{"ticker": {"uuid": "f0c56911-640f-40f0-b0b1-8ecda8ee646a", "symbol": "CRWV", "name": "COREWEAVE INC", "exchange": "MEX", "country": "MX", "sector": "Technology", "industry": "Software - Infrastructure"}, "articles": [{"title": "Jensen Huang Says Nvidia\u2019s 2020 A100 GPUs Can Stay \u2018Mission-Capable\u2019 Through 2029\u2014Here\u2019s Why It Matters for the AI Boom", "summary": "Nvidia Corp.(NASDAQ:NVDA) CEO Jensen Huang said Wednesday that the company's older AI chips can remain economically useful for nearly a decade, pushing back against concerns that rapid advances in AI could quickly make GPUs obsolete. Jensen Huang Says A100 GPUs Can Last Nearly a Decade Huang said on X that Nvidia's A100 fleet is \"mission-capable from 2020 through 2029,\" highlighting the longevity of the company's data center GPUs. The A100 debuted in 2020 as part of Nvidia's Ampere generation. \"NVIDIA computing is more than chips,\" Huang said, pointing to the company's CUDA software platform a", "url": "https://finance.yahoo.com/technology/ai/articles/jensen-huang-says-nvidia-2020-091808137.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T09:18:08+00:00", "published_display": "13 Aug 2026 09:18", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.525, "duplicate_count": 1, "topics": ["AI", "Earnings", "Gpu", "Growth", "Ratings", "Semiconductors"]}, {"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": 0.522, "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": 0.338, "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": 0.206, "duplicate_count": 1, "topics": ["Earnings", "Fed", "Rates", "Semiconductors", "Tech"]}, {"title": "CoreWeave (CRWV) Enters Defense AI While Opening Three Indonesia Data Centers", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. CoreWeave (NasdaqGS:CRWV) announced a new collaboration with Leidos Holdings to provide secure, sovereign AI cloud services for U.S. Intelligence Community and Department of War missions. The agreement focuses on mission specific AI infrastructure tailored for highly sensitive federal workloads with specialized security and compliance requirements. CoreWeave also disclosed plans for three new data centers in Indonesia as part of a broader push into the Asia Pacific cloud mark", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-enters-defense-ai-021131644.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T02:11:31+00:00", "published_display": "13 Aug 2026 02:11", "sentiment": "negative", "sentiment_pct": 36, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.324, "duplicate_count": 1, "topics": ["AI Infrastructure", "Cloud Services", "Defense", "Expansion"]}, {"title": "CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value", "summary": "Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 capital spending plan to $35 billion to $39 billion.10 stocks we like better than CoreWeave \u203a CoreWeave(NASDAQ: CRWV) reported second-quarter results after the market closed on Tuesday, and the number that mattered wasn't revenue. It was the backlog. The artificial intelligence (AI) cloud provider's revenue backlog reached about", "url": "https://www.nasdaq.com/articles/coreweave-has-104-billion-contracted-revenue-and-59-billion-market-value", "source_name": "nasdaq.com", "published_at": "2026-08-13T01:34:00+00:00", "published_display": "13 Aug 2026 01:34", "sentiment": "negative", "sentiment_pct": 26, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.496, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Capital Spending", "Cloud Computing", "Earnings", "Markets"]}, {"title": "CoreWeave (CRWV) Stock Price Jumps On Revenue Surge And 59% Margin", "summary": "", "url": "", "source_name": "simplywall.st", "published_at": "2026-08-13T00:55:37+00:00", "published_display": "13 Aug 2026 00:55", "sentiment": "positive", "sentiment_pct": 60, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.494, "duplicate_count": 1, "topics": []}, {"title": "S&P 500 ends higher as CoreWeave results fuel AI optimism", "summary": "View Comments", "url": "https://finance.yahoo.com/video/p-500-ends-higher-coreweave-223924354.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T22:39:24+00:00", "published_display": "12 Aug 2026 22:39", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.297, "duplicate_count": 1, "topics": []}, {"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": 0.48, "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": 0.384, "duplicate_count": 1, "topics": []}, {"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": 0.381, "duplicate_count": 1, "topics": []}, {"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": 0.472, "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": 0.469, "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": 0.375, "duplicate_count": 1, "topics": ["Fed", "Inflation"]}, {"title": "CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.", "summary": "One of the biggest questions among investors these days is what the future holds for artificial intelligence (AI). After several years of rapid adoption and impressive stock price gains, some investors have taken a step back, looking for insight into what comes next. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb One area of interest is neocloud operators, a nascent segme", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-nebius-group-deliver-earnings-174505345.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:45:05+00:00", "published_display": "12 Aug 2026 17:45", "sentiment": "negative", "sentiment_pct": 29, "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", "Cloud Computing", "Earnings", "Earnings Per Share", "Price Target", "Quarterly Results"]}, {"title": "CoreWeave CEO: We\u2019re Booking 2020-Era NVIDIA GPUs Through 2029 at \u201cFull Freight\u201d", "summary": "Quick Read CRWV posted $2.575B in Q2 2026 revenue, up 112% year over year, and added $25B in new contracts in just five post-quarter weeks. Intrator settled the GPU obsolescence debate by contracting 2020-vintage chips at full freight through 2029, proving older silicon still commands premium pricing. CoreWeave expects operating margins to snap back to the low teens by Q4, despite $39B in annual capex and negative $5.74B in Q2 free cash flow. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 ", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-ceo-booking-2020-era-174325155.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:43:25+00:00", "published_display": "12 Aug 2026 17:43", "sentiment": "positive", "sentiment_pct": 62, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.422, "duplicate_count": 1, "topics": ["AI Infrastructure", "Capex", "Cloud Computing", "Earnings", "Free Cash Flow", "Nvidia Gpus"]}, {"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": 0.468, "duplicate_count": 1, "topics": ["AI", "Earnings", "Optical Components", "Price Target", "Price Target", "Semiconductors"]}, {"title": "Why Micron Stock Is Surging Today", "summary": "Key Points Micron's rally is continuing today, and the stock is now up more than 240% over the last year. The company's valuation is surging thanks to demand for AI memory chips and surging pricing power in the consumer market. Micron just broke ground on the construction of a massive new memory-chip manufacturing facility. 10 stocks we like better than Micron Technology \u203a Micron(NASDAQ: MU) stock is bounding higher in Friday's trading. The memory-chip company's share price was up 6.1% as of 2:50 p.m. ET and had been up as much as 8.7% earlier in trading. Micron's valuation is continuing to su", "url": "https://www.nasdaq.com/articles/why-micron-stock-surging-today", "source_name": "nasdaq.com", "published_at": "2026-08-12T17:13:14+00:00", "published_display": "12 Aug 2026 17:13", "sentiment": "neutral", "sentiment_pct": 52, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.286, "duplicate_count": 1, "topics": ["Earnings", "Manufacturing", "Markets", "Semiconductors", "Share Price", "Tech"]}, {"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": 0.286, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Earnings Per Share", "Quarterly Results", "Semiconductors"]}, {"title": "Dan Ives Says CoreWeave, Cisco Earnings \u2018Pieces of the Puzzle\u2019 for AI Trade: \u2018Get the Popcorn Out\u2019", "summary": "CoreWeave Inc(NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he's just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked if the momentum trade of AI will continue. \"It's third inning, you could argue maybe even second inn", "url": "https://finance.yahoo.com/technology/ai/articles/dan-ives-says-coreweave-cisco-165357370.