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Meta stock rallied on a report that the Facebook parent plans to offer access to its massive AI cloud infrastructure to business customers.

Meta rises on a report that it hopes to generate revenue from selling excess computing power to third parties. CoreWeave and Nebius are falling.

Cathie Wood Loads Up on AI Winners as She Cuts Roku and China Exposure

Meta Platforms is building a cloud business to sell excess AI computing capacity, Bloomberg News reported ‌on Wednesday citing people familiar with the matter. The move ‌could reduce Meta's reliance on advertising revenue and help it take on major cloud ​companies, including Amazon, Microsoft and Alphabet. Meta did not immediately respond to a request for comment.

The stock market, and technology names in particular, were falling ahead of the open Wednesday after a strong performance in the previous session.

Backblaze Inc. (NASDAQ:BLZE) is one of the best tech stocks to buy for the next 5 years. On June 23, Backblaze entered a $335 million, five-year agreement with CoreWeave (NASDAQ:CRWV) to provide multi-exabyte cloud storage for AI infrastructure. By integrating Backblaze’s cost-efficient HDD-based storage into CoreWeave’s AI Object Storage, the partnership allows data to be […]

CoreWeave stock has fallen 36.2% over the past year even as investors debate whether its current price properly reflects the company’s heavy spending, contract pipeline, and balance sheet risk. Over the past 12 months, the share price decline of 36.2% signals that the market has already repriced CoreWeave after a period of high expectations. On one side, demand for CoreWeave’s AI infrastructure and large contracted backlog can support optimistic revenue assumptions. On the other side,...

Applied Digital must draw a massive amount of electricity from the grid to support its new data centers, and this under-the-radar company is one of the top beneficiaries.

The company’s gross margin declined by 26% since Dell first reported AI server revenue over a year ago as servers surpass computers and laptops.

At $45.20, Applied Digital (NASDAQ:APLD) looks fully valued. With shares up 337.56% over the past year off a $9.02 52-week low, the question is whether anything is left to underwrite at this price. Applied Digital develops liquid-cooled, high-performance computing campuses leased to AI hyperscalers, with 600 MW of contracted capacity tied to roughly $16 billion ... Up Over 400%, I’m Standing Still on Applied Digital Stock

CoreWeave (CRWV) released a public preview of ARIA on June 29, an AI agent built to analyze machine learning experiments inside its Weights & Biases platform. The launch looks like a routine product update from an AI cloud company. It is actually the first visible return on a $1.4 billion ...

CoreWeave Inc. (NASDAQ:CRWV) is one of the AI stocks on Wall Street’s radar. On June 24, CoreWeave entered a co-location partnership with Conapto to expand its AI cloud capacity in Stockholm, Sweden. The agreement covers two data center campuses powered entirely by renewable energy, with the initial infrastructure already operational. This expansion aims to meet […]

Aswath Damodaran, the NYU Stern professor known as the “dean of valuation,” took aim this week at the lenders financing the AI infrastructure boom. He singled out CoreWeave Inc. as a case study in what he says is broken credit...

The ARK Innovation ETF (NYSEARCA:ARKK) has barely moved this year, gaining about 2% year to date through late June and sitting at roughly $78 per share. That stasis hides a violent tug of war inside the portfolio: AMD has more than doubled, up 144% YTD, while Coinbase has shed 34% and Tesla (NASDAQ:TSLA), ARKK’s largest ... Tesla’s 10% Weight in ARKK Sets Up a Make-or-Break Year for the Innovation ETF

CoreWeave's stock has lost momentum after an extraordinary rally, as concerns over margins and capital expenditures have weighed on market sentiment.

CoreWeave (NASDAQ:CRWV) has had a violent ride since its March 2025 IPO, and the recent pullback has reset the risk/reward in shareholders’ favor. With the stock at $96.58 after a 18.12% drop over the past week, our 24/7 Wall St. price target for CoreWeave is $168.65, implying roughly 74.62% upside over the next 12 months. ... CoreWeave Price Prediction: The Case for 70% Upside

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.

CoreWeave (NasdaqGS:CRWV) has disclosed a $99b backlog tied to large AI infrastructure contracts. The company is supplying GPU cloud capacity to major partners including Nvidia, Meta, Microsoft, and OpenAI. These agreements reflect long term commitments for AI workloads across hyperscalers and leading AI labs. CoreWeave sits at the center of rising demand for high performance compute, with the stock trading at $96.58 and up 21.8% year to date. This comes despite the shares being down 18.1%...

CoreWeave's shares have delivered a muted performance this year despite its terrific growth, giving investors a solid opportunity to buy before it is too late.

Investments and Nvidia's technology tend to go together with these stocks.

The AI cloud provider has secured huge contracts, but its expansion plans are just ramping up.

CoreWeave Inc. (NASDAQ:CRWV) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 16, Cantor Fitzgerald reiterated its Overweight rating and $167 price target for CoreWeave Inc. (NASDAQ:CRWV). According to the firm, CoreWeave Inc. (NASDAQ:CRWV) included additional information in its bond offering note that equity investors generally disregarded. […]

The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.

With market capitalization of $64.35 billion, CoreWeave, Inc. (NASDAQ:CRWV) is among the 10 Stocks That Could Double Over the Next 2 Years. On June 15, Cantor Fitzgerald reiterated its Overweight rating and $167 price target on CoreWeave, Inc. (NASDAQ:CRWV), following the company’s disclosure of additional details within its bond offering memorandum that the firm believes equity investors […]

The stock fell after getting added to a major index this week.

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Core Scientific, Inc. (NASDAQ:CORZ) ranks #2 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $389,086,756 Core Scientific (NASDAQ:CORZ) is another former Bitcoin miner in Situational Awareness’s portfolio that is transitioning toward AI infrastructure. Core Scientific builds and […]

Both are leaders in the cloud computing space, but their investment cases are quite different.

Pre-Market Stock Futures: Futures are trading higher this morning, after all the big funds and portfolio managers may have shown their hands on Wednesday, as the tech and chip stocks sell-off resumed after stocks started higher in the morning but faded in the afternoon. The tech sell-off came before Micron Technology (NASDAQ: MU) posted huge ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 P

Micron reported record numbers for its fiscal third quarter and indicated that rapid growth will be sustained over the next few years.