kingfisher — alert #2592

🚨 Alert #2592 Thu Aug-13 20:40:18

Why Is CoreWeave Stock Soaring Wednesday?

finance.yahoo.com · Wed Aug-12 10:40:23 published · Thu Aug-13 20:40:18 alerted · alerted 33h 59m after publish · read at finance.yahoo.com ↗ · earnings · mat 65

CoreWeave raised its revenue guidance and AI compute prices, citing strong demand for NVIDIA infrastructure and significant backlog growth from customers like Meta and Microsoft.

🎯 Tickers & verdicts

ticker	direction	verdict	since close	30m	day lo	day hi
SMCI	▲ bullish	PRICED	+5.14%	-1.04%	37.88	42.17
META	▲ bullish	PRICED	+2.63%	-0.12%	579.88	595.53
MSFT	▲ bullish	REPRICING	+1.20%	+0.27%	483.01	501.05
peer GOOGL	▲ bullish	FRESH	+0.81%	+0.04%	344.26	347.51
AMD	▲ bullish	REPRICING	+0.81%	-0.71%	479.93	496.14
counterparty NVDA	▲ bullish	FRESH	+0.77%	-0.12%	223.32	226.38
AMZN	▲ bullish	FRESH	-0.74%	-0.29%	264.90	269.47

🧭 Decisions

strategy	ticker	action	side	rationale
S1	-	○ skip	—	no primary ticker in universe
S2	NVDA	○ skip	—	inferred long: materiality 65 below floor 75 → close -0.20%
S3	GOOGL	○ skip	—	inferred long: materiality 65 below floor 75 → close +0.07%
S4	-	○ skip	—	no primary ticker in universe

📈 Trades

no trades spawned

📖 Glossary

S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
FRESH — |move since previous close| < 1.0%: a genuinely new move.
materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.