CoreWeave, Inc.

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.

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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.

Dell Technologies (NYSE:DELL) has introduced the PowerEdge XE8812 server featuring NVIDIA Vera Rubin NVL4 architecture. The system is designed for high performance AI, scientific and engineering workloads with direct liquid cooling. This launch positions Dell within the emerging shift from standalone GPU servers to integrated, rack scale AI infrastructure. The company is supplying systems to large AI and supercomputing customers, including CoreWeave and Lawrence Berkeley National...

CoreWeave (NasdaqGS:CRWV) agreed a major co-location deal with Conapto in Stockholm to expand its AI cloud infrastructure into Europe. The Swedish deployment is designed to provide scalable, high-performance AI compute capacity powered by renewable energy. The buildout will use advanced NVIDIA architectures and follows recent benchmark results that place CoreWeave’s AI infrastructure among industry leaders. The expansion is aimed at serving growing demand from European AI developers and...

Investors showed interest in businesses tied to artificial intelligence infrastructure, advanced biotechnology, and quantum computing.

CoreWeave will pay Backblaze $335 million over five years for storage capacity to support AI workloads.

Applied Digital Corp. (NASDAQ:APLD) is one of the most promising stocks with highest upside potential. On June 18, Applied Digital completed a $1.59 billion private offering of 7.000% senior secured notes due in 2031. The proceeds are designated to fund the development of 150 MW of critical IT load at the company’s Polaris Forge 1 […]

Zscaler Inc. (NASDAQ:ZS) is one of the most promising long-term stocks to buy according to analysts. On June 9, Zscaler expanded its Project AI-Guardian initiative by integrating its Zero Trust Exchange and AI Protect portfolio with a broad ecosystem of technology partners. This collaboration aims to provide a unified security framework for enterprise AI, allowing […]

The company will provide “multi-exabyte” storage while preserving CoreWeave’s high-performance resources for heavy AI workloads.

We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks discussed by Jim Cramer. AI computing infrastructure provider CoreWeave Inc. (NASDAQ:CRWV) is one of Jim Cramer’s favorite stocks. The shares are down by 35% over the past year and are up […]

Hut 8, TeraWulf, and Core Scientific have each gained more than 90% YTD pivoting to AI data center landlordship, but valuations and timelines vary widely.

Dell Technologies recently completed several fixed-income offerings totaling about US$3.0 billion in senior unsecured notes maturing between 2031 and 2037, secured a new US$6.0 billion revolving credit facility, and affirmed a quarterly dividend of US$0.63 per share payable on July 31, 2026. At the same time, Dell is expanding its role in AI infrastructure by launching Vera Rubin–based PowerEdge servers, shipping rack-scale AI systems to partners like CoreWeave, and collaborating with AMD...

CEO Michael Intrator's latest $35.9 million sale adds to a pattern that has rattled investors

Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply ‌of memory and storage products, and a strategic investment ‌in the IPO-bound AI company's latest funding round. AI developers are racing to secure ​critical components for increasingly expensive data-center buildouts, while memory makers look to tap into the soaring demand for high-bandwidth memory and storage used in training and running advanced AI models. "Our compute strategy depends ‌on gettin

This AI company made its market debut about a year ago.

Oracle Corporation (NYSE:ORCL) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the episode, a caller inquired about the stock, and Cramer replied: It’s got so much debt. See, that’s a problem… Like, Vertiv doesn’t […]

Jim Cramer used his June 16 Mad Money Mad Dash segment to make the case that CoreWeave’s contracted revenue pipeline could be even larger than what the Street currently models. “It’s got the best handle in the buildout. And this morning, [a research note] comes up with a piece looking at the debt documents showing ... Jim Cramer: CoreWeave’s Backlog ‘May Be Much Greater’ Than Wall Street Thinks

Michael Burry passed on betting against SpaceX stock, citing pricey options. Here is what the "Big Short" investor said about the company's near-$3 trillion valuation.

At $117.03, CoreWeave (NASDAQ:CRWV) looks fully valued near current levels, with a more attractive risk/reward setup on any macro-induced pullback to $105 or below. The stock has ripped 18.87% in the past week as traders front-run Nasdaq-100 inclusion on June 22, 2026, making this an awkward spot to chase but a dangerous one to short. ... CoreWeave Just Added $32 Billion to Its AI Backlog Ahead of Joining the Nasdaq-100. Is CRWV a Buy at $117?

CoreWeave (NasdaqGS:CRWV) reported record-breaking results in the MLPerf Training v6.0 benchmark. The company used its production AI cloud platform powered by NVIDIA GB300 NVL72 GPUs. The benchmark runs were conducted on infrastructure that is currently available to customers. CoreWeave enters this news cycle with the stock at $115.21 and a year-to-date return of 45.2%, alongside a 20.5% gain over the past week and 11.0% over the past month. These moves come despite the stock being down...

CoreWeave's insider selling looks alarming on the surface, but the 10b5-1 framing and surging stock suggest the smart money is actually looking the other way.

The fast-growing AI cloud specialist is about to join the Nasdaq-100, and its contracted backlog keeps swelling. But building the infrastructure behind it is getting more expensive by the quarter.

Allbirds is now Smartbird, after the one-time shoe company completed its sale of the Allbirds brand and appointed a new CEO.

The AI infrastructure player popped on a technical benchmark, but the real story is the staggering size of the deals being signed behind the scenes.

