CoreWeave, Inc.

One analyst thinks investors are focused on the wrong risk entirely.

CoreWeave (CRWV) has climbed 12.8% over the last five trading days, while the S&P 500 added 0.9%. The run coincided with a sale of convertible senior notes, and it stirs the urge to chase. But where CoreWeave goes next week is not the question for your money. What matters is how far it travels each time the market moves, and it travels furthest on the way down.

Akamai stock surged on a big AI infrastructure deal with Anthropic that will use AI accelerators called "CPUs," not Nvidia-made GPUs.

Anthropic just signed a multibillion-dollar cloud deal with a company Wall Street has never thought of as an AI infrastructure player, and the stock reaction is raising a bigger question about who really wins the AI compute race.

Ark Invest’s nearly $20 million CoreWeave stock purchase adds intrigue as investors assess the company's AI growth and heavy financing needs.

CoreWeave's AI platform, giant backlog, and gigawatt-scale build-out make a compelling case for long-term stock gains.

The bank raised its December 2027 price target to $125 as CoreWeave shifts part of its contracting mix toward higher-priced, short-dated compute capacity.

AI demand is giving CoreWeave more pricing power

CoreWeave is profitable-adjacent but debt-heavy with customer concentration risk; QuantumScape has zero revenue but fortress-like balance sheet strength.

CoreWeave's Harell Data partnership brings proprietary datasets and AI infrastructure together, opening another potential growth avenue amid fierce cloud competition.

Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.

JPMorgan analyst Samik Chatterjee cited a favorable pricing backdrop for AI compute and strong demand for CoreWeave’s infrastructure.

Investing.com -- JPMorgan upgraded CoreWeave (NASDAQ: CRWV) to Overweight from Neutral in a note Thursday, telling investors that stronger pricing for computing power and the company's push into short-term contracts at premium rates should lift revenue and margins.

It has lagged broader equities so far this year.

CoreWeave upgraded, Etsy downgraded: Wall Street's top analyst calls

CoreWeave priced an upsized convertible note as capex spending surges, adding debt and equity options to fund AI data-center growth.

CoreWeave (NASDAQ:CRWV) shares received an initial 'Buy' rating and a $120 price target from UBS, implying about 40% upside, as the bank said strong artificial intelligence (AI) compute demand could support further growth. UBS said Street sentiment towards CoreWeave remained cautious,...

CoreWeave is raising billions to expand its AI infrastructure as UBS starts coverage with a Buy rating and a $120 price target.

UBS says CoreWeave’s contracts with major customers could help it finance a costly AI data-center expansion.

Investing.com -- UBS launched coverage of CoreWeave with a Buy rating and a $120 price target this week, implying about 40% upside, making a "non-consensus positive call" on the AI infrastructure provider.

Three stocks firmly tied to the AI infrastructure buildout - Advanced Micro Devices (AMD), CoreWeave (CRWV), and Arm Holdings (ARM) - have all been drawing extra investor attention lately. But why?

The target implies 33.6% downside despite CoreWeave’s rapid revenue growth and a Wall Street consensus target more than twice as high.

CoreWeave and Nebius both rode the neocloud wave to blockbuster quarters, but their balance sheets tell very different stories about who survives if the hyperscalers stop renting and start competing.

Google stock could benefit as AI chip business emerges as new cloud computing growth engine and rival to Nvidia GPUs.

CoreWeave (NasdaqGS:CRWV) has introduced multi-rack NVIDIA Vera Rubin NVL72 clusters designed to run training and inference across hundreds of GPUs as one system. The company has upgraded its AI Object Storage with cross-region write acceleration to support high throughput data pipelines for agentic AI workloads. A new Archive storage tier targets colder AI datasets, aiming to align long term model data retention with lower cost storage options. The launch of Vera Rubin NVL72 clusters and...

Banks led by Goldman Sachs (GS) have started marketing about $1.1 billion of junk bonds to finance a

The Fed's first rate hike since 2023 hits CoreWeave hardest, since its debt already tops its market cap and its interest bill exceeds operating income.

Both are high-growth bets on unproven cutting-edge technologies.

Which of these neocloud stocks is a better buy right now?

Rothschild Redburn just slapped Sell ratings on two of the hottest AI infrastructure plays in the market, and their reasoning cuts straight at the assumptions powering the entire neocloud trade. Here is what they see that bulls are missing.

The neocloud provider looks like an undervalued growth stock.

CoreWeave (CRWV) sells AI computing on NVIDIA GPUs through its own cloud, and demand for its capacity outruns supply. Revenue reached $2.6 billion in the second quarter of 2026, up 112% from a year earlier. The risk is in how that growth gets paid for.

Nscale, a cloud computing rival of CoreWeave and Nebius, has filed for an IPO. Nscale stock will trade on the NYSE.

NBIS and CRWV are scaling AI cloud capacity, with rapid growth, rising demand, margin expansion and major capital spending shaping the comparison.

CoreWeave's deployment of Vera Rubin, Nvidia's latest rack-scale system, puts the AI infrastructure company one step ahead of its competitors.

On September 17, CoreWeave (NASDAQ:CRWV) said it has kept signing customers at higher prices since June 30. Its third quarter contracts run just three to six months, yet they price out around $40 million of annualized revenue per megawatt of power. That is a striking number for an AI cloud that is still losing money. […]

Here are Cathie Wood’s latest moves.

CoreWeave added $25 billion in new customer commitments this quarter as demand and pricing for its AI cloud platform keep climbing.

Cathie Wood's ARK Invest funds made a broad move out of crypto-linked assets during the week, led by the sale of more than 1.5 million shares of the ARK 21Shares Bitcoin ETF.

CoreWeave (CRWV) has just priced and upsized a US$3.7b convertible note offering due 2033, a funding move that immediately puts questions around leverage, dilution, and future capital needs in sharper focus for shareholders. CoreWeave’s fresh funding news lands after a tough run for the ticker, with the share price down 32.28% over 90 days and 14.26% over 30 days, and a 1-year total shareholder return that has declined 34.20% despite a basically flat year to date share price return near...

CoreWeave (NASDAQ:CRWV) shares fell over 4% Thursday after the AI infrastructure company announced plans to raise $3 billion through convertible debt, with an option for another $500 million. The fresh financing comes as new research mapping $3.6 trillion across the...

The notes carry a 2.875% annual interest rate and mature in 2033.

ARK Investment Management bought 239,083 CoreWeave shares across ARKK and ARKW, worth about $19.1 million based on Thursday’s close.

CoreWeave stock sinks on plans of a $3 billion convertible senior notes offering. But should you buy the dip in CRWV shares? Let’s find out!

It's launching not one, but two new fundraising efforts.

CoreWeave (CRWV) spends far more on building out its AI cloud than its operations generate in cash. Management says each build is paid for up front with debt, customer prepayments, and other capital.

CoreWeave Stock Falls After Huge Debt Raise and 35 Million Share Offering

Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds and data center stocks. Bernstein identified CoreWeave Inc. (NASDAQ:CRWV) as the most exposed name because of its rural footprint and focus on AI training. The concern represents […]

CoreWeave stock was dropping as other AI infrastructure companies gained, as shareholders digested its financing plans.

The AI cloud company also launched an at-the-market stock program for up to 35 million shares alongside the debt offering

A bear put spread on Coinbase stock is an option trade that benefits from further downside in the company's shares.

CoreWeave is bleeding value in a session where almost everything else is climbing, and a massive new financing package filed this morning explains why investors are suddenly questioning whether explosive revenue growth is worth the cost.

CoreWeave's backlog and revenue are surging, but heavy capex, rising interest costs and customer concentration keep pressure on the growth story.

Existing senior notes carry coupons from 8.500% to 9.750%

All three major US stock indexes were up in late-morning trading Thursday, a day after the Federal R

The AI infrastructure operator is pairing low-coupon convertible debt with capped calls and a delayed equity program as it funds a contracted power portfolio of about 4.2 GW.

CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot afford to get wrong.

LIVINGSTON, N.J., September 17, 2026--CoreWeave, Inc. (Nasdaq: CRWV) today announced the establishment of an at-the-market offering program (the "ATM program") under which it may offer and, if applicable, sell up to 35,000,000 shares of Class A common stock from time to time through Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Jefferies LLC, Morgan Stanley & Co. LLC, MUFG Securities Americas Inc., Citigroup Global Markets Inc., Credit Agricole Securities (U

LIVINGSTON, N.J., September 17, 2026--CoreWeave, Inc. (Nasdaq: CRWV) today announced that since June 30, 2026, CoreWeave has continued to contract new compute capacity at higher prices. In the third quarter of 2026, CoreWeave has signed short-dated customer contracts of approximately three to six months, with pricing of approximately $40 million per megawatt, calculated as annualized revenue divided by power required to service the related clusters. Furthermore, as previously announced on its se

CoreWeave has had a rough 12 months on the market, and after a mix of upbeat AI contract wins and louder concerns about debt and demand, investors are asking whether the current share price really lines up with what its sales can support. With the stock now trading at US$83.35, the key issue is how much top line the market is implicitly paying for. Over the past year, CoreWeave shares have fallen 31.0%, which puts the spotlight squarely on whether the revenue story is strong enough to...

The definitive agreement replaces a June letter of intent, but Blockfusion did not disclose contracted capacity, lease revenue or delivery terms.

CoreWeave Inc (NASDAQ:CRWV) shares rose 4.5% Wednesday after the AI cloud provider deployed a multi-rack Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) Vera Rubin NVL72 cluster and introduced new storage capabilities. The deployment brings hundreds of Nvidia Rubin GPUs into a single cluster designed...

CoreWeave Advances AI Expansion With Nvidia Rubin Rollout, Shares Jump

CoreWeave’s business model came under scrutiny over whether its growth reflects genuine technical differentiation or temporary scarcity in AI compute. Alexandra Damsker argued that CoreWeave’s “quality” advantage is overstated, describing…

LIVINGSTON, N.J., September 16, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the bring up of multi-rack NVIDIA Vera Rubin NVL72 on CoreWeave Cloud, putting hundreds of NVIDIA Rubin GPUs into a single scale-out cluster for agentic AI. The company also announced two new capabilities in CoreWeave AI Object Storage, cross-region write acceleration and a new Archive tier, that keep the data those workloads depend on close to the GPUs.

