12:45pm ET
Investing
CoreWeave Offers So Much at $85
CoreWeave has shed nearly $70 from its May peak and now carries a $104 billion revenue backlog against a debt load that makes bears nervous. Whether the $85 price level is a…
CRWV Coverage Page 5
12:08pm ET
Investing
Dell Falls 4% Ahead of Earnings as Its 266% Rally Raises the Bar, Super Micro and Hewlett Packard Enterprise Slip
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to…
3:13pm ET
Investing
Oracle Just Rallied 18% in a Month: Take Profits, or Buy More?
Oracle's recent surge looks like a comeback until you stack it against what the rest of the cloud sector did over the same window, and the comparison raises an uncomfortable question about…
11:00am ET
Investing
Prediction: These 3 AI Stocks Could Be the Next Big Winners
AI spending is minting new winners faster than most investors can track, and three stocks sitting at the intersection of memory, custom silicon, and GPU cloud infrastructure may be the clearest bets…
3:34pm ET
Investing
Wall Street Just Invented the ‘Neocloud’ ETF. It Owns the Companies Renting AI Compute to Everyone Else
A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs,…
2:30pm ET
Investing
Applied Digital and IREN Climb 6% as the Digital Infrastructure Bid Broadens Past Bitcoin, Core Scientific Gains 4%
Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.
1:24pm ET
Investing
Nebius Rises 4% Despite Adding $5.75B in Convertible Debt, Snapping a Six-Session Slide
Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise…
1:21pm ET
Investing
RUM Group Surges 11% as CEO Vows to Take On CoreWeave and Nebius, Trump Media Holds Flat
RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap…
11:45am ET
Investing
SpaceX and CoreWeave Helped Turn Dell Into an AI Rocket. Earnings Could Bring It Back to Earth
Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a…
10:11am ET
Investing
CoreWeave’s AI Data Center Capacity Is Exploding — Its $35 Billion Debt Load Still Makes the Stock Untouchable
CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing…
1:43pm ET
Investing
Nebius Group Falls 4% as $5B Convertible Settles, Datadog Drops 3%, Cloudflare Slips
A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive…
1:31pm ET
Investing
Forget CoreWeave — This Is the AI Stock You Should Instead Be Buying
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the…
11:00am ET
Investing
Prediction: CoreWeave Stock Will Double on This Date
CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the…
1:11pm ET
Investing
Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?
A single overnight financing just sent ripples across the entire AI cloud sector, and the names that ran hardest this summer are now paying the steepest price for it.
10:10am ET
Investing
Mark Cuban Makes Cryptic Prediction About “Chips As An Asset Class”
Mark Cuban dropped four words on X that sent financial media into a frenzy, but no one can agree whether he meant it as a buy signal or a warning about a…
