Key TakeawaysCoreWeave Q2 revenue rose 112% YoY to $2.58B, while revenue backlog reached about $104B.Nebius revenue jumped 454% YoY to $582.3M, with customer commitments exceeding $40B.Both companies are rapidly expanding GPU and power capacity, suggesting AI compute demand is still running ahead of available supply.The next test for NeoCloud stocks is whether backlog and commitments can convert into revenue, margins and cash flow.CoreWeave and Nebius have delivered one of the clearest recent si
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Super Micro Computer reported fiscal Q4 2026 earnings on August 11, delivering a sharp improvement in profitability even as revenue came in below Wall Street expectations.Quarterly net sales reached $11.1 billion, nearly double the $5.8 billion reported a year earlier. Gross margin jumped to 17.5%, while non-GAAP earnings reached $1.70 per diluted share.The bigger number came from the outlook. Supermicro expects fiscal 2027 revenue of $65 billion to $72 billion as demand for AI servers and data
CoreWeave reported stronger-than-expected second-quarter 2026 results on August 11, with revenue more than doubling from a year earlier as demand for AI cloud infrastructure continued to rise.Q2 revenue reached $2.575 billion, up 112% year over year. Revenue backlog climbed to approximately $104 billion, while CoreWeave said more than $25 billion of additional net new customer commitments were added in the first weeks of Q3.The results highlight the scale of AI infrastructure spending, but they
During MEXC 0808: Stock Season, Stock Futures, tokenized stocks, and RealStocks are available with 0 fees. Beyond fee savings, the key value lies in broader market access: one MEXC account allows users to access stock-related products across the U.S., Hong Kong, Japanese, and South Korean markets. This article provides an overview of MEXC's cross-market stock product coverage. 1. U.S. Stocks: The Broadest Product Coverage The U.S. market currently has the broadest stock product coverage on MEXC.
Intel stock came under pressure after the chipmaker announced a major new share sale. Intel initially proposed a $15 billion common stock offering on August 10, but later increased the deal to $20 billion, pricing approximately 210.5 million new shares at $95 each. According to Intel’s official offering announcement, the transaction is expected to close on August 12, 2026.Intel shares fell 4.1% on August 10 after the original announcement, according to Reuters. The immediate concern is dilution:
CoreWeave is set to report its second-quarter 2026 results on August 11, putting one of the market’s fastest-growing AI infrastructure companies back in focus.The company will hold its Q2 2026 earnings conference call at 5:00 PM Eastern Time, according to CoreWeave Investor Relations.For investors following CRWV stock, the headline revenue number will matter. But the bigger questions are whether CoreWeave can convert its nearly $100 billion revenue backlog into active capacity, control the cost
When Did Sandisk Report Q4 FY2026 Earnings?Sandisk released its fiscal fourth-quarter and full-year 2026 earnings after the U.S. market closed on August 5, 2026. The quarter ended on July 3.Investors can review the company’s official Q4 FY2026 earnings presentation and its Investor Relations page for the financial statements, presentation and earnings-call materials.Did Sandisk Beat Earnings Expectations?Yes. Sandisk reported quarterly revenue of $8.965 billion, up 51% from the previous quarter
AMD reported record Q2 2026 revenue of $11.54 billion and adjusted EPS of $1.66, both above Wall Street estimates. Data Center revenue jumped 107% to $6.72 billion, while Q3 revenue guidance also beat expectations. AMD stock still fell nearly 9% after hours as investors looked for a stronger AI outlook.When Were the AMD Q2 2026 Earnings Released?AMD released its second-quarter 2026 earnings after the US stock market closed on Tuesday, August 4, 2026.The results covered the three months ended Jun
SpaceX reported stronger-than-expected second-quarter results as rapid growth across Starlink and its AI infrastructure business pushed revenue close to $8 billion. However, the company’s enormous AI capital spending and an approaching post-IPO share unlock kept investors focused on the cost of that growth.According to SpaceX’s official Q2 2026 earnings release, quarterly revenue rose 92% year over year to $7.81 billion. Net loss narrowed to $541 million, while adjusted EBITDA increased 191% to
A full breakdown of the TSLA chart, key support and resistance levels, and what a stretched valuation call from a leading Tesla analyst means for the stock's next moveTesla, Inc. (NASDAQ: TSLA) closed at 311.21 dollars, up 2.36 dollars, or 0.76 percent, on the day. That modest daily gain sits inside a much rougher picture. Over the past month, shares are down 94.98 dollars, or 23.38 percent, one of the steepest 30 day declines the stock has posted in recent memory. Over the past year, TSLA is do
