{"id":137436,"date":"2026-08-12T15:19:11","date_gmt":"2026-08-12T15:19:11","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/137436\/"},"modified":"2026-08-12T15:19:11","modified_gmt":"2026-08-12T15:19:11","slug":"ai-infrastructure-stocks-surge-after-strong-earnings-from-coreweave-supermicro","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/137436\/","title":{"rendered":"AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (<a href=\"https:\/\/finance.yahoo.com\/quote\/SMCI\/\" data-ylk=\"slk:SMCI;elm:context_link;itc:0;sec:content-canvas;cpos:1;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;SMCI&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;1&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">SMCI<\/a>) and neocloud providers CoreWeave (<a href=\"https:\/\/finance.yahoo.com\/quote\/CRWV\" data-ylk=\"slk:CRWV;elm:context_link;itc:0;sec:content-canvas;cpos:2;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;CRWV&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;2&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">CRWV<\/a>) and Nebius Group (<a href=\"https:\/\/finance.yahoo.com\/quote\/NBIS\" data-ylk=\"slk:NBIS;elm:context_link;itc:0;sec:content-canvas;cpos:3;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;NBIS&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;3&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">NBIS<\/a> ). AI hosting peers Applied Digital (<a href=\"https:\/\/finance.yahoo.com\/quote\/APLD\" data-ylk=\"slk:APLD;elm:context_link;itc:0;sec:content-canvas;cpos:4;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;APLD&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;4&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">APLD<\/a>) and IREN (<a href=\"https:\/\/finance.yahoo.com\/quote\/IREN\" data-ylk=\"slk:IREN;elm:context_link;itc:0;sec:content-canvas;cpos:5;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;IREN&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;5&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">IREN<\/a>) moved higher.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Other areas of the AI infrastructure trade also gained, including optical product maker Lumentum (<a href=\"https:\/\/finance.yahoo.com\/quote\/LITE\" data-ylk=\"slk:LITE;elm:context_link;itc:0;sec:content-canvas;cpos:6;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;LITE&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;6&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">LITE<\/a>). The memory and storage complex trade also gained with the Roundhill Memory ETF (<a href=\"https:\/\/finance.yahoo.com\/quote\/DRAM\" data-ylk=\"slk:DRAM;elm:context_link;itc:0;sec:content-canvas;cpos:7;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;DRAM&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;7&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">DRAM<\/a>).  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">What&#8217;s behind the move:\u00a0Signs of accelerating demand for everything from computing power to AI server racks to liquid cooling technology sent the entire AI infrastructure complex higher as companies within the space posted their results.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Nebius stock surged after the company posted quarterly revenue that topped analyst expectations. Supermicro reported fourth quarter results that <a href=\"https:\/\/finance.yahoo.com\/technology\/article\/supermicro-tops-q4-earnings-expectations-offers-strong-q1-guidance-stock-jumps-210004983.html\" data-ylk=\"slk:beat%20analyst%20expectations%20on%20earnings;elm:context_link;itc:0;sec:content-canvas;cpos:8;pos:1;_E:mb_qualified_link;ct:story;outcm:mb_qualified_link;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;beat analyst expectations on earnings&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;8&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yContentType&quot;:&quot;story&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"nofollow noopener\">beat analyst expectations on earnings<\/a>. The company&#8217;s upbeat forecast sent shares higher by more than 6%.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Neocloud and AI hosting players Applied Digital and IREN moved higher after artificial intelligence cloud provider CoreWeave <a href=\"https:\/\/finance.yahoo.com\/technology\/article\/coreweave-stock-soars-after-company-narrows-q2-losses-193036479.html\" data-ylk=\"slk:posted%20quarterly%20results;elm:context_link;itc:0;sec:content-canvas;cpos:9;pos:1;_E:mb_qualified_link;ct:story;outcm:mb_qualified_link;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;posted quarterly results&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;9&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yContentType&quot;:&quot;story&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"nofollow noopener\">posted quarterly results<\/a> highlighting accelerating demand and a surging backlog.