WS #13916
Holding: newest synthesis is 85d 7h old
CoreWeave, Super Micro, and Lumentum post strong results, signaling sustained AI compute demand. Nvidia's partnership to mobilize $500B for AI infrastructure raises leverage concerns but is seen as positive for AI capex.
AI infrastructure earnings surge
CoreWeave, Super Micro, and Lumentum post strong results, signaling sustained AI compute demand.
Nvidia's partnership to mobilize $500B for AI infrastructure raises leverage concerns but is seen as positive for AI capex.