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.

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.