WS #13961
CoreWeave, Super Micro, and Nebius surge on strong earnings and AI capex validation, lifting Nvidia and data center suppliers. July CPI at 3.4% YoY in line with expectations, reducing Fed rate hike odds and supporting equities. Cerebras, StubHub, and Cisco fall after hours on earnings misses, signaling selective profit-taking in tech.
AI Infrastructure Rally
CoreWeave, Super Micro, and Nebius surge on strong earnings and AI capex validation, lifting Nvidia and data center suppliers.
July CPI at 3.4% YoY in line with expectations, reducing Fed rate hike odds and supporting equities.
Cerebras, StubHub, and Cisco fall after hours on earnings misses, signaling selective profit-taking in tech.