Nvidia is mentioned as a major AI stock that benefits from strong infrastructure performance, as indicated by the positive earnings from Coreweave and Lumentum.
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MAJOR AI EARNINGS ANNOUNCED #AISTOCKS
Aug 11, 2026
The creator discusses two AI infrastructure companies, Coreweave and Lumentum, that recently released strong earnings reports. These results are presented as positive indicators for the broader AI stock market, including major players like Nvidia, AMD, and Micron, suggesting the AI trade's foundation remains intact.
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Lumentum, a company in the photonics and optical sector, also reported strong earnings, exceeding EPS and revenue expectations, further supporting the AI infrastructure narrative.
Coreweave, a Neocloud company providing compute power for AI, reported strong earnings, beating EPS and revenue estimates, which is a positive sign for the AI infrastructure buildout.
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