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Scarce AI capacity is giving CoreWeave unusual pricing power

CoreWeave (NASDAQ:CRWV) shares jumped 19% to about $108 on Wednesday after the AI infrastructure provider reported second quarter results that topped Wall Street expectations, with analysts at Wedbush and Jefferies highlighting strong demand and the company's expanding backlog. CoreWeave...

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

CoreWeave and Super Micro Computer earnings lifted AI-linked stocks, while cooling inflation reduced pressure on the Fed to raise rates

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

Shkreli compared CoreWeave’s leverage to debt-heavy telecom companies such as Global Crossing and WorldCom.

Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two AI cloud darlings are not moving in lockstep today and the reason reveals something important about what the market actually rewards right now.

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

Revenue rose 112% to $2.6 billion and backlog reached $104 billion

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Nebius Stock Set for Wild Ride as AI Cloud Demand Drives 442% Revenue Growth

Nebius stock was surging on Wednesday after financial results from the AI cloud infrastructure company beat expectations. Short pressure may be helping the rally.

Super Micro and Nebius also rallied as strong forecasts reinforced demand for AI infrastructure.

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations.

CoreWeave's upbeat Q2 results, soaring backlog and strong outlook are fueling optimism. Here are ETFs offering exposure to the AI infrastructure play.

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

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

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

By Mike Dolan Aug 12 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets It's inflation day stateside and an important moment for Federal

(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

The most-talked-about stocks in the Reddit subforum Wallstreetbets were advancing hours before Wedne

​📈 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.

Morningstar analyst Luke Yang expects cheaper GPU compute to expand CoreWeave’s total addressable market by enabling more organizations to train and fine-tune proprietary AI models.

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.

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.

U. S. stock futures moved higher ahead of closely watched July inflation figures, with investors looking for clues about how the data could influence Federal Reserve interest rate decisions over the coming months.

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.

↗️ CoreWeave (CRWV): Shares jumped over 15% in premarket trading after the cloud-computing company posted its fifth straight quarter of record revenue, fueled by sustained AI demand. ↗️ Super Micro Computer (SMCI): Shares jumped more than 7% premarket after the company reported a surging profit and sales nearly doubling in its fourth quarter.

Retail sentiment on Stocktwits remained ‘neutral’ on SPY and ‘bearish’ on QQQ.