NEW YORK, Sept. 16, 2026 (GLOBE NEWSWIRE) -- Blockfusion USA, Inc. ("Blockfusion" or the "Company"), a developer and operator of high-performance computing and AI infrastructure, today announced that its wholly owned subsidiary, North East Data, LLC, has entered into a definitive anchor lease (the "Lease") with CoreWeave, Inc. ("CoreWeave") (Nasdaq: CRWV), The Essential Cloud for AI™, for capacity at Blockfusion's Niagara Falls, New York campus, together with a companion expansion agreement (the

Today, we open with a stock price update for MARA following its Batch Zero base load and studied load classifications, plus a debate about CoreWeave's value proposition and Crusoe's latest…

One profitable hardware maker with a negative cash burn versus a hypergrowth cloud provider drowning in red ink, both betting on AI infrastructure dominance.

The company's data-center footprint could become a growing liability

CoreWeave (NasdaqGS:CRWV) is facing fresh scrutiny after Anthropic and OpenAI leaders publicly urged a slowdown in AI capability development. Comments from Anthropic and OpenAI CEOs raised the possibility of a cooler AI training cycle, a key revenue driver for CoreWeave's GPU cloud services. Bernstein research highlighted CoreWeave's concentrated exposure to large model training workloads if hyperscalers and top AI labs moderate infrastructure spending. The Anthropic and OpenAI slowdown...

CoreWeave stock sinks as tech leaders warn AI model development must be paced. Here’s why Bernstein sees CRWV shares are excessively exposed to that narrative.

Wall Street stocks fell Monday on weakness in tech shares after leading artificial intelligence executives said advances should be slowed, as markets also contended with higher oil prices and Treasury bond yields.Losses tempered as the session progressed with crude oil prices and US bond yields moderating somewhat.

Bernstein says a shift from AI training toward real-time inference could leave CoreWeave more exposed than rivals.

The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S. construction industry faces a shortfall of roughly 439,000 workers as data centers compete with housing, transport and industrial projects for skilled labor. Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) can finance multibillion-dollar AI campuses and secure GPUs. […]

CoreWeave's push into "Physical AI" could unlock a new AI market for Nvidia.

AI infrastructure is becoming a credit story as much as a technology story. Reuters Breakingviews reported that AI-related debt issuance had reached nearly $500 billion by early August, about one-fifth of higher-rated U.S. issuance this year versus roughly 1% in 2024. Meta Platforms, Inc. (NASDAQ:META) and CoreWeave, Inc. (NASDAQ:CRWV) sit at opposite ends of that […]

CoreWeave Stock Plunges As AI Slowdown Threatens Rural Data Centers

Investing.com -- Bernstein analysts identified the data center and neocloud companies most exposed to a potential slowdown in frontier AI model training, following a weekend essay from Anthropic CEO Dario Amodei calling for the industry to deliberately pace capability gains. Other AI leaders, including Sam Altman and Elon Musk, endorsed Amodei’s essay.

CoreWeave could be a loser if AI gets pulled in.

NVIDIA Corporation (NASDAQ:NVDA) has an argument against rapid hardware obsolescence: older accelerators still command rental prices. For CoreWeave, Inc. (NASDAQ:CRWV), which sells access to computing infrastructure, the harder question is how much of that rent becomes a return. The September 7 settlement of a transaction-based GPU rental benchmark put NVIDIA’s H100 SXM at $3.17 per […]

Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.

Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue. Their financing models increasingly look very different. Oracle reported September 10 that remaining performance obligations reached $664 billion after more than $30 billion of new AI cloud contracts. Crucially, $11.36 billion of […]

Former OpenAI researcher Leopold Aschenbrenner is betting on AI stocks again just weeks after his fund’s $35 billion collapse.

CoreWeave's massive debt dwarfs the $104 billion backlog, yet the stock is gaining strength and winning more customers.

The cloud-based AI infrastructure services provider still has a bright future.

According to a CNBC report on Friday, Situational Awareness was also active in names like SK Hynix, SanDisk and the Roundhill Memory ETF.

Investing.com -- Nvidia Corporation (NASDAQ:NVDA) edged higher in after-hours trading, rising 0.5%, Thursday following a Bloomberg report that Microsoft plans to more than triple its data center capacity.

CoreWeave has been putting in a series of lower highs since April, setting itself up for a compelling option trade.

The launch builds on CoreWeave’s acquisition of Monolith AI, which focused on using machine learning for complex engineering and physics problems.

LIVINGSTON, N.J., September 10, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the launch of Physical AI Field Engineering, an offering that pairs customer teams with domain specialists to build, validate, and deploy AI across the full engineering lifecycle, from research and development through in-field operations. Built on the team and methods CoreWeave acquired with Monolith AI, the service runs on CoreWeave's own platform and integrated engineering AI solu

In an interview with CNBC, CEO Michael Intrator said the company’s long-term offtake agreements and deal-level economics remain central to its operating-leverage strategy.

When a caller inquired about IREN Limited (NASDAQ:IREN) during the lightning round on September 3, Mad Money host Jim Cramer said: If you’re going to do neocloud, you got to do, the only one I like is CoreWeave with Michael Intrator. The others I think are too speculative for me. CoreWeave vs. IREN AI Revenue […]

CoreWeave (CRWV) CEO Michael Intrator joins Yahoo Finance Executive Editor Brian Sozzi to discuss the growing debate around data centers and how the AI industry needs to improve its communication with local communities and concerned residents.

CoreWeave CEO Michael Intrator says the data center backlash won't change the growing demand for compute.

CoreWeave (CRWV) stock closed Tuesday, September 8, 2026, at $99.83, up 11.7% on the session. A move that size usually follows something the company said or did. This one did not, and where it came from instead tells you more about what you own than the number does.

Watch Highlights From the 2025 Palm Beach CorpGov Forum: CorpGov, IPO Edge and PE Edge will host the sixth annual Palm Beach CorpGov Forum on November 4-5, 2026, at the Palm Beach Lake Pavilion and The Cove Club, both located waterfront with sweeping views of Palm Beach Island, along with a reception at Cucina Palm Beach. The Forum will […] The post Preliminary Agenda: 6th Palm Beach CorpGov Forum Nov 4-5 with Activism, Sports, VC appeared first on CorpGov.

An announcement from rival Nebius seemed to lift CoreWeave.

Palantir just handed Nebius a coveted sovereign AI label, but traders are punishing one side of the partnership and rewarding the other in ways that reveal exactly where the market thinks the real leverage sits.

Nvidia is on a roll. Nvidia shares were down 1.3% at $227.36 Tuesday morning. One major argument made by AI skeptics—including Big Short investor Michael Burry—was that Big Tech overstates the long-term value of chips bought from Nvidia by using a six-year depreciation schedule.

A Morgan Stanley price target raise just reignited the AI cloud infrastructure trade, sending Oracle surging on a day when the broader market slipped into the red. Whether the rally reflects genuine conviction or a short-term narrative reset is the question investors need to answer before sizing up.

These AI companies are grabbing plenty of headlines these days.

The Dow Jones index falls on the stock market today as Amgen plummets. Fertilizer stocks rose amid more U.S.-Iran tensions. SK Hynix shines.

CoreWeave's huge AI-cloud backlog fuels growth, but soaring capital spending, debt and losses raise questions about its next move.

NBIS surges 253.5% in a year on AI infrastructure demand, but high capital needs and valuation raise questions about further upside.

Both face heavy customer concentration and significant losses, but their paths to profitability, and risk profiles, couldn't be more different.

Move over Anthropic, OpenAI is back to take the artificial-intelligence crown. At least that’s the ChatGPT developer’s claim with the launch of a new AI model that could boost a number of its partners. OpenAI late Thursday announced its GPT-6 Astra model.

CoreWeave (CRWV) drew fresh investor attention after Rescale chose CoreWeave Cloud to power demanding AI and simulation workloads. The move links CoreWeave’s AI focused infrastructure to Rescale’s engineering customers across several research heavy industries. CoreWeave’s latest Rescale partnership comes after a busy few months in which earnings, guidance, new geographies, commentary from high profile investors, and rising debt levels have all shaped sentiment. Despite a 6.61% year to date...

NBIS is building toward 2027 growth as multibillion-dollar AI cloud deals, premium pricing and major capacity expansion strengthen its revenue outlook.

Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the next one. Knowing which part of the stack to own now is the question worth answering.

Nebius looks like a long-term AI infrastructure bet because its partnership model could deliver faster, more capital-efficient growth than CoreWeave.

Microsoft, Amazon and a raft of cloud-computing and software companies will be the AI winners, according to Jefferies analysts.

Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.

Datadog just handed investors a paradox: a quarter that beat on every line and raised guidance, yet the stock cratered anyway. Whether that punishing reset is a gift or a warning depends on one uncomfortable question about the company's customer base.

A strong earnings report and a broader tailwind in AI helped lift CoreWeave last month.

CoreWeave stock has climbed 18.3% over the past month, yet its low overall value score and an earnings multiple profile that screens as undervalued leave investors weighing how much of the AI cloud story is already reflected in the price. The 18.3% gain over the past month shows renewed interest in CoreWeave, which can make short term entries and exits more sensitive to shifts in sentiment. The multibillion dollar Hudson River Trading agreement and a growing set of AI infrastructure...

SMCI is betting on the AI buildout, while CoreWeave is betting on what comes after. Only one has the bigger long-term opportunity.

Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.

CoreWeave has shed nearly $70 from its May peak and now carries a $104 billion revenue backlog against a debt load that makes bears nervous. Whether the $85 price level is a gift or a trap depends on three catalysts now taking shape.

Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.

The executive disposed of 308,000 shares as the stock price has dropped in recent days amid interest-rate fears.

A key executive disposed of shares.

OpenAI doesn't look likely to launch an IPO this year but investors could get a proxy for the ChatGPT developer in the form of SB Energy.

