How to best play a vitally important AI infrastructure cog using options

While the valuation is clearly not cheap, the profitability profile is extraordinary for a hardware company.

CoreWeave’s stock soars as earnings show major AI momentum August 12, 2026
The AI cloud provider topped revenue and earnings expectations, with its CEO cheering “an important inflection point.”
Christine Ji
Super Micro’s earnings report brings more good news, and the stock is climbing August 12, 2026
The company impressed Wall Street several weeks ago by teasing an improved profitability trajectory. Super Micro’s latest forecast has exceeded expectations as well.
Britney Nguyen
Lumentum sees sales more than double as AI demand swells August 12, 2026
Though Lumentum posted blowout earnings and an upbeat forecast, its stock was largely flat after hours.
Hannah Pedone
‘I unexpectedly came into some money’: Is putting $20,000 into CDs a smart move? August 11, 2026
“I want to make the process as straightforward as possible for my beneficiaries to access the funds.”
Quentin Fottrell
Is $1 million enough for a household to retire? The answer keeps changing. August 11, 2026
“Some readers — and couples — would be grateful to retire on half that amount.”
Quentin Fottrell
I found a $100 bill in the communal washer at my Airbnb. What should I do? August 11, 2026
“The landlord has not been here in months, so I assume it was a previous tenant.”
Quentin Fottrell
‘The market is obviously on fire’: Should I take $1,000 from my brokerage account to pay off my car loan? August 11, 2026
“I’m curious whether there’s a downside.”
Quentin Fottrell
We live on a farm and have $2.2 million saved for retirement. We’re ready to retire abroad. Can we afford it? August 11, 2026
”We don’t live lavishly, and sometimes we both think maybe we could upgrade a few things.”
Alessandra Malito
Cava’s sales surge as diners swap lettuce for grain bowls and pitas amid food-safety scare August 11, 2026
Cava Group says some diners have switched up their orders to avoid lettuce, but the fast-casual chain has still been able to sport sales growth despite a summer of food-safety scares impacting the restaurant industry writ large.
Bill Peters
Oracle’s stock has taken a hit as AI spending concerns resurface August 11, 2026
A lack of clarity around Oracle’s future AI spending plans is keeping investors on the sidelines, one analyst believes.
Christine Ji