WS #13965

22:43→23:12 UTC
From 377 msgs · 5 key-dev
Holding: newest synthesis is 84d 15h old

CoreWeave, Super Micro, Nebius, and Lumentum beat earnings, reigniting the AI data center trade and lifting the Nasdaq.

AI infrastructure trade resurgence

CoreWeave, Super Micro, Nebius, and Lumentum beat earnings, reigniting the AI data center trade and lifting the Nasdaq.

Full world state #13965 →

Hormuz closure escalationUS inflation data and Fed policy
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BearishNegativeNeutralPositiveBullish|ORDER: SIZE ▾↻ RESHUFFLE▸ LATER / NOW|