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CoreWeave stock continues to fall after the report that Meta could look to sell AI computing capacity. But Wall Street says it may be time to buy CoreWeave.
CRWV launches ARIA, an AI research agent in Weights & Biases that analyzes experiment data, automates research tasks and speeds AI model iteration.
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.
Meta is developing a cloud business to sell AI models and computing capacity to external customers.
This deal could be a masterstroke, but investors need more clarity on the company's direction.
Meta’s unconfirmed plan to build a cloud business faces competition from a well funded rival less than 24-hours later.
Nvidia stock is lagging behind the broader semiconductor sector this year but it has a plan to increase its customer base.
The Morning Bull - US Market Morning Update Thursday, Jul, 2 2026 US stock futures are pointing slightly lower this morning, with E mini S&P 500 contracts down about 0.3% and Nasdaq 100 futures off roughly 0.6%, as investors weigh firm US bond yields against mixed global growth signals. The US 10 year Treasury yield is holding around 4.46% after May job openings reached a two year high, a sign that hiring demand is still strong and that borrowing costs for mortgages, credit cards, and...
(Bloomberg) -- SoftBank Group Corp. and its telecom unit will start renting AI computing resources to US companies next fiscal year in a bid to capitalize on the company’s growing pipeline of data center projects.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerExxon to Change Name for First Time in Decades After RedomicileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IP
Shares of Nebius Group (NASDAQ:NBIS) closed down 17% Wednesday. The move cracks a narrative that just weeks ago had retail investors trading millionaire screenshots on Reddit. The neocloud trade, the idea that AI-first cloud upstarts can borrow their way to hyperscaler status, is running into the arithmetic of how much debt these companies actually owe. ... The Neocloud Trade Could Turn Shareholders Into Bagholders. Nebius Just Cratered 17%
Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.
D.A. Davidson head of technology research Gil Luria explains what Meta's (META) potential cloud business means for CoreWeave (CRWV) and Nebius (NBIS).
The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment, and energy capacity to support AI models. Annual AI infrastructure spending by the major hyperscalers is approaching $750 billion, as they, startups, and ... Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?
CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US scale, banking a $99.4 billion backlog. Nebius, run out of the Netherlands, delivered +841% YoY AI Cloud growth on a much smaller base while pushing aggressively into ... CoreWeave Vs. Nebius: CoreWeave’s US Footprint Beats Nebius’s Premium European Expansion
Nebius Group stock has delivered a very strong run over the past year, yet the current valuation checks lean expensive. The key tension for investors is whether recent gains already reflect much of the good news that has come through in AI contracts and index inclusion. The share price is up about 449% over the past year, which puts Nebius Group firmly in the group of stocks where expectations are very high and small disappointments can matter. Massive long term AI infrastructure deals with...
Meta’s reported plans weigh on AI infrastructure providersShares of CoreWeave (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS) fell more than 6% on Wednesday after a Bloomberg report suggested that Meta Platforms is preparing to expand into the cloud infrastructure market. The report indicated that Meta is exploring ways to commercialise its artificial intelligence infrastructure by offering customers access to AI computing resources and foundation models.
NBIS reports record pipeline growth, rising customer demand and bigger AI infrastructure plans as capacity, contracts and spending continue to climb.
Rambus operates in a key part of the memory boom that most investors aren't noticing.
Nebius stock has pulled back from its June high, testing whether AI valuation fears outweigh its revenue guidance, backlog and infrastructure growth.
CRWV expands its AI cloud in Europe with new renewable-powered Stockholm data centers, adding advanced AI capacity and strengthening regional reach.
NBIS unveils AI Cloud Aether 3.6 with Echo, an AI infrastructure assistant, plus upgrades to security, storage and developer tools.
Nebius has multiple potential negative catalysts and a very high valuation.
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