Earnings
CoreWeave, Sea, and Super Micro headline a packed night
AI and internet names dominate the earnings tape, with several big reports still due.
CoreWeave gets the loudest reaction in the current flow, with CNBC Markets saying the stock pops 12% as revenue doubles on accelerating AI infrastructure demand. MarketWatch also says the company’s stock soars as earnings show major AI momentum.
The roster still has several names scheduled for today, including Cardinal Health, Super Micro, TME, Sea, PAGS, ARMK, VG, SFD, QXO, CRWV, HUYA, ECX, HRB, LITE, ONON, MIDD, VSTS, RXT, MRX, and AGRO. That makes the earnings calendar a major focus going into the next session.
Other headline names include GM, which reaches up to a $4.5 billion parts deal designed to avoid supply chain troubles, and Nvidia, where CNBC says Jensen Huang’s AI financing push faces a big risk from China. MarketWatch also flags Airbnb, Lumentum, and Cava in the wider earnings flow.
The common thread is the same one showing up in stocks and commodities, AI demand, supply chain shifts, and a market still willing to reward strong top-line growth.