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:53:57+00:00", "published_display": "12 Aug 2026 16:53", "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": 0.466, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Per Share", "Momentum", "Quarterly Results", "Tech"]}, {"title": "Why CoreWeave Stock Is Skyrocketing Today", "summary": "CoreWeave (NASDAQ: CRWV) stock is having a banner day in Wednesday's trading following the company's recent quarterly report. Its share price was up 18.6% as of noon ET. The S&P 500 was up 0.2% at the same point in the day's trading, and the Nasdaq Composite was up 0.5%. Following the close of the market yesterday, CoreWeave published its second-quarter report. The earnings release has triggered a big rally for the stock today, and its share price is now up roughly 50% year to date as of this writing. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal fl", "url": "https://finance.yahoo.com/markets/stocks/articles/why-coreweave-stock-skyrocketing-today-163256711.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:32:56+00:00", "published_display": "12 Aug 2026 16:32", "sentiment": "neutral", "sentiment_pct": 46, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.284, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Cloud Computing", "Earnings", "Earnings Release", "Guidance", "Operating Income"]}, {"title": "CoreWeave's Business Is Booming, but There's Still One Massive Problem", "summary": "Shares of CoreWeave (NASDAQ: CRWV) have been soaring higher after the company released its latest quarterly numbers. Yesterday, the tech company posted its second-quarter results, which showed tremendous year-over-year growth, as it continues to benefit from the insatiable demand for compute as companies invest heavily in artificial intelligence (AI). While the growth is certainly encouraging, there's still a massive problem investors can't afford to ignore: a lack of profitability. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-", "url": "https://finance.yahoo.com/markets/stocks/articles/coreweaves-business-booming-theres-still-163130653.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:31:30+00:00", "published_display": "12 Aug 2026 16:31", "sentiment": "negative", "sentiment_pct": 26, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.465, "duplicate_count": 1, "topics": ["AI", "Earnings", "Investing", "Operating Loss", "Tech"]}, {"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": 0.634, "duplicate_count": 1, "topics": ["Aecom", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Top Midday Stories: Consumer Prices Rise 3.4% YoY in July; CoreWeave Q2 Loss Narrower Than Expectations", "summary": "The S&P 500 Index and Nasdaq Composite were up slightly, while the Dow Jones Industrial Average was 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/top-midday-stories-consumer-prices-154913304.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:49:13+00:00", "published_display": "12 Aug 2026 15:49", "sentiment": "positive", "sentiment_pct": 64, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.37, "duplicate_count": 1, "topics": []}, {"title": "CoreWeave stock surge tests key 50% Fibonacci resistance", "summary": "[Modern interior server room data center. Connection and cyber network in dark servers. Backup, mining, hosting, mainframe, farm, cloud and computer rack with storage information. 3D rendering] Mikhail Konoplev/iStock via Getty Images Shares of AI infrastructure provider CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) staged a 20% rally during Wednesday late morning trading following an upwardly revised [https://seekingalpha.com/news/4631298-coreweave-surges-after-raising-fy26-outlook] full-year 2026 financial outlook, with the stock triggering a wave of technical breakout signals. In ", "url": "https://seekingalpha.com/news/4631576-coreweave-stock-surge-tests-key-50-fibonacci-resistance?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T15:27:48+00:00", "published_display": "12 Aug 2026 15:27", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.461, "duplicate_count": 1, "topics": ["Earnings", "On The Move", "Price Movement", "Technical Analysis"]}, {"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": 0.461, "duplicate_count": 1, "topics": ["AI", "Earnings", "Mediterranean Diet", "Sales Outlook"]}, {"title": "CoreWeave Shares Climb on Revenue Beat, Raised Outlook as Analysts View Capacity Gains", "summary": "CoreWeave CRWV.jpg -Shutterstock CoreWeave (CRWV) shares rose sharply Wednesday after the company posted a second-quarter revenue beat and raised its full-year outlook, with analysts saying the company's capacity gains signal additional upside.The cloud-computing company reported revenue of $2.58 billion for the 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/technology/articles/coreweave-shares-climb-revenue-beat-151702328.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:17:02+00:00", "published_display": "12 Aug 2026 15:17", "sentiment": "positive", "sentiment_pct": 91, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.461, "duplicate_count": 1, "topics": ["Cloud Computing", "Earnings"]}, {"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": 0.281, "duplicate_count": 1, "topics": ["Earnings", "Earnings Growth", "Equities", "Growth Rate", "Inflation", "Interest Rates"]}, {"title": "Nebius Stock Soars 20% As Revenue, EBITDA Beat Estimates", "summary": "Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations. Continue Reading", "url": "https://finance.yahoo.com/m/46503392-88ea-343a-884e-3df9877bce66/nebius-stock-soars-20%25-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:39:05+00:00", "published_display": "12 Aug 2026 14:39", "sentiment": "neutral", "sentiment_pct": 54, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.28, "duplicate_count": 1, "topics": ["Earnings"]}, {"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": 0.458, "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": 0.458, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Fourth Quarter", "Memory Storage", "Neocloud", "Optical Products"]}, {"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": 0.457, "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": 0.457, "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": 0.457, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings"]}, {"title": "Fidelity Drops Sharp Take On Stock Market", "summary": "This article first appeared on GuruFocus. The S&P 500's powerful rally may look expensive, but Fidelity's Jurrien Timmer says it carries a crucial difference from the dot-com boom: corporate earnings, rather than expanding valuations, are doing the heavy lifting. That distinction matters for investors worried that today's market is simply repeating 1999, though elevated valuations still leave stocks vulnerable if profit growth begins to crack. Warning! GuruFocus has detected 4 Warning Signs with CRWV. Is QQQ fairly valued? Test your thesis with our free DCF calculator. Note that in 1999 the ea", "url": "https://finance.yahoo.com/markets/stocks/articles/fidelity-drops-sharp-stock-market-140634929.