Applied Digital's contracted revenue is concentrated among a few hyperscalers, raising concerns that future growth may hinge on a narrow customer base.

We recently published Jim Cramer Called SpaceX A Meme Stock & Discussed These 7 Stocks. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks discussed by Jim Cramer. CoreWeave Inc. (NASDAQ:CRWV) plays a key role in the AI ecosystem as it provides the computing infrastructure to run AI software. The shares are down by 32% over […]

CoreWeave Inc. (NASDAQ:CRWV) is one of the 10 Stocks With Standout Gains. CoreWeave rallied for a fourth straight session on Tuesday, jumping 9.67 percent to close at $117.03 apiece, as investor optimism was fueled by its looming inclusion in Nasdaq’s 100 largest non-financial companies. In an update late last week, CoreWeave Inc. (NASDAQ:CRWV) said that […]

Retail investors reassess growth favorites as Robinhood’s job cuts ripple through a market tilting toward industrial and financial stocks, today, June 16, 2026.

CoreWeave (CRWV) has come into focus after recent trading left the stock at $106.71, with short term returns mixed across the past week and month, and a stronger move over the past 3 months. See our latest analysis for CoreWeave. At a share price of $106.71, CoreWeave’s recent 1 day share price return of 6.13% and 90 day share price return of 29.94% contrast with a 1 year total shareholder return that declined 32.68%. This suggests shorter term momentum while longer term holders are still in...

CoreWeave Rallies After Analyst Predicts Stronger-Than-Expected Growth

Shares of CoreWeave (NASDAQ:CRWV) are up 10% in midday trading on Tuesday, with CoreWeave stock changing hands near $117. The move stands out sharply against the rest of the AI cloud group, which is slightly lower on the session. For context, Cloudflare (NYSE:NET) stock is down 2%, and Snowflake (NYSE:SNOW) stock is down 1%. So ... CoreWeave Is Up 10% Today: Is It Outperforming Other AI Cloud Stocks Like Cloudflare and Snowflake?

The tech stock will soon be added to a major index.

Buy CoreWeave stock despite its losses, says Wall Street. No thanks.

Cantor Fitzgerald reiterated its ‘Overweight’ rating on CoreWeave, with a price target of $167, implying an upside potential of about 44% from current levels.

LIVINGSTON, N.J., June 16, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced record-breaking results in the MLPerf® Training v6.0 benchmark suite. Running on the same CoreWeave Cloud infrastructure available to customers today, CoreWeave delivered the fastest DeepSeek-V3 671B training performance in the benchmark, training one of the most computationally demanding models ever benchmarked in 2.02 minutes on 8,192 NVIDIA GB300 NVL72 GPUs — the largest GB300 cluster

The AI tailwind is far from over. Let's see if these stocks are great picks to cash in on it.

CoreWeave CFO Offloads 63,891 Shares In Multi-Million-Dollar Stock Sale

CoreWeave, listed as NasdaqGS:CRWV, has completed what it describes as an industry first deployment and full validation of NVIDIA Vera Rubin NVL72 at rack scale. The new system introduces rack level control, software defined liquid cooling and a focus on higher inference per watt and lower operating costs for enterprise AI workloads. This development has not yet been discussed in recent Simply Wall St coverage and adds fresh context for investors tracking AI infrastructure...

With the stock beaten down by concerns over spending, the market seems to be missing a critical number that signals a far more durable and diversified business.

Cathie Wood, head of Ark Investment Management, has a history of buying stocks shortly after their IPOs. In recent years, Wood’s Ark funds have invested in newly public companies such as Tempus AI (TEM), Coinbase (COIN), and CoreWeave (CRWV), reflecting her strategy of gaining early exposure ...

CoreWeave Inc (NASDAQ:CRWV) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On May 28, CoreWeave Inc (NASDAQ:CRWV) launched unified agentic AI features that help AI systems work independently and efficiently. These features will help AI models to learn from their own outputs and improve over time. The company […]

Despite explosive revenue growth and a $99.4 billion backlog, CoreWeave's rising losses and heavy spending continue to divide Wall Street.

CoreWeave (NasdaqGS:CRWV) is set to join the Nasdaq-100 Index, marking a rapid inclusion just over a year after its IPO. The change reflects the rising influence of AI infrastructure companies within major US equity benchmarks. Index inclusion is expected to affect CoreWeave's investor mix, with increased attention from institutional and index-tracking funds. CoreWeave focuses on AI infrastructure, providing compute resources that support training and deployment of AI models. The upcoming...

Applied Digital has announced a senior secured note offering of $1.59 billion for funding its Polaris Forge 1 expansion.

CoreWeave Inc. (NASDAQ:CRWV) is one of the 12 best buy-the-dip stocks to invest in now. On May 28, CoreWeave Inc.(NASDAQ:CRWV) announced the launch of unified agentic AI capabilities designed to create a closed feedback loop between model training and inference. This integration utilizes four core components: serverless reinforcement learning, production inference, agent observability via W&B […]

Investors were feeling more bullish about CoreWeave stock today following recent market developments.

Sharon AI is one of Nvidia’s newest partners, with a deal to expand AI infrastructure in Australia.

CoreWeave is among Wall Street's fastest-growing AI stocks.

Stocktwits data showed retail sentiment has softened, leaning 'bearish' on SPY and 'neutral' on QQQ.

