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

> Source: <https://ca.finance.yahoo.com/video/coreweave-super-micro-earnings-quieting-141401252.html>
> Published: 2026-08-12 14:14:01+00:00

CoreWeave ([CRWV](https://finance.yahoo.com/quote/CRWV/)) and Super Micro Computer ([SMCI](https://finance.yahoo.com/quote/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.