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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.
Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
Bitcoin miner Iren, which has moved to the AI compute business, is falling on earnings but it could be a buying opportunity, according to one Wall Street firm.
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
CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden.
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, ...
Morningstar analysts, however, said Nebius’ high valuation may hold, but a slowdown in AI spending could hinder its ability to attract new capital and sustain growth.
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.
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
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 […]
Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.
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 (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 (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.
CoreWeave Inc (CRWV) reports 112% revenue growth and raises full-year guidance as demand for AI compute accelerates.
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 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 (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?
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