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Nebius stock was rising on the disclosure of a significant investment in the neocloud by a prominent artificial-intelligence bull.

Leopold Aschenbrenner’s Situational Awareness LP disclosed a $2.6-billion stake in Nebius.

CoreWeave’s June 26 Russell debut could put the fast-rising AI cloud company in a much brighter investor spotlight.

SpaceX's IPO may be the biggest ever, approaching nearly $2 trillion.

The real threat to the tech sector isn't a lack of AI ideas, but a classic economic shock. The overproduction of computing power.

Download the Complete Report Here Alpha Compute Corp. (ALP) Revenue-Generating AI Compute Pivot Now Visible; $21 Million NTM Sales Outlook Highlights Scale-Up Potential Key Takeaways: $32.2 million AI lab contract validates ALP’s pivot to AI GPUaaS and confidential compute, creating $16.1 million of annual contracted revenue. $21 million NTM revenue outlook anchors the scale-up trajectory, […]

CoreWeave (NasdaqGS:CRWV) has launched CoreWeave Sandboxes, a secure and isolated AI execution environment for reinforcement learning and model evaluation. The new offering is integrated into CoreWeave's infrastructure and is available as a serverless runtime through Weights & Biases. This release broadens CoreWeave's AI tooling for researchers and platform teams, targeting more complex AI and agent-based workloads. CoreWeave, trading at $105.49, has seen its share price up 33.0% year to...

Cathie Wood, chief of Ark Investment Management, likes to take advantage of IPOs. Cathie Wood, founder and CEO of Ark Investment Management, likes to jump into some of Wall Street’s hottest IPOs. In recent years, Wood’s Ark funds have bought shares of newly public companies, including ...

CRWV's AI buildout is driving revenue and backlog growth, but rising infrastructure costs and debt are pressuring margins.

InvestorPlace's Luke Lango argues the SpaceX IPO signals a broader AI empire play, naming RDW, HSAI, ARM, and CRWV as his top positioned stocks.

Alphabet's latest side project could be a huge boost to this rapidly growing business.

The firm expects the company to reach profitability by 2028.

CoreWeave may still be in the early stages of its growth story.

CoreWeave (NasdaqGS:CRWV) has closed a US$3.1b delayed draw term loan facility backed by its high performance computing infrastructure. The financing vehicle is described as the first public HPC infrastructure backed structure of its kind for the AI cloud sector. CoreWeave has also secured its first inclusion in the Russell 3000 Index as part of FTSE Russell’s 2026 reconstitution. For investors tracking AI infrastructure, CoreWeave now sits at the intersection of large scale capital access...

CoreWeave and Nebius are posting triple-digit growth in some metrics.

SharpLink Gaming and BitMine Immersion enter the index despite mixed earnings results as Ethereum trades down more than 4% in the past 24 hours.

Core Scientific, Inc. (NASDAQ:CORZ) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. Jefferies raised its price target on Core Scientific, Inc. (NASDAQ:CORZ) from $24 to $37 on May 14, 2026. The firm’s analyst kept a Buy rating on the company’s stock. According to them, demand for AI data centers remains strong, with […]

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. CoreWeave, Inc. (NASDAQ:CRWV) saw its rating downgraded by DA Davidson on May 18, 2026. Assuming coverage of the stock, the firm’s analyst, Gil Luria, downgraded the rating from Buy to Neutral while setting a price target of $100, down from $175. […]

The AI build-out is still just getting started, and these companies are positioned to capitalize.

(Updates with comments from Morgan Stanley starting in 13th paragraph.) Rising interest rates wo

CoreWeave (NasdaqGS:CRWV) and Pulumi have launched new infrastructure-as-code integrations for AI workflows. The partnership connects CoreWeave’s GPU cloud infrastructure directly to Pulumi’s development and deployment tooling. The integration allows AI teams to provision, track, and deploy workloads through code based workflows. CoreWeave, trading at around $107.58, sits in a part of the market where developer experience and workflow integration are becoming just as important as raw...

Rising interest rates won't stop companies such as Alphabet's (GOOG, GOOGL) Google, Amazon (AMZN) an

ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.

Both CoreWeave and Nebius power AI giants with critical infrastructure, but one looks like the superior investment.

Alphabet and Blackstone are forming a TPU-powered AI cloud venture targeting 500 megawatts of capacity by 2027.

Nvidia GPU Power Crunch Sends Shockwaves Through Neocloud Winners

The company is able to return value to shareholders while also making major investments in other companies.

SpaceX’s IPO filing is reshaping how investors value launch, satellite, and AI infrastructure companies including Rocket Lab, AST SpaceMobile, CoreWeave, Firefly Aerospace, and EchoStar.

CoreWeave (NASDAQ:CRWV) has whipsawed investors with triple-digit revenue growth, a $99 billion backlog, and one of the heaviest capex profiles in the cloud sector. After a 14.58% pullback over the past month, the question is whether the AI hyperscaler discount has gone too far. Our 24/7 Wall St. price target for CoreWeave is $165.77, implying ... CoreWeave Scores Big With Meta — We See 66% Upside

The firm has lowered its price target to $100. What does that mean for investors?