CoreWeave reports Q2 earnings Tuesday as prediction-market traders wager on what the AI cloud giant will say about Nvidia, Anthropic, Meta and its massive AI buildout.

CoreWeave stock price is stuck in a bear market as the Nvidia-backed company prepares for its second-quarter earnings report.

Ahead of Q2 earnings, Shay Boloor warns CoreWeave and NeoClouds must prove if their revenue ramp can catch up to massive $100B AI backlogs.