WS #13947

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Holding: newest synthesis is 84d 19h old

CoreWeave, Nebius, and Super Micro beat earnings, lifting semiconductor stocks and reinforcing AI demand, with NVDA up 3.1% and SMCI up 19.6%. Investors question the valuation of data center loans backed by Nvidia GPUs, with concerns about circular financing, though CEO comments eased fears.

AI infrastructure earnings

CoreWeave, Nebius, and Super Micro beat earnings, lifting semiconductor stocks and reinforcing AI demand, with NVDA up 3.1% and SMCI up 19.6%.

Investors question the valuation of data center loans backed by Nvidia GPUs, with concerns about circular financing, though CEO comments eased fears.

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