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:06:34+00:00", "published_display": "12 Aug 2026 14:06", "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": 0.457, "duplicate_count": 1, "topics": ["Corporate Fundamentals", "Earnings", "Profit Margins", "Valuation"]}, {"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": 0.456, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fed", "Inflation", "Operating Income", "Split"]}, {"title": "Will CoreWeave's Global Expansion Accelerate Revenue Growth?", "summary": "CoreWeave, Inc. CRWV is expanding its global infrastructure as demand for AI cloud services continues to strengthen across sectors, geographies and workloads. In the second quarter of 2026, the company generated record revenue of $2.6 billion, up 112% year over year, while its revenue backlog reached $104.2 billion. CoreWeave also added more than $25 billion of net new customer commitments in the early weeks of the third quarter. The company ended the second quarter with 1.5 gigawatts of active power and remains on track to reach at least 8 gigawatts by 2030. Global expansion is becoming an im", "url": "https://finance.yahoo.com/technology/ai/articles/coreweaves-global-expansion-accelerate-revenue-134900784.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:49:00+00:00", "published_display": "12 Aug 2026 13:49", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.456, "duplicate_count": 1, "topics": ["AI", "Cloud", "Earnings", "International Expansion", "Revenue Guidance"]}, {"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": 0.454, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "CoreWeave's Revenue Doubled, but Its Debt Keeps Climbing", "summary": "This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV), an AI cloud provider that rents out Nvidia (NASDAQ:NVDA) chips, rose 15.64% premarket after reporting second-quarter revenue of $2.58 billion, up 112% from a year earlier and past the $2.56 billion analysts expected. The adjusted loss of $1.03 a share was narrower than expected, and the company raised its full-year revenue outlook to as much as $13.2 billion. It ended the quarter with revenue backlog at $104 billion. Adjusted EBITDA rose to $1.51 billion, a 59% margin. The losses grew alongside the growth. The net loss widened ", "url": "https://finance.yahoo.com/technology/ai/articles/coreweaves-revenue-doubled-debt-keeps-125217466.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:52:17+00:00", "published_display": "12 Aug 2026 12:52", "sentiment": "negative", "sentiment_pct": 36, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.453, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Debt", "Earnings", "Guidance"]}, {"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": 0.451, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "Earnings"]}, {"title": "Strong Q2, Bigger Outlook: How Should Investors Play CRWV Stock Now?", "summary": "CoreWeave, Inc. CRWV delivered a strong second quarter of 2026, raised its full-year outlook and continued to add massive customer commitments. Revenue reached $2.6 billion, up 112% year over year, with expanding margins and operating leverage. Its revenue backlog climbed to $104.2 billion from $99.4 billion at the end of the first quarter. CoreWeave also secured more than $25 billion in additional customer commitments early in the third quarter, demonstrating that demand for AI computing capacity remains exceptionally strong. The strongest signal from the earnings report was the increase in m", "url": "https://finance.yahoo.com/markets/stocks/articles/strong-q2-bigger-outlook-investors-121500952.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:15:00+00:00", "published_display": "12 Aug 2026 12:15", "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": 0.451, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Guidance", "Infrastructure", "Operating Income"]}, {"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": 0.616, "duplicate_count": 1, "topics": ["AI", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Stock Market Today: Dow Rises Ahead Of Inflation Data; Nvidia Partner CoreWeave Soars On Results (Live Coverage)", "summary": "Stock Market Today: The Dow Jones index rises ahead of a key CPI inflation report. Nvidia partner CoreWeave soars on earnings. Continue Reading", "url": "https://finance.yahoo.com/m/14192882-2d0d-3020-8314-bc5352b1fdcf/stock-market-today%3A-dow-rises.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:09:37+00:00", "published_display": "12 Aug 2026 12:09", "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": 0.275, "duplicate_count": 1, "topics": ["Cpi", "Earnings", "Inflation"]}, {"title": "Nebius Soars As Bigger Loss Tops Views, Revenue Beats", "summary": "Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations. Continue Reading", "url": "https://finance.yahoo.com/m/46503392-88ea-343a-884e-3df9877bce66/nebius-soars-as-bigger-loss.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:09:11+00:00", "published_display": "12 Aug 2026 12:09", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.275, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "CoreWeave Surges on Upbeat Q2: ETFs in Focus", "summary": "CoreWeave CRWV shares surged about 15% in extended trading Tuesday after the AI infrastructure provider reported second-quarter results that exceeded Wall Street expectations. Revenues soared 112% year over year to $2.58 billion.Revenues surpassed the Zacks Consensus Estimate by 1.52%. The company reported a quarterly loss of $1.03 per share versus the Zacks Consensus Estimate of a loss of $1.13. This compares with a loss of $0.27 per share a year ago. CoreWeave Backlog Hits $104 Billion CoreWeave ended the quarter with a $104 billion revenue backlog, excluding more than $25 billion in new com", "url": "https://finance.yahoo.com/markets/stocks/articles/coreweave-surges-upbeat-q2-etfs-120000086.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:00:00+00:00", "published_display": "12 Aug 2026 12:00", "sentiment": "positive", "sentiment_pct": 79, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.45, "duplicate_count": 1, "topics": ["AI", "Earnings", "Etfs", "Infrastructure", "Operating Income", "Price Target"]}, {"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": 0.448, "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": 0.447, "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": 0.447, "duplicate_count": 1, "topics": ["AI", "Cpi", "Earnings", "Inflation", "Quarterly Results", "Tech"]}, {"title": "Morning Bid: Inflation obscures all", "summary": "By Mike Dolan Aug 12 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets It's inflation day stateside and an important moment for Federal Reserve thinking, not to mention for nervy bond markets. To be fair, the \u200cconsumer price report only makes for one of three big \"inflation days\" each month. Tomorrow will bring the producer price update, while \u200cthe Fed's favored PCE gauge will come later in the month. But CPI will start to form the picture. I'll get into that and more below. But first, check out my \u200blatest mid-week column, where I dis", "url": "https://finance.yahoo.com/economy/policy/articles/morning-bid-inflation-obscures-104502792.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:02+00:00", "published_display": "12 Aug 2026 10:45", "sentiment": "positive", "sentiment_pct": 83, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.29, "duplicate_count": 1, "topics": ["Fed", "Inflation", "Tech", "Treasuries"]}, {"title": "Market\u2019s Momentum Darlings Resurface as Optical Stocks Take Off", "summary": "(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics I", "url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:01+00:00", "published_display": "12 Aug 2026 10:45", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.446, "duplicate_count": 1, "topics": ["AI Investment", "Earnings", "Fourth Quarter", "Optical Components", "Revenue Growth", "Semiconductors"]}, {"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": 0.446, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Dow Jones Futures Rise With CPI Inflation Due; AI Stocks Rally As 3 Nvidia Partners Lead Earnings Movers", "summary": "Futures rose ahead of CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro jumped on earnings, lifting AI stocks. Continue Reading", "url": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures-rise-with.