WS #13902

22:52→23:21 UTC
From 316 msgs · 5 key-dev
Holding: newest synthesis is 85d 19h old

Super Micro, CoreWeave, Riot Platforms, Lumentum, Firefly all beat or guide higher on AI demand, boosting tech sentiment.

AI infrastructure earnings surge

Super Micro, CoreWeave, Riot Platforms, Lumentum, Firefly all beat or guide higher on AI demand, boosting tech sentiment.

Full world state #13902 →

Hormuz closure escalationCPI anticipation
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