Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave…
Pre-Market Stock Futures: Futures are trading lower after a solid risk-on Wednesday, when all major indices finished higher. Reports that filtered out of the media that Iran had backchannelled the CIA, looking…
CoreWeave (NASDAQ:CRWV) is adding another high-profile name to its customer roster. Perplexity, the AI-powered search company, has signed a multi-year partnership to run AI inference workloads on CoreWeave’s cloud infrastructure, with CRWV…
Artificial intelligence (AI)-focused cloud infrastructure provider CoreWeave (NASDAQ:CRWV) released its fourth quarter earnings on Thursday, and the market’s reaction was swift and brutal. Shares plummeted 18.5% on Friday, wiping out billions in…
Rich Duprey Live Updates UBS Bullish on Tech12:13pm ETWhile UBS has a bearish view on the broader stock market, the firm remains bullish on pockets of tech. Most recently, UBS analysts have upgraded shares…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reported fiscal Q4 2026 earnings after the close on February 25, 2026, delivering results that cleared both official consensus and the buy-side whisper number. Here are…
Live Updates Market Reaction 4:55pm ETCoreWeave shares are now down roughly 5% after hours, and the conference call is the next catalyst. Management has held back 2026 guidance, which means the market…
Eric Bleeker A now-staple name in the AI world, CoreWeave (NASDAQ:CRWV) is sitting on a massive $55.6 billion revenue backlog, nearly double what it had just one quarter earlier. This figure alone makes it…
CoreWeave (NASDAQ:CRWV) gained 6.77% this week, closing at $96.04 on February 13. That performance stands in sharp contrast to the S&P 500 (NYSEARCA:SPY), which dropped 1.29% over the same period. Year to…
Eric Bleeker Oracle (NYSE:ORCL | ORCL Price Prediction) looked like it was destined to be the next $1 trillion company last year before things made an abrupt turn. The stock has nearly halved since…
Shares of buy now, pay later stock Affirm (NASDAQ: AFRM | AFRM Price Prediction) are gaining attention. All after analysts at Needham upgraded the stock to a buy with a $100 price…
Pre-Market Stock Futures: Futures are trading mixed after a solid start to the week, with all the major indices, except the Russell 2000, finishing the day higher. Anticipation of earnings reports from…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) first invested approximately $100 million in CoreWeave (NASDAQ:CRWV) in 2023 and added to its stake around CoreWeave’s IPO last March. In 2025, the close relationship between…
Live Updates Fed Chair Uncertainty 12:45pm ETWith the Fed’s Jerome Powell’s chairmanship term in the final stretch, rumors of his successor have the ability to move the markets. U.S. National Economic Council…
Shares of CoreWeave (NASDAQ:CRWV) were brutally punished as shares eventually went on to shed more than 64% of their value from peak to trough. While the AI-driven cloud provider is still up…
Joey Frenette 
