--- title: "☕️ [Task Coins Giveaway] Daily Market Talk — AI-Infra Stocks Explode as CoreWeave Surges 19% " type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000851951.md" description: "AI-infrastructure stocks went vertical Wednesday: $Coreweave(CRWV.US) surged 19.5%, $Super Micro Computer(SMCI.US) jumped about 20%, $Nebius(NBIS.US) soared over 30%, and $Lumentum(LITE.US) climbed 14..." datetime: "2026-08-13T02:58:46.000Z" locales: - [en](https://longbridge.com/en/topics/100000000851951.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000851951.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000851951.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☕️ [Task Coins Giveaway] Daily Market Talk — AI-Infra Stocks Explode as CoreWeave Surges 19% AI-infrastructure stocks went vertical Wednesday: $Coreweave(CRWV.US) surged 19.5%, $Super Micro Computer(SMCI.US) jumped about 20%, $Nebius(NBIS.US) soared over 30%, and $Lumentum(LITE.US) climbed 14%, all on earnings that cleared an already-high bar. Elsewhere, **US July CPI cooled to 3.4%**, but the 10-year Treasury yield still hit its highest level since 2007 on a soft note auction, and Cisco beat on every metric yet still sold off after hours. In Hong Kong, Tencent's own AI-capex surge spooked Chinese ADRs even as US AI-infra names soared on the same theme. Let's dig in 👇 **💬 CoreWeave and Super Micro just delivered the earnings beat that AI skeptics said couldn't happen: is the AI-infra trade vindicated, or is this exactly what a bubble top looks like?** ## 📊 Quick Recap — What Moved & Why ### 🇺🇸 US — AI-Infra Stocks Explode as CoreWeave Surges 19% **🔑 Key Event:** AI-infrastructure names extended Tuesday's earnings beats into a full-blown rally Wednesday: $Coreweave(CRWV.US) surged **19.5%** after its CEO said the company had reached "an important inflection point," with Oppenheimer reiterating a $150 price target; $Super Micro Computer(SMCI.US) jumped about **20%**, $Nebius(NBIS.US) soared around **30%** on a revenue surge and a new multi-year compute deal, and $Lumentum(LITE.US) climbed **14%** on strong AI-driven demand. $S&P 500(.SPX.US) rose **0.3%** to 7,748.50, $NASDAQ Composite Index(.IXIC.US) gained **0.5%** to 26,588.49, while $Dow Jones Industrial Average(.DJI.US) slipped **0.04%** to 53,770.27. **👀 Other to Watch** - $SK Hynix(SKHY.US) → its US-listed shares rose **9%**, riding the same memory and AI-compute wave lifting the rest of the sector. - $Cisco(CSCO.US) → posted record FY26 revenue of $63.3B and AI infrastructure orders of $9.3B, beating FY27 guidance; shares rose in the regular session but fell about **4.7%** after hours, a "sell the news" reaction after a 57%+ year-to-date run. - $Coherent Corp.(COHR.US) → Q4 revenue rose **34%** to $2.05B, beating estimates, with next-quarter guidance implying 45% growth as the company called AI-driven demand "exceptionally strong." - $Cerebras(CBRS.US) → revenue roughly doubled, but the company's loss badly missed estimates; shares fell **14-16%** after hours. - $WeRide(WRD.US) → Q2 revenue rose **82%** to RMB232M, beating estimates, with its net loss roughly flat year-on-year at about RMB400M. - $Goldman Sachs(GS.US) → agreed to acquire ETF provider Neos Investments for up to $2.25B, adding roughly $32B in options-income ETF assets; the deal is expected to close in early 2027. ### 🇸🇬 Singapore — STI Snaps Its Record-Setting Streak **🔑 Key Event:** $FTSE Straits Times Index(STI.SG) fell about **0.6%** to around 5,720 on Wednesday, snapping the rally that had carried it to Tuesday's record close. The index drifted further, down about **0.5%**, in early Thursday trade. > @CP : Weak US jobs data is giving the Fed room to cut faster, and that same capital rotation into stable, high-dividend markets is what's carrying Singapore's STI, with DBS as the clearest proxy. **👀 Other to Watch** - $UOL(U14.SG) → H1 2026 net profit rose **23%** to S$252.2M, even as revenue fell 7% on lower property-development income; shares rose **2.4%** to S$10.17, the STI's top blue-chip gainer Wednesday. ### 🇭🇰 HK/China — Tencent's AI Capex Spooks Chinese Tech **🔑 Key Event:** $TENCENT(00700.HK) Q2 results, released after Wednesday's HK close, showed AI capex surging to RMB51.8B while free cash flow turned negative, and the reaction spread to Chinese tech stocks trading in the US, where the Nasdaq Golden Dragon China Index fell **2.4%**, even as the broader Nasdaq rose on the very same AI-infrastructure theme. $Hang Seng