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:32:36+00:00", "published_display": "12 Aug 2026 10:32", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.445, "duplicate_count": 1, "topics": ["AI", "Earnings", "Inflation"]}, {"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": 0.444, "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": 0.443, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Tech"]}, {"title": "Why Is CoreWeave Stock Soaring Wednesday?", "summary": "CoreWeave, Inc.(NASDAQ:CRWV) stock jumped in Wednesday's premarket session as investors focused on stronger AI compute pricing, higher revenue guidance and continued demand for large-scale AI infrastructure. The company said it raised prices by about 25% across AI compute offerings in July to reflect strong demand and higher component costs, including more expensive GPUs. Management also said demand for NVIDIA's Vera Rubin platform remains \"enormous,\" while contribution margins on new deals are rising by 5 to 10 percentage points. CoreWeave lifted its full-year 2026 revenue forecast to $12.4 b", "url": "https://finance.yahoo.com/markets/stocks/articles/why-coreweave-stock-soaring-wednesday-094023705.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:40:23+00:00", "published_display": "12 Aug 2026 09:40", "sentiment": "positive", "sentiment_pct": 84, "event_type": "guidance", "event_label": "Guidance", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.531, "duplicate_count": 1, "topics": ["AI Infrastructure", "ETF Exposure", "Price Increase", "Ratings", "Revenue Guidance"]}, {"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": 0.439, "duplicate_count": 1, "topics": ["AI", "Earnings", "Inflation", "Quarterly Results", "Tech"]}, {"title": "CoreWeave soars after fifth straight quarter of record revenue, raised guide", "summary": "Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing. CoreWeave is a specialized cloud provider that buys large volumes of Nvidia's advanced graphics processing units and installs them in data centers, then leases that computing capacity to companies building and running AI models. Microsoft and OpenAI are among its largest customers. The company reported second-quarter revenue of $2.58 billion", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-soars-fifth-straight-quarter-074019639.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T07:40:19+00:00", "published_display": "12 Aug 2026 07:40", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.436, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Earnings", "Guidance", "Operating Income"]}, {"title": "CoreWeave Stock Surges Nearly 16% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later'", "summary": "On Tuesday, CoreWeave Inc.(NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp(NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 billion, topping analysts' expectations of $2.56 billion, while its adjusted loss of $1.03 per share was narrower than the expected $1.22 loss. Revenue more than doubled from a year earlier, rising about 112.5%. Th", "url": "https://finance.yahoo.com/markets/stocks/articles/coreweave-stock-surges-nearly-16-021718062.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T02:17:18+00:00", "published_display": "12 Aug 2026 02:17", "sentiment": "positive", "sentiment_pct": 78, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.42, "duplicate_count": 1, "topics": ["AI", "Earnings", "Price Target", "Semiconductors", "Tech"]}, {"title": "CoreWeave expects $12.4B-$13.2B of 2026 revenue while raising year-end active power target to more than 1.85 GW", "summary": "Earnings Call Insights: CoreWeave (CRWV) Q2 2026 MANAGEMENT VIEW * \"Q2 was an exceptional quarter for CoreWeave. We outperformed our plan across the board\" and \"generated record revenue of $2.6 billion, up 112% year-over-year,\" while \"increased revenue backlog to $104.2 billion\" and said this \"does not include the over $25 billion of net new customer commitments added in the early weeks of Q3\" (Co-founder, President, CEO & Chairman Michael Intrator). * \"We continue to execute on our power strategy, reaching 1.5 gigawatts of active power\" and \"remain firmly on track to reach at least 8 gigawatt", "url": "https://seekingalpha.com/news/4631186-coreweave-expects-12_4b-13_2b-of-2026-revenue-while-raising-year-end-active-power-target-to?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T00:47:58+00:00", "published_display": "12 Aug 2026 00:47", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.415, "duplicate_count": 1, "topics": ["Capital Expenditure", "Earnings", "Guidance", "Operating Income", "Price Target", "Technology"]}, {"title": "Stocks making the biggest moves after hours: Super Micro Computer, CoreWeave, H&R Block and more", "summary": "Check out the companies making headlines after hours. Super Micro Computer \u2014 The data center infrastructure stock rallied more than 8% 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. 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 14%. Second quart", "url": "https://www.cnbc.com/2026/08/11/stocks-making-the-biggest-moves-after-hours-smci-crwv-hrb.html", "source_name": "cnbc.com", "published_at": "2026-08-11T21:18:44+00:00", "published_display": "11 Aug 2026 21:18", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.553, "duplicate_count": 1, "topics": ["Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source", "Consensus Estimate"]}], "by_tier": {"direct": [{"title": "Jensen Huang Says Nvidia\u2019s 2020 A100 GPUs Can Stay \u2018Mission-Capable\u2019 Through 2029\u2014Here\u2019s Why It Matters for the AI Boom", "summary": "Nvidia Corp.(NASDAQ:NVDA) CEO Jensen Huang said Wednesday that the company's older AI chips can remain economically useful for nearly a decade, pushing back against concerns that rapid advances in AI could quickly make GPUs obsolete. Jensen Huang Says A100 GPUs Can Last Nearly a Decade Huang said on X that Nvidia's A100 fleet is \"mission-capable from 2020 through 2029,\" highlighting the longevity of the company's data center GPUs. The A100 debuted in 2020 as part of Nvidia's Ampere generation. \"NVIDIA computing is more than chips,\" Huang said, pointing to the company's CUDA software platform a", "url": "https://finance.yahoo.com/technology/ai/articles/jensen-huang-says-nvidia-2020-091808137.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T09:18:08+00:00", "published_display": "13 Aug 2026 09:18", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.525, "duplicate_count": 1, "topics": ["AI", "Earnings", "Gpu", "Growth", "Ratings", "Semiconductors"]}, {"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": 0.522, "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": 0.338, "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": 0.206, "duplicate_count": 1, "topics": ["Earnings", "Fed", "Rates", "Semiconductors", "Tech"]}, {"title": "CoreWeave (CRWV) Enters Defense AI While Opening Three Indonesia Data Centers", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. CoreWeave (NasdaqGS:CRWV) announced a new collaboration with Leidos Holdings to provide secure, sovereign AI cloud services for U.S. Intelligence Community and Department of War missions. The agreement focuses on mission specific AI infrastructure tailored for highly sensitive federal workloads with specialized security and compliance requirements. CoreWeave also disclosed plans for three new data centers in Indonesia as part of a broader push into the Asia Pacific cloud mark", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-enters-defense-ai-021131644.