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">And Lumentum (<a href=\"https:\/\/finance.yahoo.com\/quote\/LITE\/\" data-ylk=\"slk:LITE;elm:context_link;itc:0;sec:content-canvas;cpos:10;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;LITE&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;10&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">LITE<\/a>) stock gained after the maker of optical and photonic products for data centers posted fiscal fourth quarter revenue that more than doubled to $1.01 billion. Peers Coherent (<a href=\"https:\/\/finance.yahoo.com\/quote\/COHR\/\" data-ylk=\"slk:COHR;elm:context_link;itc:0;sec:content-canvas;cpos:11;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;COHR&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;11&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">COHR<\/a>) and Ciena (<a href=\"https:\/\/finance.yahoo.com\/quote\/CIEN\" data-ylk=\"slk:CIEN;elm:context_link;itc:0;sec:content-canvas;cpos:12;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;CIEN&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;12&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">CIEN<\/a>) both jumped.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The memory and storage complex also rose with the Roundhill Memory ETF\u00a0<a href=\"https:\/\/finance.yahoo.com\/quote\/DRAM\/\" data-ylk=\"slk:(DRAM;elm:context_link;itc:0;sec:content-canvas;cpos:13;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;(DRAM&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;13&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">(DRAM<\/a>) up 4%, while highflier Sandisk (<a href=\"https:\/\/finance.yahoo.com\/quote\/SNDK\/\" data-ylk=\"slk:SNDK;elm:context_link;itc:0;sec:content-canvas;cpos:14;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;SNDK&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;14&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"nofollow noopener\">SNDK<\/a>) rose 4%.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Memory maker Micron (<a href=\"https:\/\/finance.yahoo.com\/quote\/MU\/\" data-ylk=\"slk:MU;elm:context_link;itc:0;sec:content-canvas;cpos:15;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;MU&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;15&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">MU<\/a>) jumped 4%, along with rival SK Hynix (<a href=\"https:\/\/finance.yahoo.com\/quote\/SKHY\/\" data-ylk=\"slk:SKHY;elm:context_link;itc:0;sec:content-canvas;cpos:16;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;SKHY&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;16&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">SKHY<\/a>).  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">What else you need to know: As companies adopt AI, investors have been backing the &#8220;picks and shovels&#8221; trade, with companies forecasting strong demand for the infrastructure needed to support the technology.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Fundstrat noted Wednesday that, among S&amp;P 500 (<a href=\"https:\/\/finance.yahoo.com\/quote\/^GSPC\/\" data-ylk=\"slk:%5EGSPC;elm:context_link;itc:0;sec:content-canvas;cpos:17;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;^GSPC&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;17&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">^GSPC<\/a>) companies that have reported this earnings season, 87% have beaten estimates, with those that &#8220;beat&#8221; exceeding expectations by a median of 7%.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at <a href=\"https:\/\/twitter.com\/ines_ferre\" data-ylk=\"slk:%40ines_ferre;elm:context_link;itc:0;sec:content-canvas;cpos:18;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;@ines_ferre&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;18&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\">@ines_ferre<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/topic\/stock-market-news\/\" data-ylk=\"slk:Click%20here%20for%20in-depth%20analysis%20of%20the%20latest%20stock%20market%20news%20and%20events%20moving%20stock%20prices;elm:context_link;itc:0;sec:content-canvas;cpos:19;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Click here for in-depth analysis of the latest stock market news and events moving stock prices&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;19&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Click here for in-depth analysis of the latest stock market news and events moving stock prices<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/news\/\" data-ylk=\"slk:Read%20the%20latest%20financial%20and%20business%20news%20from%20Yahoo%20Finance;elm:context_link;itc:0;sec:content-canvas;cpos:20;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Read the latest financial and business news from Yahoo Finance&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;20&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Read the latest financial and business news from Yahoo Finance<\/a>  <\/p>\n<p>       <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI)&hellip;\n","protected":false},"author":2,"featured_media":137437,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,21019,6554,25,945,205,17232,12225,1618,2611,66981],"class_list":["post-137436","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai","tag-ai","tag-analyst-expectations","tag-applied-digital","tag-artificial-intelligence","tag-coreweave","tag-infrastructure","tag-iren","tag-lumentum","tag-nebius-group","tag-quarterly-revenue","tag-supermicro"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/137436","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=137436"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/137436\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/137437"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=137436"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=137436"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=137436"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}