El boom de la IA impulsa a dos empresas de infraestructura y dispara sus acciones

US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildout

CoreWeave and Super Micro beat with record backlogs ($104.2B, $25B new commitments) and margin expansion. Stocks +19%, +13%. Demand is sustained, not hype: capacity sold out with pricing power rising; capex boom is structural. Banks backing heavily ($250B BofA). AI infrastructure ROI stays strong—major compute and stack investments are justified.