CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI. The company is headquartered in Livingston, New Jersey.
2 trillion valuation with 4b of revenue?
Anthropic's prospectus sets $4.59B in 2025 revenue against an $8.06B operating loss at a roughly $2 trillion valuation. The number traders shouldn't skip: $518B in cloud, compute and infrastructure obligations, which is the bull case for the picks-and-shovels names.
Tempus AI closed 14.46% higher, the biggest move in a 111-name priority list where four other gainers ran 9% or better. The downside was far tamer: DraftKings led decliners at 7.38%, and nothing else lost more than 6.4%.
Clover Health closed up 9.45%, the single biggest move in the 111-name priority list today. Keep an eye on the stock.
NuScale Power closed 16.8% higher at $11.33, the widest single-name gain across our 111-stock priority list. At the other end, GoPro lost 15%, with Expedia, Shopify, Astera Labs and Baidu all down 7% or more.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
96% of NVIDIA's disclosed equity book sits in five names, with a rival chipmaker as the single largest holding as of June 30. Only eight positions total, so every stake here is a deliberate strategic bet.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Brad Gerstner's Altimeter had 56% of its 20-stock book in five names as of June 30, with NVIDIA and Cerebras alone making up more than a third. That is an undiluted AI hardware bet, spanning chips, foundry, and cloud compute, disclosed roughly 45 days after the fact.
Two names closed up more than 19%: Super Micro Computer at $38.09 and CoreWeave at $108.09, the widest top-of-board moves in our 110-stock universe today. The downside was far tamer, with Archer Aviation's 8.2% slide the worst of it.
A 19% move follows last night's Q2 earnings beat, rebuilding the AI cloud premium in a single session. Whether buyers hold this level is the next tell.
The AI buildout still runs on borrowed money: free cash flow came in at negative $5.7 billion even as revenue more than doubled year over year. Demand is not the question here, funding it is.
Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS | NBIS Price Prediction), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80…
IREN just wrote off nearly half a billion dollars in Bitcoin mining hardware, and Wall Street is still trying to figure out what company emerged on the other side of that transformation.
Neocloud stocks, the specialized providers that build and run data centers packed with graphics processing units (GPUs) for artificial intelligence work, are under pressure, and IREN Limited (NASDAQ:IREN) stock is falling hardest.…
Anthropic just handed Akamai Technologies (NASDAQ:AKAM | AKAM Price Prediction) a multibillion-dollar cloud commitment, and Wall Street is repricing the longtime content delivery company as a serious artificial intelligence (AI) infrastructure provider.…
AI infrastructure stocks are moving in different directions Thursday as investors digest evidence that pricing for computing power is rising while funding and capital-intensity concerns remain important. Nebius Group (NASDAQ:NBIS | NBIS Price…
Oracle (NYSE:ORCL | ORCL Price Prediction) stock is down 6% to $136.73 in morning trading, a sharp move that has the company decoupling from the rest of the cloud complex. Meanwhile, CoreWeave…
One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll…
Alex Sirois CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
Vandita Jadeja CoreWeave is posting triple-digit revenue growth while its stock sits nearly 29% below year-ago levels, and that disconnect between momentum and price may not last much longer.
CoreWeave and Nebius both rode the neocloud wave to blockbuster quarters, but their balance sheets tell very different stories about who survives if the hyperscalers stop renting and start competing.
Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler…
Shares of CoreWeave (NASDAQ:CRWV) are down 3.5% in midday trading, changing hands near $80 while the broader tape rallies. The S&P 500 ETF SPY is up 0.9% in the same session, sharpening…
CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot…
Alex Sirois The neocloud trade split three ways Thursday morning after Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) notified customers of higher on-demand rental rates for a range of AI graphics processing unit (GPU)…
Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) are bouncing Wednesday, but the question worth asking is whether the move ends the slide or just adds to a string of one-day…
