Mon Aug-31 19:09:02
times in Europe/Lisbon
🚨 Alert #2618 Fri Aug-14 14:20:19
CoreWeave Signals Sunny Skies for AI Infrastructure
CoreWeave reported doubled revenue and raised its annual sales outlook to $13.2 billion, signaling strong demand for AI infrastructure and positively impacting peer Super Micro Computer.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary SMCI | ▲ bullish | FRESH | -0.41% | +0.03% | 38.79 | 40.34 | |
| peer NVDA | ▲ bullish | FRESH | +0.35% | +0.02% | 224.71 | 226.98 | |
| GOOGL | ▲ bullish | FRESH | -0.08% | -0.20% | 344.61 | 350.14 | |
| META | ▲ bullish | FRESH | +0.07% | -0.17% | 567.32 | 600.94 | |
| MSFT | ▲ bullish | FRESH | -0.02% | -0.13% | 494.70 | 511.06 | |
| AMZN | ▲ bullish | FRESH | 0.00% | -0.11% | 262.60 | 265.65 |
🧭 Decisions
📈 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.