Market attention this week remained centered on AI compute, cloud order momentum and embodied intelligence, according to BlockBeats. The five stocks drawing the most interest were CoreWeave, Nebius, SanDisk, SpaceX and Unitree.
AI cloud names led the move
CoreWeave rose about 20.41% during the week. Its Q2 revenue reached $2.58 billion, nearly doubling from a year earlier, while backlog increased to $104 billion. BlockBeats said demand for AI compute remained strong, though elevated capital spending and debt levels could still amplify share-price swings.
Nebius climbed about 34.20% for the week. The company posted Q2 revenue of $582.3 million, up 454% year over year, with adjusted EBITDA of $236.2 million. Higher targets for AI cloud orders and power capacity were cited as the main driver behind the stock’s strength.
SanDisk gained after investor day targets
SanDisk rose about 16% in a single day after laying out medium- to high-double-digit revenue growth targets for FY28 through FY30 and a gross margin target of about 80% at its investor day. As demand tied to AI storage keeps heating up, the market has begun to reassess the growth room for its NAND business.
SpaceX unlock and Unitree IPO stayed on the radar
SpaceX gained about 2.70% during the week. At a company meeting, it again highlighted Starlink and AI compute-related business, and the stock briefly touched $148.44 intraday. Ahead of a second batch of share unlocks next week, Starlink scale, launch cadence and changes in free float remain the main lines shaping valuation.
For Unitree’s STAR Market IPO, the company opened online subscriptions on Aug. 10 and released allotment results on Aug. 14. The deal is set to raise about 4.202 billion yuan, valuing the company at more than 40 billion yuan. Shipments of humanoid robots, profitability and listing progress continue to keep investor attention on the embodied intelligence segment.