocks/articles/tech-earnings-oil-cpi-lift-110514660.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:05:14+00:00", "published_display": "12 Aug 2026 11:05", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.456, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Tech"]}, {"title": "Stock Futures Rebound as AI Trade Reignites Ahead of CPI Inflation Report", "summary": "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 500 futures added 0.3%, and Dow Jones Industrial Average futures were up 0.1%. The three major indexes fell the previous session as the market stalled in the run-up to the consumer price index inflation print. Continue Reading", "url": "https://finance.yahoo.com/m/3a186379-3c33-3f37-95c9-26f95ddcb67c/stock-futures-rebound-as-ai.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:59:45+00:00", "published_display": "12 Aug 2026 10:59", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.456, "duplicate_count": 1, "topics": ["AI", "Cpi", "Earnings", "Inflation", "Quarterly Results", "Tech"]}, {"title": "Social Buzz: Wallstreetbets Stocks Advance Premarket Wednesday; CoreWeave, Super Micro Computer to Open Higher", "summary": "The most-talked-about stocks in the Reddit subforum Wallstreetbets were advancing hours before Wednesday's opening bell.CoreWeave (CRWV) advanced by 18.5% premarket, after closing Tuesday with a 2.4% increase. CoreWeave posted a surge in Q2 revenue. Super Micro Computer (SMCI) 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", "url": "https://finance.yahoo.com/markets/stocks/articles/social-buzz-wallstreetbets-stocks-advance-103731627.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:37:31+00:00", "published_display": "12 Aug 2026 10:37", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.454, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "CoreWeave surges after raising FY26 outlook", "summary": "[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", "url": "https://seekingalpha.com/news/4631298-coreweave-surges-after-raising-fy26-outlook?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T09:59:43+00:00", "published_display": "12 Aug 2026 09:59", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 89, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.452, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings News", "Fourth Quarter", "Guidance", "IPO"]}, {"title": "CoreWeave, Super Micro climb on signs of sustained AI buildout", "summary": "By Akriti Shah Aug 12 (Reuters) - Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after \u200cupbeat forecasts from the two AI infrastructure companies \u200creinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more \u200bthan 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 \u200craised its forecasts for \u2060annual revenue, adjusted operating profit and capital spending, as strong demand for its Nvidia-powered AI \u2060in", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-super-micro-climb-signs-095801780.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:58:01+00:00", "published_display": "12 Aug 2026 09:58", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.452, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Tech"]}, {"title": "Stock Futures Rise as AI Vibe Shifts Before CPI Inflation Report", "summary": "Stock futures were rising 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. Continue Reading", "url": "https://finance.yahoo.com/m/3a186379-3c33-3f37-95c9-26f95ddcb67c/stock-futures-rise-as-ai-vibe.