CoreWeave (NasdaqGS:CRWV) has completed its first euro and dollar high-yield bond deals, raising about US$3.5b in new funding. The offerings include the first euro-denominated junk bond from a US AI cloud provider, tapping European high-yield investors. Investor demand was strong, particularly for the euro tranche, despite CoreWeave’s current net losses and heavy capex needs. Proceeds are earmarked to support a faster global buildout of AI data centers and expand the company’s infrastructure...

Retail investors have purchased more than $70 billion in SpaceX pre-IPO, and we interview a journalist who had an inside look at TeraWulf’s Lake Mariner data center.

Data Center Richness founder Rich Miller joins the show to discuss TeraWulf's Lake Mariner campus! Plus, SpaceX news and more!

CrowdStrike (CRWD): Great Company, Brutal Price By IPO Edge Editorial Staff An outage took down half the internet in July 2024. The company behind it was CrowdStrike (CRWD). Two years […]

This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV) is pushing further into global debt markets as it looks to raise the equivalent of $3.55 billion to fund its fast-growing AI infrastructure buildout. The deal includes 2 billion, or about $2.3 billion, in euro notes and $1.25 billion in dollar notes, marking what could be the first euro-denominated junk-bond offering from a US AI infrastructure company.

(Bloomberg) -- Cloud-computing giants powering the artificial intelligence boom are tapping global debt markets to fund hundreds of billions of dollars needed for data centers, chips and other infrastructure. Junk-rated CoreWeave Inc. is now following their lead.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulSpaceX IPO Draws More Than $100 Billion in Retail OrdersTrump Vows New Attacks on Iran, Threatens Key Energy TargetsSpaceX IPO Raises $75 Billion in Biggest

AI Infrastructure Firm Adds New Debt Financing Layer

Wall Street may be turning on AI, as Oracle (NYSE:ORCL) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago. ORCL stock is now up just 2.3% from ... Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse

Applied Digital's CoreWeave-linked bond yield fell from 10% to 7%, signaling stronger appetite for AI infrastructure credit.

CoreWeave, which went public in March 2025, has stepped up debt issuance in recent months.

(Bloomberg) -- When Applied Digital Corp. first tapped the junk-bond market in November to fund a data center project tied to CoreWeave Inc., it had to stomach a hefty yield to get the deal done. Fast forward to this week, and borrowing costs for another portion of the same project tumbled.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Sto

CoreWeave, Inc. (NASDAQ:CRWV) is one of the Best Up and Coming AI Stocks to Buy Now. On June 2, Bloomberg reported that a data center subsidiary linked to CoreWeave, Inc. (NASDAQ:CRWV) has raised $900 million through a high-yield bond offering, adding to the growing wave of debt issuance funding AI infrastructure expansion. The report noted […]

The Alphabet-Blackstone neocloud joint venture signals more creative AI infrastructure financing, in a possible boost for Google stock.

CoreWeave (NasdaqGS:CRWV) is reportedly exploring high-yield bond offerings in both euros and US dollars, targeting European investors for the first time. The company aims to use the proceeds to support ongoing AI infrastructure expansion and broaden its funding sources. The bond discussions follow reports of large insider share sales by founders and major shareholders shortly after lockup expiry. CoreWeave comes into this funding push with a mixed share performance profile. The stock is at...

Despite dropping from all-time highs, CoreWeave stock remains 145% above its IPO price.

CoreWeave Founders Cash Out $2.3 Billion as Shares Explode Higher

The market is gearing up for a SpaceX IPO on June 12, and it feels like yesterday that the business confidentially filed for its IPO. That was on April 1 this year. You would expect quiet action since then, but the space-AI hybrid is accelerating before the ticker goes live. SpaceX has signed two monster ... Elon Musk Just Created $26 Billion a Year for SpaceX Days Before the IPO

Tech stocks were sharply lower Tuesday afternoon, with the State Street Technology Select Sector SPD

JP Morgan-arranged calls with European high-yield investors

Oracle and OpenAI have a $300 billion deal for Oracle to build out AI data centers. Microsoft owns 27% of OpenAI, but the companies have renegotiated their cloud and licensing deals.

OpenAI announced it plans on going public—while also saying it still needs privacy to get things done. The ChatGPT parent said on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. OpenAI added that it hasn’t decided on the timing of when it will officially go public and it “may be a while,” as there are “things we want to do that are likely easier as a private company.”

According to a Bloomberg report on Tuesday, CoreWeave is set to evaluate potential financing transactions that could include both dollar- and euro-denominated bonds.

CoreWeave Inc. (NASDAQ:CRWV) is one of the 10 Best AI Stocks to Buy in June. Based on 39 analyst ratings compiled by CNN, 62% assigned a Buy rating to CoreWeave, while 33% assigned a Hold rating. The stock currently has an average price target of $140, a 39.46% upside from the current price of $100.39. […]

Founders Still Own 18% Despite Major Sales

CoreWeave Inc. (NASDAQ:CRWV) is engaging with European high-yield investors as it considers new financing options that could include both U.

(Bloomberg) -- CoreWeave Inc.’s stock price has more than doubled since the AI data center operator’s March 2025 initial public offering. Over the same period, the company’s executives have unloaded more than $2.3 billion worth of their own holdings.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Stocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapUS Launches Strikes Against Iran After Helicopter Shot DownOpenAI Joins a Massive AI IPO Pipeline Now

Investing.com -- CoreWeave Inc. is holding calls with European high-yield investors on Tuesday as the AI infrastructure provider evaluates financing transactions that may include dollar and euro bonds, Bloomberg reported Tuesday.

