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CoreWeave

CoreWeave

$CRWV
NASDAQTechnology

136 stories mentioning CoreWeaveUpdated 2d ago

Multiple CoreWeave insiders, including the CEO, CFO and chief strategy officer, sold large share blocks worth millions per recent SEC Form 4 filings.

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Sectors

Sector Update: Tech Stocks Rise Wednesday Afternoon

Tech stocks were higher Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.7% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 2.4%The Philadelphia Semiconductor index climbed 3.2%.In corporate news, CoreWeave (CRWV) shares surged 18% after it posted a Q2 revenue beat and raised its full-year outlook, with analysts saying its capacity gains signal additional upside.Super Micro Computer (SMCI) shares jumped past 17% after the company provided an upbeat fiscal 2027 revenue outlook.Alphabet's (GOOGL) Google launched its newest line of Pixel devices, including four phones, a watch and its first-ever tag. Alphabet shares were down 0.3%.

$CRWV$GOOGL$SMCI
Japan

Update: US Equity Indexes Mixed After Annual Inflation Eases, Iran Geopolitics Worsens

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)US equity indexes traded mixed, with technology among sector leaders, after annual consumer inflation cooled to a four-month low in July while hopes faded for a quick reopening of the Strait of Hormuz.The Nasdaq Composite rose 0.4% to 26,546.1 and the S&P 500 climbed 0.2% to 7,742.5 after midday Wednesday. The Dow Jones Industrial Average was steady at 53,824.6. Consumer discretionary and communication services led decliners.Super Micro Computer's (SMCI) shares surged 13%, one of the top gainers on the S&P 500, after the company released an upbeat fiscal 2027 revenue outlook.CoreWeave (CRWV) reported a Q2 beat and raised guidance, with inference demand driving upside despite higher near-term capital expenditures, Oppenheimer said in a note Wednesday. Its shares soared 18%, one of the top performers on the Nasdaq.The consumer price index rose 3.4% last month from a year earlier, decelerating from 3.5% in June and marking the slowest pace of growth since March, data from the Bureau of Labor Statistics showed. The annual print matched the average forecast in a Bloomberg-compiled survey. Core inflation, which excludes volatile food and energy items, eased to 2.5%, also as expected, from June's 2.6%.A raft of top military appointments by Iran's Supreme Leader Mojtaba Khamenei marks a shift to an "offensive doctrine," Mohammad Reza Naqdi, a general in the Islamic Revolutionary Guard Corps who advises the force's new commander, said in an interview on state TV late Tuesday, according to a Bloomberg report.The front-month US West Texas Intermediate crude oil contract climbed 0.1% to $83.29 per barrel, and global benchmark North Sea Brent was steady at $88.93 per barrel.

Dow JonesNasdaq CompositeS&P 500$CRWV$SMCI
Wire

Top Midday Stories: Consumer Prices Rise 3.4% YoY in July; CoreWeave Q2 Loss Narrower Than Expectations