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T08:42:54+00:00", "published_display": "12 Aug 2026 08:42", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.448, "duplicate_count": 1, "topics": ["AI", "Earnings", "Inflation", "Quarterly Results", "Tech"]}, {"title": "Stock futures little changed as traders await inflation report", "summary": "[Wall Street-Street Sign] P_Wei/E+ via Getty Images Stock index futures were muted on Wednesday as traders turned their attention to a closely watched consumer inflation report that could offer fresh clues on the Federal Reserve's policy path. Dow futures (INDU [https://seekingalpha.com/symbol/INDU]) -0.01%, S&P 500 futures (SPX [https://seekingalpha.com/symbol/SPX]) +0.12%, and Nasdaq futures (US100:IND) +0.18%. The consumer price index is seen up a more routine 0.1% month-over-month and 0.2% on a core basis in June, with annual increases of 3.4% and 2.4%. Among S&P 500 stocks, Super Micro Co", "url": "https://seekingalpha.com/news/4631287-sp500-nasdaq-dow-jones-outlook-stock-market-cpi?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T08:14:56+00:00", "published_display": "12 Aug 2026 08:14", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 60, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.447, "duplicate_count": 1, "topics": ["Earnings", "Fed", "Inflation", "Tech"]}, {"title": "Nvidia Partner Hon Hai\u2019s Profit Beats on Sustained AI Spending", "summary": "(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Pakistan Says Deal Is Close Even as Iran, US Harden Stances Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Air India Pilot Tests Positive for Drugs After Mid-Air Drop Net income for the three months ended in June grew 35% to NT$60 billion ($1.9 billion), versu", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-partner-hon-hai-profit-062436722.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T06:24:36+00:00", "published_display": "12 Aug 2026 06:24", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.441, "duplicate_count": 1, "topics": ["AI", "Consumer Electronics", "Data Centers", "Earnings", "Tech"]}, {"title": "SMCI Stock Rises but Needs to Break $35 as Super Micro Computer Beats Q4 Revenue Estimates", "summary": "", "url": "", "source_name": "FXLeaders", "published_at": "2026-08-12T02:51:12+00:00", "published_display": "12 Aug 2026 02:51", "provider": "", "sentiment": "positive", "sentiment_pct": 58, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.43, "duplicate_count": 1, "topics": []}, {"title": "Super Micro targets $65B-$72B FY 2027 revenue as it guides Q1 sales of $14.5B-$15.5B", "summary": "Earnings Call Insights: Super Micro Computer, Inc. (SMCI) Q4 fiscal 2026 MANAGEMENT VIEW * \"Fiscal year 2026 was a historic milestone for Super Micro as we nearly doubled our revenue year-over-year, growing from $22 billion last year to $39 billion fiscal year '26.\" (Founder, Chairman of the Board, President & CEO Charles Liang) * \"In our preannouncement, we disclosed over $60 billion in new orders, driving our order book and backlog to new record levels as we enter fiscal year 2027.\" (CEO Liang) * \"While Q4 revenue came in at $11.1 billion due to some short-term customer delays in power short", "url": "https://seekingalpha.com/news/4631194-super-micro-targets-65b-72b-fy-2027-revenue-as-it-guides-q1-sales-of-14_5b-15_5b?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T01:47:53+00:00", "published_display": "12 Aug 2026 01:47", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.426, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Earnings", "Financials", "Guidance", "Net Income"]}, {"title": "Dow Jones Futures: 3 Nvidia Partners Lead Earnings Movers; CPI Inflation Data Due", "summary": "The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late. Continue Reading", "url": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures%3A-3-nvidia.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T00:37:46+00:00", "published_display": "12 Aug 2026 00:37", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.423, "duplicate_count": 1, "topics": ["Earnings", "Inflation"]}, {"title": "Snake-Bit Supermicro Surprises With Big Earnings Beat", "summary": "Supermicro trounced Wall Street's earnings target for its fiscal Q4 and guided well above views for the current quarter. SMCI stock jumped. Continue Reading", "url": "https://finance.yahoo.com/m/b9f62618-3a4e-3c66-9462-11e0a083d2ca/snake-bit-supermicro.