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T02:11:31+00:00", "published_display": "13 Aug 2026 02:11", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 36, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.324, "duplicate_count": 1, "topics": ["AI Infrastructure", "Cloud Services", "Defense", "Expansion"]}, {"title": "CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value", "summary": "Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 capital spending plan to $35 billion to $39 billion.10 stocks we like better than CoreWeave \u203a CoreWeave(NASDAQ: CRWV) reported second-quarter results after the market closed on Tuesday, and the number that mattered wasn't revenue. It was the backlog. The artificial intelligence (AI) cloud provider's revenue backlog reached about", "url": "https://www.nasdaq.com/articles/coreweave-has-104-billion-contracted-revenue-and-59-billion-market-value", "source_name": "nasdaq.com", "published_at": "2026-08-13T01:34:00+00:00", "published_display": "13 Aug 2026 01:34", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 26, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.496, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Capital Spending", "Cloud Computing", "Earnings", "Markets"]}, {"title": "CoreWeave (CRWV) Stock Price Jumps On Revenue Surge And 59% Margin", "summary": "", "url": "", "source_name": "simplywall.st", "published_at": "2026-08-13T00:55:37+00:00", "published_display": "13 Aug 2026 00:55", "provider": "", "sentiment": "positive", "sentiment_pct": 60, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.494, "duplicate_count": 1, "topics": []}, {"title": "S&P 500 ends higher as CoreWeave results fuel AI optimism", "summary": "View Comments", "url": "https://finance.yahoo.com/video/p-500-ends-higher-coreweave-223924354.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T22:39:24+00:00", "published_display": "12 Aug 2026 22:39", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.297, "duplicate_count": 1, "topics": []}, {"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": 0.48, "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": 0.384, "duplicate_count": 1, "topics": []}, {"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": 0.381, "duplicate_count": 1, "topics": []}, {"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": 0.472, "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": 0.469, "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": 0.375, "duplicate_count": 1, "topics": ["Fed", "Inflation"]}, {"title": "CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.", "summary": "One of the biggest questions among investors these days is what the future holds for artificial intelligence (AI). After several years of rapid adoption and impressive stock price gains, some investors have taken a step back, looking for insight into what comes next. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb One area of interest is neocloud operators, a nascent segme", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-nebius-group-deliver-earnings-174505345.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:45:05+00:00", "published_display": "12 Aug 2026 17:45", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 29, "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", "Cloud Computing", "Earnings", "Earnings Per Share", "Price Target", "Quarterly Results"]}, {"title": "CoreWeave CEO: We\u2019re Booking 2020-Era NVIDIA GPUs Through 2029 at \u201cFull Freight\u201d", "summary": "Quick Read CRWV posted $2.575B in Q2 2026 revenue, up 112% year over year, and added $25B in new contracts in just five post-quarter weeks. Intrator settled the GPU obsolescence debate by contracting 2020-vintage chips at full freight through 2029, proving older silicon still commands premium pricing. CoreWeave expects operating margins to snap back to the low teens by Q4, despite $39B in annual capex and negative $5.74B in Q2 free cash flow. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 ", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-ceo-booking-2020-era-174325155.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:43:25+00:00", "published_display": "12 Aug 2026 17:43", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 62, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.422, "duplicate_count": 1, "topics": ["AI Infrastructure", "Capex", "Cloud Computing", "Earnings", "Free Cash Flow", "Nvidia Gpus"]}, {"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": 0.468, "duplicate_count": 1, "topics": ["AI", "Earnings", "Optical Components", "Price Target", "Price Target", "Semiconductors"]}, {"title": "Why Micron Stock Is Surging Today", "summary": "Key Points Micron's rally is continuing today, and the stock is now up more than 240% over the last year. The company's valuation is surging thanks to demand for AI memory chips and surging pricing power in the consumer market. Micron just broke ground on the construction of a massive new memory-chip manufacturing facility. 10 stocks we like better than Micron Technology \u203a Micron(NASDAQ: MU) stock is bounding higher in Friday's trading. The memory-chip company's share price was up 6.1% as of 2:50 p.m. ET and had been up as much as 8.7% earlier in trading. Micron's valuation is continuing to su", "url": "https://www.nasdaq.com/articles/why-micron-stock-surging-today", "source_name": "nasdaq.com", "published_at": "2026-08-12T17:13:14+00:00", "published_display": "12 Aug 2026 17:13", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 52, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.286, "duplicate_count": 1, "topics": ["Earnings", "Manufacturing", "Markets", "Semiconductors", "Share Price", "Tech"]}, {"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": 0.286, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Earnings Per Share", "Quarterly Results", "Semiconductors"]}, {"title": "Dan Ives Says CoreWeave, Cisco Earnings \u2018Pieces of the Puzzle\u2019 for AI Trade: \u2018Get the Popcorn Out\u2019", "summary": "CoreWeave Inc(NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he's just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked if the momentum trade of AI will continue. \"It's third inning, you could argue maybe even second inn", "url": "https://finance.yahoo.com/technology/ai/articles/dan-ives-says-coreweave-cisco-165357370.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:53:57+00:00", "published_display": "12 Aug 2026 16:53", "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": 0.466, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Per Share", "Momentum", "Quarterly Results", "Tech"]}, {"title": "Why CoreWeave Stock Is Skyrocketing Today", "summary": "CoreWeave (NASDAQ: CRWV) stock is having a banner day in Wednesday's trading following the company's recent quarterly report. Its share price was up 18.6% as of noon ET. The S&P 500 was up 0.2% at the same point in the day's trading, and the Nasdaq Composite was up 0.5%. Following the close of the market yesterday, CoreWeave published its second-quarter report. The earnings release has triggered a big rally for the stock today, and its share price is now up roughly 50% year to date as of this writing. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal fl", "url": "https://finance.yahoo.com/markets/stocks/articles/why-coreweave-stock-skyrocketing-today-163256711.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:32:56+00:00", "published_display": "12 Aug 2026 16:32", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 46, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.284, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Cloud Computing", "Earnings", "Earnings Release", "Guidance", "Operating Income"]}, {"title": "CoreWeave's Business Is Booming, but There's Still One Massive Problem", "summary": "Shares of CoreWeave (NASDAQ: CRWV) have been soaring higher after the company released its latest quarterly numbers. Yesterday, the tech company posted its second-quarter results, which showed tremendous year-over-year growth, as it continues to benefit from the insatiable demand for compute as companies invest heavily in artificial intelligence (AI). While the growth is certainly encouraging, there's still a massive problem investors can't afford to ignore: a lack of profitability. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-", "url": "https://finance.yahoo.com/markets/stocks/articles/coreweaves-business-booming-theres-still-163130653.