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Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.
Nvidia is expecting another quarter of massive revenue growth, while its valuation has fallen to historically low levels.
Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the market can still trust at these levels.
Revenue surged 112% to $2.6 billion as backlog hit $104.2 billion.
Wells Fargo Flags Strong AI Demand for CrowdStrike and Palo Alto Before Results
Jain exercised options and sold shares to cover tax withholding from a vesting event, retaining close to 148,000 shares and 270,000 options outstanding.
This filing reports the exercise of vested options and tax withholding obligations.
During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.
Nvidia-backed CoreWeave (CRWV) stock entered another earnings season with Wall Street looking for another quarter marred by heavy CapEx and losses. Analysts were looking at $2.56 billion in sales with an adjusted loss of $1.41 per share. Instead, CoreWeave delivered another sizeable double beat, ...
Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat.
Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.
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.
Shkreli compared CoreWeave’s leverage to debt-heavy telecom companies such as Global Crossing and WorldCom.
Nebius Stock Set for Wild Ride as AI Cloud Demand Drives 442% Revenue Growth
CoreWeave Inc (CRWV) reports 112% revenue growth and raises full-year guidance as demand for AI compute accelerates.
CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.
CoreWeave (NASDAQ:CRWV) reported second-quarter 2026 revenue of $2.6 billion, up 112% from a year earlier and 24% sequentially, as demand for its AI cloud infrastructure continued to exceed available capacity. The company also raised its full-year revenue and operating-income outlook, citing faster
CoreWeave, Inc. (NASDAQ:CRWV) reports second-quarter earnings after the close today, with the call at 5 p.m. ET. Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock...
eToro Group (NASDAQ:ETOR) reported higher second-quarter net contribution and adjusted EBITDA as customer activity shifted toward equities, while the trading and investing platform also announced plans to acquire U.S. broker-dealer TradeZero. Net contribution rose 9% year over year to $229 million
Asking for a Trend Host previews what investors should watch on Tuesday, August 11th, including earnings from CoreWeave (CRWV) and eToro (ETOR), fresh consumer spending data, the latest small business optimism index, and existing home sales.
As CoreWeave Inc. (NASDAQ:CRWV) prepares to report its second-quarter financial results, the AI hyperscaler faces intense scrutiny over whether its operational execution can keep pace with unprecedented market demand. The upcoming earnings report puts a direct spotlight on the broader Neocloud sector, where market strategist Shay Boloor warns that infrastructure providers must prove whether “the revenue ramp can actually catch up to the capacity story.” The Neocloud Capacity Bottleneck Despite m
CoreWeave Stock Faces 15% Swing as Wall Street Braces for Q2 Earnings
This week is much more sedate on the earnings front after a busy few weeks, which could be a good or a bad thing depending on your approach. This week we have Cisco Systems, RocketLab, CoreWeave and Applied Materials as the main companies reporting.
CoreWeave is due to report earnings after the closing bell Tuesday, with traders expecting a sizable move in the cloud computing provider’s stock in the days that follow.
Wall Street expects second-quarter revenue of about $2.55 billion.
Backblaze's Q2 beat and higher 2026 outlook highlight AI storage growth, with the $335M CoreWeave deal adding multi-year visibility.
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