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T21:49:14+00:00", "published_display": "11 Aug 2026 21:49", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.414, "duplicate_count": 1, "topics": ["Earnings", "Guidance"]}], "industry": [], "sector": []}, "total_fetched": 104, "total_unique": 104, "total_relevant": 94, "pipeline_health": {"providers_attempted": 2, "providers_with_results": 2, "provider_counts": {"eodhd": 100, "google_news": 20}, "raw_articles": 120, "unique_stories": 110, "duplicates_removed": 10, "relevant_stories": 94, "current_evidence": 94, "direct_evidence": 94, "eodhd_articles": 90, "eodhd": {"configured": true, "status": "healthy", "calls_used": 295, "call_budget": 500, "budget_used_pct": 59.0, "requests_made": 59, "last_success_at": "2026-08-13T10:30:11.358384+00:00", "newest_seen_at": "2026-08-13T10:01:45+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3289, "unmapped_mentions": 1915}, "status": "healthy", "durable_evidence_used": true, "durable_collected_at": "2026-08-13T10:31:05.916089+00:00", "durable_newest_article_at": "2026-08-12T02:51:12+00:00", "durable_story_count": 1}, "sentiment_summary": {"positive": 76, "negative": 8, "neutral": 20, "score": 67, "raw_score": 69, "total": 104, "evidence_count": 94, "effective_articles": 88.28, "direct_story_count": 94, "industry_story_count": 0, "sector_story_count": 0, "story_count": 94, "source_count": 7, "source_concentration": 0.6368, "direct_share": 100, "dispersion": 15, "confidence": 91, "evidence_status": "measured", "score_version": "evidence-v4", "newest_article_at": "2026-08-13T08:31:08+00:00", "label": "Constructive news tone", "tone": "positive"}, "classifier": {"primary_event": "earnings", "primary_label": "Earnings", "confidence": 87, "events": [{"event": "earnings", "label": "Earnings", "weight": 43.86, "count": 72}, {"event": "analyst", "label": "Analyst action", "weight": 5.4, "count": 9}, {"event": "general", "label": "Market update", "weight": 4.8, "count": 8}, {"event": "macro", "label": "Macro sensitivity", "weight": 2.4, "count": 4}, {"event": "guidance", "label": "Guidance", "weight": 0.6, "count": 1}], "positive_events": 74, "negative_events": 8, "pipeline": {"providers_attempted": 2, "providers_with_results": 2, "provider_counts": {"eodhd": 100, "google_news": 20}, "raw_articles": 120, "unique_stories": 110, "duplicates_removed": 10, "relevant_stories": 94, "current_evidence": 94, "direct_evidence": 94, "eodhd_articles": 90, "eodhd": {"configured": true, "status": "healthy", "calls_used": 295, "call_budget": 500, "budget_used_pct": 59.0, "requests_made": 59, "last_success_at": "2026-08-13T10:30:11.358384+00:00", "newest_seen_at": "2026-08-13T10:01:45+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3289, "unmapped_mentions": 1915}, "status": "healthy", "durable_evidence_used": true, "durable_collected_at": "2026-08-13T10:31:05.916089+00:00", "durable_newest_article_at": "2026-08-12T02:51:12+00:00", "durable_story_count": 1}}, "market_context": {"has_market_context": true, "latest_close": 24.84, "latest_week": "2026-08-07", "one_week_move": 11.8, "four_week_move": 7.3, "twelve_week_move": -0.5, "trend_signal": "0", "trend_label": "Trend inactive", "trend_tone": "negative", "market_dynamics": -0.125724, "market_dynamics_buy_signal": false, "relative_strength": null, "fair_value_gap": 2.7, "fair_value_label": "Near fair-value range", "fair_value_tone": "neutral", "expectation_direction": "undecided", "expectation_probability": 45.9155, "reaction_label": "Price confirming higher", "reaction_tone": "positive", "market_sentence": "+11.8% over one week, +7.3% over four weeks, trend inactive, and near fair-value range."