Market Notes

CoreWeave and Supermicro Blow Past Estimates as AI Infrastructure Spending Accelerates

· 3 min read · by Sarah Mitchell, Nova Ventures Research

CoreWeave doubled revenue and disclosed a $104B backlog, sending shares up 12% after hours, while Supermicro, H&R Block, Cava, and Sea Limited all beat and rallied in a broad-based post-close session.

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