IPO Edge hosted a fireside chat on Aug. 26 at Nasdaq MarketSite with Brittany Kaiser, Chief Executive Officer of Alpha Compute Corp. (Nasdaq: ALP). The in-person interview was joined by […]

Wall Street is not simply divided on CoreWeave, Inc. (NASDAQ:CRWV). It is using almost incompatible valuation frameworks. Bernstein carries a $74 target and an Underperform rating, while Rosenblatt maintains a $250 target and a Buy. With the shares recently around the high-$80s, one analyst sees downside and the other sees close to a triple. The […]

On August 20, CoreWeave, Inc. (NASDAQ:CRWV) announced a major multi-year agreement with Hudson River Trading (HRT). Through the partnership, HRT will leverage CoreWeave’s purpose-built AI cloud platform, including the NVIDIA Vera Rubin platform with Spectrum-X Ethernet networking, to power its next generation of AI-driven trading research and model development at scale. On August 25, CoreWeave […]

Nvidia just dropped $20 billion on SpaceX. Which company will be next?

Oracle's recent surge looks like a comeback until you stack it against what the rest of the cloud sector did over the same window, and the comparison raises an uncomfortable question about whether this stock deserves its AI infrastructure reputation.

SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.

Bitcoin miner Iren, which has moved to the AI compute business, is falling on earnings but it could be a buying opportunity, according to one Wall Street firm.

Nvidia's investment portfolio has some interesting holdings.

The Information reported on the plans on Thursday and added that the company is also weighing lockup periods longer than the customary 180 days for at least some holders after it lists.

CoreWeave, Inc. (NASDAQ:CRWV) stock should have been under pressure following news that NVIDIA Corporation (NASDAQ:NVDA) is reportedly hiking prices for its GPUs by roughly 17%. With GPUs at the heart of CRWV’s infrastructure, expensive chips should have automatically compressed the company’s margins. Truist says this doesn’t have to be true. On August 24, Truist Securities […]

The AI megatrend may still be young, but the focus for businesses is shifting from buying chips to monetizing AI across infrastructure, cloud, and software.

CFO Colette Kress has a different view than critics who accuse the chip giant of ‘circular financing,’ per her comments on the earnings call.

Nvidia is offering minimum revenue guarantees to help neoclouds secure financing, while gaining a share of rental revenue.

Truist’s reasoning centers on a pricing move most investors overlooked.

AI data center demand is driving CRWV and APLD, but their differing models, capital needs and risks could shape which offers more upside.

AI spending is minting new winners faster than most investors can track, and three stocks sitting at the intersection of memory, custom silicon, and GPU cloud infrastructure may be the clearest bets on where the next wave of capital flows.

Investors should keep CoreWeave and Iren on a watch list rather than in a portfolio right now.

CoreWeave’s multibillion-dollar deal with Hudson River Trading adds a major AI customer and strengthens the case for its growing cloud infrastructure business.

Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.

Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the market can still trust at these levels.

CoreWeave expanded its partnership with Rescale to support AI and simulation workloads.

RUM Group has inked a $13.7 billion GPU deal with an unnamed U.S. cloud customer.

SpaceX's blockbuster listing cracked open the 2026 IPO window, and Anthropic and OpenAI are already circling the runway. One ETF positions investors across the entire cohort, but its five-year track record reveals a tension that could define the next rebalance.

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.

Tax withholding obligations drove this non-discretionary sale, yet Agrawal retains ~280,000 total shares worth $25.13 million, signaling continued confidence in the AI infrastructure provider.

Akamai's CIS segment increases 39% in Q2, fueled by AI workloads and GPU demand, but can its cloud infrastructure growth stay on track?

CoreWeave (NasdaqGS:CRWV) agreed a multi-year AI cloud infrastructure deal with quantitative trading firm Hudson River Trading, announced in late August 2026. The partnership expands CoreWeave’s presence in financial market workloads by providing GPU-based compute capacity for Hudson River Trading’s AI models and trading systems. CoreWeave is also facing greater regulatory scrutiny as new state level rules on energy use and transparency start to affect data center buildout plans. The...

It's not time to give up on Nvidia yet.

The cloud computing AI infrastructure specialist reported a notable insider sale amid a 2% decline in share price over the trailing 12 months.

Neoclouds -- companies that buy and rent out GPUs for AI -- are seeing incredible demand for the assets they’re building.

David Tepper's hedge fund, Appaloosa Management, recently initiated a position in CoreWeave while also raising its exposure to Meta Platforms.

President Donald Trump said Wednesday that data centers could use "a little public relations help" as opposition to new AI infrastructure projects grows across the U.S. Trump made the remarks during a White House event with cryptocurrency executives and technology...

CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.

Shkreli closed his short position in about a week of starting it.

CoreWeave expects the contracts it signed in the June quarter to carry higher contribution margins than the ones before them, and the price increase it took in July is not in those numbers yet.

CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.

CoreWeave, Inc. (NASDAQ:CRWV) has entered into a multi-year agreement with quantitative trading firm Hudson River Trading (HRT) to supply cloud computing infrastructure for its artificial intelligence research and model development activities.

LIVINGSTON, N.J., August 20, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced a multi-year agreement with Hudson River Trading (HRT), one of the world's leading quantitative trading firms. Through the partnership, HRT will leverage CoreWeave's purpose-built AI cloud platform — including high-performance AI infrastructure like the NVIDIA Vera Rubin platform with Spectrum-X Ethernet networking — to power the next generation of its AI-driven trading research and mo

CoreWeave has pulled ahead in absolute revenue, but AppLovin's profitability tells a starkly different story.

On Aug. 19, 2026, the AI cloud provider announced a massive debt-to-equity conversion plan, triggering dilution concerns and heavy selling pressure.

The GPU leader continues to invest in companies that buy its chips.

Some AI stocks carry heavy debt. Shares of WhiteFiber plummeted 25% Wednesday after the company made a $270 million offering of convertible debt.

Nebius Group built one of the year's most impressive AI cloud runs, then dropped double digits in a single morning. The culprit is a $4.5 billion capital raise that comes with a warning about holders selling shares directly into the open market.

CoreWeave (CRWV) is back in focus after MasterClass chose CoreWeave Cloud and W&B Weave to power and evaluate its AI teaching agents, linking the stock story more closely to real world AI education workloads. See our latest analysis for CoreWeave. CoreWeave’s share price has been volatile, with a 1 day share price return that fell 12.10%, a 30 day share price return of 27.26%, and a year to date share price return of 17.46%, while the 1 year total shareholder return is 0.30%. This suggests...

Can these AI stocks deliver life-changing returns?

Two of the sharpest macro minds in the business landed on opposite sides of the same AI infrastructure stock in Q2, and the actual filings reveal a far messier story than the headlines suggest.

Revenue surged 112% to $2.6 billion as backlog hit $104.2 billion.

Higher Treasury yields and a $35 billion to $39 billion capex plan pressured the AI infrastructure provider as investors rotated to safer bets, today, Aug. 18, 2026.

CoreWeave’s Q2 results gave Wedbush more to like. Let’s see what’s keeping the bullish case alive.

IREN's AI cloud revenue is scaling fast, but a 4.59X forward sales multiple and heavy expansion spending raise the stakes for execution.

CoreWeave shares dropped sharply Tuesday as geopolitical fears intensified and investors fled high-risk growth stocks.

A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has ever posted.

Wells Fargo Flags Strong AI Demand for CrowdStrike and Palo Alto Before Results

Apple's net income margin sits at 27%, while CoreWeave operates at -24%, a stark profitability divergence that complicates any direct comparison.

Appaloosa Management, led by David Tepper, has opened a new position in CoreWeave (NasdaqGS:CRWV), signaling fresh hedge fund interest in the AI infrastructure provider. The move adds a high profile institutional investor to CoreWeave's shareholder base and brings new attention to companies that support AI workloads. Tepper's position is being watched by investors assessing how capital is flowing between AI chip designers and infrastructure platforms. For readers looking to compare...

BofA sees stronger AI pricing and longer GPU lives.

Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions.

Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings and analyst upgrades say about where these AI infrastructure stocks go next.

IREN's Microsoft delivery and NVIDIA Exemplar Cloud status boost its AI credibility, but capital needs and execution risks keep the risk-reward balanced.

Nvidia Corp. has agreed to spend as much as $105 billion to support a massive new data center campus in Ohio set to be leased by OpenAI, according to a financial filing, marking the latest tie-up between two dominant forces driving the AI boom.

CoreWeave's latest quarterly results make it clear that strong AI data center demand will ensure healthy long-term growth for the company.

David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.

Brannin McBee exercised stock options and immediately liquidated the position under a pre-established trading plan.

Disposition reduces his direct equity stake by 10% under a pre-established trading plan, though he retains a 0.34% ownership position and substantial derivative holdings.

This filing reports the exercise of vested options and tax withholding obligations.

Jain exercised options and sold shares to cover tax withholding from a vesting event, retaining close to 148,000 shares and 270,000 options outstanding.

McBee exercised 197,000 options and liquidated indirect holdings across trusts, yet retains a significant number of derivative securities signaling sustained long-term alignment.

Snowflake Gets Major RBC Vote of Confidence as Software Sentiment Rebounds

NVIDIA Corp. (NASDAQ:NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed the expansion across artificial intelligence infrastructure, as he said: Then today, aided by a benign consumer price index number, the data center stocks couldn’t be contained. Lumentum, which makes fiber optics, told a terrific tale… And finally, […]

CoreWeave delivered an exceptional second quarter, with revenue reaching $2.6 billion, up 112% year-over-year and 24% sequentially.

CoreWeave stock has climbed 34.0% year to date, yet its low overall value score suggests the recent optimism is not fully backed up by the broader valuation checks. The 34.0% year to date gain can signal rising confidence in CoreWeave's AI cloud story. Investors may want to ask how much of that growth is already embedded in the price. Heavy investment in AI infrastructure and reported contracted revenue backlogs can support long term cash flow expectations. At the same time, ongoing losses...

SpaceX shares pulled back sharply Friday after a massive weekly surge, and the question now is whether the stock can hold a critical price level before the close or hand back everything it gained since the unlock-era selloff.

CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era A100 chips, extending their revenue life through 2029. The debt markets are starting to price in what that means: Older Nvidia silicon may hold value far longer than Wall Street's depreciation models assume.

Wall Street cheered the company's latest update.

During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.