}, "interpretation": {"label": "News confirmed by price", "tone": "positive", "classification": "confirmed_positive", "summary": "Constructive news tone is being confirmed by positive weekly price action.", "confidence": 82, "badges": ["Sentiment-trend disagreement"], "opportunities": [], "risks": ["Positive news is arriving while the Sharemaestro trend signal is inactive."], "event_label": "Earnings", "sentiment_word": "constructive"}, "charts": {"sources": [{"label": "finance.yahoo.com", "count": 49}, {"label": "nasdaq.com", "count": 4}, {"label": "seekingalpha.com", "count": 4}, {"label": "cnbc.com", "count": 2}, {"label": "FXLeaders", "count": 1}], "tiers": [{"label": "Direct company coverage", "count": 94}, {"label": "Industry context", "count": 0}, {"label": "Sector context", "count": 0}], "events": [{"label": "Earnings", "count": 72}, {"label": "Analyst action", "count": 9}, {"label": "Market update", "count": 8}, {"label": "Macro sensitivity", "count": 4}, {"label": "Guidance", "count": 1}]}, "insights": [{"label": "Weighted tone", "value": "67/100", "tone": "positive", "text": "Constructive news tone"}, {"label": "Evidence confidence", "value": "91/100", "tone": "positive", "text": "88.28 effective stories after overlap and weighting."}, {"label": "Market reaction", "value": "News confirmed by price", "tone": "positive", "text": "Constructive news tone is being confirmed by positive weekly price action."}, {"label": "Primary event", "value": "Earnings", "tone": "positive", "text": "87/100 classification confidence."}, {"label": "Company focus", "value": "94", "tone": "positive", "text": "100% of weighted evidence is company-specific."}, {"label": "Evidence agreement", "value": "15/100", "tone": "positive", "text": "lower dispersion means the independent stories agree more closely."}, {"label": "Trend context", "value": "Trend inactive", "tone": "negative", "text": "+11.8% over one week, +7.3% over four weeks, trend inactive, and near fair-value range."}, {"label": "Latest direct headline", "value": "Positive", "tone": "positive", "text": "Stocks Close Higher on Favorable CPI Report and Positive AI News"}], "updated_at": "2026-08-13T10:31:05.916089+00:00", "detail_intelligence": {"headline": "News confirmed by price", "summary": "Constructive news tone is drawn from 94 fresh independent stories, including 94 company-specific items across 7 publishers.", "status": "measured", "metrics": [{"label": "Weighted tone", "value": 67, "display": "67", "tone": "positive", "note": "Constructive news tone"}, {"label": "Evidence confidence", "value": 91, "display": "91", "tone": "positive", "note": "high confidence"}, {"label": "Company focus", "value": 100, "display": "100%", "tone": "positive", "note": "94 direct stories"}, {"label": "Evidence agreement", "value": 85, "display": "85", "tone": "positive", "note": "15/100 dispersion"}], "confidence_drivers": [{"label": "Sample depth", "value": 100, "note": "88.28 effective stories"}, {"label": "Source breadth", "value": 100, "note": "7 independent publishers"}, {"label": "Direct relevance", "value": 100, "note": "company-specific evidence share"}, {"label": "Freshness", "value": 87, "note": "recency-weighted evidence"}, {"label": "Agreement", "value": 85, "note": "cross-story consistency"}, {"label": "Source independence", "value": 36, "note": "lower publisher concentration"}], "freshness": 87, "source_independence": 36, "timeline": [{"date": "2026-07-24", "label": "24 Jul", "count": 0, "score": null, "tone": "neutral", "x": 42.0, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-25", "label": "25 Jul", "count": 0, "score": null, "tone": "neutral", "x": 87.8, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-26", "label": "26 Jul", "count": 0, "score": null, "tone": "neutral", "x": 133.6, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-27", "label": "27 Jul", "count": 0, "score": null, "tone": "neutral", "x": 179.4, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-28", "label": "28 Jul", "count": 0, "score": null, "tone": "neutral", "x": 225.2, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-29", "label": "29 