Hey traders 👋,
This week’s earnings lineup brings two names on my radar — CoreWeave ( $CoreWeave (CRWV.US)$) and Nebius ( $NEBIUS (NBIS.US)$) — both linked to the AI infrastructure boom, but showing different volatility setups heading into earnings.
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$Terrestrial Energy (IMSR.US)$ still cannot trade？

A profound paradigm shift is underway on Wall Street. The insatiable demand for power and ready-to-use infrastructure from the generative AI boom has led investors to an unlikely sector: publicly listed Bitcoin miners. Once valued primarily on their coin output, these companies are now being re-rated as essential "AI landlords".
Applied Digital: The Proof-Point
$Applied Digital (APLD.US)$ 's fiscal Q1 2026 results validate the model. Revenue sur...

$CoreWeave (CRWV.US)$ $Meta Platforms (META.US)$ $NVIDIA (NVDA.US)$
💥 $14.2 billion. That’s the size of Meta’s latest contract with CoreWave. This company only went public in March, yet it has already secured multi-billion-dollar deals with Microsoft, Meta, and OpenAI. On the surface, it looks like another Silicon Valley overnight success story. But in the midst of this AI arms race, will CoreWave truly emerge as a winner — or end up as another casu...

$Circle (CRCL.US)$ It feels like this entity is about to go bankrupt.