The S&P 500 Index and Nasdaq Composite were up slightly, while the Dow Jones Industrial Average was roughly flat in late-morning trading Wednesday, after the consumer price index for July matched expectations.The US seasonally adjusted CPI rose by 0.1% in July, as expected and following a 0.4% decrease in June, the Bureau of Labor Statistics said Wednesday. Core CPI, which excludes food and energy prices, rose by 0.2%, matching expectations and after holding steady in June.The year-over-year rates for overall CPI decreased to 3.4% in July from 3.5% in the previous month and that for core CPI fell to 2.5% from 2.6% in the previous month.In company news, CoreWeave (CRWV) reported a Q2 loss late Tuesday of $1.14 per diluted share, widening from a loss of $0.60 a year earlier but narrower compared with the FactSet consensus estimate of a loss of $1.46. Second-quarter revenue was $2.58 billion, up from $1.21 billion a year ago and above the FactSet consensus of $2.55 billion. CoreWeave shares were up 17.9% around midday.Blackstone (BX) and La Caisse are leading a 2.5 billion Canadian dollars ($1.8 billion) minority equity investment in Air Canada's Aeroplan loyalty program, valuing the business at CA$10 billion, the airline said Tuesday. Blackstone shares were down 0.8%.Goldman Sachs (GS) said Wednesday it has agreed to buy exchange-traded fund provider NEOS Investments for up to $2.25 billion in cash and equity. Goldman shares were up 1%.Alphabet's (GOOG, GOOGL) Google introduced its newest line of Pixel devices, including four phones, a watch and its first-ever tag. The phones are designed for Gemini Intelligence, are more durable and include major camera upgrades, the company said Wednesday. Pixel Watch 5 features proactive Gemini Intelligence capabilities, personalized strength coaching and Google's most accurate GPS route tracking. It also includes Health Guardian features that track blood pressure and insulin resistance trends, as well as Breathing Emergency Detection, the company said. Alphabet's Class C and Class A shares were both down 0.5%.Home Depot (HD) said Wednesday that Chair, President and Chief Executive Ted Decker is taking a temporary medical leave of absence and is expected to return within the next few months. Senior Executive Vice President Ann-Marie Campbell and Chief Financial Officer and EVP Richard McPhail will oversee the operations of the office of the CEO during Decker's absence, the company said. Greg Brenneman, the board's independent lead director, will chair the board while Decker is away, the company said. Home Depot shares were down 2.4%.Definium Therapeutics (DFTX) said Wednesday its phase 3 study of DT120 lysergide orally disintegrating tablets in adults with generalized anxiety disorder met its primary endpoint. Definium shares were up 7.3%.Price: $106.46, Change: $+16.14, Percent Change: +17.87%

$BX$CRWV$DFTX$GOOG$GOOGL$GS$HD
Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains
US Markets

Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains

Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business.The cloud computing company's overall revenue surged to $582.3 million for the quarter ended June from $105.1 million the year before and topping the consensus on FactSet of $569.9 million. The top-line growth is attributable to increased capacity and higher pricing, Nebius said in a shareholder letter."Demand for AI capacity continues to grow exponentially, and we are converting that demand into contracted, profitable growth," Chief Executive Arkady Volozh said in the letter.AI cloud revenue, which accounted for 98% of the group topline, soared 514% to $574.9 million.The company closed four cloud deals in the second quarter with an average total contract value of more than $1 billion each. These deals reflect a yield of $20 million to $25 million per megawatt with upfront payments that cover 50% to 60% of associated capital expenditures, Volozh said during an earnings call, according to a FactSet transcript.Nebius' Nasdaq-listed shares gained 24% in Wednesday trade, while the stock has surged 185% so far this year.The company signed an up to $27 billion AI infrastructure deal with Meta Platforms (META) and secured a $2 billion investment from Nvidia (NVDA) earlier in the year.Nebius posted a net loss of $0.68 a share for the June quarter, compared with earnings of $2.38 the year before. Five analysts polled by FactSet expected a loss of $1.46.For 2026, the Dutch tech firm continues to project revenue of between $3 billion and $3.4 billion, Chief Financial Officer Dado Alonso said on the call. The Street is looking for $3.36 billion.Capital expenditures are still pegged at $20 billion to $25 billion for the current year."We remain confident in our ability to accelerate capacity deployment in the second half of the year and expect capacity deployed late in (the second quarter) to begin contributing to revenue in (the third quarter)," Alonso told analysts.On Tuesday, CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled year on year amid strong demand for cloud computing.Key industry players have reported strong annual cloud growth rates for their most recent quarter, with Amazon.com's (AMZN) Amazon Web Services sales surging 37% to $42.23 billion, Microsoft's (MSFT) Azure soaring 43% and Alphabet's (GOOG, GOOGL) Google cloud revenue jumping 82%.Price: $234.80, Change: $+41.57, Percent Change: +21.51%