Jul", "count": 0, "score": null, "tone": "neutral", "x": 271.0, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-30", "label": "30 Jul", "count": 0, "score": null, "tone": "neutral", "x": 316.8, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-31", "label": "31 Jul", "count": 0, "score": null, "tone": "neutral", "x": 362.6, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-01", "label": "01 Aug", "count": 0, "score": null, "tone": "neutral", "x": 408.4, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-02", "label": "02 Aug", "count": 0, "score": null, "tone": "neutral", "x": 454.2, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-03", "label": "03 Aug", "count": 0, "score": null, "tone": "neutral", "x": 500.0, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-04", "label": "04 Aug", "count": 0, "score": null, "tone": "neutral", "x": 545.8, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-05", "label": "05 Aug", "count": 0, "score": null, "tone": "neutral", "x": 591.6, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-06", "label": "06 Aug", "count": 0, "score": null, "tone": "neutral", "x": 637.4, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-07", "label": "07 Aug", "count": 0, "score": null, "tone": "neutral", "x": 683.2, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-08", "label": "08 Aug", "count": 0, "score": null, "tone": "neutral", "x": 729.0, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-09", "label": "09 Aug", "count": 0, "score": null, "tone": "neutral", "x": 774.8, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-10", "label": "10 Aug", "count": 0, "score": null, "tone": "neutral", "x": 820.6, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-11", "label": "11 Aug", "count": 1, "score": 83, "tone": "positive", "x": 866.4, "y": 74.9, "volume_height": 0.9, "volume_y": 265.1}, {"date": "2026-08-12", "label": "12 Aug", "count": 55, "score": 70, "tone": "positive", "x": 912.2, "y": 98.6, "volume_height": 52.0, "volume_y": 214.0}, {"date": "2026-08-13", "label": "13 Aug", "count": 4, "score": 64, "tone": "positive", "x": 958.0, "y": 109.5, "volume_height": 3.8, "volume_y": 262.2}], "timeline_points": "866.4,74.9 912.2,98.6 958.0,109.5", "timeline_has_signal": true, "timeline_start": "24 Jul", "timeline_mid": "03 Aug", "timeline_end": "13 Aug", "momentum": {"label": "Establishing", "tone": "neutral", "recent_score": 70, "prior_score": null, "delta": null, "recent_count": 60, "prior_count": 0, "volume_delta": 60}, "freshness_buckets": [{"label": "Last 24 hours", "count": 51, "share": 85}, {"label": "1 to 3 days", "count": 9, "share": 15}, {"label": "4 to 7 days", "count": 0, "share": 0}, {"label": "8 to 30 days", "count": 0, "share": 0}], "source_profile": [{"label": "finance.yahoo.com", "count": 49, "share": 82, "score": 69, "tone": "positive"}, {"label": "seekingalpha.com", "count": 4, "share": 7, "score": 73, "tone": "positive"}, {"label": "nasdaq.com", "count": 4, "share": 7, "score": 67, "tone": "positive"}, {"label": "cnbc.com", "count": 2, "share": 3, "score": 86, "tone": "positive"}, {"label": "FXLeaders", "count": 1, "share": 2, "score": 58, "tone": "positive"}], "event_profile": [{"label": "Earnings", "count": 48, "share": 80, "score": 70, "tone": "positive"}, {"label": "Analyst action", "count": 6, "share": 10, "score": 72, "tone": "positive"}, {"label": "Macro sensitivity", "count": 3, "share": 5, "score": 61, "tone": "positive"}, {"label": "Market update", "count": 3, "share": 5, "score": 61, "tone": "positive"}], "topics": [{"label": "Earnings", "count": 48, "share": 80}, {"label": "AI", "count": 25, "share": 42}, {"label": "Tech", "count": 19, "share": 32}, {"label": "Inflation", "count": 15, "share": 25}, {"label": "Price Target", "count": 9, "share": 15}, {"label": "Guidance", "count": 7, "share": 12}, {"label": "Semiconductors", "count": 6, "share": 10}, {"label": "Fourth Quarter", "count": 6, "share": 10}, {"label": "Fed", "count": 6, "share": 10}, {"label": "Free Cash Flow", "count": 5, "share": 8}], "supporting": [{"label": "Direct evidence", "text": "94 current stories are mapped specifically to SMCI."