CoreWeave, Inc. surged over 15% in premarket trading. The AI infrastructure provider reported Q2 revenue that doubled and a $104 billion sales backlog, while lifting capex plans amid tight capacity.
Super Micro Computer climbed 10%. Fiscal fourth‑quarter profit improved with better margins, and management guided the current quarter and new fiscal year above estimates.
NEBIUS advanced 8%. The move followed Carlyle disclosing a new position and heightened optimism around AI infrastructure after CoreWeave’s results.
Lumentum gained 6.51%. Results topped fiscal fourth‑quarter expectations and first‑quarter guidance came in ahead, aided by strong demand for high‑power lasers.
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