$AMZN$CRWV$GOOG$GOOGL$MSFT$NBIS
Wire

CoreWeave Q2 Beat, Lifted Guidance Driven by Inference Growth, Oppenheimer Says

CoreWeave (CRWV) reported a Q2 beat and raised guidance, with inference demand driving upside despite higher near-term capital expenditures, Oppenheimer said in a note Wednesday.The company's inference services platform grew more than 100-fold in just a few months as incremental capacity was allocated to inference, driving better revenue-per-megawatt economics, the analysts said.They added that they expect higher revenue/MW, faster-than-expected capacity additions, and longer server useful lives to provide further upside.The analysts said the main negative is the higher capital expenditures outlook, which puts near-term pressure on free cash flow and operating margins as capacity is added ahead of the related revenue."Still, the strong growth outlook and market positioning clearly outweigh the near-term investment needs," they added.Oppenheimer reiterated its outperform rating and $150 price target on CoreWeave.The company's shares rose nearly 18% in the session.Price: $106.31, Change: $+15.99, Percent Change: +17.70%

$CRWV
CoreWeave Shares Climb on Revenue Beat, Raised Outlook as Analysts View Capacity Gains
US Markets

CoreWeave Shares Climb on Revenue Beat, Raised Outlook as Analysts View Capacity Gains

CoreWeave (CRWV) shares rose sharply Wednesday after the company posted a second-quarter revenue beat and raised its full-year outlook, with analysts saying the company's capacity gains signal additional upside.The cloud-computing company reported revenue of $2.58 billion for the quarter ended June 30 late Tuesday, surpassing the FactSet-polled estimate of $2.55 billion.CoreWeave shares were up 18% in Wednesday trading and have climbed about 49% this year.For the full year, CoreWeave raised its revenue outlook to $12.4 billion to $13.2 billion, with Chief Financial Officer Nitin Agrawal saying on the earnings call that the company was seeing momentum "across our customer base," according to a FactSet transcript. The company previously guided for revenue of $12 billion to $13 billion.Analysts said CoreWeave's expanding scale will give it more leg-room to announce surprise capacity expansions and to boost margins through inference services."We expect higher revenue/(megawatt) combined with faster-than-expected capacity additions, as well as longer server useful-life, to provide additional upside going forward," Oppenheimer analysts Param Singh and Jake Heimowitz said in a note.On the earnings call, CFO Agrawal said the company expects to end the year with more than 1.85 gigawatts of active power, up from the previous guidance of more than 1.7 gigawatts.The Oppeneheimer analysts said they were "confident" that CoreWeave will reach its long-term target of over 8 gigawatts of active power by 2030."The only negative is the increased (capital expenditure) guide, which adds near-term pressure to (free cash flow) and (operating) margin given the mismatch between capacity additions and revenue timing," the Oppenheimer analysts said.CoreWeave raised its 2026 capital expenditure guidance to $35 billion to $39 billion from its prior forecast of $31 billion to $35 billion."Still, the strong growth outlook and market positioning clearly outweigh the near-term investment needs," Oppenheimer said.Price: $106.81, Change: $+16.49, Percent Change: +18.26%

$CRWV
Sectors

Sector Update: Tech Stocks Rise Pre-Bell Wednesday

Technology stocks were rising pre-bell Wednesday, with the State Street Technology Select Sector SPDR Fund (XLK) up 1.4% and the State Street SPDR S&P Semiconductor ETF (XSD) 3.5% higher.Lumentum Holdings (LITE) shares were up more than 8% after the company reported higher fiscal Q4 adjusted net income and net revenue, and issued fiscal Q1 outlook above analysts' expectations.Nebius (NBIS) stock was up more than 16% after the company reported Q2 revenue of $582.3 million, rising from $105.1 million a year earlier.CoreWeave (CRWV) shares were up more than 19% after the company posted a surge in Q2 revenue, increasing to $2.58 billion from $1.21 billion a year earlier.

