The Brutalist Report

MarketWatch

• Super Micro’s earnings report brings more good news, and the stock is climbing [30d]
• CoreWeave’s stock soars as earnings show major AI momentum [30d]
• Lumentum sees sales more than double as AI demand swells [30d]
• Cava reports sales growth even as some customers steer clear of lettuce [30d]
• Oracle’s stock has taken a hit as AI spending concerns resurface [30d]
• Social Security expands list of conditions to 314 illnesses for faster disability claims [30d]
• Nvidia just soothed a major market fear about AI, analysts say [30d]
• Health insurers are dumping Medicare Advantage plans. Here’s how many seniors could be affected. [30d]