CoreWeave and Nebius Group are riding explosive AI infrastructure demand, huge backlogs and expanding margins as NVIDIA's newest chips drive growth.

For most of the artificial intelligence boom, Wall Street has fretted that tech companies would one day build too many data centers, buy too many processors, and spend more money than artificial intelligence can reasonably earn back. CoreWeave (CRWV) just gave investors the opposite problem. The AI ...

What changed against expectations was pricing power rather than the revenue line, and the open question is how fast scale turns into margin against the cost of the debt behind the build.

CoreWeave and Nebius Group's results illustrate that purpose-built AI infrastructure is the engine of the AI supercycle.

Earlier this week, CoreWeave reported second-quarter 2026 results showing revenue of US$2.58 billion versus US$1.21 billion a year earlier, alongside a wider net loss of US$626 million, and announced a new US$2.60 billion delayed-draw term loan to fund further AI infrastructure buildout amid a contracted revenue backlog of about US$104 billion. In parallel, CoreWeave continued to broaden its customer base and use cases, including a fresh MasterClass deployment using CoreWeave Cloud and W&B...

Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.

Nvidia-backed CoreWeave (CRWV) stock entered another earnings season with Wall Street looking for another quarter marred by heavy CapEx and losses. Analysts were looking at $2.56 billion in sales with an adjusted loss of $1.41 per share. Instead, CoreWeave delivered another sizeable double beat, ...

Bet on the booming neocloud trend with a new ETF offering targeted exposure to GPU-as-a-Service and AI infrastructure providers.

CoreWeave just posted its first earnings beat as a public company and the stock surged nearly 20%, but a balance sheet carrying almost nine times more debt than equity raises a question every investor needs to answer before touching the trade.

Nvidia GPUs are no longer behaving like ordinary hardware, and Wall Street is building a $500 billion financial bet on that premise. But one crack in Nvidia's dominance could collapse the entire thesis faster than anyone is pricing in.

CoreWeave Chief Development Officer Brandon McBee discussed a newly signed A100 contract running through 2029, saying that pricing "has really held very well" over 12-18 months and had "actually increased…

Two AI infrastructure stocks both erupted on earnings day, but the businesses behind those moves share almost nothing in common. Picking the right one means understanding which trade-off you can actually live with.

South Korean memory stocks just posted their biggest surge in months while U.S. premarket tells a far more complicated story, with Coherent falling despite a beat and Micron moving in the opposite direction from its Asian peers.

Morningstar analysts, however, said Nebius’ high valuation may hold, but a slowdown in AI spending could hinder its ability to attract new capital and sustain growth.

Nebius and CoreWeave led Nasdaq gains as AI demand and soft inflation lifted markets. Here are the full numbers.

CoreWeave (NasdaqGS:CRWV) announced a new collaboration with Leidos Holdings to provide secure, sovereign AI cloud services for U.S. Intelligence Community and Department of War missions. The agreement focuses on mission specific AI infrastructure tailored for highly sensitive federal workloads with specialized security and compliance requirements. CoreWeave also disclosed plans for three new data centers in Indonesia as part of a broader push into the Asia Pacific cloud market. The moves...

The market can see the demand just fine. The discount is about what delivering it will cost.

Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat.

STORY: U.S. stocks closed mostly higher on Wednesday, with the Dow the only outlier, ending virtually flat, the S&P 500 gaining about a quarter of a percent, and the Nasdaq adding more than half a percent.:: CoreWeaveUpbeat quarterly results from AI-related firms continued to soothe investor fears about massive capex spending.:: CoreWeaveShares of CoreWeave, for instance, surged 19% after the AI cloud company lifted its annual capital spending forecast and topped second-quarter earnings estimate

Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.

Today, Aug. 12, 2026, the AI cloud infrastructure provider's stock jumped 34% as AI cloud demand surges.

Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute and onsite power names, raising serious questions about how much runway this trade still has.

CoreWeave raised its revenue and spending forecasts as customers competed for scarce AI-computing capacity.

CoreWeave's CEO just made a claim that challenges one of the biggest bear cases against the stock: that aging NVIDIA hardware will drag margins down as newer silicon arrives. The reality unfolding in CoreWeave's contracts tells a very different story.

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

The tech company posted its second-quarter earnings yesterday, and while there was plenty of growth, its bottom line was in the red again.

The market is having a strongly bullish reaction to CoreWeave's latest quarterly report.

CoreWeave shares are surging after the cloud computing provider posted quarterly results that beat Wall Street’s estimates.

CoreWeave has nearly 6 GW of contracted or prospective power arrangements, but only 1.5 GW was active at quarter-end as capital spending reached $9.35 billion.

The research firm raised its revenue and operating-income forecasts as capacity deployment accelerated, but CoreWeave’s $35 billion to $39 billion spending plan and valuation kept the rating unchanged.

CoreWeave (CRWV) shares rose sharply Wednesday after the company posted a second-quarter revenue bea

CoreWeave and Super Micro Computer earnings lifted AI-linked stocks, while cooling inflation reduced pressure on the Fed to raise rates

CoreWeave (NASDAQ:CRWV) shares jumped 19% to about $108 on Wednesday after the AI infrastructure provider reported second quarter results that topped Wall Street expectations, with analysts at Wedbush and Jefferies highlighting strong demand and the company's expanding backlog. CoreWeave...

CoreWeave stock rises after a strong quarter. The AI cloud company now expects to spend up to $39 billion in 2026

CoreWeave just posted a quarter that sent shares surging nearly 20%, but the same report that thrilled bulls also revealed a debt spiral growing faster than the revenue chasing it.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

CoreWeave's upbeat Q2 results, soaring backlog and strong outlook are fueling optimism. Here are ETFs offering exposure to the AI infrastructure play.

Shkreli compared CoreWeave’s leverage to debt-heavy telecom companies such as Global Crossing and WorldCom.

CoreWeave, Inc. (NASDAQ:CRWV) stock jumped in Wednesday’s premarket session as investors focused on stronger AI compute pricing, higher revenue guidance and continued demand for large-scale AI infrastructure. The company said it raised prices by about 25% across AI compute offerings in July to reflect strong demand and higher component costs, including more expensive GPUs. Management also said demand for NVIDIA’s Vera Rubin platform remains "enormous," while contribution margins on new deals are

Morningstar analyst Luke Yang expects cheaper GPU compute to expand CoreWeave’s total addressable market by enabling more organizations to train and fine-tune proprietary AI models.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

Revenue rose 112% to $2.6 billion and backlog reached $104 billion

CoreWeave (NASDAQ:CRWV) shares jumped more than 15% on Tradegate on Tuesday after the cloud infrastructure provider delivered record revenue for a fifth consecutive quarter, exceeded Wall Street expectations and raised its outlook as demand for artificial intelligence computing capacity remained strong. CoreWeave operates a specialised cloud platform built around large volumes of Nvidia’s advanced graphics processing units.

Nebius beat quarterly revenue estimates on Wednesday as booming demand for AI infrastructure helped it land larger contracts and increase ‌prices, sending shares of the cloud-computing company up more than 17% ‌in early trading. The results came a day after larger rival CoreWeave raised its annual forecasts, with ​shares of AI infrastructure companies broadly advancing as strong results from both firms reinforced investor expectations that demand for AI computing capacity continues to outstrip s

CoreWeave Inc. (NASDAQ:CRWV) raised prices across its artificial intelligence computing offerings in July and is passing along rising hardware costs to customers, as demand continues to accelerate. A Quarter of Pricing Power CFO Nitin Agrawal told analysts on Tuesday’s earnings call that the increase was “an approximately 25% increase across SKUs in response to the current demand environment.” He added that CoreWeave is separately passing through rising component costs to customers, including pr

U. S. stock futures moved higher ahead of closely watched July inflation figures, with investors looking for clues about how the data could influence Federal Reserve interest rate decisions over the coming months.

The neocloud provider said revenue more than doubled in the second quarter, while backlog rose 246% year-over-year to $104.2 billion.

CoreWeave Inc. (NASDAQ:CRWV) remains confident it can rapidly expand its AI infrastructure despite a growing wave of data center moratoriums, grid concerns and community opposition across the U.S. CoreWeave Says Data Center Backlash Won’t Derail 8 GW Goal On Tuesday, during its second-quarter earnings call, Evercore ISI analyst Irvin Liu asked CoreWeave executives whether growing regulatory resistance could threaten the company’s expansion plans. Specifically, he questioned CoreWeave’s ability t

CoreWeave Inc (CRWV) reports 112% revenue growth and raises full-year guidance as demand for AI compute accelerates.

Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. On Tuesday, CoreWeave Inc. (NASDAQ:CRWV) shares jumped 18.47% in premarket trading on Wednesday after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp (NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 b

CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.

CoreWeave’s rapid sales growth is fueled by a growing backlog, now up to $130 billion from $99 billion at the end of March.

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.

CoreWeave (NASDAQ:CRWV) reported second-quarter 2026 revenue of $2.6 billion, up 112% from a year earlier and 24% sequentially, as demand for its AI cloud infrastructure continued to exceed available capacity. The company also raised its full-year revenue and operating-income outlook, citing faster

CoreWeave (CRWV) delivered earnings and revenue surprises of +8.85% and +1.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com --CoreWeave shares rose 7% in extended-hours trading on Tuesday after the AI cloud provider reported a smaller-than-expected second-quarter loss and revenue that topped Wall Street estimates.

Gil Luria, head of technology research at D.A. Davidson, reacts to CoreWeave topping analysts' estimates for second-quarter sales after signing up more customers in a booming market, with sales more than doubling to $2.58 billion. He speaks on "Bloomberg The Close."

The AI cloud company posted $2.58 billion in second-quarter revenue but net losses widened to $626 million as debt financing costs climbed

CoreWeave lifted its annual capital spending forecast on Tuesday after beating second-quarter estimates, betting on a surge in demand for ‌its AI cloud computing services, sending the company's shares more than 14% higher ‌in extended trading. CoreWeave, a so-called neocloud that offers hardware and cloud capacity to other technology companies, has seen demand skyrocket on relentless enterprise spending on AI. CoreWeave reported revenue backlog of $104.2 billion in the second quarter, up from

CoreWeave, Inc. (NASDAQ:CRWV) reports second-quarter earnings after the close today, with the call at 5 p.m. ET. Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock...

Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI infrastructure.

We don't expect much movement either direction until inflation reports begin to hit the tape Wednesday morning.

CoreWeave Inc (NASDAQ:CRWV) reports second-quarter earnings tonight, with Jefferies maintaining a Buy rating and $150 price target even as it flags that a major profitability inflection is still months away. CoreWeave shares have climbed roughly 45% since hyperscaler earnings reaffirmed...

eToro Group (NASDAQ:ETOR) reported higher second-quarter net contribution and adjusted EBITDA as customer activity shifted toward equities, while the trading and investing platform also announced plans to acquire U.S. broker-dealer TradeZero. Net contribution rose 9% year over year to $229 million

CoreWeave's Solidigm deal secures priority SSD access, helping align storage capacity with its expanding AI infrastructure needs.

The approximately five-year debt finances deployments backed by customer contracts averaging three years, requiring lenders to underwrite renewal or re-leasing risk.

Asking for a Trend Host previews what investors should watch on Tuesday, August 11th, including earnings from CoreWeave (CRWV) and eToro (ETOR), fresh consumer spending data, the latest small business optimism index, and existing home sales.

As CoreWeave Inc. (NASDAQ:CRWV) prepares to report its second-quarter financial results, the AI hyperscaler faces intense scrutiny over whether its operational execution can keep pace with unprecedented market demand. The upcoming earnings report puts a direct spotlight on the broader Neocloud sector, where market strategist Shay Boloor warns that infrastructure providers must prove whether “the revenue ramp can actually catch up to the capacity story.” The Neocloud Capacity Bottleneck Despite m

CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.

LIVINGSTON, N.J., August 10, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced it has closed its $2.6 billion delayed draw term loan facility ("DDTL 5.5 Facility"), supporting the continued expansion of its AI cloud platform and committed customer deployments.

Fresh buying reveals where Wood sees better risk-reward

CoreWeave will report its second quarter earnings after the bell Tuesday.

Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not have seen coming.

Wood added shares during both the 13.6% selloff and Friday's rebound.

The only fresh operating news of the week does not come online for another two years.

(Bloomberg) -- Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is selling a leveraged loan to finance a chip deal as the risky debt market becomes a new front in the borrowing binge to finance the artificial intelligence buildout. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billi

CoreWeave heads into Q2 2026 earnings with surging AI demand, a massive backlog and heavy capital needs that could pressure profitability.

After a catastrophic margin call forced Situational Awareness to liquidate near the bottom, two of its former high-conviction AI holdings are now surging back with momentum that is making the forced selling look like a very costly mistake.

CoreWeave Stock Faces 15% Swing as Wall Street Braces for Q2 Earnings

Leopold Aschenbrenner watched tens of billions evaporate in days, then got married, and now some of the most powerful names in Silicon Valley are fighting to hand him even more money.

Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker’s ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific shares rallied in premarket trading. The agreement is more substantial than […]

CoreWeave is due to report earnings after the closing bell Tuesday, with traders expecting a sizable move in the cloud computing provider’s stock in the days that follow.

The provider of infrastructure for artificial intelligence reported a notable insider sale amid a recent rally in share price.

SPCX's $6.7B cloud deal boosts near-term AI revenue visibility, but heavy capex, concentration and reported AI losses keep economics mixed.

Wall Street expects second-quarter revenue of about $2.55 billion.

Backblaze's Q2 beat and higher 2026 outlook highlight AI storage growth, with the $335M CoreWeave deal adding multi-year visibility.

(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s

Buying this AI infrastructure stock isn't about timing the next report -- it's about recognizing when price and reality fall out of sync.

Nebius has crushed the S&P 500, and these overlooked stocks may join it.

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.

CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the next earnings report.

Backblaze (BLZE) is back in focus after its second quarter 2026 earnings on 3 August, which combined higher sales, a narrower net loss, raised full year revenue guidance, and a new CoreWeave partnership. See our latest analysis for Backblaze. Backblaze shares have been volatile around the Q2 2026 report and CoreWeave agreement, with the 7 day share price return of 47.43% and year to date share price return of 292.83% pointing to strong recent momentum after a 1 year total shareholder return...

The Japanese technology investment company has vowed to become a leading builder of AI data centers and a major investor in AI-powered robotics.

CoreWeave's August 11 earnings report could be a important catalyst as investors look for proof that the AI infrastructure boom will continue powering growth.

In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith turn to Bloom Energy, a stock Bleeker has described as one that got away from him, and which was also a top holding in Leopold Aschenbrenner's Situational Awareness fund. Smith sets it up by pointing listeners to a prior episode discussion of natural gas and behind-the-meter power delivery to data centers. Bleeker then reports Bloom's results: EPS of 78 cents against 41 cents expected, plus one

LIVINGSTON, N.J., August 05, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced a multi-year strategic agreement with Solidigm, a pioneer in enterprise data storage and a leading supplier of high-capacity AI infrastructure storage solutions, for priority access to enterprise solid-state drive (SSD) capacity supporting CoreWeave’s AI cloud platform. The agreement extends CoreWeave’s integrated approach to AI, helping to ensure that storage capacity scales alongside

The rapid adoption of AI has created demand for a new type of cloud provider known as the neocloud. Unlike traditional cloud platforms such as Amazon and Microsoft, which offer a broad range of computing and enterprise services, neocloud companies focus almost exclusively on AI infrastructure.Claim 55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and discover new investing

Before you rush to buy the dip or sell in panic, here's what really caused the sell-off, and whether now is finally a good time to start buying.

CoreWeave and Nebius both court the same hyperscaler clients with NVIDIA hardware at their core, yet their financial blueprints point toward completely opposite fates if GPU pricing shifts or interest rates bite.

Following Leopold Aschenbrenner's fund Whale Rock's flagship fund fell 21.7% in July as AI and chip stocks slid.

Moby summary of Backblaze, Inc.'s Q2 2026 earnings call

CoreWeave (NasdaqGS:CRWV) is expanding into Indonesia with its first data center presence in Asia-Pacific. The company plans three new large facilities to support AI workloads across Southeast Asia. This move extends CoreWeave's AI cloud infrastructure to serve enterprises and startups in a new region. The expansion also aligns with Indonesia's national digital initiatives and focus on data infrastructure. CoreWeave is building out its AI focused cloud infrastructure in Indonesia, giving...

CoreWeave (CRWV) caught fresh attention after announcing plans to enter Indonesia with three data centers providing 360 megawatts of contracted IT power. This will be its first physical foothold in the Asia Pacific region. See our latest analysis for CoreWeave. At a latest share price of US$91.90, CoreWeave has seen a 36.55% 7 day share price return and a 15.86% year to date share price return, yet the 1 year total shareholder return is still down 17.83%. This suggests recent momentum is...

ARK is moving closer to the center of AI spending

CoreWeave stock rose after the artificial intelligence data center builder said it will expand in Asia-Pacific markets.

CoreWeave (CRWV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Oppenheimer analyst Ittai Kidron raised his price target on Backblaze to $25 from $15 while maintaining an ‘Outperform’ rating, saying B2 cloud storage revenue came in well ahead of expectations.

AI cloud computing company CoreWeave said on Tuesday it is expanding into Indonesia and adding three ‌new facilities in the country, marking the firm's first ‌data-center presence in the Asia Pacific region. CoreWeave has benefited from a surge in demand ​for AI cloud infrastructure globally, as tech companies rush to secure the hardware and cloud capacity needed to develop and run AI systems. The company has been investing heavily in its data-center footprint ‌to cater to the ⁠demand.

JAKARTA, Indonesia, August 04, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced its expansion into Indonesia, the company's first data center presence in the Asia-Pacific region. The expansion adds three new facilities totaling 360 megawatts of contracted IT power, expected to come online in 2028. CoreWeave will own and operate the compute environment across all three sites, bringing its full AI cloud platform to labs, startups and enterprise customers deploying

Backblaze Inc (BLZE) beats Q2 revenue guidance by $2.5M, signs largest contract in company history, and raises full-year 2026 outlook amid accelerating B2 Cloud growth.

Oracle stock sits 28% in the red while cloud peers celebrate a banner year, and the gap comes down to one brutal question: can a $638 billion backlog and a mountain of AI debt actually produce the earnings needed for a recovery?

Ark's latest trades reveal a sharper bet on frontier technology

CoreWeave stock jumps as AI infrastructure spending gets another boost

Morningstar argued that Meta's reported plans to sell excess AI computing capacity reinforce the persistent supply-demand imbalance of AI infrastructure rather than signal a weakening market.

CoreWeave's revenue backlog just hit nearly $100 billion while its stock trades near a 52-week low, and that gap between signal and price is exactly where the opportunity or the trap lives.

CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.

The firm bought the 3iQ Solana Staking ETF on both ARKW and ARKF while also selling Shopify, CrowdStrike, and Cloudflare on Friday.

AI stocks jumped after Citadel bought Leopold Aschenbrenner's stock portfolio. But the rebound likely came too late to rescue other hedge funds' July.

Luxor's Michael San Miguel argued that GPU depreciation panic is overblown, as users are realizing they don't need frontier chips for every workload and citing that CoreWeave's CFO has floated…

CoreWeave’s partnership with Leidos opens the door to long-term U.S. government AI contracts, easing concerns about customer concentration.

CoreWeave has completed its $2.6 billion first-lien delayed-draw term loan due September 2031 at S+550, with a 0% floor and an OID of 97 through a JPMorgan-led arranger group, according to sources. Initial price talk was S+425-450 with a 99 OID, before the deal was flexed wider to S+550 with an OID of 96-97. The yield-to-maturity is 10.44%. The facility is subject to a 1.35x DSCR covenant at the borrower level and must be aligned with the financial covenants under the parent company’s revolving

IPO Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with Anton Nicholas, Chief Executive Officer of ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed […]

CoreWeave stock has fallen sharply over the past year, yet on traditional valuation multiples it still screens as undervalued while its broader valuation checks lean the other way. For investors, that split between recent share price weakness and a low value score raises questions about how to treat the current level. CoreWeave has declined 35.2% over the past year, which suggests the market has become more cautious about the company despite enthusiasm around AI infrastructure. Large AI...