$CRWV$LITE$NBIS$XLK$XSD
Asia Markets

Update: US Equity Futures Higher Pre-Bell as Traders Assess Inflation Report

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock movements.)US equity futures were edging higher pre-bell Wednesday as traders assessed the latest national inflation report, which will be a major factor in the near-term direction of interest rates.Dow Jones Industrial Average futures were 0.3% higher, S&P 500 futures were up 0.4%, and Nasdaq futures were 0.8% higher.The conflict in the Middle East showed no signs of de-escalating as US Central Command said in a post on X that it disabled a vessel in the Gulf of Oman that was in violation of the US blockade against Iran. In the Red Sea, a small Egyptian-owned cargo vessel was attacked by suspected Iran-backed Houthi forces, causing the deaths of six people, multiple media outlets reported.Traders digested the latest round of earnings, with Amcor (AMCR) posting higher fiscal Q4 adjusted earnings and net sales.Cisco Systems (CSCO) is expected to report its fiscal Q4 earnings after the market closes. Analysts polled by FactSet expect earnings of $1.17 per share on revenue of $16.84 billion.Oil prices were higher, with front-month global benchmark North Sea Brent crude up 0.2% at $89.07 per barrel and US West Texas Intermediate crude 0.4% higher at $83.53 per barrel.The July consumer price index, released at 8:30 am ET, gained 0.1%, compared with a 0.4% decline in the previous month, and meeting expectations in a survey compiled by Bloomberg.In other world markets, Japan's Nikkei closed 0.8% higher, Hong Kong's Hang Seng ended 0.8% lower, and China's Shanghai Composite finished 0.3% higher. Meanwhile, the UK's FTSE 100 was up 0.1%, and Germany's DAX index was 0.4% higher in Europe's early afternoon session.In equities, CoreWeave (CRWV) shares were up more than 20% after the company's Q2 results surpassed market expectations. Nebius (NBIS) stock was over 16% higher after the company reported a narrower Q2 loss than analyst estimates. SK hynix (SKHY) shares were up 4.6% after a report from The Asia Business Daily that the company and Samsung Electronics are set to receive investments from Singapore sovereign wealth fund Temasek.On the losing side, Amcor stock was down 1.4% after the company posted its fiscal Q4 financial results. Performance Food Group (PFGC) stock was down 4.9% after the company's fiscal Q4 adjusted earnings and sales fell short of analysts' consensus.

Dow JonesNasdaq CompositeS&P 500$AMCR$CRWV$CSCO$NBIS$PFGC$SKHY
Equity Futures Rise Pre-Bell Ahead of Consumer Inflation Data
US Markets

Equity Futures Rise Pre-Bell Ahead of Consumer Inflation Data

The main US equity benchmarks were trending higher in Wednesday's premarket activity as traders await a key inflation report.The S&P 500 was up 0.2%, the Dow Jones Industrial Average edged 0.1% higher, while the Nasdaq added 0.6% before the opening bell. The three indexes finished Tuesday trading lower for a second consecutive session.The official US consumer price index report for July is scheduled to be released at 8:30 am ET. Data are expected to show that consumer inflation increased 0.1% sequentially and 3.4% annually, according to a Bloomberg-compiled consensus.Wall Street is also projecting core CPI - which excludes volatile items such as food and energy -- to advance 0.2% month over month and 2.5% year over year for last month.US Treasury yields were down in premarket action Wednesday, with the two- and 10-year rates retreating 1.5 and 1.6 basis points, respectively, to 4.2% and 4.67%.West Texas Intermediate crude oil increased 0.3% to $83.43 a barrel before the open, while Brent was little changed at $88.95.The International Energy Agency now forecasts global oil demand to drop by 1.6 million barrels a day this year, 510,000 barrels more than its previous estimate last month, as the ongoing closure of the Strait of Hormuz and high crude prices weigh on consumption, the agency said Wednesday.Yemen's Iran-aligned Houthis killed six people in an attack on a container ship in the Bab el-Mandeb Strait, an alternative route to the Strait of Hormuz, CNBC reported. The US Central Command said in a post on X that its forces disabled the steering gear of a cargo vessel that allegedly attempted to transit the Gulf of Oman and breach its Iranian blockade.On Tuesday, secretary of Iran's Supreme National Security Council Mohsen Rezaei reportedly said the Strait of Hormuz will remain closed as long as the US does not accept Tehran's conditions. Previously, Pakistani Defense Minister Khawaja Asif told Bloomberg News that the US and Iran were close to "some sort of an arrangement."Shares of CoreWeave (CRWV) jumped 18% pre-bell after the company overnight reported better-than-expected second-quarter results amid strong demand for cloud computing. Super Micro Computer (SMCI) gained nearly 9% in premarket activity as the company issued an upbeat fiscal 2027 revenue outlook.Cisco Systems (CSCO) is scheduled to report its latest financial results after the markets close, while Nebius (NBIS), Performance Food Group (PFGC), Trimble (TRMB), Brinker International (EAT) and Global-E Online (GLBE) post their earnings before the bell, among others.Wednesday's economic calendar also has the weekly mortgage applications bulletin at 7 am, followed by the weekly EIA domestic petroleum inventories report at 10:30 am.Gold inclined 0.7% to $4,473 per troy ounce, while bitcoin rose 0.9% to $64,136.

