
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
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AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

CoreWeave (NASDAQ:CRWV) shares jumped more than 15% on Tradegate on Tuesday after the cloud infrastructure provider delivered record revenue for a fifth consecutive quarter, exceeded Wall Street expectations and raised its outlook as demand for artificial intelligence computing capacity remained strong. CoreWeave operates a specialised cloud platform built around large volumes of Nvidia’s advanced graphics processing units.

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 narrowe

CoreWeave (CRWV) delivered earnings and revenue surprises of +8.85% and +1.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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

The AI cloud company posted $2.58 billion in second-quarter revenue but net losses widened to $626 million as debt financing costs climbed
CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.
AI cloud provider CoreWeave reported its Q2 earnings after the bell on Tuesday, narrowing its losses per share and meeting expectations on revenue for the quarter.
Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.
CoreWeave (CRWV) delivered earnings and revenue surprises of -24.57% and +5.99%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus
Wall Street analysts project first-quarter sales growth of 139% from last year to almost $2 billion.
CoreWeave’s Q1 will reflect solid top-line growth as demand for its high-performance computing infrastructure remains solid.
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