律动BlockBeats|8月 14, 2026 11:47
[Top 5 Stocks of the Week Most Concerned by Users: Neocloud Sector Strengthens, SpaceX Stock Unlocking and Unitree Robotics IPO Draw Attention]
BlockBeats News, August 14: This week, market attention continues to focus on AI computing power, cloud computing orders, and embodied intelligence. CoreWeave and Nebius strengthened due to performance growth and order expectations, while SanDisk attracted capital attention after announcing medium- to long-term goals during its Investor Day. Meanwhile, SpaceX is about to see its second batch of stock unlocking, and the IPO subscription results for Unitree Robotics on the STAR Market have been officially released.
CoreWeave (up approximately 20.41% this week): Q2 revenue reached $2.58 billion, nearly doubling year-over-year, with backlog orders increasing to $104 billion. While demand for AI computing power remains strong, high capital expenditures and debt levels may still amplify stock price volatility.
Nebius (up approximately 34.20% this week): Q2 revenue reached $582.3 million, a year-over-year increase of 454%, with adjusted EBITDA at $236.2 million. The company raised its AI cloud business order and power targets, becoming the main driver of its stock price strength.
SanDisk (single-day increase of approximately 16%): During its Investor Day, the company proposed a target of achieving mid-to-high double-digit revenue growth and a gross margin of about 80% for FY28-FY30. As demand for AI storage continues to heat up, the market has begun to reassess the growth potential of its NAND business.
SpaceX (up approximately 2.70% this week): The company reiterated its focus on Starlink and AI computing power businesses during a meeting, with its stock price briefly rising to $148.44 during trading. Ahead of next week’s second batch of stock unlocking, the scale of Starlink, launch cadence, and changes in the float remain key valuation drivers.
Unitree Robotics (STAR Market IPO): The company began online subscription on August 10 and announced the lottery results on August 14, raising approximately 4.202 billion yuan, with a valuation exceeding 40 billion yuan. The shipment of humanoid robots, profitability, and listing progress continue to drive attention to the embodied intelligence sector.
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