AI Infrastructure Shares Rally on CoreWeave and Super Micro Results
Strong data-centre earnings lifted the sector, days after hedge funds increased short positions against AI-exposed stocks.
Shares in companies supplying artificial-intelligence computing capacity rallied after CoreWeave and Super Micro Computer reported results ahead of market expectations, pointing to sustained demand for data-centre buildout.
Both companies cited order backlogs stretching into next year and continued capital commitments from large cloud and model-training customers. The results lifted the wider semiconductor and data-centre complex in early trading.
The move comes days after disclosures showed hedge funds increasing bets against AI-exposed equities, underlining a widening divergence between investors who see durable infrastructure demand and those who regard current valuations as stretched.
Source: Company results announcements; exchange filings and market data.
Editorial note: share-price movements are indicative and were accurate at the time of publication.
Corrections & updates
- Story updatedAug 27, 2026, 1:52 PM
- Story published
Verified against the sources cited in this report.
Aug 13, 2026, 6:31 AM
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