WS #13959

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CoreWeave, Super Micro, Nebius, and memory names rallied on strong earnings and demand signals, with Nvidia up on $500B financing plan, reinforcing the AI infrastructure trade. Cerebras reported Q2 revenue of $180.1M missing estimates, though EPS beat; stock tumbled ~14% in after-hours.

AI infrastructure earnings surge

CoreWeave, Super Micro, Nebius, and memory names rallied on strong earnings and demand signals, with Nvidia up on $500B financing plan, reinforcing the AI infrastructure trade.

Cerebras reported Q2 revenue of $180.1M missing estimates, though EPS beat; stock tumbled ~14% in after-hours.

Full world state #13959 →