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Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp.
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, ...
By Avinash P and Purvi Agarwal Aug 13 (Reuters) - The S&P 500 climbed to an intraday record high on Thursday, powered by advances in semiconductor and other heavyweight technology stocks, as a retreat
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
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.
Nebius and CoreWeave led Nasdaq gains as AI demand and soft inflation lifted markets. Here are the full numbers.
<body><p>STORY: U.S. stocks closed mostly higher on Wednesday, with the Dow the only outlier, ending virtually flat, the S&P 500 gaining about a quarter of a percent, and the Nasdaq adding more than half a percent.</p><p>:: CoreWeave</p><p>Upbeat quarterly results from AI-related firms continued to soothe investor fears about massive capex spending.</p><p>:: CoreWeave</p><p>Shares of CoreWeave, for instance, surged 19% after the AI cloud company lifted its annual capital spending forecast and topped second-quarter earnings estimates.</p><p>Mike Mussio is president of FBB Capital Partners.</p><p>“We continue to see some of these names that sold off dramatically in June and part of July on just general AI over-investment, scare around that, they're actually reporting earnings, and the earnings are kind of saying, 'nothing really to see here.' So some of these same companies and sub-industries within the AI complex that sold off hard are bouncing dramatically. And that's helping lead the Nasdaq higher today.”</p><p>Data center operators also rose, with IREN gaining almost 10% and Applied Digital up nearly 5%.</p><p>:: Nebius Group</p><p>And shares of data center company Nebius Group jumped 34%, helped by second-quarter results that beat expectations.</p><p>Shares of Super Micro Computer surged 19% after the AI server maker forecast fiscal 2027 revenue above Wall Street expectations.</p><p>And chip makers gained, with Nvidia rising 3% and Micron Technology adding about 5%. </p><p>Meanwhile, data on Wednesday showed U.S. consumer prices barely increased in July as the cost of gasoline declined for a second straight month, further reducing expectations of an interest rate hike next month from the Federal Reserve.</p></body>
U.S. stocks advanced on Aug. 12 after fresh inflation data showed consumer prices rose 3.4% year over year in July, slightly below the previous month’s 3.5% reading, helping fuel gains across technology and AI-linked stocks. The Nasdaq Composite was up about 0.5% during the session. AI ...
The cloud-computing company’s stock jumped 19% and lifted other shares tied to the artificial-intelligence build-out.
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.
CoreWeave raised its revenue and spending forecasts as customers competed for scarce AI-computing capacity.
Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.
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.
By Avinash P and Purvi Agarwal Aug 12 (Reuters) - The S&P 500 and the Nasdaq rose on Wednesday as upbeat earnings from AI infrastructure firms boosted technology stocks, while largely in-line
On this episode of Stock Movers: - Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods. - Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher. - CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out.
Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner 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 and Super Micro Computer earnings lifted AI-linked stocks, while cooling inflation reduced pressure on the Fed to raise rates
Shkreli compared CoreWeave’s leverage to debt-heavy telecom companies such as Global Crossing and WorldCom.
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