Cloud demand continues to surge, with CoreWeave up more than 17% pre-market, Q2 revenue soaring 112%, and backlog orders reaching 104 billion dollars; NEBIUS follows with nearly 9% growth, IREN up more than 5%; Super Micro Computer up over 10%, with last quarter's sales nearly doubling and guidance significantly exceeding expectations; storage and optical communication stocks generally rise, Lumentum up more than 7% after earnings, Coherent and Nokia up more than 5%, SK Hynix and SanDisk up ove

Cloud demand continues to surge, with CoreWeave up more than 17% pre-market, Q2 revenue soaring 112%, and backlog orders reaching 104 billion dollars; NEBIUS follows with nearly 9% growth, IREN up more than 5%; Super Micro Computer up over 10%, with last quarter's sales nearly doubling and guidance significantly exceeding expectations; storage and optical communication stocks generally rise, Lumentum up more than 7% after earnings, Coherent and Nokia up more than 5%, SK Hynix and SanDisk up ove

智通财经2026/08/12 08:16

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Cloud demand continues to surge, CoreWeave jumps over 17% pre-market, Q2 revenue soars by 112%, backlog reaches 104 billion USD, NEBIUS rises nearly 9%, IREN up more than 5%; Super Micro Computer rises over 10%, last quarter sales nearly doubled, guidance far exceeds expectations; storage and optical communication stocks broadly rise, Lumentum surges over 7% after earnings, Coherent and Nokia climb over 5%, SK Hynix and SanDisk rise over 3%.

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