}, {"label": "Source breadth", "text": "The read spans 7 publishers rather than depending on one outlet."}, {"label": "Narrative agreement", "text": "Cross-story agreement is 85/100, indicating a comparatively coherent tape."}, {"label": "Price response", "text": "Constructive news tone is being confirmed by positive weekly price action."}], "tempering": [], "supporting_heading": "What supports the read", "tempering_heading": "What tempers the read", "latest_observation": {"title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "summary": "The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "source_name": "nasdaq.com", "published_at": "2026-08-13T08:31:08+00:00", "published_display": "13 Aug 2026 08:31", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.532, "duplicate_count": 1, "topics": ["AI", "Chip Stocks", "Cpi", "Earnings", "Earnings Growth", "Earnings Results"]}, "article_count": 60, "updated_at": "2026-08-13T10:31:05.916089+00:00"}, "price_sentiment_path": {"available": true, "price_points": [{"x": 42.0, "y": 149.3, "label": "13 Feb 2026", "close": 23.61, "index": 100.0}, {"x": 77.3, "y": 138.1, "label": "20 Feb 2026", "close": 24.86, "index": 105.3}, {"x": 112.7, "y": 137.6, "label": "27 Feb 2026", "close": 24.92, "index": 105.5}, {"x": 148.0, "y": 131.7, "label": "06 Mar 2026", "close": 25.58, "index": 108.3}, {"x": 183.4, "y": 140.6, "label": "13 Mar 2026", "close": 24.58, "index": 104.1}, {"x": 218.7, "y": 146.0, "label": "20 Mar 2026", "close": 23.98, "index": 101.6}, {"x": 254.0, "y": 204.2, "label": "27 Mar 2026", "close": 17.49, "index": 74.1}, {"x": 289.4, "y": 197.0, "label": "03 Apr 2026", "close": 18.29, "index": 77.5}, {"x": 324.7, "y": 185.9, "label": "10 Apr 2026", "close": 19.53, "index": 82.7}, {"x": 360.1, "y": 165.7, "label": "17 Apr 2026", "close": 21.78, "index": 92.2}, {"x": 395.4, "y": 160.0, "label": "24 Apr 2026", "close": 22.42, "index": 95.0}, {"x": 430.7, "y": 170.8, "label": "01 May 2026", "close": 21.21, "index": 89.8}, {"x": 466.1, "y": 116.4, "label": "08 May 2026", "close": 27.28, "index": 115.5}, {"x": 501.4, "y": 137.2, "label": "15 May 2026", "close": 24.96, "index": 105.7}, {"x": 536.8, "y": 115.0, "label": "22 May 2026", "close": 27.44, "index": 116.2}, {"x": 572.1, "y": 60.7, "label": "29 May 2026", "close": 33.49, "index": 141.8}, {"x": 607.4, "y": 55.8, "label": "05 Jun 2026", "close": 34.04, "index": 144.2}, {"x": 642.8, "y": 140.7, "label": "12 Jun 2026", "close": 24.57, "index": 104.1}, {"x": 678.1, "y": 143.9, "label": "19 Jun 2026", "close": 24.22, "index": 102.6}, {"x": 713.5, "y": 134.3, "label": "26 Jun 2026", "close": 25.29, "index": 107.1}, {"x": 748.8, "y": 160.1, "label": "03 Jul 2026", "close": 22.41, "index": 94.9}, {"x": 784.1, "y": 153.4, "label": "10 Jul 2026", "close": 23.16, "index": 98.1}, {"x": 819.5, "y": 187.0, "label": "17 Jul 2026", "close": 19.41, "index": 82.2}, {"x": 854.8, "y": 138.9, "label": "24 Jul 2026", "close": 24.77, "index": 104.9}, {"x": 890.2, "y": 161.9, "label": "31 Jul 2026", "close": 22.21, "index": 94.1}, {"x": 925.5, "y": 138.3, "label": "07 Aug 2026", "close": 24.84, "index": 105.2}], "sentiment_points": [{"x": 703.3, "y": 119.0, "label": "23 Jun 2026", "score": 56}, {"x": 706.4, "y": 120.8, "label": "24 Jun 2026", "score": 55}, {"x": 707.6, "y": 117.1, "label": "24 Jun 2026", "score": 57}, {"x": 708.9, "y": 117.1, "label": "25 Jun 2026", "score": 57}, {"x": 709.5, "y": 117.1, "label": "25 Jun 2026", "score": 57}, {"x": 712.8, "y": 117.1, "label": "25 Jun 2026", "score": 57}, {"x": 721.5, "y": 119.0, "label": "27 Jun 2026", "score": 56}, {"x": 724.0, "y": 119.0, "label": "28 Jun 2026", "score": 56}, {"x": 724.9, "y": 119.0, "label": "28 