WS #13920

11:52→12:22 UTC
From 500 msgs · 5 key-dev

CoreWeave, SMCI, and Nebius all beat and raised guidance, reinforcing the AI capex trade and lifting tech sentiment.

AI infrastructure earnings beat

CoreWeave, SMCI, and Nebius all beat and raised guidance, reinforcing the AI capex trade and lifting tech sentiment.

Full world state #13920 →

Middle East oil supply disruptionGoldman Sachs acquires NEOSUS CPI and Fed policy
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BearishNegativeNeutralPositiveBullish|ORDER: SIZE ▾↻ RESHUFFLE▸ LATER / NOW|