WS #13921

12:22→12:52 UTC
From 499 msgs · 6 key-dev
Holding: newest synthesis is 85d 4h old

CoreWeave, Super Micro, and Nebius all beat and raised guidance, reinforcing the AI capex trade.

AI infrastructure earnings beat and raise

CoreWeave, Super Micro, and Nebius all beat and raised guidance, reinforcing the AI capex trade.

Full world state #13921 →

Oil supply crisis deepens, but counter-signals emergeUS CPI in line, Fed hike odds steady
← WS #13920WS #13922 →
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