WS #13960

21:52→22:22 UTC

From 401 msgs · 5 key-dev

Holding: newest synthesis is 84d 16h old

CoreWeave, Super Micro, Nebius surge on strong earnings and AI demand, validating the AI capex cycle. Cerebras, StubHub, Cisco fall after hours on earnings misses, signaling selective profit-taking.

AI Infrastructure Rally

CoreWeave, Super Micro, Nebius surge on strong earnings and AI demand, validating the AI capex cycle.

Cerebras, StubHub, Cisco fall after hours on earnings misses, signaling selective profit-taking.

Full world state #13960 →