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(Bloomberg) -- For years, there was only one way for mom-and-pop investors to buy into Elon Musk’s vision: shares of Tesla Inc. That’s about to change — and it’s a serious risk for Tesla investors. Most Read from BloombergStocks Fall, Oil Rises as Hormuz Deal Hopes Fade: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil SanctionsUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and

CoreWeave, Nebius Sink After Wall Street Turns Cautious on AI Rally

Investing.com -- Investment bank D.A. Davidson has adopted a more cautious stance on two of the hottest AI infrastructure companies, downgrading its outlook on both Nebius Group and CoreWeave despite maintaining a bullish long-term view on the artificial intelligence cloud computing market.

Shares of HIVE Digital Technologies (NASDAQ:HIVE) are up 34% in mid-morning trading Monday, while T1 Energy (NYSE:TE) shares have climbed 20%. The catalyst: a wave of social media buzz around a 13-F disclosure from Leopold Aschenbrenner’s Situational Awareness LP. HIVE stock traded near $3.60 after closing Friday near $2.73. TE stock pushed to $6.76, from ... HIVE Digital Rockets 34%, T1 Energy Jumps 20% on Aschenbrenner Buzz, but CleanSpark, Riot, CoreWeave Stay Quiet

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,

With AI cloud competition heating up, this company that used to own Russia’s biggest search engine is making its case.

Artificial intelligence is no longer just about who builds the fastest chips. Increasingly, it’s about who controls the infrastructure powering the AI boom — the cloud providers, networking gear, software tools, and data centers that keep those chips humming around the clock. That’s where Nvidia (NASDAQ:NVDA) has been playing a quieter game investors may be ... Nvidia’s Hidden Portfolio Just Doubled Down on CoreWeave Stock

Nebius and CoreWeave are rapidly growing neocloud businesses.

Shares of Dell just logged their strongest weekly gain in over two years. With AI server demand surging, investors are now asking whether the rally still has room to run.

CoreWeave, listed as NasdaqGS:CRWV, has introduced Sandboxes, a new execution layer for AI workloads. Sandboxes are designed to provide secure, isolated environments for AI agents, tools, and reinforcement learning at scale. The product unifies execution, session management, and debugging across on prem and serverless deployments, with integration into platforms such as Weights & Biases. CoreWeave focuses on specialized AI infrastructure rather than broad, general-purpose cloud services,...

NBIS surged after Q1 revenue surged 684% and AI demand fueled massive infrastructure expansion and a new $27B Meta agreement.

DA Davidson raises Nebius to $250, Citizens to $270

Both AI infrastructure companies are firing on all cylinders.

Watch Fortinet Fireside Chat Below: IPO Edge hosted a fireside chat with Fortinet, Inc. (Nasdaq: FTNT) Chief Operating Officer John Whittle, moderated by Editor-at-Large Jarrett Banks in a video session lasting […]

By Karen Roman The growing tension between AI-driven data center development and power availability constraints is reshaping the market, according to a survey published by Vinson & Elkins. The survey also found 96% of infrastructure developers preview power constraints to pivot data center development to new locations, while more than 80% are adopting hybrid and […]

CoreWeave, Inc. (NASDAQ:CRWV) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. Answering a caller’s query about the stock during the episode, Cramer said: Okay, now, I gotta tell you… CoreWeave is what I call a stock that’s not for the […]

Applied Digital trades at a premium, but expanding AI data center capacity and $23B in contracted lease revenues keep growth expectations elevated.

As Jensen Huang joins Donald Trump on a high-stakes China trip, investors are watching closely for signs of easing tensions over AI chip exports.

The most critical signal within Nebius’s (NBIS) recent performance is not the quarterly revenue beat, but the fundamental transformation of the company’s risk profile. While the market focuses on top-line volatility, the deeper narrative reveals a transition from speculative capacity building toward the industrial-scale fulfillment of pre-sold infrastructure.

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 7 Best Data Center GPU-as-a-Service Stocks To Buy. On May 8, Deutsche Bank raised the price target on CoreWeave, Inc. (NASDAQ:CRWV) to $135 from $125 and maintained a Buy rating on the stock. This reflects an upside of 18% from here on. The upward revision to the price […]

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang and his wife Lori's charitable foundation is channeling more than $108 million in CoreWeave Inc. (NASDAQ:CRWV) cloud computing resources to universities and nonprofit research institutions. Nvidia Foundation Funds AI Research Through CoreWeave The Jen-Hsun and Lori Huang Foundation has so far purchased approximately $108.3 million worth of computing capacity from CoreWeave, Reuters reported, citing a filing on Tuesday. The computing capacity will be dis

Nebius reported $399 million in quarterly revenue and outlined up to $20 billion in planned spending this year.

CoreWeave's outlook disappointed Wall Street even as revenue more than doubled year over year.

By Max A.

The data center specialist's heavy spending to serve more AI customers may already be paying off.

Nebius stock soars after quarterly results.

(Bloomberg) -- Cloud computing provider Nebius Group NV reported a 684% jump in first quarter sales on increased demand for its data centers. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyRevenues reached $399 million for the quarter, the Amsterdam-based company said in a st

CoreWeave posted strong first-quarter results on May 7, following which analysts have pointed toward its massive backlog as a reason to buy the stock.

Shares of Nebius Group rose sharply Wednesday after the artificial-intelligence cloud provider reported better-than-expected quarterly results. Nebius stock jumped 14% in premarket trading. Shares have climbed 114% this year and nearly 400% over the last 12 months as of Tuesday’s closing bell.