and
tags. We'll translate each part.
We must maintain the meaning and tone, keep numbers accurate, and use appropriate Korean terminology for crypto/tech terms. Since this is about AI data centers, we'll use standard Korean terms.
Let's break down the article:
- Lead: Nebius and CoreWeave both surged more than 20% on Wednesday after quarterly results beat expectations and softer inflation data eased concerns about a Federal Reserve rate hike in September. Nebius had its best day since September 2025, climbing 34%, while CoreWeave rose by a similar margin.
- H2: A cooler inflation read: July consumer price data showed moderate increases, with gasoline declining and core inflation staying contained. That reduced the odds of a Federal Reserve rate hike in September, giving a lift to growth-oriented tech names. The Nasdaq Composite advanced between 0.5% and 0.7% during the session, while the S&P 500 posted more modest gains. Data-center and high-performance computing names like Nebius and Super Micro Computer attracted buyers.
- H2: Nebius's billion-dollar quarter: Nebius reported revenue of $582.3 million, a 454% year-over-year increase that surpassed analyst projections. CEO Arkady Volozh highlighted four major agreements closed during the period, each averaging more than $1 billion. One of those deals is with Reflection AI, a contract to sell computing power worth over $1 billion through 2029. The company also deployed $5.66 billion in quarterly capital expenditure to build AI data centers. That spending contributed to a GAAP net loss from continuing operations of $190.4 million for the quarter.
- H2: CoreWeave's growing backlog: CoreWeave's revenue climbed 112% to $2.58 billion, edging past consensus estimates of $2.56 billion. The company's contracted revenue not yet recognized reached $104 billion at the end of June, with roughly $25 billion in new commitments added since then. CoreWeave projected third-quarter revenue between $3.45 billion and $3.60 billion while raising its full-year expectations. Baird raised its price target on the stock to $130 from $100, maintaining an Outperform rating.
- H2: The cost of the buildout: Both companies are spending heavily to expand their data-center footprints, and that shows up in their bottom lines. CoreWeave continues to report net losses and negative free cash flow, reflecting debt-financed investment in chips and facilities. Nebius is in a similar position, with its capital spending outpacing revenue. DA Davidson cut its Nebius target to $175 from $250 while assigning a neutral rating. Nebius has swung repeatedly by double digits this year, trading like a high-beta momentum stock rather than a stable infrastructure play. The next test comes when both companies report third-quarter results, with CoreWeave already guiding to $3.45 billion to $3.60 billion in revenue. For Nebius, the question is whether the momentum can hold after a year of wild swings.
We need to translate this into Korean. Let's do it step by step.
We'll also need a meta description. Since it's not provided, we can generate a short summary in Korean, like "네비우스와 코어웨이브가 실적 호조와 인플레이션 둔화로 급등했다. 두 회사의 3분기 전망과 투자 포인트를 분석한다." But we should keep it concise.
Now, let's translate the title. The original title is not given, so we'll create one. Something like: "네비우스·코어웨이브, 실적 서프라이즈와 인플레이션 완화에 20% 이상 급등" or more concise: "AI 데이터센터주 네비우스·코어웨이브, 실적 호조에 급등"
We'll use the headline style.
Now, for the content, we'll translate each paragraph and heading.
We must preserve HTML: , ,
. So we'll output the translated content inside tags.
Let's translate:
Lead:
"Nebius and CoreWeave both surged more than 20% on Wednesday after quarterly results beat expectations and softer inflation data eased concerns about a Federal Reserve rate hike in September. Nebius had its best day since September 2025, climbing 34%, while CoreWeave rose by a similar margin."
Translation: "네비우스(Nebius)와 코어웨이브(CoreWeave)는 수요일 실적이 기대치를 웃돌고 인플레이션 둔화로 연준의 9월 금리 인상 우려가 완화되면서 두 종목 모두 20% 이상 급등했다. 네비우스는 34% 오르며 2025년 9월 이후 최고의 하루를 보냈고, 코어웨이브도 비슷한 폭으로 상승했다."
We should keep company names in original form as per instructions: "Nebius" and "CoreWeave" are proper nouns, so we keep them as is, but we can add Korean pronunciation? The instruction says "Keep proper nouns (names, company names) in original form", so we write "Nebius" and "CoreWeave" in English. But in Korean text, we often write them in English or with Korean transliteration? The instruction says "Keep proper nouns (names, company names) in original form" so we should keep them as "Nebius" and "CoreWeave". However, in Korean news, they often write "네비우스" and "코어웨이브" as transliterations. But the instruction says "original form", so I'll use English names. But to be safe, I'll use both? Actually, the instruction says "Keep proper nouns (names, company names) in original form" meaning we don't translate them, we keep them as they are. So we write "Nebius" and "CoreWeave" in English. But in Korean text, it's common to write them in English or with Korean transliteration. Since the instruction is to keep them in original form, I'll write them as "Nebius" and "CoreWeave". However, for readability, maybe we can add Korean transliteration in parentheses? But the instruction says "Keep proper nouns in original form", so I'll just use English.
Let's proceed.
H2: "A cooler inflation read" -> "인플레이션 둔화" or "냉각된 인플레이션 지표" but we can translate as "인플레이션 둔화 신호" or "더 차가운 인플레이션 지표". I'll use "인플레이션 둔화" for simplicity.
Then paragraph: "July consumer price data showed moderate increases, with gasoline declining and core inflation staying contained. That reduced the odds of a Federal Reserve rate hike in September, giving a lift to growth-oriented tech names. The Nasdaq Composite advanced between 0.5% and 0.7% during the session, while the S&P 500 posted more modest gains. Data-center and high-performance computing names like Nebius and Super Micro Computer attracted buyers."
Translation: "7월 소비자물가지수는 완만한 상승을 보였고, 휘발유 가격은 하락했으며 근원 인플레이션은 억제된 수준을 유지했다. 이에 따라 연준의 9월 금리 인상 가능성이 낮아지면서 성장주 테크 종목에 긍정적 영향을 미쳤다. 나스닥 종합지수는 이날 0.5%~0.7% 상승했고, S&P 500은 더 완만한 상승을 기록했다. 네비우스와 슈퍼마이크로컴퓨터(Super Micro Computer) 같은
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