Jun 2026", "score": 56}, {"x": 729.1, "y": 119.0, "label": "29 Jun 2026", "score": 56}, {"x": 730.4, "y": 119.0, "label": "29 Jun 2026", "score": 56}, {"x": 735.6, "y": 122.6, "label": "30 Jun 2026", "score": 54}, {"x": 737.8, "y": 122.6, "label": "30 Jun 2026", "score": 54}, {"x": 740.2, "y": 124.5, "label": "01 Jul 2026", "score": 53}, {"x": 740.4, "y": 122.6, "label": "01 Jul 2026", "score": 54}, {"x": 750.9, "y": 122.6, "label": "03 Jul 2026", "score": 54}, {"x": 764.4, "y": 119.0, "label": "06 Jul 2026", "score": 56}, {"x": 775.8, "y": 122.6, "label": "08 Jul 2026", "score": 54}, {"x": 780.8, "y": 124.5, "label": "09 Jul 2026", "score": 53}, {"x": 786.0, "y": 120.8, "label": "10 Jul 2026", "score": 55}, {"x": 799.8, "y": 117.1, "label": "13 Jul 2026", "score": 57}, {"x": 801.0, "y": 120.8, "label": "13 Jul 2026", "score": 55}, {"x": 806.4, "y": 119.0, "label": "14 Jul 2026", "score": 56}, {"x": 816.3, "y": 120.8, "label": "16 Jul 2026", "score": 55}, {"x": 816.9, "y": 120.8, "label": "16 Jul 2026", "score": 55}, {"x": 821.1, "y": 120.8, "label": "17 Jul 2026", "score": 55}, {"x": 823.2, "y": 120.8, "label": "17 Jul 2026", "score": 55}, {"x": 827.5, "y": 120.8, "label": "18 Jul 2026", "score": 55}, {"x": 830.8, "y": 119.0, "label": "19 Jul 2026", "score": 56}, {"x": 833.7, "y": 120.8, "label": "19 Jul 2026", "score": 55}, {"x": 835.1, "y": 120.8, "label": "20 Jul 2026", "score": 55}, {"x": 836.4, "y": 119.0, "label": "20 Jul 2026", "score": 56}, {"x": 837.1, "y": 120.8, "label": "20 Jul 2026", "score": 55}, {"x": 841.3, "y": 122.6, "label": "21 Jul 2026", "score": 54}, {"x": 855.5, "y": 119.0, "label": "24 Jul 2026", "score": 56}, {"x": 856.7, "y": 117.1, "label": "24 Jul 2026", "score": 57}, {"x": 865.0, "y": 115.3, "label": "26 Jul 2026", "score": 58}, {"x": 867.0, "y": 124.5, "label": "26 Jul 2026", "score": 53}, {"x": 870.4, "y": 117.1, "label": "27 Jul 2026", "score": 57}, {"x": 881.9, "y": 126.3, "label": "29 Jul 2026", "score": 52}, {"x": 886.9, "y": 120.8, "label": "30 Jul 2026", "score": 55}, {"x": 891.6, "y": 122.6, "label": "31 Jul 2026", "score": 54}, {"x": 892.3, "y": 119.0, "label": "31 Jul 2026", "score": 56}, {"x": 893.1, "y": 122.6, "label": "31 Jul 2026", "score": 54}, {"x": 900.5, "y": 120.8, "label": "02 Aug 2026", "score": 55}, {"x": 902.9, "y": 122.6, "label": "02 Aug 2026", "score": 54}, {"x": 905.8, "y": 120.8, "label": "03 Aug 2026", "score": 55}, {"x": 917.0, "y": 119.0, "label": "05 Aug 2026", "score": 56}, {"x": 927.3, "y": 119.0, "label": "07 Aug 2026", "score": 56}, {"x": 942.3, "y": 122.6, "label": "10 Aug 2026", "score": 54}, {"x": 952.0, "y": 115.3, "label": "12 Aug 2026", "score": 58}, {"x": 958.0, "y": 98.7, "label": "13 Aug 2026", "score": 67}], "price_path": "42.0,149.3 77.3,138.1 112.7,137.6 148.0,131.7 183.4,140.6 218.7,146.0 254.0,204.2 289.4,197.0 324.7,185.9 360.1,165.7 395.4,160.0 430.7,170.8 466.1,116.4 501.4,137.2 536.8,115.0 572.1,60.7 607.4,55.8 642.8,140.7 678.1,143.9 713.5,134.3 748.8,160.1 784.1,153.4 819.5,187.0 854.8,138.9 890.2,161.9 925.5,138.3", "sentiment_path": "703.3,119.0 706.4,120.8 707.6,117.1 708.9,117.1 709.5,117.1 712.8,117.1 721.5,119.0 724.0,119.0 724.9,119.0 729.1,119.0 730.4,119.0 735.6,122.6 737.8,122.6 740.2,124.5 740.4,122.6 750.9,122.6 764.4,119.0 775.8,122.6 780.8,124.5 786.0,120.8 799.8,117.1 801.0,120.8 806.4,119.0 816.3,120.8 816.9,120.8 821.1,120.8 823.2,120.8 827.5,120.8 830.8,119.0 833.7,120.8 835.1,120.8 836.4,119.0 837.1,120.8 841.3,122.6 855.5,119.0 856.7,117.1 865.0,115.3 867.0,124.5 870.4,117.1 881.9,126.3 886.9,120.8 891.6,122.6 892.3,119.0 893.1,122.6 900.5,120.8 902.9,122.6 905.8,120.8 917.0,119.0 927.3,119.0 942.3,122.6 952.0,115.3 958.0,98.7", "price_change": 5.2, "sentiment_change": 11, "latest_close": 24.84, "start_label": "13 Feb", "mid_label": "15 May", "end_label": "07 Aug"}, "disclaimer": "Educational market research only. Not financial, investment, trading, tax, or legal advice."}