WS #13932

16:02→16:32 UTC

From 500 msgs · 7 key-dev

CoreWeave, Super Micro, Lumentum, and Nebius all reported blowout earnings and raised guidance, reinforcing the AI infrastructure supercycle and driving a tech rally.

AI infrastructure earnings supercycle

CoreWeave, Super Micro, Lumentum, and Nebius all reported blowout earnings and raised guidance, reinforcing the AI infrastructure supercycle and driving a tech rally.

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