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CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?
Yahoo Finance Video1d agoneutralVIDEO
CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

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.

CoreWeave, Nebius soar as AI spending powers growth
Yahoo Finance Video1d agobullishVIDEO
CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to “stupid” levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected.

Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance
24/7 Wall St.1d agoneutral
Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

CoreWeave Bulls Just Got What They Wanted. But Its Massive Debt Problem Isn’t Going Away
24/7 Wall St.1d agoneutral
CoreWeave Bulls Just Got What They Wanted. But Its Massive Debt Problem Isn’t Going Away

The AI infrastructure trade has split investors into two camps: those who see a generational buildout of compute capacity, and those who see a debt-financed race that could end badly for the companies footing the bill. Few stocks capture that tension better than the so-called neoclouds — specialized providers that rent out GPU horsepower instead ... CoreWeave Bulls Just Got What They Wanted. But Its Massive Debt Problem Isn’t Going Away

Latest News In AI Chips - Advanced Chip Packaging Sparks Market Growth Shift
Simply Wall St.1d agoneutral
Latest News In AI Chips - Advanced Chip Packaging Sparks Market Growth Shift

Recent developments in the AI chip market highlight a significant shift towards advanced chip packaging technologies. According to BCC Research, this market is expected to grow substantially, from $38.6 billion in 2024 to $87.6 billion by 2030, driven by increasing demand for AI and high-performance computing applications. This growth is largely influenced by the need for improved data throughput, reduced latency, and greater interconnect density, surpassing what traditional packaging can...