Trade in artificial intelligence-linked stocks will continue to be volatile during a catalyst-heavy period, but the underlying investment case for the sector is strong, UBS Global Wealth Management's Mark Haefele wrote.

CoreWeave (NasdaqGS:CRWV) has entered a $6b AI cloud agreement with Jane Street, including a $1b equity investment. Jane Street plans to self-build a new 100-200MW AI data center and pair it with CoreWeave's cloud infrastructure. The deal represents one of CoreWeave's largest customer partnerships and shifts how both firms approach AI compute capacity. CoreWeave, trading around $102.37, sits at an interesting point for investors after a mixed run in the stock. Shares are up 29.1% year to...

At $100.39, CoreWeave (NASDAQ:CRWV) is a hold. The stock has shed 27.24% in a month while investors debate a core question: can the company convert a $99.4 billion backlog into cash before the debt math turns ugly. CoreWeave operates a specialized GPU cloud for AI training and inference, positioned between hyperscalers like Microsoft and Meta ... Buy, Sell, or Hold: CoreWeave at $100

The AI build-out is making several unlikely candidates excellent investment opportunities.

Is CRWV a good stock to buy? We came across a bullish thesis on CoreWeave, Inc. on Elliot’s Musings’s Substack by Elliot. In this article, we will summarize the bulls’ thesis on CRWV. CoreWeave, Inc.’s share was trading at $104.27 as of May 27th. CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. […]

This Nvidia partner consistently posts higher revenue growth than the chipmaker.

The AI boom may be a long-term trend but there are bubbles in the market and the memory sector may be a prime example, according to VanEck CEO Jan van Eck. "I would say within the AI ecosystem there are...

Block, Inc. has lagged behind the S&P 500 Index over the past year, yet analysts remain highly optimistic about the stock’s growth potential.

(Bloomberg) -- Research analysts across Wall Street are telling would-be SpaceX IPO buyers that they’re modeling for the company’s artificial intelligence division to see 100 times revenue growth at the end of the decade, to help justify a targeted $1.8 trillion valuation.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PGlazer Family Members Study Manchester United Stake SaleSaylor’s Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Ira

Bernstein is bullish on Bitcoin miners as they increasingly power the AI boom, assigning “Outperform” ratings to TeraWulf and Cipher Digital.

NBIS is boosting its AI cloud platform with Tavily, Eigen AI and Clarifai acquisitions, adding inference and agentic search capabilities.

Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a “neo cloud” by providing both Colossus-1 and Colossus-2 data centers to Anthropic’s Claude, which has been “severely compute constrained throughout the year.” The ... Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic

Asana delivered a stronger-than-anticipated first quarter, driven by accelerating adoption of its AI-powered workflow tools and improving customer retention across key verticals. Management highlighted that net retention rates improved for the fourth consecutive quarter, citing widespread seat expansion and deeper engagement with new AI offerings as meaningful contributors to growth. CEO Daniel Mark Rogers pointed to broad-based improvements, including a return to positive growth in the technolo

CoreWeave (NasdaqGS:CRWV) expanded multi-year AI infrastructure agreements with Anthropic and Meta Platforms, including a Meta contract that runs to around 2032. The company is set to join the Russell 3000 Index, increasing its visibility with institutional investors. CoreWeave also invested in AI startup Tensormesh, adding to its AI infrastructure capabilities alongside its previously announced Vera Rubin hardware launch. CoreWeave is an AI infrastructure provider focused on high...

BNP Paribas has initiated coverage on CoreWeave with a bullish outlook, arguing that the AI cloud infrastructure provider is well positioned to capitalize on surging demand for GPU computing, with its price target implying roughly 71% upside from current levels.

BNP Paribas initiated coverage on CoreWeave stock with an “Outperform” rating. Here’s why the firm’s analysts are bullish on CRWV shares for 2026.

Each of these companies is aiming to play a crucial role in the AI build-out.

The biggest story surrounding the IPO landscape is, of course, none other than SpaceX. But CoreWeave's debut last year shouldn't be forgotten either.

CoreWeave (NASDAQ:CRWV) at $124.82 screens as a wait-and-see setup over the next 12 months, with a working reference value near $138.56. The stock has whipsawed since its 2025 IPO, with tension between a $99.4 billion backlog and $50.81 billion in liabilities driving the volatility. CoreWeave rents GPU-accelerated cloud capacity to AI model builders and enterprises. ... Buy, Hold, or Sell: Is CoreWeave a Multibagger in the Making, or an AI Infrastructure Debt Trap?

The Claude maker moves ahead of OpenAI as competition for AI capital intensifies.

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

CoreWeave Inc. (NASDAQ:CRWV) moved higher in premarket trading on Tuesday, gaining 4% as investors responded to a favorable analyst initiation and continued enthusiasm surrounding artificial intelligence infrastructure companies.

Chicago hyperscale facility fully leased to CoreWeave for 15 years as AI debt funding expands.