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:31:30+00:00", "published_display": "12 Aug 2026 16:31", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 26, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.465, "duplicate_count": 1, "topics": ["AI", "Earnings", "Investing", "Operating Loss", "Tech"]}, {"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": 0.634, "duplicate_count": 1, "topics": ["Aecom", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Top Midday Stories: Consumer Prices Rise 3.4% YoY in July; CoreWeave Q2 Loss Narrower Than Expectations", "summary": "The S&P 500 Index and Nasdaq Composite were up slightly, while the Dow Jones Industrial Average was 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/top-midday-stories-consumer-prices-154913304.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:49:13+00:00", "published_display": "12 Aug 2026 15:49", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 64, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.37, "duplicate_count": 1, "topics": []}, {"title": "CoreWeave stock surge tests key 50% Fibonacci resistance", "summary": "[Modern interior server room data center. Connection and cyber network in dark servers. Backup, mining, hosting, mainframe, farm, cloud and computer rack with storage information. 3D rendering] Mikhail Konoplev/iStock via Getty Images Shares of AI infrastructure provider CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) staged a 20% rally during Wednesday late morning trading following an upwardly revised [https://seekingalpha.com/news/4631298-coreweave-surges-after-raising-fy26-outlook] full-year 2026 financial outlook, with the stock triggering a wave of technical breakout signals. In ", "url": "https://seekingalpha.com/news/4631576-coreweave-stock-surge-tests-key-50-fibonacci-resistance?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T15:27:48+00:00", "published_display": "12 Aug 2026 15:27", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.461, "duplicate_count": 1, "topics": ["Earnings", "On The Move", "Price Movement", "Technical Analysis"]}, {"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": 0.461, "duplicate_count": 1, "topics": ["AI", "Earnings", "Mediterranean Diet", "Sales Outlook"]}, {"title": "CoreWeave Shares Climb on Revenue Beat, Raised Outlook as Analysts View Capacity Gains", "summary": "CoreWeave CRWV.jpg -Shutterstock CoreWeave (CRWV) shares rose sharply Wednesday after the company posted a second-quarter revenue beat and raised its full-year outlook, with analysts saying the company's capacity gains signal additional upside.The cloud-computing company reported revenue of $2.58 billion for the 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/technology/articles/coreweave-shares-climb-revenue-beat-151702328.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:17:02+00:00", "published_display": "12 Aug 2026 15:17", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 91, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.461, "duplicate_count": 1, "topics": ["Cloud Computing", "Earnings"]}, {"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": 0.281, "duplicate_count": 1, "topics": ["Earnings", "Earnings Growth", "Equities", "Growth Rate", "Inflation", "Interest Rates"]}, {"title": "Nebius Stock Soars 20% As Revenue, EBITDA Beat Estimates", "summary": "Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations. Continue Reading", "url": "https://finance.yahoo.com/m/46503392-88ea-343a-884e-3df9877bce66/nebius-stock-soars-20%25-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:39:05+00:00", "published_display": "12 Aug 2026 14:39", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 54, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.28, "duplicate_count": 1, "topics": ["Earnings"]}, {"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": 0.458, "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": 0.458, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Fourth Quarter", "Memory Storage", "Neocloud", "Optical Products"]}, {"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": 0.457, "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": 0.457, "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": 0.457, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings"]}, {"title": "Fidelity Drops Sharp Take On Stock Market", "summary": "This article first appeared on GuruFocus. The S&P 500's powerful rally may look expensive, but Fidelity's Jurrien Timmer says it carries a crucial difference from the dot-com boom: corporate earnings, rather than expanding valuations, are doing the heavy lifting. That distinction matters for investors worried that today's market is simply repeating 1999, though elevated valuations still leave stocks vulnerable if profit growth begins to crack. Warning! GuruFocus has detected 4 Warning Signs with CRWV. Is QQQ fairly valued? Test your thesis with our free DCF calculator. Note that in 1999 the ea", "url": "https://finance.yahoo.com/markets/stocks/articles/fidelity-drops-sharp-stock-market-140634929.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:06:34+00:00", "published_display": "12 Aug 2026 14:06", "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": 0.457, "duplicate_count": 1, "topics": ["Corporate Fundamentals", "Earnings", "Profit Margins", "Valuation"]}, {"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": 0.456, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fed", "Inflation", "Operating Income", "Split"]}, {"title": "Will CoreWeave's Global Expansion Accelerate Revenue Growth?", "summary": "CoreWeave, Inc. CRWV is expanding its global infrastructure as demand for AI cloud services continues to strengthen across sectors, geographies and workloads. In the second quarter of 2026, the company generated record revenue of $2.6 billion, up 112% year over year, while its revenue backlog reached $104.2 billion. CoreWeave also added more than $25 billion of net new customer commitments in the early weeks of the third quarter. The company ended the second quarter with 1.5 gigawatts of active power and remains on track to reach at least 8 gigawatts by 2030. Global expansion is becoming an im", "url": "https://finance.yahoo.com/technology/ai/articles/coreweaves-global-expansion-accelerate-revenue-134900784.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:49:00+00:00", "published_display": "12 Aug 2026 13:49", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.456, "duplicate_count": 1, "topics": ["AI", "Cloud", "Earnings", "International Expansion", "Revenue Guidance"]}, {"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": 0.454, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "CoreWeave's Revenue Doubled, but Its Debt Keeps Climbing", "summary": "This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV), an AI cloud provider that rents out Nvidia (NASDAQ:NVDA) chips, rose 15.64% premarket after reporting second-quarter revenue of $2.58 billion, up 112% from a year earlier and past the $2.56 billion analysts expected. The adjusted loss of $1.03 a share was narrower than expected, and the company raised its full-year revenue outlook to as much as $13.2 billion. It ended the quarter with revenue backlog at $104 billion. Adjusted EBITDA rose to $1.51 billion, a 59% margin. The losses grew alongside the growth. The net loss widened ", "url": "https://finance.yahoo.com/technology/ai/articles/coreweaves-revenue-doubled-debt-keeps-125217466.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:52:17+00:00", "published_display": "12 Aug 2026 12:52", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 36, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.453, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Debt", "Earnings", "Guidance"]}, {"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": 0.451, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "Earnings"]}, {"title": "Strong Q2, Bigger Outlook: How Should Investors Play CRWV Stock Now?", "summary": "CoreWeave, Inc. CRWV delivered a strong second quarter of 2026, raised its full-year outlook and continued to add massive customer commitments. Revenue reached $2.6 billion, up 112% year over year, with expanding margins and operating leverage. Its revenue backlog climbed to $104.2 billion from $99.4 billion at the end of the first quarter. CoreWeave also secured more than $25 billion in additional customer commitments early in the third quarter, demonstrating that demand for AI computing capacity remains exceptionally strong. The strongest signal from the earnings report was the increase in m", "url": "https://finance.yahoo.com/markets/stocks/articles/strong-q2-bigger-outlook-investors-121500952.