(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El

(Bloomberg) -- Situational Awareness tried selling some of its stakes in privately held companies as it rushed to raise cash to meet a barrage of margin calls from its lenders this week. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Biggest in S

(Bloomberg) -- CoreWeave Inc. is no stranger to shaking off wild stock-market swings like those of the past few days, when its shares plunged to their lowest level in 14 months only to then stage their sharpest rally of the year.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Post Biggest Advance Since April 2025: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMet

CoreWeave stock rallies on a strategic partnership with Leidos. But does that warrant buying CRWV shares today?

Huge opportunity still depends on converting collaboration into revenue

Microsoft and Meta just confirmed what AI infrastructure bulls wanted to hear: Demand for compute isn't cooling off.

Former OpenAI researcher Leopold Aschenbrenner’s $20-billion AI-focused fund is unwinding public equity bets as the sector’s recent selloff takes its toll.

Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses in its tech holdings, two ‌sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its public equities portfolio, which included sizable holdings in ‌several prominent AI names that have been rocked by the recent market selloff, the sources said, reques

CoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 bi

AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.

The fund, launched by the former OpenAI researcher after his dismissal in April 2024, has approached existing investors and lenders for new money, and some investors were offered a chance to buy portfolio assets directly, according to the Financial Times. Publicly traded AI infrastructure names in Situational Awareness’s known long book — including Bloom Energy, CoreWeave and Nebius — were hit hard in the current rout.

This artificial intelligence infrastructure company reported a notable insider sale after a 40% decline in its share price over the trailing 12 months.

AI neoclouds are fueling US data center growth, but their higher risk profiles are complicating financing for investors and lenders.

Meta reported its Q2 earnings after the bell on Wednesday.

Applied Digital reported fourth quarter revenue that surpassed Wall Street estimates. Management linked the result to strong demand for its AI focused data center infrastructure. The company highlighted growing usage from AI clients, including existing contracts with CoreWeave. Applied Digital, traded as NasdaqGS:APLD, has drawn fresh attention after this latest revenue beat, with investors weighing the result against a recent share price of $26.375. The stock is down 12.2% over the past...

Meta Platforms (META) and asset manager BlackRock (BLK) have teamed up to develop a data center camp

CoreWeave, listed as NasdaqGS:CRWV, has been selected by Flow Traders as its primary AI cloud platform provider. The agreement will support foundation model training for AI-driven quantitative trading and shift high-intensity workloads to CoreWeave Cloud. This move highlights CoreWeave's focus on large-scale AI infrastructure and its push into quantitative finance use cases. For investors tracking CoreWeave, the Flow Traders mandate adds a new use case in AI-driven quantitative trading on...

Applied Digital Corp (NASDAQ:APLD) reported fourth-quarter revenue of $258.7 million, up 407% from a year earlier, as the company accelerates its shift into a pure-play AI infrastructure developer. The company posted adjusted earnings of $0.04 per share for the quarter, compared with analyst...

Meta will report its Q2 earnings after the bell on Wednesday.

LIVINGSTON, N.J., July 27, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, will hold its quarterly conference call to discuss second quarter 2026 financial results on Tuesday, August 11, 2026 at 5:00 PM Eastern Time.

Applied Digital beat Wall Street estimates for fourth-quarter revenue on Monday, riding on robust demand for ‌its data centers from an expanding roster of AI ‌clients. Shares of the company, which counts CoreWeave as a client, rose 5.4% in ​extended trading. Applied Digital designs, builds and operates data centers and provides colocation services for artificial intelligence, networking and blockchain workloads.

The early earnings loser is Alphabet’s stock, Trump set to propose new tariffs, what the Fed got wrong, and more news to start your day.

Alphabet stock sank after earnings because of the company’s Al capex. The punishment ignores what all that money is for: Google Cloud’s AI servers.

A report stating that Meta Platforms intends to sell its excess cloud computing capacity doesn't bode well for CoreWeave.

The neocloud company's stock has plunged, but its business model hasn't suddenly broken.

The AI cloud provider plans to spend about five times its past year's revenue building capacity in 2026.

These stocks are capitalizing on the growth of the emerging neocloud industry.

CoreWeave has nearly doubled Datadog in quarterly revenue, but profitability tells a starkly different story.

CBRS teams up with AMD on a disaggregated AI inference platform targeting ultra-low latency, high throughput and up to 5X better efficiency.

Wall Street is growing more bullish on CoreWeave as analysts see continued strength in AI infrastructure demand.

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

CBRS' CrowdStrike pact brings wafer-scale AI inference to real-time cyber defense, widening its enterprise reach as cloud growth accelerates.

CoreWeave stock inches higher as Truist initiates coverage with a 'Buy' rating. Here’s why the investment firm is bullish on CRWV shares.

Cathie Wood named SpaceX her favorite stock and says Elon Musk's company could become the most important in history.

Investing.com -- Galaxy Digital Inc. plans to raise approximately $3.5 billion through its first junk-bond sale to finance a data center connected to CoreWeave Inc., according to a company filing.

A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.

(Bloomberg) -- Galaxy Digital Inc. is planning to raise about $3.5 billion from a debut junk-bond sale to fund a data center tied to CoreWeave Inc., extending AI financing’s push into the riskier corners of the US credit market.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IP

CoreWeave (NasdaqGS:CRWV) is on track for very strong Q2 revenue performance, with management pointing to about 108% year over year revenue growth. The company is preparing a major ramp in power capacity in Q2 to support its expanding AI infrastructure footprint. Investors and analysts are focused on CoreWeave's operational execution and its ability to scale infrastructure during a critical industry growth phase. CoreWeave is positioning itself as a key provider of AI infrastructure,...

The proposed private offering would help finance a 260 MW critical IT project leased to CoreWeave at Galaxy Digital’s Helios campus in West Texas.

The neocloud giant reported an insider sale that reduced directly-held shares by over a third.

Investing.com -- Nvidia (NASDAQ: NVDA) is officially powering the next evolution of artificial intelligence. The semiconductor giant confirmed that computing systems driven by its highly anticipated "Vera Rubin" architecture have been delivered to top-tier AI developers and are already entering active use. "We are absolutely in full production," declared Ian Buck, Nvidia’s Vice President and General Manager, during a recent briefing at the company’s Santa Clara headquarters. "It’s being stood up

NBIS secures a $775M debt facility backed by AI infrastructure and contracted cash flows, boosting capacity expansion while reducing equity reliance.

Nebius stock popped after Nvidia disclosed a 9% stake in the cloud computing specialist in a regulatory filing.

CoreWeave (CRWV) heads into its upcoming 2Q26 earnings report with the market focused on how quickly the company can bring new power capacity online while demand for its GPU cloud services remains strong. See our latest analysis for CoreWeave. CoreWeave’s recent share price performance has cooled, with the stock down 12.3% over the last week and about 38.1% over the past month, while the 1 year total shareholder return has declined 41.5%. This signals that expectations around execution risk...

The stake is higher than estimated in March, when Nvidia announced a $2 billion investment in the neocloud operator.

CoreWeave (NASDAQ:CRWV) heads into its 2Q26 earnings report in early August with investors watching execution more than demand. Demand for GPU capacity is still strong and customer commitments keep growing, but the real story now is whether the company can build out and activate power fast...

CoreWeave's (CRWV) key variables to observe for investors in its upcoming Q2 earnings are its execut

Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying signals a real shift or just a dead-cat relief pop before the next leg down.

IREN and Hut 8 rocketed higher Monday as both companies said more customers were spending on their cloud-computing infrastructure. IREN shares rose 16% in morning trading after the company said it had agreed to new multiyear cloud contracts with artificial-intelligence developers, representing $2.8 billion in total contract value. The company raised its target for annualized run-rate revenue from AI cloud services at the end of the year to more than $4 billion from $3.7 billion previously.

Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.

CoreWeave's revenue has grown roughly fivefold over eight quarters, while Applied Digital's trajectory remains uneven despite recent acceleration.

CoreWeave may be looking to reduce risk on memory pricing.

The AI cloud provider's slide has less to do with demand than with what its growth costs.

Meta Platforms Inc. (NASDAQ: $META) is in talks to lease as much as $10 billion of computing capacity to Anthropic,...

CoreWeave (NasdaqGS:CRWV) is exploring the use of financial derivatives to manage memory chip price risk tied to its long-term supply contracts. The company has launched a US$2.6b term loan to fund additional GPU purchases as it expands its AI infrastructure footprint. CoreWeave focuses on cloud infrastructure tailored for AI workloads, where access to GPUs and high bandwidth memory is a key input cost. The move to consider derivatives for memory chip pricing sits alongside long-term...

Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to ‌data center capacity worth billions of dollars to run ‌AI models, the Wall Street Journal reported on Friday, citing people familiar ​with the matter. Such an agreement would extend the Pentagon's existing relationship with SpaceX, a key partner for rocket launches and satellite-based communications and missile tracking. According to the report, SpaceX employees have discussed ‌plans to compete ⁠more direc

Investing.com -- SpaceX caught a fleeting intraday bid Friday afternoon, paring some losses after the Wall Street Journal reported the aerospace giant is in talks to supply billions of dollars in AI computing power to the Pentagon. However, the spike was short-lived and offered little respite from the stock’s recent weakness, with shares ultimately remaining down 4.4%. The real market action happened elsewhere. While SpaceX investors largely faded the headline, traders zeroed in on a critical de

Nebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer. A Friday announcement changed the math entirely, and the structure it revealed may rewrite how the whole sector funds its GPU buildout.

CoreWeave has launched a $2.6 billion first-lien delayed-draw term loan (DDTL) to support the acquisition and installation of graphics processing units (GPUs), according to sources. A lender call is scheduled for 10 a.m. ET Monday, July 20, and commitments are due by noon ET Thursday, July 30. Price talk for the DDTL maturing in September 2031 is S+425-450, with a 0% floor and an OID of 99. That works out to a yield to maturity of 8.53%-8.79%. The DDTL is available until December 2026, with an u

Meta Platforms is in talks to lease computing power to Anthropic in a potential deal worth up to $10 billion over ‌two years, according to a source familiar with the matter. Such a deal would help Meta diversify beyond advertising by generating revenue from its infrastructure and competing with neocloud firms such as CoreWeave and Nebius, as growing adoption of ‌advanced AI tools boosts the ⁠need for computing capacity. The Claude Code creator would pay Meta in monthly increments over the two-

Micron has completed SCAs with seven tier 1 automotive suppliers, including Qualcomm. Here’s what these agreements really mean for MU shares in the second half of 2026.

Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”

NBIS' new asset-light AI cloud model lets partners fund data centers, helping it scale global capacity faster while preserving cash.

Micron stock is down 20% over the past month and there are a few factors hitting the memory-chip company.

The backlog is enormous. So are the losses and the capital bills behind it.

Shares of memory chips maker Micron (NASDAQ:MU) fell 8.2% in the afternoon session after concerns grew over intensifying competition from a major Chinese rival amid expectations of weaker memory chip pricing.

CoreWeave stock has dropped sharply over the past year, yet current valuation checks and market multiples send a mixed message about how attractive the shares really look at today’s price. CoreWeave has fallen 43.1% over the past year, which puts the recent selloff at the center of the valuation debate. On the upside, a large committed backlog and long term power agreements can support long run revenue expectations, while legal action, high debt levels and customer concentration may weigh on...

The artificial-intelligence-driven data center boom has been lifting the American economy, and sparking political blowback.

Bernstein remains bullish on the sector, stating that miners have contracted less than a quarter of their combined 30 GW power-development pipeline.

CoreWeave's AI infrastructure growth, expanding backlog and cloud platform could offer greater upside than Microsoft's diversified AI strategy.

AI cloud computing company CoreWeave is exploring the use of financial derivatives as a potential hedge ‌against a future drop in memory and storage chip prices, according to ‌a person familiar with the matter. To lock in supply amid soaring demand, thanks to a surge in AI infrastructure construction, cloud operators including CoreWeave have signed long-term agreements with memory and storage makers such as Micron and SanDisk. But the arrangement cuts both ways: it protects chipmakers from a d

The power provider is seeing a massive boost because of artificial intelligence.

Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.

Meta Platforms has launched "Meta Compute," a third-party cloud AI offering that directly overlaps with CoreWeave's services. The move turns Meta from a major customer into a significant new competitor for CoreWeave. At the same time, Ark Invest and Cathie Wood have increased their holdings in CoreWeave (NasdaqGS:CRWV). CoreWeave enters this new phase with its shares at $88.88 and a mixed recent track record. The stock is up 2.8% over the past week and 12.1% year to date, but is down 11.6%...

The company is looking beyond its own data centers as it tries to sell more TPUs to outside cloud providers.

(Bloomberg) -- Meta Platforms Inc. has committed to spending an additional $40 billion on its sprawling data center campus in Louisiana, pushing its total expected investment beyond $250 billion for the site as it continues to grow its artificial intelligence computing footprint. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Em

CoreWeave has been tanking, but Cathie Wood is buying.

Meta's announcement doesn't spell doom for the neocloud market.

Applied Digital's AI data center expansion is backed by long-term leases, but heavy reliance on a few hyperscale customers raises long-term revenue and execution risks.

This artificial intelligence infrastructure company reported a notable insider sale.

A two-day disposal of 261,797 shares adds to more than $2.3 billion in founder selling since the IPO lockup expired

Cerebras pairs 92% core revenue growth and ample liquidity with customer concentration, margin pressure and capacity-delivery risks.

Cerebras plans its first European AI data center by 2026-end and 200 MW of capacity by 2027-end as demand for local AI compute rises.

Meta Platforms is quietly repositioning itself to compete with Amazon Web Services and CoreWeave on AI compute, and Wall Street is starting to believe the economics actually work. But a billion-dollar regulatory threat landed on the same day the stock surged.

CoreWeave Inc. (NASDAQ:CRWV) is one of the 10 Best Data Center Stocks to Buy in July. On July 6, Investing.com reported that Wolfe Research maintained an Outperform rating on CoreWeave while keeping a $150.00 price target on the stock. The analyst noted that CoreWeave expects the second quarter to be the largest quarter for active […]

Galaxy Digital shares rose nearly 2% alongside Bitcoin's recovery, but retail sentiment on Stocktwits remained in 'bearish' territory.

LIVINGSTON, N.J., July 09, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that Gartner named it a Visionary in the 2026 Gartner® Magic Quadrant™ for Cloud AI Infrastructure.

CoreWeave, Inc. (NASDAQ:CRWV) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer called the company “best in the business,” as he stated: Now, next is CoreWeave. It’s a pure-play neocloud firm. I talk about it quite a bit. CoreWeave’s arguably the best in the business with […]

Meta Platforms shares rose 8.8% on reports it may sell excess compute capacity to third parties, a move that could boost revenue but raises questions about its AI product strength.

CoreWeave (NASDAQ:CRWV) and Invesco QQQ Trust (NASDAQ:QQQ) just gave investors two very different reads on the AI trade. CoreWeave posted its strongest bookings quarter ever, then watched shares slide on customer concentration fears. QQQ, the Nasdaq-100 basket, absorbed the same tech turbulence with barely a scratch. One is a levered GPU cloud pure-play. The other ... CRWV Vs. QQQ: Buy CoreWeave for Explosive AI Alpha or Hold QQQ for Insulated Macro Safety?

CoreWeave is at risk of losing a customer and gaining a competitor.

Galaxy Digital has completed delivery of major power capacity for CoreWeave's Helios data center under a long-term lease arrangement. CoreWeave, listed as NasdaqGS:CRWV, now has access to significant additional power to support its AI infrastructure buildout. The company has signed more than US$40b in new commitments, taking its contracted revenue backlog to nearly US$100b. Management describes recent margin pressure as temporary and indicates CoreWeave is funded for its next phase of...

With a 5-year EPS growth forecasted at 37.88%, Backblaze, Inc. (NASDAQ:BLZE) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term. On June 24, Lake Street analyst Eric Martinuzzi raised the firm’s price target on Backblaze, Inc. (NASDAQ:BLZE) to $14 from $11 while maintaining a Buy rating after the company announced a $335 million total […]

The market is focused on today's costs, but the company has already sold a future that looks entirely different.

Ark Invest added to three existing positions that declined as much as 10% on Tuesday.

Piper Sandler Sees Major Upside for Oracle Cloud Revenue in Fiscal 2027

Insiders at Alibaba, Cerebras Systems and CoreWeave have sold AI-related shares recently, with CoreWeave's $3.27 billion Q2 total raising the most concern among the three companies.

Shares of CoreWeave took a hard hit after news broke that Meta Platforms is building a cloud business to sell spare AI computing power. The tech stock fell sharply over two trading sessions last week, and is currently valued at a market cap of $64.4 billion. Notably, Meta (META) is one of ...

(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Majo

CoreWeave (NASDAQ:CRWV) has been one of the most punished AI infrastructure names of the summer, and I think that has created an opportunity. The stock closed at $81.75 on July 2, 2026, down 31.46% over the past month and 46.14% over the past year. Our 24/7 Wall St. price target for CoreWeave is $167.48, implying ... Price Prediction: CoreWeave Stock Eyes 100% Upside as Data Center Demand Surges

Shares of Cloudflare (NYSE:NET) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares near a fresh 52-week high of $276.81, and it’s standing out on an otherwise rough day for growth tech. The NASDAQ 100 is down 1.3% today, so ... Cloudflare Is Up 9% Today: Is It Outperforming Other AI Cloud Stocks Like Oracle, CoreWeave, and Snowflake?

Meta Platforms (NASDAQ: META) and CoreWeave (NASDAQ: CRWV) just closed the books on their Q1 2026 reports with sharply divergent financial profiles. Meta printed $56.31 billion in revenue while raising capex guidance to $125 to $145 billion. CoreWeave grew sales 111.7% to $2.078 billion but posted a $740 million net loss. One Prints Cash. The ... Meta Vs. Coreweave: Despite 2032 Partnership, ‘Meta Compute’ Remains a Massive Threat to Coreweave

Galaxy Digital said its Helios data center campus in West Texas is now operational and generating revenue after delivering 133 MW of critical IT load to CoreWeave on schedule under…

In just the past month, the stock has fallen more than 15%.

Analyst Chris Brendler argued the Meta-driven selloff in HPC names was overdone, highlighting Galaxy Digital's 22% two-week decline and Cipher Digital's widening valuation gap as entry points.

CoreWeave (CRWV) is back in focus after the company launched ARIA, an AI research agent integrated into Weights & Biases, alongside a sharp pullback in the stock as investors reassess competitive risks. See our latest analysis for CoreWeave. ARIA’s launch and CoreWeave’s index additions have landed just as sentiment cools, with the 7 day share price return down 9.48% and the 30 day share price return down 13.88%. The year to date share price return of 9% contrasts with a 1 year total...

We recently published Jim Cramer’s Biggest Losers: 10 Stocks That Just Didn’t Work Out. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks discussed by Jim Cramer. CoreWeave Inc. (NASDAQ:CRWV) is another stock that Jim Cramer has stuck by despite the weak performance. Being one of the biggest proponents of the AI buildout, the CNBC TV […]

CoreWeave stock holds competitive advantages that can solidify its business.

CoreWeave Inc. (NASDAQ:CRWV) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. Based on a report released on July 2, Northland Securities analyst Nehal Chokshi reaffirmed a Buy rating on CoreWeave Inc. (NASDAQ:CRWV) and the price target of $165. The firm’s price target reflects an additional 101% upside from […]

Investing.com -- Piper Sandler defended its Overweight rating on Oracle in a note to clients on Monday, arguing the company could generate approximately $2.2 billion in Oracle Cloud Infrastructure revenue not currently captured in consensus estimates, based on the firm’s analysis of capital expenditure to data center capacity to revenue conversion.

OpenAI and Anthropic need an IPO soon, Elon Musk's wealth soars again after SpaceX IPO, and more news to start your day.