Pre-Market Stock Futures: Futures are trading lower on Tuesday, but the technology tsunami continued on Monday, as all major indices dipped into the red early on news that Iran was halting the peace negotiations and would block the Strait of Hormuz. But that sell-off lasted until about noon, before a big reversal, which, by that ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: CoreWeave, Danaher, Hewlett Packard Enterprise, Intuit, Knight-Swift, Meta Platforms, Starwood Property Tr

CoreWeave (CRWV) drew fresh interest after its stock jumped on news that it is the first AI cloud provider to deploy and fully validate NVIDIA’s Vera Rubin NVL72 system on its platform. See our latest analysis for CoreWeave. That Vera Rubin announcement landed on top of an already strong run, with a 1 day share price return of 13.96% and a 90 day share price return of 69.18%, while the 1 year total shareholder return sits at 3.84%. Short term momentum has picked up sharply. If you are looking...

CoreWeave unveiled new unified tools designed to close the training-to-inference gap and improve agentic AI performance in live production environments, including Serverless RL and secure Sandboxes for reinforcement learning and model evaluation.

On June 1, 2026, CoreWeave’s industry-first rollout of Nvidia’s Vera Rubin NVL72 sharpened focus on its AI data center ambitions.

(Bloomberg) -- A data center tied to CoreWeave Inc. is set to get funding from a $850 million junk-bond sale by Elk Grove Village Property LLC, which joins a wave of high-yield issuers tapping debt markets to fund artificial intelligence infrastructure.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionCanada Dips Into Technical Recession fo

The cloud provider now offers fully operational Nvidia Vera Rubin NVL72 systems, which feature more than 100 chips per rack.

A couple of key business partners highlighted the fact that the company is leading the charge into the next generation of AI data center computing platforms.

CoreWeave announced on Monday that it is the first AI cloud provider to deploy the Nvidia Vera Rubin platform.

NVIDIA (NASDAQ:NVDA) Founder and CEO Jensen Huang used a keynote in Taiwan to outline the company’s next phase of growth around agentic AI, AI factories, new data center systems, enterprise software tools, personal computers and robotics. Speaking at GTC Taiwan, Huang repeatedly credited Taiwan’s s

During a keynote address at Taiwan’s Computex conference, Nvidia CEO Jensen Huang unveiled a new N1X processor developed in partnership with Microsoft.

1.8x Faster Than x86 Processors to Drive Diverse Workloads Across Industries, Generating More Data Center Token Revenue NVIDIA Vera CPU Rack NVIDIA Vera is a new class of processor enabling 1.8x faster task completion compared with x86 CPUs. News Summary: NVIDIA launches high-performance, energy-efficient NVIDIA Vera CPUs to drive diverse workloads across industries, including agentic AI, reinforcement learning and data processing.Vera serves as the CPU powering standalone Vera servers, NVIDIA V

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and CoreWeave, Inc. (NASDAQ:CRWV) ranks 9th on this list. CoreWeave, Inc. (NASDAQ:CRWV) has featured in the 13F portfolio of Situational Awareness LP since the first quarter of 2025. Back then, this position comprised 1.2 million shares and […]

Nvidia owns a small group of stocks.

Super Micro Computer stock surged Friday as earnings from artificial-intelligence server peer Dell Technologies had investors excited about the growth ahead for hardware stocks. Super Micro stock jumped 10% to $45.48 on Friday following Dell’s report. Dell stock also soared, after the company said Thursday night that quarterly revenue for its AI-optimized servers rose 757% from the prior year.

Our CoreWeave (NASDAQ:CRWV) call is built on the collision between explosive AI infrastructure demand and a balance sheet straining under capex. The 24/7 Wall St. price target points to $162.79 over the next 12 months, implying meaningful upside from $105.49. Our recommendation is buy with a moderate 50% confidence level, reflecting the wide outcome range ... Price Prediction: CoreWeave Stock Could Triple by 2030

Google is slowly encroaching on established AI infrastructure players.

CoreWeave (NASDAQ:CRWV) just booked the largest customer commitment in its short public life and the largest quarterly loss in its short public life, inside the same earnings report. The Q1 2026 release on May 7, 2026 showed a net loss of $740 million, against a year-ago loss of $315 million. In the same filing, contracted ... CoreWeave Lost $740 Million in 90 Days. Then Meta Handed It $21 Billion. Welcome to the AI Economy

Dell (NYSE:DELL) increased its full-year revenue and earnings guidance on Thursday, highlighting robust demand for its artificial intelligence-focused server portfolio as businesses accelerate investments in data center infrastructure powered by advanced Nvidia technology. The upbeat forecast triggered a strong market reaction, with Dell shares jumping around 39% in extended trading as investors welcomed evidence that spending on AI infrastructure continues to gather momentum.

Is Nvidia as good a stock picker as it is a chipmaker?

(Bloomberg) -- Dell Technologies Inc. shares surged the most since the company returned to the public markets in December 2018, lifted by an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence work.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trum

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are working to bring additional investors into a roughly $36 billion debt financing deal to help Anthropic PBC build out its AI infrastructure. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewal Pending Trump SignoffIran’s Khamenei Says No Going

Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

CoreWeave, Inc. (NASDAQ:CRWV) is one of the best momentum stocks to buy according to analysts. Citi lifted the price target on CoreWeave, Inc. (NASDAQ:CRWV) to $158 from $155 on May 14, maintaining a Buy rating on the shares. CoreWeave, Inc. (NASDAQ:CRWV) also received a rating update from DA Davidson on May 18. The company was downgraded […]

CoreWeave (NASDAQ:CRWV) Chief Financial Officer Nitin Agrawal said the AI cloud company expects margin improvement in the second half of the year as recently added power capacity is converted into deployed GPUs and customer revenue. Speaking in a fireside-style discussion, Agrawal said CoreWeave st

CoreWeave’s June 26 Russell debut could put the fast-rising AI cloud company in a much brighter investor spotlight.

