Nvidia-related stocks mostly rise in US overnight trading; Applied Digital surges over 17% after Q4 earnings report, CoreWeave up nearly 10%, Nebius gains 4%.

Nvidia-related stocks mostly rise in US overnight trading; Applied Digital surges over 17% after Q4 earnings report, CoreWeave up nearly 10%, Nebius gains 4%.

US overnight trading saw a notable rise in Nvidia-related stocks, with Applied Digital, CoreWeave, and Nebius reporting significant gains following their respective quarterly earnings reports. Here's a breakdown of the key developments:

Applied Digital (APLD) Surges Over 17%

Applied Digital shares jumped 17% in post-market trading after the AI data center builder and operator reported a better-than-expected quarterly report and operational update. For fiscal Q4, the company reported a non-GAAP loss attributable to shareholders of $0.03 per share, on revenue [2].

CoreWeave (CRWV) Up Nearly 10%

CoreWeave stock gained nearly 10% in the overnight trading session. The company's strong growth can be attributed to the robust demand for its cloud infrastructure solutions. CoreWeave's top line jumped by more than fivefold in the first quarter to $981 million, and it is on track to sustain its momentum. The company's focus on enhancing data center capacity and its recent acquisition of Core Scientific are expected to drive further growth [3].

Nebius (NBIS) Gains 4%

Nebius shares rose by 4% in overnight trading. The company has been benefiting from the growing demand for cloud-based artificial intelligence (AI) infrastructure. Nebius is in the business of renting out data centers powered by graphics processing units (GPUs), which are used to train AI models, build applications, and scale them up in the cloud [3].

Nvidia (NVDA) Stock Performance

Nvidia's stock has been a stellar performer over the past few years, with a more than 1,000% gain since the beginning of 2023. Despite the significant appreciation, some investors may be concerned about the current valuation. However, Nvidia remains an excellent buy at current levels, with several growth tailwinds in its favor, including data center expansion, strong market position, potential return of China revenue, and top-tier leadership [1].

Conclusion

The overnight trading session saw strong performance across Nvidia-related stocks, with Applied Digital, CoreWeave, and Nebius reporting significant gains following their respective quarterly earnings reports. These gains reflect the growing demand for AI infrastructure and data center solutions, driven by the increasing adoption of AI technologies. Investors should closely monitor these companies' progress and the broader trends in the AI and data center markets.

References

[1] https://www.fool.com/investing/2025/07/30/5-reasons-nvidia-stock-is-still-a-genius-buy-right/
[2] https://seekingalpha.com/news/4474965-applied-digital-shares-jump-10-on-quarterly-report-business-update
[3] https://www.fool.com/investing/2025/07/26/better-artificial-intelligence-ai-stock-coreweave/