WS #13892

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Holding: newest synthesis is 86d 20h old

SMCI beats EPS, guides FY27 revenue above consensus; CoreWeave revenue doubles, backlog $104B; CAVA and H&R Block beat; Lumentum raises guidance.

AI Infrastructure Earnings

SMCI beats EPS, guides FY27 revenue above consensus; CoreWeave revenue doubles, backlog $104B; CAVA and H&R Block beat; Lumentum raises guidance.

Full world state #13892 →