Sift Stack
CoreWeave, Super Micro, & Nebius Earnings Review: Sift Stack Quick Take 3 - 8.12.2026 (10:30 AM EST)
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Sift Stack Quick Take 3: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. Big earnings beats from Super Micro Computer, CoreWeave, & Nebius. After a brutal July for momentum stocks, these companies signaled that AI data center and server demand remain red-hot. CoreWeave’s revenue skyrocketed 112% year-over-year, with a strong Q3 forecast fueling an…