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:15:00+00:00", "published_display": "12 Aug 2026 12:15", "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": 0.451, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Guidance", "Infrastructure", "Operating Income"]}, {"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": 0.616, "duplicate_count": 1, "topics": ["AI", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Stock Market Today: Dow Rises Ahead Of Inflation Data; Nvidia Partner CoreWeave Soars On Results (Live Coverage)", "summary": "Stock Market Today: The Dow Jones index rises ahead of a key CPI inflation report. Nvidia partner CoreWeave soars on earnings. Continue Reading", "url": "https://finance.yahoo.com/m/14192882-2d0d-3020-8314-bc5352b1fdcf/stock-market-today%3A-dow-rises.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:09:37+00:00", "published_display": "12 Aug 2026 12:09", "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": 0.275, "duplicate_count": 1, "topics": ["Cpi", "Earnings", "Inflation"]}, {"title": "Nebius Soars As Bigger Loss Tops Views, Revenue Beats", "summary": "Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations. Continue Reading", "url": "https://finance.yahoo.com/m/46503392-88ea-343a-884e-3df9877bce66/nebius-soars-as-bigger-loss.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:09:11+00:00", "published_display": "12 Aug 2026 12:09", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.275, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "CoreWeave Surges on Upbeat Q2: ETFs in Focus", "summary": "CoreWeave CRWV shares surged about 15% in extended trading Tuesday after the AI infrastructure provider reported second-quarter results that exceeded Wall Street expectations. Revenues soared 112% year over year to $2.58 billion.Revenues surpassed the Zacks Consensus Estimate by 1.52%. The company reported a quarterly loss of $1.03 per share versus the Zacks Consensus Estimate of a loss of $1.13. This compares with a loss of $0.27 per share a year ago. CoreWeave Backlog Hits $104 Billion CoreWeave ended the quarter with a $104 billion revenue backlog, excluding more than $25 billion in new com", "url": "https://finance.yahoo.com/markets/stocks/articles/coreweave-surges-upbeat-q2-etfs-120000086.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:00:00+00:00", "published_display": "12 Aug 2026 12:00", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 79, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.45, "duplicate_count": 1, "topics": ["AI", "Earnings", "Etfs", "Infrastructure", "Operating Income", "Price Target"]}, {"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": 0.448, "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": 0.447, "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": 0.447, "duplicate_count": 1, "topics": ["AI", "Cpi", "Earnings", "Inflation", "Quarterly Results", "Tech"]}, {"title": "Morning Bid: Inflation obscures all", "summary": "By Mike Dolan Aug 12 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets It's inflation day stateside and an important moment for Federal Reserve thinking, not to mention for nervy bond markets. To be fair, the \u200cconsumer price report only makes for one of three big \"inflation days\" each month. Tomorrow will bring the producer price update, while \u200cthe Fed's favored PCE gauge will come later in the month. But CPI will start to form the picture. I'll get into that and more below. But first, check out my \u200blatest mid-week column, where I dis", "url": "https://finance.yahoo.com/economy/policy/articles/morning-bid-inflation-obscures-104502792.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:02+00:00", "published_display": "12 Aug 2026 10:45", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 83, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.29, "duplicate_count": 1, "topics": ["Fed", "Inflation", "Tech", "Treasuries"]}, {"title": "Market\u2019s Momentum Darlings Resurface as Optical Stocks Take Off", "summary": "(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics I", "url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:01+00:00", "published_display": "12 Aug 2026 10:45", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.446, "duplicate_count": 1, "topics": ["AI Investment", "Earnings", "Fourth Quarter", "Optical Components", "Revenue Growth", "Semiconductors"]}, {"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": 0.446, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Dow Jones Futures Rise With CPI Inflation Due; AI Stocks Rally As 3 Nvidia Partners Lead Earnings Movers", "summary": "Futures rose ahead of CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro jumped on earnings, lifting AI stocks. Continue Reading", "url": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures-rise-with.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:32:36+00:00", "published_display": "12 Aug 2026 10:32", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.445, "duplicate_count": 1, "topics": ["AI", "Earnings", "Inflation"]}, {"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": 0.444, "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": 0.443, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Tech"]}, {"title": "Why Is CoreWeave Stock Soaring Wednesday?", "summary": "CoreWeave, Inc.(NASDAQ:CRWV) stock jumped in Wednesday's premarket session as investors focused on stronger AI compute pricing, higher revenue guidance and continued demand for large-scale AI infrastructure. The company said it raised prices by about 25% across AI compute offerings in July to reflect strong demand and higher component costs, including more expensive GPUs. Management also said demand for NVIDIA's Vera Rubin platform remains \"enormous,\" while contribution margins on new deals are rising by 5 to 10 percentage points. CoreWeave lifted its full-year 2026 revenue forecast to $12.4 b", "url": "https://finance.yahoo.com/markets/stocks/articles/why-coreweave-stock-soaring-wednesday-094023705.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:40:23+00:00", "published_display": "12 Aug 2026 09:40", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 84, "event_type": "guidance", "event_label": "Guidance", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.531, "duplicate_count": 1, "topics": ["AI Infrastructure", "ETF Exposure", "Price Increase", "Ratings", "Revenue Guidance"]}, {"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": 0.439, "duplicate_count": 1, "topics": ["AI", "Earnings", "Inflation", "Quarterly Results", "Tech"]}, {"title": "CoreWeave soars after fifth straight quarter of record revenue, raised guide", "summary": "Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing. CoreWeave is a specialized cloud provider that buys large volumes of Nvidia's advanced graphics processing units and installs them in data centers, then leases that computing capacity to companies building and running AI models. Microsoft and OpenAI are among its largest customers. The company reported second-quarter revenue of $2.58 billion", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-soars-fifth-straight-quarter-074019639.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T07:40:19+00:00", "published_display": "12 Aug 2026 07:40", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.436, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Earnings", "Guidance", "Operating Income"]}, {"title": "CoreWeave Stock Surges Nearly 16% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later'", "summary": "On Tuesday, CoreWeave Inc.(NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp(NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 billion, topping analysts' expectations of $2.56 billion, while its adjusted loss of $1.03 per share was narrower than the expected $1.22 loss. Revenue more than doubled from a year earlier, rising about 112.5%. Th", "url": "https://finance.yahoo.com/markets/stocks/articles/coreweave-stock-surges-nearly-16-021718062.