Actualités

A couple of key business partners highlighted the fact that the company is leading the charge into the next generation of AI data center computing platforms.

CoreWeave unveiled new unified tools designed to close the training-to-inference gap and improve agentic AI performance in live production environments, including Serverless RL and secure Sandboxes for reinforcement learning and model evaluation.

The cloud provider now offers fully operational Nvidia Vera Rubin NVL72 systems, which feature more than 100 chips per rack.

CoreWeave announced on Monday that it is the first AI cloud provider to deploy the Nvidia Vera Rubin platform.

During a keynote address at Taiwan’s Computex conference, Nvidia CEO Jensen Huang unveiled a new N1X processor developed in partnership with Microsoft.

NVIDIA (NASDAQ:NVDA) Founder and CEO Jensen Huang used a keynote in Taiwan to outline the company’s next phase of growth around agentic AI, AI factories, new data center systems, enterprise software tools, personal computers and robotics. Speaking at GTC Taiwan, Huang repeatedly credited Taiwan’s s

Last month, Coreweave, the largest independent neocloud company, reported its first-quarter revenue doubled to $2.1 billion.

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and CoreWeave, Inc. (NASDAQ:CRWV) ranks 9th on this list. CoreWeave, Inc. (NASDAQ:CRWV) has featured in the 13F portfolio of Situational Awareness LP since the first quarter of 2025. Back then, this position comprised 1.2 million shares and […]

Nvidia owns a small group of stocks.

Our CoreWeave (NASDAQ:CRWV) call is built on the collision between explosive AI infrastructure demand and a balance sheet straining under capex. The 24/7 Wall St. price target points to $162.79 over the next 12 months, implying meaningful upside from $105.49. Our recommendation is buy with a moderate 50% confidence level, reflecting the wide outcome range ... Price Prediction: CoreWeave Stock Could Triple by 2030

CoreWeave insiders raked in millions as the company’s shares surged, even as the cloud provider’s financial picture grows increasingly complex. A securities filing shows board member Karen Boone sold 1,060 shares for $108.23 apiece, or $114,723 in total, on Tuesday. Boone directly owned 7,300 CoreWeave shares after the transaction, valued at $780,078 based on Thursday’s closing price of $106.86.

CoreWeave rolls out an agentic AI platform for continuous learning, targeting rising cloud demand as enterprises adopt autonomous AI systems

CRWV's backlog nears $100B, up about 4x year over year, with 75% set to turn into revenues in four years as AI-cloud capacity ramps.

Google is slowly encroaching on established AI infrastructure players.

NBIS boosts 2026 capex to $20-$25B as AI capacity sells out, citing 2027 demand commitments and multiple funding options.

US equity futures edged higher pre-bell Friday as traders monitored developments on the peace negoti

Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.

CoreWeave (NASDAQ:CRWV) just booked the largest customer commitment in its short public life and the largest quarterly loss in its short public life, inside the same earnings report. The Q1 2026 release on May 7, 2026 showed a net loss of $740 million, against a year-ago loss of $315 million. In the same filing, contracted ... CoreWeave Lost $740 Million in 90 Days. Then Meta Handed It $21 Billion. Welcome to the AI Economy

Dell (NYSE:DELL) increased its full-year revenue and earnings guidance on Thursday, highlighting robust demand for its artificial intelligence-focused server portfolio as businesses accelerate investments in data center infrastructure powered by advanced Nvidia technology. The upbeat forecast triggered a strong market reaction, with Dell shares jumping around 39% in extended trading as investors welcomed evidence that spending on AI infrastructure continues to gather momentum.

Is Nvidia as good a stock picker as it is a chipmaker?

(Bloomberg) -- Dell Technologies Inc. shares gained almost 40% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceIran’s Khamenei Says No Going Back for Middle Ea

(Bloomberg) -- Dell Technologies Inc. shares gained almost 40% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran's Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lil

(Bloomberg) -- Dell Technologies Inc. shares gained more than 25% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pe

CoreWeave (NasdaqGS:CRWV) has launched unified agentic AI capabilities that create a closed feedback loop between AI training and inference. The new system is built to support real-time learning, allowing AI agents to adjust and improve continuously while they operate. This launch extends CoreWeave's role beyond infrastructure into the tooling layer for complex agentic AI workflows. For investors tracking infrastructure providers tied to AI workloads, CoreWeave (NasdaqGS:CRWV) is...

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are working to bring additional investors into a roughly $36 billion debt financing deal to help Anthropic PBC build out its AI infrastructure. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pending Trump SignoffOura Ring 5 Is 40% Smalle

Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is ‌fueling demand for its AI-optimized servers that are powered ‌by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 ​billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ‌ChatGPT, as they are ⁠equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such ⁠applications.

Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

CoreWeave, Inc. (NASDAQ:CRWV) is one of the best momentum stocks to buy according to analysts. Citi lifted the price target on CoreWeave, Inc. (NASDAQ:CRWV) to $158 from $155 on May 14, maintaining a Buy rating on the shares. CoreWeave, Inc. (NASDAQ:CRWV) also received a rating update from DA Davidson on May 18. The company was downgraded […]

T1 Energy’s shares have risen 128% in May so far, putting it on track for its best monthly performance on record.

CoreWeave (NASDAQ:CRWV) Chief Financial Officer Nitin Agrawal said the AI cloud company expects margin improvement in the second half of the year as recently added power capacity is converted into deployed GPUs and customer revenue. Speaking in a fireside-style discussion, Agrawal said CoreWeave st