SpaceX's IPO may be the biggest ever, approaching nearly $2 trillion.

Download the Complete Report Here Alpha Compute Corp. (ALP) Revenue-Generating AI Compute Pivot Now Visible; $21 Million NTM Sales Outlook Highlights Scale-Up Potential Key Takeaways: $32.2 million AI lab contract validates ALP’s pivot to AI GPUaaS and confidential compute, creating $16.1 million of annual contracted revenue. $21 million NTM revenue outlook anchors the scale-up trajectory, […]

InvestorPlace's Luke Lango argues the SpaceX IPO signals a broader AI empire play, naming RDW, HSAI, ARM, and CRWV as his top positioned stocks.

Cathie Wood, chief of Ark Investment Management, likes to take advantage of IPOs. Cathie Wood, founder and CEO of Ark Investment Management, likes to jump into some of Wall Street’s hottest IPOs. In recent years, Wood’s Ark funds have bought shares of newly public companies, including ...

CRWV's AI buildout is driving revenue and backlog growth, but rising infrastructure costs and debt are pressuring margins.

CoreWeave may still be in the early stages of its growth story.

The firm expects the company to reach profitability by 2028.

CoreWeave (NasdaqGS:CRWV) has closed a US$3.1b delayed draw term loan facility backed by its high performance computing infrastructure. The financing vehicle is described as the first public HPC infrastructure backed structure of its kind for the AI cloud sector. CoreWeave has also secured its first inclusion in the Russell 3000 Index as part of FTSE Russell’s 2026 reconstitution. For investors tracking AI infrastructure, CoreWeave now sits at the intersection of large scale capital access...

SharpLink Gaming and BitMine Immersion enter the index despite mixed earnings results as Ethereum trades down more than 4% in the past 24 hours.

CoreWeave and Nebius are posting triple-digit growth in some metrics.

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. CoreWeave, Inc. (NASDAQ:CRWV) saw its rating downgraded by DA Davidson on May 18, 2026. Assuming coverage of the stock, the firm’s analyst, Gil Luria, downgraded the rating from Buy to Neutral while setting a price target of $100, down from $175. […]

Core Scientific, Inc. (NASDAQ:CORZ) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. Jefferies raised its price target on Core Scientific, Inc. (NASDAQ:CORZ) from $24 to $37 on May 14, 2026. The firm’s analyst kept a Buy rating on the company’s stock. According to them, demand for AI data centers remains strong, with […]

(Updates with comments from Morgan Stanley starting in 13th paragraph.) Rising interest rates wo

The AI build-out is still just getting started, and these companies are positioned to capitalize.

CoreWeave (NasdaqGS:CRWV) and Pulumi have launched new infrastructure-as-code integrations for AI workflows. The partnership connects CoreWeave’s GPU cloud infrastructure directly to Pulumi’s development and deployment tooling. The integration allows AI teams to provision, track, and deploy workloads through code based workflows. CoreWeave, trading at around $107.58, sits in a part of the market where developer experience and workflow integration are becoming just as important as raw...

ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.

Both CoreWeave and Nebius power AI giants with critical infrastructure, but one looks like the superior investment.

The firm has lowered its price target to $100. What does that mean for investors?

CoreWeave will remain one of the top beneficiaries of the global AI infrastructure boom, supported by massive growth in contracted backlog.

SpaceX’s IPO filing is reshaping how investors value launch, satellite, and AI infrastructure companies including Rocket Lab, AST SpaceMobile, CoreWeave, Firefly Aerospace, and EchoStar.

CoreWeave (NASDAQ:CRWV) has whipsawed investors with triple-digit revenue growth, a $99 billion backlog, and one of the heaviest capex profiles in the cloud sector. After a 14.58% pullback over the past month, the question is whether the AI hyperscaler discount has gone too far. Our 24/7 Wall St. price target for CoreWeave is $165.77, implying ... CoreWeave Scores Big With Meta — We See 66% Upside

Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.

Hedge fund managers say they are targeting investments this year in companies from AI-linked data centres and printed circuit board (PCB) makers to ‌pet food and instant noodle brands as they try to ride the tech boom and Gen Z ‌spending. AI-related trade drew strong interest at the annual Sohn Investment Conference in Hong Kong this week as a semiconductor rally this year helps major ​Asian equity indexes outperform Western markets. The firms did not disclose whether they had positions in the

Blackstone, already the world’s largest private owner of data centers, will provide an initial $5 billion investment.

CoreWeave is building a sizable enterprise business, especially among financial services customers. CoreWeave stock has climbed 37% in 2026.

Google Cloud and Blackstone are committing $5b to a new AI cloud venture centered on Google's custom TPU chips. The venture is positioned as a large scale rival to GPU focused providers such as CoreWeave (NasdaqGS:CRWV). The partnership is targeting enterprise AI workloads and plans to ramp capacity rapidly. For CoreWeave, whose business is built around GPU based cloud services, this new TPU native venture introduces a fresh competitive threat. The stock trades at $103.77, with the share...

CoreWeave stock is worth consideration, but be advised that it's not for the fainthearted.