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T02:17:18+00:00", "published_display": "12 Aug 2026 02:17", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 78, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.42, "duplicate_count": 1, "topics": ["AI", "Earnings", "Price Target", "Semiconductors", "Tech"]}, {"title": "CoreWeave expects $12.4B-$13.2B of 2026 revenue while raising year-end active power target to more than 1.85 GW", "summary": "Earnings Call Insights: CoreWeave (CRWV) Q2 2026 MANAGEMENT VIEW * \"Q2 was an exceptional quarter for CoreWeave. We outperformed our plan across the board\" and \"generated record revenue of $2.6 billion, up 112% year-over-year,\" while \"increased revenue backlog to $104.2 billion\" and said this \"does not include the over $25 billion of net new customer commitments added in the early weeks of Q3\" (Co-founder, President, CEO & Chairman Michael Intrator). * \"We continue to execute on our power strategy, reaching 1.5 gigawatts of active power\" and \"remain firmly on track to reach at least 8 gigawatt", "url": "https://seekingalpha.com/news/4631186-coreweave-expects-12_4b-13_2b-of-2026-revenue-while-raising-year-end-active-power-target-to?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T00:47:58+00:00", "published_display": "12 Aug 2026 00:47", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.415, "duplicate_count": 1, "topics": ["Capital Expenditure", "Earnings", "Guidance", "Operating Income", "Price Target", "Technology"]}, {"title": "Stocks making the biggest moves after hours: Super Micro Computer, CoreWeave, H&R Block and more", "summary": "Check out the companies making headlines after hours. Super Micro Computer \u2014 The data center infrastructure stock rallied more than 8% 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. 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 14%. Second quart", "url": "https://www.cnbc.com/2026/08/11/stocks-making-the-biggest-moves-after-hours-smci-crwv-hrb.html", "source_name": "cnbc.com", "published_at": "2026-08-11T21:18:44+00:00", "published_display": "11 Aug 2026 21:18", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.553, "duplicate_count": 1, "topics": ["Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source", "Consensus Estimate"]}], "industry": [], "sector": []}, "total_fetched": 91, "total_unique": 91, "total_relevant": 91, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "provider_counts": {"eodhd": 100}, "raw_articles": 100, "unique_stories": 90, "duplicates_removed": 10, "relevant_stories": 91, "current_evidence": 91, "direct_evidence": 91, "eodhd_articles": 90, "eodhd": {"configured": true, "status": "healthy", "calls_used": 345, "call_budget": 500, "budget_used_pct": 69.0, "requests_made": 69, "last_success_at": "2026-08-13T13:00:28.783982+00:00", "newest_seen_at": "2026-08-13T12:52:01+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 2634, "unmapped_mentions": 2004}, "status": "healthy", "durable_evidence_used": true, "durable_collected_at": "2026-08-13T04:28:46.988610+00:00", "durable_newest_article_at": "2026-08-13T00:55:37+00:00", "durable_story_count": 1}, "sentiment_summary": {"positive": 60, "negative": 14, "neutral": 17, "score": 65, "raw_score": 67, "total": 91, "evidence_count": 91, "effective_articles": 86.49, "direct_story_count": 91, "industry_story_count": 0, "sector_story_count": 0, "story_count": 91, "source_count": 5, "source_concentration": 0.7248, "direct_share": 100, "dispersion": 19, "confidence": 87, "evidence_status": "measured", "score_version": "evidence-v4", "newest_article_at": "2026-08-13T09:18:08+00:00", "label": "Constructive news tone", "tone": "positive"}, "classifier": {"primary_event": "earnings", "primary_label": "Earnings", "confidence": 89, "events": [{"event": "earnings", "label": "Earnings", "weight": 45.66, "count": 75}, {"event": "macro", "label": "Macro sensitivity", "weight": 2.4, "count": 4}, {"event": "analyst", "label": "Analyst action", "weight": 2.4, "count": 4}, {"event": "deals", "label": "Deals and strategy", "weight": 1.8, "count": 3}, {"event": "guidance", "label": "Guidance", "weight": 1.2, "count": 2}, {"event": "liquidity", "label": "Balance sheet", "weight": 1.2, "count": 2}], "positive_events": 60, "negative_events": 14, "pipeline": {"providers_attempted": 1, "providers_with_results": 1, "provider_counts": {"eodhd": 100}, "raw_articles": 100, "unique_stories": 90, "duplicates_removed": 10, "relevant_stories": 91, "current_evidence": 91, "direct_evidence": 91, "eodhd_articles": 90, "eodhd": {"configured": true, "status": "healthy", "calls_used": 345, "call_budget": 500, "budget_used_pct": 69.0, "requests_made": 69, "last_success_at": "2026-08-13T13:00:28.783982+00:00", "newest_seen_at": "2026-08-13T12:52:01+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 2634, "unmapped_mentions": 2004}, "status": "healthy", "durable_evidence_used": true, "durable_collected_at": "2026-08-13T04:28:46.988610+00:00", "durable_newest_article_at": "2026-08-13T00:55:37+00:00", "durable_story_count": 1}}, "market_context": {"has_market_context": true, "latest_close": 1542.0, "latest_week": "2026-08-07", "one_week_move": 23.4, "four_week_move": -0.9, "twelve_week_move": -17.4, "trend_signal": "0", "trend_label": "Trend inactive", "trend_tone": "negative", "market_dynamics": -0.587294, "market_dynamics_buy_signal": false, "relative_strength": -13.213167, "fair_value_gap": -13.1, "fair_value_label": "Near fair-value range", "fair_value_tone": "neutral", "expectation_direction": "negative", "expectation_probability": 38.4988, "reaction_label": "Price confirming higher", "reaction_tone": "positive", "market_sentence": "+23.4% over one week, -0.9% 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": 78, "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": "seekingalpha.com", "count": 4}, {"label": "nasdaq.com", "count": 3}, {"label": "cnbc.com", "count": 3}, {"label": "simplywall.st", "count": 1}], "tiers": [{"label": "Direct company coverage", "count": 91}, {"label": "Industry context", "count": 0}, {"label": "Sector context", "count": 0}], "events": [{"label": "Earnings", "count": 75}, {"label": "Macro sensitivity", "count": 4}, {"label": "Analyst action", "count": 4}, {"label": "Deals and strategy", "count": 3}, {"label": "Guidance", "count": 2}, {"label": "Balance sheet", "count": 2}, {"label": "Market update", "count": 1}]}, "insights": [{"label": "Weighted tone", "value": "65/100", "tone": "positive", "text": "Constructive news tone"}, {"label": "Evidence confidence", "value": "87/100", "tone": "positive", "text": "86.49 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": "89/100 classification confidence."}, {"label": "Company focus", "value": "91", "tone": "positive", "text": "100% of weighted evidence is company-specific."}, {"label": "Evidence agreement", "value": "19/100", "tone": "neutral", "text": "lower dispersion means the independent stories agree more closely."}, {"label": "Trend context", "value": "Trend inactive", "tone": "negative", "text": "+23.4% over one week, -0.9% over four weeks, trend inactive, and near fair-value range."}, {"label": "Latest direct headline", "value": "Positive", "tone": "positive", "text": "Jensen Huang Says Nvidia\u2019s 2020 A100 GPUs Can Stay \u2018Mission-Capable\u2019 Through 2029\u2014Here\u2019s Why It Matters for the AI Boom"}], "updated_at": "2026-08-13T04:28:46.988610+00:00", "detail_intelligence": {"headline": "News confirmed by price", "summary": "Constructive news tone is drawn from 91 fresh independent stories, including 91 company-specific items across 5 publishers.", "status": "measured", "metrics": [{"label": "Weighted tone", "value": 65, "display": "65", "tone": "positive", "note": "Constructive news tone"}, {"label": "Evidence 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Jensen Huang Says A100 GPUs Can Last Nearly a Decade Huang said on X that Nvidia's A100 fleet is \"mission-capable from 2020 through 2029,\" highlighting the longevity of the company's data center GPUs. 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