24/7 Wall Street
03 Aug 2026, 16:50 UTC · 1h ago
3 Stocks Surging Most as the Nasdaq Jumps 1.85% in Today's Midday Rally
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
03 Aug 2026, 16:50 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Nebius Group reported 841% YoY cloud revenue growth and holds a $33.6 billion remaining performance obligation, including a $27 billion agreement with Meta. — Massive revenue growth and long-term commitments from a hyperscaler like Meta provide strong fundamental validation for the AI cloud sector.
+0.80CoreWeave reported a $99.4 billion revenue backlog and Q1 2026 revenue of $2.08 billion, beating consensus estimates. — The enormous backlog suggests sustained, high-level demand for GPU cloud infrastructure, reducing near-term revenue uncertainty.
+0.70AXT Inc. reported Q2 2026 revenue of $47.59 million, up 164.8% YoY, driven by demand for indium phosphide substrates used in AI optical interconnects. — Strong growth in the hardware supply chain indicates that the AI build-out is extending beyond GPUs into the critical connectivity layer.
+0.60Continue reading
6 related stories
Top 1 mover · tap to explore
CoreWeave's financial profile shows a Q1 net loss of $740 million and total liabilities of $50.8 billion. — High capital intensity and significant debt create substantial financial risk if the AI capex cycle slows or execution falters.
-0.40AXT Inc. faces primary tail risk from China-US export permit uncertainty regarding InP substrates. — Geopolitical restrictions on semiconductor materials can abruptly halt revenue streams and disrupt supply chains.
-0.30Which stocks this story touches
Exceptional revenue growth, gross margin expansion, and a massive year-over-year stock surge.
Strong revenue growth and a massive $99B backlog, though tempered by significant net losses.
Tremendous cloud revenue growth and significant long-term commitments from Meta.
Positively cited as a strategic partner and central figure in the AI infrastructure trade.
Mentioned as a key customer providing multi-billion dollar commitments to AI infrastructure providers.
[a_to_b] Meta has a $21 billion commitment to CoreWeave.
[a_to_b] Nebius Group has a $27 billion five-year agreement with Meta.
[mutual] NVIDIA has a $2 billion strategic equity investment in Nebius Group.
[mutual] Both companies are GPU cloud operators providing AI infrastructure.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
24/7 Wall Street
2h ago