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 2, 2026, Rosenblatt viewed the prior day’s selloff in CoreWeave, Inc. (NASDAQ:CRWV) shares as a buying opportunity after Bloomberg reported that Meta Platforms (META) is planning a cloud business to sell AI computing power. Rosenblatt said […]

CoreWeave Inc. (NASDAQ:CRWV) is one of BlackRock’s 30 most important AI stocks right now. On June 29, CoreWeave Inc. (NASDAQ:CRWV) launched CoreWeave AI Research & Iteration Agent (ARIA), which is an AI-powered research agent incorporated into Weights & Biases (W&B) by CoreWeave. It reads experimental runs and data, reveals hidden insights, understands project frameworks, builds […]

Okta upgraded, Datadog downgraded: Wall Street's top analyst calls

Meta Platform's entry into the compute-as-a-service business could have big implications for CoreWeave.

CoreWeave Inc. (NASDAQ:CRWV) is one of the best new tech stocks to buy according to analysts. On June 23, CoreWeave became the Official AI Cloud Partner of BattleBots and the inaugural BattleBots Pro League. This partnership provides competitive robot combat teams with direct access to CoreWeave’s specialized AI cloud platform to assist in the development […]

The AI infrastructure company still has a bright future.

Meta Platforms (NASDAQ:META) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least ... Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

Meta Platforms is selling surplus GPU compute to third-party developers, pressuring pure-play AI infrastructure providers while benefiting downstream software companies.

CoreWeave shares tumbled yesterday on reports of Meta Platforms building a commercial cloud infrastructure business. Here’s why the news is bearish for CRWV shares.

AI Cloud Stocks Stumble as BNP Paribas Reveals Its CoreWeave, Nebius Outlook

More than six dozen data-center projects were blocked or delayed in the first quarter due to locals’ opposition. Public pushback is becoming a risk factor for AI companies and their shares.

More than six dozen data-center projects were blocked or delayed in the first quarter due to locals’ opposition. Public pushback is becoming a risk factor for AI companies and their shares.

Nvidia, CoreWeave, and Broadcom should be on your shopping list.

CoreWeave (NASDAQ:CRWV) is under real pressure. The stock fell almost 14% on Wednesday, market cap has slipped under $50 billion to $46.75 billion, and the balance sheet is finally getting the attention bulls spent a year asking you to ignore. CoreWeave rents GPU compute to AI customers, with Meta and OpenAI anchoring a $99 billion ... CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?

NVIDIA (NASDAQ:NVDA) still wears the crown as the world’s most valuable company at roughly $4.78 trillion, and every AI headline runs through it. But look at what has been happening while everyone else stares at the headline. NVIDIA fell 12% in the past month, while Google (NASDAQ:GOOG) at a market cap of $4.38 trillion keeps ... Forget Nvidia: Is Google Quietly About to Steal the Crown as the World’s Most Valuable Company?

Rosenblatt said its channel checks show no change in hyperscalers' demand for GPU computing capacity.

CoreWeave Tumbles After Meta's Surprise AI Cloud Move Rattles Investors

US equity markets were mostly tracking in the green before the opening bell Thursday as traders awai

The AI infrastructure darling was flying high until a report surfaced that one of the world's biggest companies might be moving into its neighborhood.

Momentum can work in the near term, but fundamentals matter over the long term.

The biggest long-term winners of the AI revolution may be the companies supplying the compute, power, cooling, deployment, and data infrastructure that every AI model depends on.

Today, July 1, 2026, investors digested slower manufacturing data and the Fed's commitment to lower inflation amid a volatile session.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 10.1% in the afternoon session after reports revealed that the company plans to build a cloud business to sell its excess AI computing capacity.

Bernstein anticipates that competition for CoreWeave will intensify over time, making the company’s business model unsustainable.

Investors just learned the company will soon face another big competitor.

Meta is reportedly building a cloud computing business.

NVIDIA’s (NASDAQ:NVDA) market cap slipped beneath the $5 trillion mark this month, and the stock has given back roughly a tenth of its value in 30 days. After a parabolic spring, the AI bellwether is taking a breath. Our model reads that breath as a buying opportunity. NVDA stock trades at $192.53, with a market ... Price Prediction: Nvidia Falls Below $5 Trillion, This is Where It’ll End The Year

Shares of Meta Platforms (NASDAQ:META) are up 10% to $619 in morning trading, marking one of the sharpest single-session moves for the stock this year. The catalyst is a Bloomberg report that the company is building a cloud infrastructure business to sell its excess AI computing capacity to outside customers. If confirmed, the shift would ... Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

Meta Platforms is building a cloud business to sell excess artificial intelligence computing capacity, Bloomberg News reported on Wednesday, as tech giants seek returns on costly AI investments amid worries about ‌overspending. The plans are still in development and the strategy could change, the report said, citing people familiar ‌with the matter. Meta shares rose more than 10%, easing pressure on a stock that has underperformed the S&P 500 this year with a nearly 15% ​decline as of Tuesday.

CoreWeave (NASDAQ:CRWV) stock is down 13% to $86.72 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated today, though there is one possible price-move driver. Still, overall it looks like a continuation of a broader downtrend for one of the ... CoreWeave Is Down 13% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?

Backblaze Inc. (NASDAQ:BLZE) is one of the best tech stocks to buy for the next 5 years. On June 23, Backblaze entered a $335 million, five-year agreement with CoreWeave (NASDAQ:CRWV) to provide multi-exabyte cloud storage for AI infrastructure. By integrating Backblaze’s cost-efficient HDD-based storage into CoreWeave’s AI Object Storage, the partnership allows data to be […]

CoreWeave stock has fallen 36.2% over the past year even as investors debate whether its current price properly reflects the company’s heavy spending, contract pipeline, and balance sheet risk. Over the past 12 months, the share price decline of 36.2% signals that the market has already repriced CoreWeave after a period of high expectations. On one side, demand for CoreWeave’s AI infrastructure and large contracted backlog can support optimistic revenue assumptions. On the other side,...

Applied Digital must draw a massive amount of electricity from the grid to support its new data centers, and this under-the-radar company is one of the top beneficiaries.

At $45.20, Applied Digital (NASDAQ:APLD) looks fully valued. With shares up 337.56% over the past year off a $9.02 52-week low, the question is whether anything is left to underwrite at this price. Applied Digital develops liquid-cooled, high-performance computing campuses leased to AI hyperscalers, with 600 MW of contracted capacity tied to roughly $16 billion ... Up Over 400%, I’m Standing Still on Applied Digital Stock

CoreWeave Inc. (NASDAQ:CRWV) is one of the AI stocks on Wall Street’s radar. On June 24, CoreWeave entered a co-location partnership with Conapto to expand its AI cloud capacity in Stockholm, Sweden. The agreement covers two data center campuses powered entirely by renewable energy, with the initial infrastructure already operational. This expansion aims to meet […]

CoreWeave's stock has lost momentum after an extraordinary rally, as concerns over margins and capital expenditures have weighed on market sentiment.

Aswath Damodaran, the NYU Stern professor known as the “dean of valuation,” took aim this week at the lenders financing the AI infrastructure boom. He singled out CoreWeave Inc. as a case study in what he says is broken credit...

CoreWeave (NASDAQ:CRWV) has had a violent ride since its March 2025 IPO, and the recent pullback has reset the risk/reward in shareholders’ favor. With the stock at $96.58 after a 18.12% drop over the past week, our 24/7 Wall St. price target for CoreWeave is $168.65, implying roughly 74.62% upside over the next 12 months. ... CoreWeave Price Prediction: The Case for 70% Upside

CoreWeave (NasdaqGS:CRWV) has disclosed a $99b backlog tied to large AI infrastructure contracts. The company is supplying GPU cloud capacity to major partners including Nvidia, Meta, Microsoft, and OpenAI. These agreements reflect long term commitments for AI workloads across hyperscalers and leading AI labs. CoreWeave sits at the center of rising demand for high performance compute, with the stock trading at $96.58 and up 21.8% year to date. This comes despite the shares being down 18.1%...

CoreWeave's shares have delivered a muted performance this year despite its terrific growth, giving investors a solid opportunity to buy before it is too late.

The AI cloud provider has secured huge contracts, but its expansion plans are just ramping up.

The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.

CoreWeave Inc. (NASDAQ:CRWV) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 16, Cantor Fitzgerald reiterated its Overweight rating and $167 price target for CoreWeave Inc. (NASDAQ:CRWV). According to the firm, CoreWeave Inc. (NASDAQ:CRWV) included additional information in its bond offering note that equity investors generally disregarded. […]

With market capitalization of $64.35 billion, CoreWeave, Inc. (NASDAQ:CRWV) is among the 10 Stocks That Could Double Over the Next 2 Years. On June 15, Cantor Fitzgerald reiterated its Overweight rating and $167 price target on CoreWeave, Inc. (NASDAQ:CRWV), following the company’s disclosure of additional details within its bond offering memorandum that the firm believes equity investors […]

The stock fell after getting added to a major index this week.

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Core Scientific, Inc. (NASDAQ:CORZ) ranks #2 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $389,086,756 Core Scientific (NASDAQ:CORZ) is another former Bitcoin miner in Situational Awareness’s portfolio that is transitioning toward AI infrastructure. Core Scientific builds and […]

Pre-Market Stock Futures: Futures are trading higher this morning, after all the big funds and portfolio managers may have shown their hands on Wednesday, as the tech and chip stocks sell-off resumed after stocks started higher in the morning but faded in the afternoon. The tech sell-off came before Micron Technology (NASDAQ: MU) posted huge ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 P

Qualcomm upgrade, Intel initiation among today's top calls on Wall Street

Backblaze jumped 44% after securing a $335 million deal with CoreWeave tied to AI storage demand.

CoreWeave's latest Swedish expansion puts live AI compute capacity in Stockholm, backed by NVIDIA's newest platforms and renewable power, as the company executes on a European buildout plan first announced…

Conapto deal adds renewable-powered data center sites.

STOCKHOLM, June 24, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced a co-location agreement with Conapto, a provider of scalable, secure, and sustainable data centers. The arrangement encompasses two campuses in Stockholm, with initial capacity already online at Stockholm 4 South. Both campuses will be powered by renewable energy sources. The Stockholm deployment will provide AI innovators with access to CoreWeave’s AI cloud platform, designed specifically for

Citizens has raised its price target on Backblaze to $14 from $8 and kept an ‘Outperform’ rating on the stock, according to TheFly.