The Number CoreWeave (NASDAQ:CRWV) has raised over $20 billion in capital so far in 2026, a financing pace that now defines the investment debate around the AI infrastructure company. The total stacks an $8.5 billion non-recourse investment-grade delayed draw term loan facility, a $2 billion Class A common stock investment from NVIDIA, and a freshly ... CoreWeave Has Raised $20 Billion in Capital This Year. Should Investors Be Worried?

FEATURE Stocks fell Tuesday and the tech-led rally continued to lose momentum as government bonds sold off sharply. Investors also continued to monitor the situation in the Middle East. These stocks made notable moves: Home Depot gained 0.

New AI infrastructure company to use Google-designed chipsAlphabet’s (NASDAQ:GOOGL) Google and Blackstone Inc (NYSE:BX) announced plans on Tuesday to create a new artificial intelligence cloud computing company powered by Google’s proprietary AI chips, lifting shares of both companies in premarket U. S.

The combination creates the world's largest regulated electric utility

The two giants are launching an AI compute supplier as the demand for AI infrastructure continues to grow.

(Bloomberg) -- For years, there was only one way for mom-and-pop investors to buy into Elon Musk’s vision: shares of Tesla Inc. That’s about to change — and it’s a serious risk for Tesla investors. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whipsaw on Mixed US-Iran

CoreWeave stock pulled back following its latest quarterly report, but investors shouldn't miss the bigger picture.

LIVINGSTON, N.J., May 18, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced it has closed its $3.1 billion delayed draw term loan facility ("DDTL 5.0 Facility"), supporting continued expansion of its AI cloud platform and committed customer deployments.

STORY: :: Amazon Web ServiceTwo powerhouse utility companies are merging as the AI boom fuels data center demand.:: NextEra EnergyNextEra Energy on Monday said it will buy Dominion Energy in an all-stock transaction valued at nearly $67 billion.:: Dominion EnergyThe deal is one of the biggest in the U.S. power industry, and will create the world's largest regulated electric utility company by market value.:: NextEra Energy:: Amazon Web ServiceThe transaction gives NextEra greater reach into supp

Shares of HIVE Digital Technologies (NASDAQ:HIVE) are up 34% in mid-morning trading Monday, while T1 Energy (NYSE:TE) shares have climbed 20%. The catalyst: a wave of social media buzz around a 13-F disclosure from Leopold Aschenbrenner’s Situational Awareness LP. HIVE stock traded near $3.60 after closing Friday near $2.73. TE stock pushed to $6.76, from ... HIVE Digital Rockets 34%, T1 Energy Jumps 20% on Aschenbrenner Buzz, but CleanSpark, Riot, CoreWeave Stay Quiet

Artificial intelligence is no longer just about who builds the fastest chips. Increasingly, it’s about who controls the infrastructure powering the AI boom — the cloud providers, networking gear, software tools, and data centers that keep those chips humming around the clock. That’s where Nvidia (NASDAQ:NVDA) has been playing a quieter game investors may be ... Nvidia’s Hidden Portfolio Just Doubled Down on CoreWeave Stock

CoreWeave, listed as NasdaqGS:CRWV, has introduced Sandboxes, a new execution layer for AI workloads. Sandboxes are designed to provide secure, isolated environments for AI agents, tools, and reinforcement learning at scale. The product unifies execution, session management, and debugging across on prem and serverless deployments, with integration into platforms such as Weights & Biases. CoreWeave focuses on specialized AI infrastructure rather than broad, general-purpose cloud services,...

As Jensen Huang joins Donald Trump on a high-stakes China trip, investors are watching closely for signs of easing tensions over AI chip exports.

Applied Digital trades at a premium, but expanding AI data center capacity and $23B in contracted lease revenues keep growth expectations elevated.

Watch Fortinet Fireside Chat Below: IPO Edge hosted a fireside chat with Fortinet, Inc. (Nasdaq: FTNT) Chief Operating Officer John Whittle, moderated by Editor-at-Large Jarrett Banks in a video session lasting […]

Both AI infrastructure companies are firing on all cylinders.

CoreWeave, Inc. (NASDAQ:CRWV) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. Answering a caller’s query about the stock during the episode, Cramer said: Okay, now, I gotta tell you… CoreWeave is what I call a stock that’s not for the […]

By Karen Roman The growing tension between AI-driven data center development and power availability constraints is reshaping the market, according to a survey published by Vinson & Elkins. The survey also found 96% of infrastructure developers preview power constraints to pivot data center development to new locations, while more than 80% are adopting hybrid and […]

The most critical signal within Nebius’s (NBIS) recent performance is not the quarterly revenue beat, but the fundamental transformation of the company’s risk profile. While the market focuses on top-line volatility, the deeper narrative reveals a transition from speculative capacity building toward the industrial-scale fulfillment of pre-sold infrastructure.

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 7 Best Data Center GPU-as-a-Service Stocks To Buy. On May 8, Deutsche Bank raised the price target on CoreWeave, Inc. (NASDAQ:CRWV) to $135 from $125 and maintained a Buy rating on the stock. This reflects an upside of 18% from here on. The upward revision to the price […]

Nebius reported $399 million in quarterly revenue and outlined up to $20 billion in planned spending this year.

CoreWeave's outlook disappointed Wall Street even as revenue more than doubled year over year.