Index(00HSI.HK) closed Wednesday down **0.83%** at 25,440.17, with $Hang Seng China Enterprises Index(HSCEI.HK) down **0.96%**; the index extended losses into Thursday morning. **👀 Other to Watch** - Optical-communication names bucked the tape Wednesday, with HK-listed players rallying 7-9% on the same AI-infrastructure demand lifting their US peers. - **MSCI China Index** → added 33 new constituents in its August review, including Zhipu and Buildtop Group, effective after the close of Aug 31; only 2 of the 33 additions are Hong Kong-listed, with the rest onshore A-shares. ### 🌍 Other - 🇺🇸 US July CPI cooled to 3.4% year-on-year, a benign print that eased near-term rate-hike fears, but the 10-year Treasury yield still hit its highest level since 2007 after a $42B note auction, reflecting separate concerns about heavy government debt issuance, not the inflation data itself. - 🇰🇷 Samsung Electronics said it's using Anthropic's Claude to verify chip designs, cutting certain verification tasks from over a month to about two days. - 🌍 Oil stayed roughly flat, with WTI little changed near $83, as a large US inventory build offset ongoing Middle East supply concerns. ## 📅 Key Events Tonight / This Week | **When (SGT)** | **What** | | --------------------- | -------------------------------------------------------------------------------------------------------------------------------- | | **Today, Thu 13 Aug** | 🇺🇸 US July PPI, 8:30pm SGT tonight 🇺🇸 $Sandisk(SNDK.US) investor day, tonight 🇭🇰 $JD-SW(09618.HK), $SMIC(00981.HK) → results | | **Fri 14 Aug** | 🇺🇸 Berkshire Hathaway Q2 13F filing deadline | 👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates · ⏰ Deadline: Aug 13, 2026, 11:59 PM SGT Not investment advice, just market talk 🙏 ### Related Stocks - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md) - [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md) - [LITE.US](https://longbridge.com/en/quote/LITE.US.md) - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) - [CSCO.US](https://longbridge.com/en/quote/CSCO.US.md) - [COHR.US](https://longbridge.com/en/quote/COHR.US.md) - [CBRS.US](https://longbridge.com/en/quote/CBRS.US.md) - [WRD.US](https://longbridge.com/en/quote/WRD.US.md) - [U14.SG](https://longbridge.com/en/quote/U14.SG.md) ## Comments (42) - **TheCollector · 2026-08-13T14:56:03.000Z**: while AI-infrastructure stocks ripped higher, defying skeptics with CoreWeave, Super Micro, Nebius, and Lumentum all smashing earnings, treasury yields are warning this gains may be short term. tread with caution. - **Darkwinter · 2026-08-13T14:45:14.000Z**: The CPI index went down but it might be temporal. China market also down might mean continue deflation in China and push prices of things down, keeping cpi down - **NewUser_CkrdqW · 2026-08-13T14:37:51.000Z**: US July PPI rose 4.7% year-over-year, falling below market expectations and slowing from June's 5.5%, while Core PPI declined to 4.2%. Combined with softening CPI data, the reports indicate cooling production-side and consumer inflationary pressures, largely driven by dropping energy and food prices - **NewUser_zS0M8w · 2026-08-13T14:35:24.000Z**: 2 of my high beta stocks surged massively - Nebius and SMCI. The latter delivered a mixed earnings, yet the insane AL guidance had Wall Street excited once more and the stock shot up 20% in 1 trading day. Nebius on the other hand, also surged 30%, dismissing those in favour of Burry's short position - **NewUser_oPJWOU · 2026-08-13T13:35:40.000Z**: SG Reits have been on the decline recently while the bank stocks continue to soar higher. Although I would say most Reit investors don't have to worry since they are buying and holding for income, so long as the buying price is not sky high like in late 2021 levels, I think most would generally like - **Fattycat · 2026-08-13T12:36:03.000Z**: Wholesale prices were flat in July, missing expectations of a 0.2% rise. - **Fattycat · 2026-08-13T11:02:19.000Z · 👍 1**: Can you spot the gold smiling face, 5 min chart😆? - **Fattycat** (2026-08-13T11:04:17.000Z): Asian market = Dumping 😫US and Europe market =Pumping 🤣 - **TheRaccoonAnalysis · 2026-08-13T10:05:06.000Z**: AI infrastructure stocks rallied sharply as strong earnings reinforced expectations of sustained AI-compute demand. CoreWeave, Super Micro, Nebius and Lumentum benefited from improving revenue visibility, expanding capacity needs and new customer commitments. However, the magnitude of the moves als - **Tiffany