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Bernstein remains bullish on the sector, stating that miners have contracted less than a quarter of their combined 30 GW power-development pipeline.
The AI cloud provider is reportedly studying put options to offset the risk that locked-in chip prices fall
(Bloomberg) -- Wall Street banks, scouring every corner of the capital markets to finance the artificial intelligence buildout, have landed on a new pool of funds: US leveraged loans, which are clamoring for the transactions amid a dearth of buyout deals.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strik
Derivatives could protect margins if chip prices tumble
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 downturn, but leaves cloud companies like CoreWeave exposed if prices fall and they are stuck paying well above the going rate.
The power provider is seeing a massive boost because of artificial intelligence.
There are two different ways to interpret Meta Platforms' apparent plans to start leasing its spare cloud capacity.
NBIS is scaling its AI-native hyperscaler with bigger infrastructure, platform expansion, record demand and fresh capital fueling long-term growth.
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%...
Oracle just broke through a key technical floor while S&P Global questions whether its massive AI bet will swallow the company whole. What happens next could separate a generational buying opportunity from a debt-fueled collapse.
(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.
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
Meta just signed a $21 billion deal with CoreWeave while quietly building the infrastructure to make that deal unnecessary. Here is what happens to CoreWeave shareholders if Zuckerberg stops renting and starts competing.
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.
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.
Shares of Meta Platforms (NASDAQ:META) are up 6% in Friday morning trading, changing hands at $670 after Thursday’s close of $631.48. The move extends a hot stretch for Meta Platforms stock, which have climbed 15% over the past week. The catalyst is a rethink of what Meta Platforms is building. A Reuters-reported internal memo and ... Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave?
eToro Group (NASDAQ:ETOR) unveiled a broad set of AI-focused product updates, including a rebuilt mobile app, an expanded AI agent, a desktop trading platform for active investors, an Apple Watch app and an app marketplace for financial tools. At the event, eToro’s co-founder and CEO, identified in
In early July 2026, Backblaze announced a multi-year agreement with CoreWeave worth US$335 million in total contract value to provide hard-disk-drive cloud storage for AI workloads. This partnership is expected to become a major pillar of Backblaze's B2 cloud business over time, underscoring growing demand for its AI-focused storage solutions. In this article, we'll explore how the CoreWeave cloud storage deal could reshape Backblaze's AI-driven growth narrative and risk profile. Invest in...
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.
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