WS #13962

22:12→22:42 UTC

From 422 msgs · 6 key-dev

Holding: newest synthesis is 84d 15h old

CoreWeave, Super Micro, and Nebius post strong results, validating AI capex and lifting Nvidia and data center suppliers. Cerebras, StubHub, and Cisco miss expectations, triggering selloffs in high-multiple tech names.

AI Infrastructure Earnings Surge

CoreWeave, Super Micro, and Nebius post strong results, validating AI capex and lifting Nvidia and data center suppliers.

Cerebras, StubHub, and Cisco miss expectations, triggering selloffs in high-multiple tech names.

Full world state #13962 →