CRWV news sentiment

Stocks Close Higher on Favorable CPI Report and Positive AI News

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’s 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

Nebius Surges 34% Post Q2: Will $40B Backlog Power Further Growth?

Nebius Group N.V. NBIS delivered a robust second-quarter 2026 performance, marked by triple-digit revenue growth, expanding profitability and substantial customer commitments that provide visibility into its future growth trajectory. Revenues surged 454% year over year to $582 million and increased 46% sequentially. The performance was driven by capacity additions and high-margin revenues from a new asset-light business model and Token Factory, and contributions from recent acquisitions. Nebius AI business revenues climbed 514% to $575 million, representing 98% of total revenues. Following the

Things are looking up for AI infrastructure companies, for now

The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday as investors shrugged off AI bubble fears for the time being. CoreWeave stock jumped as much as 20% Wednesday, while Supermicro was up roughly 15%. Nebius saw the biggest moves, with its stock soaring some 27%. The general trend among the three? Computing constraints aren't going anywhere, and businesses are willing to pa

CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend?

CoreWeave (CRWV is aggressively expanding its AI infrastructure to meet increasing customer demand, necessitating massive capacity additions. 2026 capital expenditures are now projected to be between $35 billion and $39 billion (up from $31-$35 billion), indicating the scale of its AI infrastructure ambitions. Second-quarter revenues of $2.6 billion jumped 112% year over year and 24% sequentially. Backlog reached $104.2 billion, surging 246% year over year. This does not include more than $25 billion of net new customer commitments secured in the early third quarter. To support these long-term

Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle

Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price the risk. 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 See for yourself (Sponsor) Corporate America is expected to pour some $770 billion into AI infrastructure in 2026, and

Jensen Huang Says Nvidia’s 2020 A100 GPUs Can Stay ‘Mission-Capable’ Through 2029—Here’s Why It Matters for the AI Boom

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

US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI

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

South Korea's Kospi enters technical bull market as AI trade rebounds

[Abstract AI Symbol in Front of South Korean Flag – 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

CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value

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 › 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

CoreWeave (CRWV) Stock Price Jumps On Revenue Surge And 59% Margin

Update: US Equity Indexes Mixed as AI Infrastructure Players Boost Tech, Cooling Inflation Raises Odds of Sixth Fed Policy Pause

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Update: US Equity Indexes Rise as Chipmakers Boost Technology, Cooling Inflation Lifts Bets for Fed Policy Pause

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CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging

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

Update: US Equity Indexes Mixed as Easing Inflation Lifts Fed Policy Pause Bets While No End in Sight for Iran War

(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

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

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

Why Micron Stock Is Surging Today

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

Why Micron Stock Popped Wednesday

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

Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’

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