CoreWeave jumps after top-and-bottom earnings beat; Super Micro gains. Investors await US inflation print as Fed outlook remains unclear. Shipping attacks near key straits lift oil and supply-chain concerns.
Editorial companion
CoreWeave shares surged after the AI cloud provider beat on both the top and bottom line, and data-centre infrastructure specialist Super Micro jumped on upbeat forecasts, all reported live on CNBC International. The clip stitches those company-level lifts to two larger threads: U.S. inflation headline expectations at 3.4 percent and renewed attacks on shipping in the Strait of Hormuz and Bab el-Mandeb that are nudging oil higher and spooking supply chains. It is a compact lesson: strong earnings can spark momentum, but macro and geopolitics still set the backdrop for how long it lasts.