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Vestas Wind Systems AS (VWDRY) boosts full-year EBIT margin outlook to 7%-9% on strong Power Solutions growth and announces a new EUR400 million share buyback program.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia.

Nebius posted a 41% adjusted EBITDA margin, retained its $20 billion to $25 billion capex plan and raised its contracted-power target to 5 GW as customers funded more of the…

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

Stocks were rallying out of the gate on Wednesday after Wall Street shrugged off the latest inflation report. The Dow Jones Industrial Average rose 101 points, or 0.2%. The S&P 500 was up 0.5%. The Nasdaq Composite gained 0.

Investing.com -- Cybersecurity firm Okta is well positioned to benefit from growing enterprise demand for identity controls as companies deploy artificial intelligence agents, Citizens JMP Securities said on Wednesday, upgrading the stock and raising its price target.

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

The AI cloud company reported $582.3 million in quarterly revenue, up 454% from a year earlier, as demand for computing capacity grew

Nebius Group (NBIS) delivered earnings and revenue surprises of +82.09% and +1.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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

Nebius CEO Arkady Volozh stated that this quarter was when the market validated the company’s strategy.

Investing.com -- Nebius Group N.V. (NASDAQ: NBIS) reported second-quarter results that exceeded revenue expectations, sending shares up 12% premarket as the AI cloud company demonstrated strong growth momentum.

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

Nebius Group surpassed second-quarter revenue estimates on Wednesday as booming demand for AI infrastructure and cloud services ‌helped the company win larger contracts and raise prices for ‌computing capacity, sending its shares up 12% in premarket trading. The Amsterdam-based AI infrastructure firm ​reported total revenue of $582.3 million for the quarter ended June, compared with analysts' average estimate of $572.75 million, according to data compiled by LSEG. Revenue at its core AI cloud business, which accounted for about 98% of ‌group revenue, rose more than ⁠500%.

The Mediterranean fast-casual chain also said sales are rebounding after a cyclospora outbreak briefly dented results

T1 Energy Inc. (NYSE:TE) shares gained 3.

As AI data centers and upgrades to the electrical grid copper grid lift demand, Southern Copper explores a fresh breakout.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

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.

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.

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.

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Taiwan's Foxconn, the world's largest contract electronics maker, reported on Wednesday a 35% ‌rise in second-quarter profit, beating analyst forecasts, on ‌continued strong demand for AI, which it predicted would drive growth this ​year. Net profit for the April to June period for Nvidia's biggest server maker and Apple's top iPhone assembler was T$59.97 billion ($1.86 billion), versus an LSEG consensus estimate of T$58.8 ‌billion and compared with ⁠T$44.4 billion a year earlier. Foxconn, formally ​called Hon Hai Precision Industry, ‌in July reported a 40% year-on-year jump in second-quarter revenue.

Zeolite revenue doubles and liquidity strengthens to $62.2 million, yet lower antimony prices compress margins and prompt a reduced full-year outlook.

Lumentum Holdings Inc (LITE) delivers eighth consecutive quarter of top-line growth, with non-GAAP gross margin crossing 50% ahead of schedule.

Strong consumer demand and successful new offerings drive growth, while the company navigates near-term impacts from the Cyclospora outbreak and invests in long-term operational efficiency.

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