Dow JonesNasdaq CompositeS&P 500$CRWV$CSCO$EAT$GLBE$NBIS$PFGC$SMCI$TRMB
Insider Trading

CoreWeave Insider Sold Shares Worth $1,253,161, According to a Recent SEC Filing

Sachin Jain, Chief Operating Officer, on August 08, 2026, sold 13,608 shares in CoreWeave (CRWV) for $1,253,161. Following the Form 4 filing with the SEC, Jain has control over a total of 147,785 Class A common shares of the company, with 147,785 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1769628/000176962826000367/xslF345X05/form4.xml

$CRWV
CoreWeave Second-Quarter Results Top Estimates Amid Cloud Computing Demand
US Markets

CoreWeave Second-Quarter Results Top Estimates Amid Cloud Computing Demand

CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled year on year amid strong demand for cloud computing.For the quarter ending June 30, CoreWeave's net loss widened to $1.14 per share from $0.60 a year earlier, compared with the consensus on FactSet that called for a per-share loss of $1.46. Revenue jumped to $2.58 billion from $1.21 billion, surpassing the average analyst estimate of $2.55 billion."CoreWeave reached an important inflection point this quarter as our scale began to translate into expanding operating leverage," Chief Executive Michael Intrator said. "Customer demand is accelerating, as enterprise adoption broadens and we continue to deepen our technology platform."The company's revenue backlog rose to about $104 billion at the end of the June, compared with $99.4 billion as of March 31.Shares of CoreWeave were up 9.4% in after-hours trading, and had gained 26% this year through Tuesday close.CoreWeave said Monday it closed a $2.6 billion loan facility to fund the expansion of its AI cloud platform, bringing the total amount of capital secured to more than $30 billion this year.BofA Securities expects stronger demand and pricing dynamics at CoreWeave in the second half than the first as "inference continues to proliferate."CoreWeave, which rents cloud-computing power for AI, is targeting 1.7 gigawatts of active power by the end of 2026, implying "a meaningful acceleration in capacity deployment over the next few quarters," BofA said last month.Key industry players have reported strong annual cloud growth rates for their most recent quarter, with Amazon.com's (AMZN) Amazon Web Services sales surging 37% to $42.23 billion, Microsoft's (MSFT) Azure soaring 43% and Alphabet's (GOOG, GOOGL) Google cloud revenue jumping 82%.

$AMZN$CRWV$GOOG$GOOGL$MSFT
Update: Equities Fall, Oil Advances as Hope Dims for Hormuz Reopening
US Markets

