WS #13938

17:22→17:52 UTC

From 500 msgs · 8 key-dev

CoreWeave, Nebius, Super Micro, and Lumentum beat expectations, driving AI infrastructure stocks higher and confirming strong demand. Lumentum's strong earnings lift optical peers; Nvidia's RTX Pro 6000 price hike signals memory/GPU supply tightness, benefiting memory and optical names.

AI infrastructure earnings and demand

CoreWeave, Nebius, Super Micro, and Lumentum beat expectations, driving AI infrastructure stocks higher and confirming strong demand.

Lumentum's strong earnings lift optical peers; Nvidia's RTX Pro 6000 price hike signals memory/GPU supply tightness, benefiting memory and optical names.

Full world state #13938 →