CoreWeave surged 19.5% on Monday after lenders restructured its $8.5 billion debt facility and Truist upgraded the AI cloud provider to Buy, setting a sharp infrastructure-led tone for a session where top AI stocks today advanced on almost every front. The S&P 500 gained 1.5% to 7,600.50 and the Nasdaq Composite climbed 2.1% to 25,913.90 as falling oil prices - driven by renewed U.S.-Iran diplomatic negotiations - added a broad risk-on bid. The SOXX semiconductor ETF edged up 0.6% to $507.68. Gainers outnumbered losers roughly 10-to-1 in our tracked AI universe.
Top AI stocks today: August 3, 2026
| Ticker | Close | Day | 1mo | YTD |
|---|---|---|---|---|
| $CRWV | $85.76 | +19.49% | -0.81% | +8.12% |
| $ORCL | $141.85 | +9.22% | -1.33% | -27.52% |
| $OUST | $42.48 | +8.90% | -14.75% | +81.77% |
| $CRWD | $202.54 | +6.12% | +1.58% | +78.61% |
| $MDB | $357.97 | +6.07% | +0.02% | -10.43% |
| $ARM | $239.06 | -0.26% | -25.81% | +108.37% |
| $SOUN | $6.10 | -0.49% | -12.36% | -42.45% |
| $TER | $365.80 | -0.51% | -3.62% | +76.24% |
CoreWeave surges 19% on debt restructure, Leidos defense deal, and analyst upgrade
CoreWeave Inc. (NASDAQ: CRWV) was the session's clear standout, surging 19.5% to close at $85.76 after three catalysts converged simultaneously. Lenders restructured an $8.5 billion loan facility backing CRWV's aggressive AI cloud buildout, alleviating near-term refinancing concerns that had pushed the stock from the low $90s in mid-July to a low of $60.55 on July 29. CoreWeave also announced CoreWeave Federal, a partnership with Leidos extending its AI-native cloud platform into secure U.S. defense and intelligence data centers. Truist upgraded the stock to Buy, pointing to strong AI compute demand and CRWV's specialized cloud edge after the 42% pullback. StartupHub.ai data shows 12 private AI infrastructure companies tracked on our platform all carry scores of 65 or above, with VAST Data and Celestial AI tied at the top score of 85, a sign the capital formation cycle behind AI compute extends well beyond publicly-listed names like CoreWeave. For more AI infrastructure stocks to watch, see the AI Stocks Daily section index.
Oracle jumps 9% as Wall Street upgrades its AI cloud and database thesis
Oracle Corp. (NYSE: ORCL) gained 9.2% to $141.85, extending momentum from a strong fiscal 2026 print: annual revenue of $67.4 billion rose 17% year over year, with earnings per share of $5.94 up from $4.46 in fiscal 2025. Third-quarter revenue of $17.2 billion, up 22%, shows ORCL's AI infrastructure and database cloud positioning compounding at scale. Wall Street's conviction is broad: 29 of 41 analysts covering the stock rate it a Strong Buy. The bull case for ORCL as one of the best AI stocks to buy in 2026 centers on database dominance at the inference layer, where enterprise AI workloads increasingly land on multi-year contract cycles.
Meta rebounds 6% as investors buy the post-earnings dip
Meta Platforms Inc. (NASDAQ: META) gained 6.0% to $590.24, reversing a portion of the roughly 9% post-earnings selloff from July 30. Second-quarter 2026 revenue of $60.8 billion rose 28% year over year and beat the $60.3 billion consensus, but diluted EPS of $6.18 missed the $7.22 estimate as total costs surged 55% to $42.0 billion, including $2.4 billion in legal charges and $1.2 billion in severance tied to an 8,000-person headcount reduction. CEO Mark Zuckerberg confirmed a capital expenditure ceiling of up to $145 billion for 2026, cementing META's Magnificent 7 AI stocks infrastructure commitment. Monday's dip-buying suggests the market is looking past near-term margin compression toward the multi-year AI monetization cycle.
Hyperscalers sweep: Microsoft, Amazon, and Alphabet extend post-earnings momentum
Microsoft Corp. (NASDAQ: MSFT) gained 4.9% Monday, extending a five-session run of nearly 24% since last week's earnings beat. Amazon.com Inc. (NASDAQ: AMZN) added 4.6%, up 23% over the same five sessions. Alphabet Inc. (NASDAQ: GOOGL) rose 4.9% to $373.51. All three, alongside Meta, reflected a session where the Magnificent 7 AI stocks provided the bulk of index-level gains and confirmed the market's revised view: hyperscaler AI capital expenditure is translating into durable revenue growth, not just cost inflation.