Update: Equities Fall, Oil Advances as Hope Dims for Hormuz Reopening

(Updates with latest market prices and developments.)US benchmark equity indexes fell intraday and oil prices extended their rally amid growing uncertainty around the reopening of the Strait of Hormuz.The Nasdaq Composite was down 0.6% at 26,436.2 after midday Tuesday, while the S&P 500 lost 0.3% to 7,727.5. The Dow Jones Industrial Average slipped 0.2% to 53,871.7. Among sectors, communication services saw the steepest decline, while energy paced the gainers.Secretary of Iran's Supreme National Security Council Mohsen Rezaei said Tuesday that the Strait of Hormuz will remain closed as long as the US does not accept Tehran's conditions, Reuters reported.Previously, Pakistan's Defense Minister Khawaja Asif told Bloomberg that the US and Iran were close to "some sort of an arrangement."Iran has reportedly laid out new terms for reopening the Strait of Hormuz, including a permanent end to the war against Tehran and its allies, as well as demanding full compensation for war damages. In response, US President Donald Trump on Monday demanded compensation for those he claimed were killed and wounded by Iran's attacks.Trump recently indicated to the media that he's prepared to exert greater economic pressure on Iran instead of launching another military attack."Uncertainty over a US-Iran deal to end the war and reopen the Strait of Hormuz has grown after Trump demanded compensation for victims of Iranian-backed conflicts, responding to Tehran's reparations demands," Saxo Bank said Tuesday in a report. "The tougher stance lowers chances of a near-term agreement and keeps markets wary, as Iran ties any Hormuz deal with Oman to a broader accord with the US and Trump opts for economic pressure over new strikes."West Texas Intermediate crude oil was up 1.2% at $83.14 a barrel intraday, while Brent advanced 1.1% to $88.68. The US crude oil benchmark was on track for its fourth consecutive day of gains, while Brent is poised to stretch its rally to a fifth session.US Treasury yields were lower intraday, with the two-year rate down 1.5 basis points at 4.22% and the 10-year rate shedding 1.6 basis points to 4.68%.In company news, Nvidia (NVDA) said it partnered with six major financial institutions to raise more than $500 billion in third-party capital for artificial intelligence infrastructure.The tech bellwether signed memorandums of understanding with Apollo (APO), BlackRock (BLK), Blackstone (BX), Brookfield (BN), Goldman Sachs (GS) and KKR (KKR) to establish independent compute financing platforms, it said late Monday.KKR shares jumped 6.7%, the best performer on the S&P 500. Apollo advanced 6.4%, the second-biggest gain on the index. Blackstone rose 4.3%, while BlackRock, Brookfield and Goldman were also higher. Nvidia was up 0.1%.AppLovin (APP) slumped 5.3%, the worst performer on the S&P 500, following a rating downgrade from BofA Securities.Sea (SE) reported stronger-than-expected second-quarter revenue as the Singapore-based company logged sharp annual gains in its e-commerce platform and the digital financial services business. Its shares jumped 14% intraday.Lumentum (LITE), CoreWeave (CRWV) and Super Micro Computer (SMCI) are scheduled to release their earnings reports after the markets close on Tuesday.In economic news, existing home sales in the US declined more than expected last month as rising prices and mortgage rates continued to weigh on homebuying activity, data from the National Association of Realtors showed.Spot gold edged down 0.4% to $4,372.79 per troy ounce, while silver dropped 0.5% to $64.97.

Dow JonesNasdaq CompositeS&P 500$APO$APP$BLK$BN$BX$CRWV$GS$KKR$LITE$NVDA$SE$SMCI
Stocks Mostly Up Pre-Bell as Investors Assess Uncertainty Over US-Iran Deal
US Markets

