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A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
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 stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.
GitLab, UiPath, and Asana have similar setups that could lead to big post-earnings jumps.
Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
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.
The healthcare stock is now up more than 130% this year.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is set to report second-quarter earnings after the market closes on August 26 and Bank of America thinks the chipmaker is about to do what it usually does: beat expectations and raise its outlook, only this time with an extra catalyst behind it. In a note...
Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
Nvidia (NVDA) is expected to beat estimates and raise guidance on strong Vera Rubin demand and cloud
NuScale Power now has a market cap under $4 billion.
The stock is up just 8% this year and could prove to be an undervalued buy.
DraftKings just posted its worst margin quarter in years while simultaneously launching a business growing five times faster than its core sportsbook ever did. One of those stories is going to dominate the next 90 days, and the NFL season will decide which.
Walmart tends to perform well in both good economies and bad -- and its e-commerce business is growing briskly.
The quarter set records and the outlook went up for a third time this year. The market erased about $2 billion of value anyway.
The leading home improvement retailer made key strategic moves to position itself for the next housing upturn.
The tech mogul is the world's third-richest person.
The home improvement giant has significantly underperformed its bigger retail peer in the past five years.
SharonAI Holdings Inc (SHAZ) secures $4.9 billion NVIDIA deal and $8.8 billion revenue book, positioning for material Q4 2026 revenue ramp despite execution risks.
So why did a 36% growth quarter set off a double-digit sell-off?
Aeva stock is speculative -- but investors are speculating hard after last night's earnings beat.
Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings date.
Alphabet just delivered a 24% revenue surge and a 210% free cash flow collapse in the same quarter, and the stock is rallying anyway. The bull and bear cases have never been more directly at war with each other.
That multiple only makes sense if the AI boom's best years are already behind it. Are they?
The entertainment giant crushed analyst profitability estimates for its third quarter.
Tim Cook left on a high note, but John Ternus might be facing challenges.
Dow Jones Futures: Trump's Iran comments sparked a big stock market rally Monday. Palantir soared on earnings, while SpaceX earnings are due.
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