WS #13934
CoreWeave, Super Micro, Nebius, and Lumentum report blowout earnings with massive order backlogs, confirming AI demand remains robust. Intel's $20B capital raise is viewed positively by analysts and CEO insider buying signals confidence, removing overhang.
AI Infrastructure Supercycle
CoreWeave, Super Micro, Nebius, and Lumentum report blowout earnings with massive order backlogs, confirming AI demand remains robust.
Intel's $20B capital raise is viewed positively by analysts and CEO insider buying signals confidence, removing overhang.