CoreWeave posted strong first-quarter results on May 7, following which analysts have pointed toward its massive backlog as a reason to buy the stock.

The data center specialist's heavy spending to serve more AI customers may already be paying off.

LIVINGSTON, N.J., May 13, 2026--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that Brannin McBee, Co-Founder and Chief Development Officer, will present at the J.P. Morgan Global Technology, Media and Communications Conference in Boston, MA. The discussion will begin at 11:25 a.m. Eastern Time on May 19th.

(Bloomberg) -- Cloud computing provider Nebius Group NV reported a 684% jump in first quarter sales on increased demand for its data centers. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyRevenues reached $399 million for the quarter, the Amsterdam-based company said in a st

Nebius stock soars after quarterly results.

Nebius stock jumped after the AI computing specialist reported a lower-than-expected, Q1 net income loss while revenue topped expectations.

Nvidia (NVDA) stock investors have laughed all the way to the bank over the past three years, as the company has crushed the AI chip space. CoreWeave (CRWV) CEO Michael Intrator, however, just laid out why that incredible level of dominance requires consistent defense. In a recent CNBC ...

CoreWeave is seeing incredible demand for its computing resources.

CRWV posted $2.1B Q1 2026 revenue and a $99.4B backlog as AI demand surged, but rising losses, debt and spending kept investors cautious.

A sudden halt for technology stocks put the brakes on Wall Street’s record-setting run Tuesday. The Dow Jones Industrial Average added 56 points, or 0.1%, while the Nasdaq composite sank 0.7% from its own record. Micron Technology dropped 3.6% after coming into the day with a gain of nearly 180% for the year to date, and CoreWeave sank 6.1% to cut into its gain of 60% for 2026.

Bank of America just got even more bullish on CoreWeave (CRWV), spearheaded by the market’s insatiable demand for AI infrastructure. On May 6, according to TheFly, BofA raised its price target on the AI cloud giant’s stock to $140 from $120, while maintaining a “Buy” rating, driven by relentless ...

CoreWeave’s red-hot AI rally cooled sharply as investor concerns over Q2 outlook and spending plans overshadowed explosive growth.

CoreWeave, listed as NasdaqGS:CRWV, achieved top speed and price performance on Moonshot AI's Kimi K2.6 inference benchmark, highlighting its AI infrastructure tuning. Major shareholder Magnetar carried out large stock sales following recent earnings, while the company continues its expansion efforts. CoreWeave's GPU collateralized debt structure and underlying risk assumptions have come under closer review from market participants. CoreWeave sits at the intersection of cloud computing and...

Circle and CoreWeave could grow much larger over the next few years.

Wall Street already knew CoreWeave was growing fast. But after its first-quarter 2026 earnings call, CEO Mike Intrator made something crystal clear: the company is winning business while locking up the AI infrastructure market for years to come. The numbers backing that claim are hard to dismiss. ...

CoreWeave offers something that AI customers greatly need: compute.

Massive CoreWeave Insider Sale Sparks Fresh Fears for CRWV Stock

NBIS heads into Q1 earnings with strong AI cloud demand and rapid expansion, but high valuation and heavy spending may keep investors cautious.

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 14 Stocks That Will Skyrocket. This stock is part of Alex Green’s list of “secret picks.” In fact, he goes as far as to call it an AI “Superstock.” To back up the claim, Green touts the firm as having agreements with OpenAI, Meta, NVIDIA, and other technology […]

Ark Invest added to three existing positions as they declined 24% on Friday.

There is a specific kind of conviction that gets tested when a stock falls sharply on earnings. Most analysts either defend their prior call quietly or quietly revise it lower. Every so often, one does neither. One of Wall Street's most closely watched AI infrastructure names just delivered that ...

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]

The stock fell following CoreWeave's Q1 earnings announcement.

The AI cloud company's first-quarter bookings hit a record. But soft guidance and rising costs spooked the market.

CoreWeave (CRWV) just posted first quarter results that paired very strong AI cloud revenue with a larger loss and heavier spending, a mix that has clearly unsettled near term market sentiment. See our latest analysis for CoreWeave. The Q1 report triggered a sharp 1 day share price return of -6.62%. However, this follows a strong run, with a 7 day share price return of 15.45% and a year to date share price return of 62.43%. The 1 year total shareholder return of 134.25% points to momentum...

CoreWeave's latest quarterly report didn't deliver what investors were looking for.

The market maker's first-quarter trading revenue more than doubled from a year earlier, while net income reached $10.3 billion.

Neoclouds like CoreWeave borrow billions against chips that lose value fast, and the financing structures are unlike anything in traditional credit

CoreWeave's (CRWV) Q2 revenue guidance was below consensus, which could signal a slowdown in capacit

Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.

CoreWeave (NASDAQ:CRWV) reported strong first quarter revenue growth that topped Wall Street expectations, but shares fell sharply as wider-than-expected losses and softer forward guidance weighed on sentiment. Revenue for the quarter reached $2.08 billion, up 112% from $982 million a year...

AI cloud provider posted triple-digit growth but guidance missed Wall Street expectations.

The stock of CoreWeave (NASDAQ: $CRWV) is down as much as 10% after the artificial intelligence (A.I.) data centre ...

CoreWeave shares sink as forecast dissapoints.

CoreWeave stock tumbles as the cloud computing company misses analysts’ earnings forecasts for the first quarter and issues a soft current-quarter outlook.