lover · 2026-08-13T09:18:26.000Z**: The Straits Times Index (STI.SG) in Singapore fell approximately 0.6% to around 5,720 points on Wednesday, breaking the rebound momentum that had pushed it to a new high at Tuesday's close. The index weakened further, falling about 0.5% in early Thursday trading.All three major banks saw slight decl - **dingdongbell · 2026-08-13T07:12:23.000Z · 👍 1**: The CPI came in as expected and some say milder. So that is a good thing for inflation I guess. The markets had a good lift out of it. - **koolgal · 2026-08-13T06:26:08.000Z · 👍 1**: 🌟🌟🌟$Coreweave(CRWV.US)proved the bears wrong when its Q2 revenue skyrocketed 112% year over year to USD 2.58 billion, comfortably clearing Wall Street expectations. What is amazing is that Coreweave's contracted revenue backlog swelled to a massive USD 104.2 billion. Coreweave also revealed that i - **Dacai · 2026-08-13T06:22:32.000Z · 👍 1**: Hahaha My local semiconductor-related stocks are up again. The AI infrastructure story is real but the market is made up of investors who vacillate and those out for quick profits. Long term investors should do thorough research so that they can have the conviction. - **Valenxis · 2026-08-13T06:10:48.000Z · 👍 1**: AI related stocks having a good time with their earnings and stock prices. Unstoppable currently. But still a downside risk given how volatile they are and whether Fed will hike rate or not.. - **Lemonade · 2026-08-13T05:41:30.000Z · 👍 1**: Strong earnings from Coreweave, SMCI and Nebius prove that real AI infrastructure demand remains robust. However, Chinese tech sentiment is lagging due to heavy capex squeezing cash flow. US hardware plays continue to offer the clearest near-term momentum, though rising yields warrant selective pos - **Fattycat · 2026-08-13T05:21:09.000Z**: (Just to share) I just saw the mothership news about Singapore Airlines has racked up nearly S$1 billion in operating losses from its 25% stake in Air India ,less than two years after investing in November 2024.So sad. 😞 - **TheCollector · 2026-08-13T04:45:00.000Z · 👍 1**: sg banks stocks are having a little pullback, but nothing major yet. little is going on with the war in the middle east, yet oil prices are moving around from baseless sentiments. - **Victor y · 2026-08-13T04:37:24.000Z · 👍 2**: AI infrastructure demand remains strong, and Cisco’s post-earnings pullback shows that strong earnings may not be enough when expectations and valuations are already high. AI trend remains fundamentally bullish, while rising Treasury yields and the need to translate AI spending into sustainable reve - **Fattycat** (2026-08-13T04:50:30.000Z): A softer CPI could make investors hope for a softer PPI. Let’s pray for it. If hotter PPI….. you will know what the market will react… 😆… PPI will translate to CPI 😫 - **Louis_t** (2026-08-13T05:32:47.000Z): orders up 35% and still dumped 4% after hours, thats valuation not business. - **Heroic Lifesaver · 2026-08-13T04:24:31.000Z · 👍 1**: Well inflation turns out benign after all and puts less pressure on the Fed to hike. Honestly don’t care much about the yields and don’t think the US will sacrifice the stock market for that. If need to, they will do yield curve control. IMHO, they are going to devalue the dollar. - **TehCcc** (2026-08-13T05:35:23.000Z): ycc is a big jump to make off a 3.4% print. ppi later today matters more. - **Heroic Lifesaver** (2026-08-13T08:17:26.000Z): Can’t agree more that it’s a little premature for ycc. Hence the phrase ‘If need to’ which means as a last resort measure not one to be applied now. Meant as a reminder to the bears using the ‘bond vi - **Rainwijaya · 2026-08-13T04:16:07.000Z · 👍 2**: $Sandisk(SNDK.US) remains an interesting AI-infrastructure play to watch. With AI workloads driving greater demand for high-performance storage and data-center capacity, SanDisk could benefit from improving NAND demand and pricing. I’ll be watching management’s outlook closely for signs of stronger - **LazyCat · 2026-08-13T04:05:44.000Z · 👍 1**: Seen to me that the renewed appetite for the US AI trade canibalises the SG stocks that are roped for picking, e.g. the banks stocks. - **ButterKaya** (2026-08-13T05:38:08.000Z): banks were sitting at record highs not long ago though. you trimming any? - **LazyCat** (2026-08-13T06:04:30.000Z): nope, they are locked in the CDP dungeons since COVID and there are no plans to pardon them. --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**