Stocks Mostly Up Pre-Bell as Investors Assess Uncertainty Over US-Iran Deal

US equity markets were mostly trending higher before the open Tuesday as investors weigh fading optimism that the US and Iran would reach a quick resolution to their conflict and reopen the Strait of Hormuz.The S&P 500 edged up 0.1% and the Nasdaq added 0.3% in premarket activity, while the Dow Jones Industrial Average was slightly in the red. The indexes closed Monday's trading session lower.In a social media post Monday, President Donald Trump demanded compensation from Iran for casualties caused by its conflicts, attacks and suppression of protests."I see that representatives of the Islamic Republic of Iran are asking for compensation for the damage done to them during the last five month military conflict," according to Trump. "I am likewise demanding compensation from Iran, for all of the people that they have killed and gravely wounded with their roadside bombs and many conflicts, for which they are famous, as led initially by General Soleimani."Iranian Foreign Minister Abbas Araghchi recently said there was no possibility of restarting negotiations with the US over a peace deal until it stops violating the memorandum of understanding signed between the two countries in June and compensates Tehran for those breaches, according to Iran-based Tasnim News Agency.Trump recently indicated to the media that he's prepared to exert greater economic pressure on Iran instead of launching another military attack.West Texas Intermediate crude oil increased 2% to $83.77 a barrel before the opening bell, while Brent advanced 1.8% to $89.30."Oil prices remain supported by uncertainty surrounding the Strait of Hormuz," ING Bank said in a report Monday. "Significant hurdles remain before any broader agreement is reached."US Treasury yields were moving higher in premarket action, with the two-year rate rising 1.4 basis points to 4.25% and the 10-year rate gaining 2.7 basis points to 4.73%.Shares of Nvidia (NVDA) inclined 1% pre-bell after the tech bellwether said it has partnered with six of Wall Street's largest financial institutions to raise more than $500 billion in third-party capital for the development of artificial intelligence infrastructure across its ecosystem.Hims & Hers Health (HIMS) dropped 6.2% after the company reported a wider-than-expected second-quarter loss. Trump Media & Technology (DJT) decreased 0.9% following an 8% decline at the close of Monday as it announced its latest quarterly earnings.Sea (SE), Cardinal Health (CAH), Elbit Systems (ESLT), On Holding (ONON), Tencent Music Entertainment (TME), and Smithfield Foods (SFD) are scheduled to release their latest financial results before the bell, among others. Lumentum (LITE), CoreWeave (CRWV) and Super Micro Computer (SMCI) report their earnings after the markets close.Tuesday's economic calendar has the existing home sales report for July at 10 am ET. The National Federation of Independent Business small business optimism index posted a 2.4-point increase for July to 99.8.Gold rose 0.4% to $4,438 per troy ounce, while bitcoin traded up 0.4% at $64,180.

Dow JonesNasdaq CompositeS&P 500$ARMK$CAH$CRWV$DJT$ESLT$HIMS$LITE$NVDA$ONON$SE$SFD$SMCI$TME
Asia Markets

US Equity Investors to Focus on Inflation, Iran Geopolitics, Quarterly Earnings This Week

US equity investors are expected to focus on inflation and Fed speak this week while keeping a close watch on geopolitical developments related to Iran and quarterly earnings.* Consumer and wholesale price inflation data is due Wednesday and Thursday, respectively. Retail sales will be out Friday while existing home sales are scheduled for Tuesday.* Cleveland Fed President Beth Hammack, who was one of the three dissenters at the July Federal Open Market Committee meeting seeking a quarter of a percentage point increase in interest rates, and Richmond Fed President Tom Barkin will be delivering speeches on Thursday, a day after the CPI is due for release.* Currently, there is a 56% probability that the Fed will leave the target rate unchanged at 3.5% to 3.75% at its upcoming September policy meeting, up from 33% a week ago, due to a decline in July's nonfarm payrolls released late last week.* "I buy that near-term inflation risk remains elevated and an overly data-dependent FOMC may well react by raising rates," a Scotiabank note said late Friday. "In the context of lagging effects of monetary tightening, however, I don't see this as appropriate in the face of how inflation risk is likely to evolve in a medium-term sense."* Cisco (CSCO), Applied Materials (AMAT), CoreWeave (CRWV), Rocket Lab (RKLB) and Simon Property Group (SPG) are among the companies reporting quarterly results.* Iranian Foreign Minister Abbas Araqchi said on Sunday an agreement with Oman on the strait was in its "final stages" but reiterated comments made on Saturday that Tehran would not reopen the channel unless the US met certain demands made by Tehran, Reuters reported. These include compensation and an end to sanctions and military threats, before the strategic waterway is reopened, the news report said.* President Donald Trump has signaled a US emphasis on increasing economic pressure on Iran, saying that Washington is "low-keying" negotiations with the country, according to CNN.

