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Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why
Investing.com -- Meta Platforms Inc (NASDAQ:META) has contracted over 5GW of datacenter capacity across cloud and colocation in just the first half of 2026, and research firm SemiAnalysis argues the company's compute buildout is nowhere near its peak, projecting that Meta's 2027 capital expenditure will be "shockingly high" and that fears of it cannibalizing neocloud rivals are misplaced.
CoreWeave Inc. (NASDAQ:CRWV) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. Based on a report released on July 2, Northland Securities analyst Nehal Chokshi reaffirmed a Buy rating on CoreWeave Inc. (NASDAQ:CRWV) and the price target of $165. The firm’s price target reflects an additional 101% upside from […]
Investing.com -- Piper Sandler defended its Overweight rating on Oracle in a note to clients on Monday, arguing the company could generate approximately $2.2 billion in Oracle Cloud Infrastructure revenue not currently captured in consensus estimates, based on the firm’s analysis of capital expenditure to data center capacity to revenue conversion.
NBIS stock rallies on AI infrastructure expansion, surging revenues and strong demand, but high capex and premium valuation temper near-term upside.
Bitcoin mining isn’t the easiest way to make money these days, but a few companies that invested in the space may not care. Coreweave the poster child, is thriving after switching from mining Bitcoin to selling AI cloud computing capacity. Crypto services firm Galaxy Digital is also betting big on AI, aiming to turn a former mining site into a large AI campus.
CoreWeave, Inc. (NASDAQ:CRWV) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 2, 2026, Rosenblatt viewed the prior day’s selloff in CoreWeave, Inc. (NASDAQ:CRWV) shares as a buying opportunity after Bloomberg reported that Meta Platforms (META) is planning a cloud business to sell AI computing power. Rosenblatt said […]
↗️ easyJet (UK:EZJ): The budget U.K. airline agreed in principle to a takeover offer by U.S. investment firm Castlelake, in a deal that could exceed $7 billion. Shares jumped in London. ↗️ Strategy (MSTR): Shares in Michael Saylor's bitcoin-hoarding company climbed premarket, setting it up to extend recent gains on the back of a turnaround meant to shore up investor confidence.
CoreWeave Inc. (NASDAQ:CRWV) is one of BlackRock’s 30 most important AI stocks right now. On June 29, CoreWeave Inc. (NASDAQ:CRWV) launched CoreWeave AI Research & Iteration Agent (ARIA), which is an AI-powered research agent incorporated into Weights & Biases (W&B) by CoreWeave. It reads experimental runs and data, reveals hidden insights, understands project frameworks, builds […]
The AI infrastructure company still has a bright future.
CoreWeave (NasdaqGS:CRWV) has been named the Official AI Cloud Partner and Platinum Sponsor of the first BattleBots Pro League. The company will provide AI cloud resources to BattleBots robotics teams for machine training and development. The partnership marks CoreWeave’s move into public, consumer facing robotics competitions beyond its traditional enterprise AI client base. For investors tracking CoreWeave, the BattleBots agreement provides a new lens on how the company’s AI focused cloud...
CoreWeave Inc. (NASDAQ:CRWV) is one of the best new tech stocks to buy according to analysts. On June 23, CoreWeave became the Official AI Cloud Partner of BattleBots and the inaugural BattleBots Pro League. This partnership provides competitive robot combat teams with direct access to CoreWeave’s specialized AI cloud platform to assist in the development […]
APLD is ramping up AI data center expansion with billions in new financing, as much of its contracted capacity has yet to generate recurring revenues.
CoreWeave's 24% pullback has eased valuation concerns, but can explosive AI growth and a huge backlog outweigh rising competition and heavy spending?
Meta Platforms (NASDAQ:META) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least ... Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong
More than six dozen data-center projects were blocked or delayed in the first quarter due to locals’ opposition. Public pushback is becoming a risk factor for AI companies and their shares.
Nvidia, CoreWeave, and Broadcom should be on your shopping list.
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.
The most concerning part of Wednesday's sell-off wasn't the size of the drops -- it was who caused them.
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.
CoreWeave (NASDAQ:CRWV) is under real pressure. The stock fell almost 14% on Wednesday, market cap has slipped under $50 billion to $46.75 billion, and the balance sheet is finally getting the attention bulls spent a year asking you to ignore. CoreWeave rents GPU compute to AI customers, with Meta and OpenAI anchoring a $99 billion ... CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?
NVIDIA (NASDAQ:NVDA) still wears the crown as the world’s most valuable company at roughly $4.78 trillion, and every AI headline runs through it. But look at what has been happening while everyone else stares at the headline. NVIDIA fell 12% in the past month, while Google (NASDAQ:GOOG) at a market cap of $4.38 trillion keeps ... Forget Nvidia: Is Google Quietly About to Steal the Crown as the World’s Most Valuable Company?
CRWV launches ARIA, an AI research agent in Weights & Biases that analyzes experiment data, automates research tasks and speeds AI model iteration.
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