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[ARTICLE · art-93772] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=↑ positive

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

CoreWeave and Super Micro Computer stocks surged after both companies reported quarterly earnings, signaling robust AI demand. Westwood's chief investment officer Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discussed the results, suggesting that AI infrastructure spending remains strong, which could benefit Nvidia.

read1 min views1 publishedAug 12, 2026
CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?
Image: Ca (auto-discovered)

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings.

Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand.

Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF.

source & further reading
ca.finance.yahoo.com — original article Firefly Aerospace CEO on scaling rocket production: 'The machine shop is just humming' AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro OpenAI vs. Anthropic: Which AI giant is the better IPO bet?
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