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CoreWeave Is Down 11% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?
24/7 Wall St.53d agoneutral
CoreWeave Is Down 11% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?

CoreWeave (NASDAQ:CRWV) stock is down 11% to $88.63 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated today, though there is one possible price-move driver. Still, overall it looks like a continuation of a broader downtrend for one of the ... CoreWeave Is Down 11% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?

Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge
24/7 Wall St.53d agoneutral
Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge

The artificial intelligence race has become a contest of infrastructure as much as software. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) have each built cloud businesses that generate tens of billions of dollars in annual revenue by renting computing power to other companies. Meta Platforms (NASDAQ:META) has taken a different approach, spending heavily to build ... Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge

Edge AI Could Become a Real TAM Expansion Story for NVIDIA
24/7 Wall St.53d agoneutral
Edge AI Could Become a Real TAM Expansion Story for NVIDIA

Nvidia (NASDAQ:NVDA) may very well be the king of the so-called “AI Factories,” but the GPU titan also stands to gain as the AI revolution makes its way to the edge as well. Of course, there seems to be no slowing the great AI data center buildout. The buildout could continue to accelerate, gobbling up ... Edge AI Could Become a Real TAM Expansion Story for NVIDIA

Tesla’s Chip Breakthrough Is a Big Deal. Time to Buy the Surge?
24/7 Wall St.53d agobullish
Tesla’s Chip Breakthrough Is a Big Deal. Time to Buy the Surge?

Shares of Tesla (NASDAQ:TSLA) have been picking up in recent sessions, now close to 13% in just three sessions. Undoubtedly, just because Space Exploration Technologies (NASDAQ:SPCX) is the new hot Elon Musk stock in town does not mean shares of the EV juggernaut are going to be stuck going sideways for a while longer. With ... Tesla’s Chip Breakthrough Is a Big Deal. Time to Buy the Surge?

Investing.com53d agoneutral
Taiwan prosecutors detain Super Micro employees over chip exports

Investing.com -- Taiwanese prosecutors detained two Super Micro Computer Inc. employees on Wednesday following a raid of the company's local offices earlier this week over alleged shipments of Nvidia Corp. chips to China, according to a Bloomberg report early Wednesday.

Cathie Wood’s Palantir Buy Might Be a Signal to Buy the Dip
24/7 Wall St.53d agobullish
Cathie Wood’s Palantir Buy Might Be a Signal to Buy the Dip

Cathie Wood over at Ark Invest has been making moves in recent months amid the barrage of volatility slamming the tech sector. Undoubtedly, semiconductors have continued to be the leadership group while the Magnificent Seven have pulled the brakes a bit. With the flagship Ark Innovation ETF (ARKK) trailing the markets, up just over 3%, ... Cathie Wood’s Palantir Buy Might Be a Signal to Buy the Dip

Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About
24/7 Wall St.53d agoneutral
Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About

Artificial intelligence has produced no shortage of headline-grabbing stories. Every week seems to bring another breakthrough model from OpenAI, Anthropic, or Google, while Nvidia (NASDAQ:NVDA) dominates discussions around the chips powering the AI revolution. Yet history shows that the companies creating the most value aren’t always the ones making the most noise. During the cloud ... Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About

Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX, and More
24/7 Wall St.53d agoneutral
Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX, and More

Pre-Market Stock Futures: Futures are trading lower as we get ready to start the third quarter after a record-setting second quarter that saw the Dow Jones Industrial Average close at 52,317, up 0.26% to finish the venerable index’s best first half since 2021, while the Nasdaq finished the session at 26,213, up 1.52% for the ... Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX,

Here’s a Massive Reason You Should Buy SpaceX Before July 7th
24/7 Wall St.53d agobullish
Here’s a Massive Reason You Should Buy SpaceX Before July 7th

The thesis is straightforward: SpaceX (NASDAQ:SPCX) gets added to the Nasdaq-100 on July 7, and every index fund, ETF and benchmark-tracking pension on the planet has to buy it whether they like the valuation or not. That is mechanical demand against a float that has been public for 11 trading days, and it is the ... Here’s a Massive Reason You Should Buy SpaceX Before July 7th

AI Chips Update - Etched Unveils AI Chip with $1 Billion in Contracts
Simply Wall St.53d agoneutral
AI Chips Update - Etched Unveils AI Chip with $1 Billion in Contracts

Etched has emerged from stealth mode, unveiling its working AI chip alongside securing over $1 billion in customer contracts. The company announced the raising of $800 million in funding, highlighting significant support from notable investors and thought leaders in the AI field. Etched has achieved first-pass silicon success and is validating its rack-scale inference systems with clients, aiming to make AI inference significantly faster, cheaper, and more efficient. With production ramping...