Dow JonesNasdaq CompositeS&P 500$AMAT$CRWV$CSCO$RKLB$SPG
Equities

S&P 500 Posts Weekly Gain as Tech Giants Surge

The Standard & Poor's 500 index rose 3.6% this week after technology heavyweights jumped and optimism increased that the Strait of Hormuz will reopen following a deal between Iran and Oman.The market benchmark ended the week at 7,757.64. The index is now up 3.4% quarter to date and 13% this year.Palantir Technologies (PLTR) jumped 40% this week after Q2 sales and adjusted earnings surpassed estimates and the company boosted its full-year 2026 sales outlook.Nvidia (NVDA) jumped 12% this week.An Iranian official said a framework on the Strait of Hormuz has been agreed with Oman, with "a final decision to be made at higher levels," Al Jazeera reported, citing Iranian state media.The information technology sector had the largest percentage gain of the week, up 7.2%, followed by a 5.6% advance in materials and a 3% rise in industrials.Zebra Technologies (ZBRA) reported fiscal Q2 non-GAAP earnings and sales above market expectations, and also lifted its full-year 2026 outlook. Shares jumped 28% this week.Albemarle (ALB) reported Q2 adjusted earnings and sales growth that beat consensus, and raised revenue guidance for the specialties segment to $1.4 billion to $1.6 billion for the full year. Shares advanced 11% this week.The three S&P 500 sectors that declined the most this week were energy, utilities, and real estate, down 3.3%, 1.7% and 0.1%, respectively.NRG Energy (NRG) reported a steeper-than-expected slide in Q2 adjusted earnings. The shares fell 12% in the week.Cisco Systems (CSCO), Applied Materials (AMAT), CoreWeave (CRWV), Rocket Lab (RKLB) and Simon Property Group (SPG) are among the companies reporting quarterly results next week.Economic data due next week include consumer and wholesale price inflation, retail sales, Michigan consumer sentiment and existing home sales.

S&P 500$ALB$AMAT$CRWV$CSCO$NRG$NVDA$PLTR$RKLB$SPG$ZBRA
Insider Trading

CoreWeave Insider Sold Shares Worth $2,348,442, According to a Recent SEC Filing

Chen Goldberg, Executive Vice President, Product & Engineering, on August 04, 2026, sold 25,605 shares in CoreWeave (CRWV) for $2,348,442. Following the Form 4 filing with the SEC, Goldberg has control over a total of 71,266 Class A common shares of the company, with 71,266 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1769628/000176962826000349/xslF345X05/form4.xml

$CRWV
Insider Trading

Coreweave Insider Sold Shares Worth $2,754,776, According to a Recent SEC Filing

Brannin McBee, Chief Development Officer, on August 03, 2026, sold 33,216 shares in Coreweave (CRWV) for $2,754,776. Following the Form 4 filing with the SEC, McBee has control over a total of 2,100 shares of the company, with 2,100 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1769628/000176962826000343/xslF345X05/form4.xml

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Wire

CoreWeave Expands Into Indonesia

CoreWeave (CRWV) has expanded into Indonesia with three new facilities expected to go online in 2028, the company said Tuesday.The company will own and operate the facilities' compute environment, with a total of 360 megawatts in contracted IT power, CoreWeave said, adding that it also plans to build and train a team to operate the sites.No financial details were disclosed.Shares of CoreWeave were up 4.9% in early Tuesday trading.Price: $89.96, Change: $+4.20, Percent Change: +4.90%

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Research

Piper Sandler Initiates CoreWeave at Overweight With $151 Price Target

CoreWeave (CRWV) has an average rating of overweight and mean price target of $138.40, according to analysts polled by FactSet.

$CRWV
Wire

CoreWeave Q2 Revenue Expected at 'High End' of Guidance, Oppenheimer Says

CoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 billion guidance range and maintain its 2026 targets, Oppenheimer said in a report Thursday.The company is scheduled to report its Q2 results on Aug. 11.The firm said investor concerns about capacity delays and industry overbuild are "overblown" because industry demand remains about four times available supply, the report said. The firm noted that the impact of competition from Meta Platforms (META) as "minimal."The firm said some Q3 capacity additions may be delayed by three to five months because of labor and operator financing constraints, shifting more "capacity expansion" into Q4. However, the firm still expects CoreWeave to exceed 1.7 gigawatts of "active power" by year-end, according to the report.The firm also noted "GPU infrastructure" prices have increased about 30% across the industry, potentially creating "upside" for CoreWeave over time, although the company's long-term contracts could delay the benefit.Oppenheimer reiterated an outperform rating on CoreWeave with a price target of $150.Price: $74.13, Change: $+13.31, Percent Change: +21.88%

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