$CRWV

Nasdaq hits 29,000 as strong jobs data and semiconductor strength drive markets to records, though software stocks tumble on weak guidance.

US stocks rose after April jobless report beat forecasts with 115k positions added. Unemployment held at 4.3% as wage growth moderated amid easing Middle East tensions.

CoreWeave beat Q1 revenue expectations but guided Q2 revenue below consensus, causing 7.33% premarket decline despite $99.4B backlog.

Stock futures rise Friday as Trump downplays Iran military exchange; tech stocks lead gains with mixed earnings. Markets await April jobs data and June Fed decision.

Amazon reports 17% sales growth and 28% AWS acceleration, with CEO Jassy announcing $200B infrastructure capex through 2026 to support AI expansion.

Seven major AI stocks face double-digit post-earnings moves this week, with options markets pricing volatility of 10-15% ahead of results.

SOXX surged 40% in April 2026 as AI demand, strong earnings from $INTC, $TSM, $NXPI, and hyperscaler capex drove semiconductor sector euphoria.

OpenAI misses growth targets, pressuring AI infrastructure stocks like Oracle and CoreWeave, while GM's beat hints at successful software monetization strategies.

CoreWeave's May 2026 earnings will test whether it can convert its $66.8B backlog into revenue, maintain capital efficiency, and diversify beyond concentrated customers.

CoreWeave, Nebius, and Applied Digital outpaced Nvidia in 2026 with gains of 65%, 80%, and 37% respectively, signaling investor appetite for AI infrastructure providers despite their unprofitability.

$CRWV shares bounce back Thursday following platform expansion. Stock up 176% annually, trades near $115 with $124 price target.

CoreWeave and Nebius lead AI infrastructure growth with massive GPU scale and triple-digit revenue expansion, despite current unprofitability.

Analysts favor $APLD and $NVDA for AI exposure. Applied Digital expanding data centers; Nvidia trading at 24x forward P/E with strong earnings growth.

Jim Cramer's Investing Club missed major gainers in 2024, with SanDisk surging 300% year-to-date. Memory, AI semiconductor, and infrastructure stocks led the list of opportunities.

Construction veteran Fluor pivots to data center infrastructure, backed by $25.5B backlog and $3-4B Kentucky project amid $4T global spending boom.

Applied Digital posts 139% revenue growth to $127M on AI infrastructure demand, but carries $2.15B debt at 6.75% interest amid rapid expansion.

Three AI infrastructure stocks—CoreWeave, Nebius, and Applied Digital—are posting 110%-547% growth rates, emerging as standout beneficiaries of explosive AI compute demand.

Ten large-cap tech and semiconductor stocks surged over 40% in 12 trading days following ceasefire talks, signaling renewed confidence in AI infrastructure demand and memory chip growth.

Nvidia CEO Jensen Huang reveals broad AI investment strategy across OpenAI, Anthropic, and emerging startups, rejecting winner-picking approach based on company's own survival odds.

OpenAI updates signal shifting competitive dynamics in AI sector, with significant implications for $NVDA and semiconductor stocks amid intensifying industry competition.