Notícias

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.

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

Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

Super Micro Shares Rally on Big Earnings Beat and $72 Billion Revenue Target

The company guided to as much as $72 billion in fiscal 2027 sales

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

The main US equity benchmarks were trending higher in Wednesday's premarket activity as traders awai

SMCI stock surged in pre-market trade to levels not seen since late June.

Wall Street futures pointed moderately higher pre-bell Wednesday after tech-sector earnings reports

​📈 Follow our live markets data and coverage. Tonight’s $1 billion Powerball drawing is one of the biggest ever, but inflation has helped pump it up. Rising bond yields increase the value of the optional annuity that makes up that official jackpot.

Super Micro Computer (NASDAQ:SMCI) shares jumped 10. 1% in premarket trading after the AI server specialist reported fiscal 2026 fourth-quarter results that delivered a significant earnings beat alongside a stronger-than-expected outlook for the coming year.

Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after ‌upbeat forecasts from the two AI infrastructure companies ‌reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more ​than 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%.

Stocks tied to the AI trade are back on top this morning after stellar results from CoreWeave and Super Micro Computer. Cloud-computing company CoreWeave reported its fifth consecutive quarter of record revenue and a sales backlog of $104 billion yesterday—in the latest sign of continued strength of demand for AI computing. Server company Super Micro Computer reported sales that nearly doubled in its fiscal fourth quarter and surging profit.

Stock futures were rising on Wednesday after cloud computing company CoreWeave, optical networking company Lumentum, and server maker Super Micro all reported solid quarterly results, breathing some life into the AI trade ahead of the July inflation report.

LONDON, Aug 12 (Reuters) - Hedge funds upped short bets on AI-related stocks in July, according to a Wednesday report from data platform Hazeltree, part of a broad shift in the month that saw

Asian stocks rose and US equity-index futures advanced as CoreWeave reported stronger-than-expected sales growth and Super Micro's revenue forecast topped estimates. Bloomberg's Neil Campling reports.

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Super Micro Computer (NASDAQ:SMCI) reported record fiscal 2026 revenue of $39.1 billion, up 78% from $22 billion in fiscal 2025, as demand for artificial intelligence infrastructure continued to drive growth. The company also projected fiscal 2027 revenue of $65 billion to $72 billion and said it en

Investors await the July consumer price index that’s due at 8:30 a.m. ET on Wednesday.

The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.

The AI server maker projects $65 billion to $72 billion in fiscal 2027 revenue, well above the $54.4 billion analysts had expected

Investing.com -- Super Micro Computer Inc. (NASDAQ: SMCI) sent shares rallying 9% after reporting robust fourth-quarter profits and issuing aggressive forward guidance that blew past Wall Street consensus. The blowout outlook served as a sharp positive surprise for investors, who had braced for headwind after the AI server provider signaled soft Q4 revenue in its preliminary update on July 21.

The server company reported a quarterly profit of $1.17 billion, up from $195.2 million in the year-ago period.

Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting.

Supermicro trounced Wall Street's earnings target for its fiscal Q4 and guided well above views for the current quarter. SMCI stock jumped.

Super Micro Computer on Tuesday forecast fiscal ‌2027 revenue above Wall Street ‌expectations, betting that strong demand for its ​AI-optimized servers would fuel another year of growth. Shares of the company rose 9% in extended trading ‌following the ⁠results. The server maker has been a winner in the ⁠race to equip data centers for generative AI, leveraging its close ​relationships with ​chipmakers and ​its reputation for ‌speed-to-market.

CoreWeave (CRWV) is set to report quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma discusses more in the video above.

On Wednesday, the U.S. government is expected to report that consumer prices rose by 3.4% in July from a year earlier, or by 2.5% for those of us who don’t use food or energy. It’s easy to poke fun at government data or even to doubt its accuracy. Tax brackets, Social Security payments and retirement-account contribution limits are all pegged off of it.

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U