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EXPLAINED: Coreweave | Vintage Vibes

Elon Musk's SpaceX in talks to supply the Pentagon with computing power: Report

According to the report, SpaceX employees have discussed plans to compete more directly with neocloud firms such as CoreWeave by selling computing capacity ⁠to AI ‌customers at lower prices.

The Economic Times

Meta, Anthropic in talks for potential $10 billion compute lease deal

Meta, Anthropic in talks for potential $10 billion compute lease deal

Such a deal would help Meta diversify beyond advertising by generating revenue from its infrastructure and competing with neocloud firms such as CoreWeave and Nebius, as growing adoption of advanced AI tools boosts the need for computing capacity.

The Economic Times

The $10 Billion Reason META Stock Is in Focus Today

The $10 Billion Reason META Stock Is in Focus Today

Meta stock extends gains on reports Anthropic is interested in buying computing power from it. Does that warrant buying META shares? Let’s find out!

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AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price risk

The unusual move underscores how deeply the AI boom has entangled cloud providers with the volatile chip ‌market. To ⁠lock in ⁠supply amid soaring demand, thanks to a surge in AI infrastructure construction, cloud operators including CoreWeave have signed long-term agreements with memory and storage makers such as Micron and…

The Economic Times

Csquare IPO Gives Investors a New Way to Bet on AI Infrastructure

Brookfield's Csquare is expected to start trading July 16.

Meta Platforms’ Cloud Push: Growth Opportunity Versus AI Concerns

Meta Platforms shares rose 8.8% on reports it may sell excess compute capacity to third parties, a move that could boost revenue but raises questions about its AI product strength.

Everyone Thinks Meta’s Cloud Business Is Bad News for CRWV. Here’s What They’re Missing.

Meta’s AI cloud ambitions may look like a threat, but they prove CoreWeave’s business model right.

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AI Insider Activity: Are Sales Across 3 Key Stocks Noteworthy or Just Noise?

AI Insider Activity: Are Sales Across 3 Key Stocks Noteworthy or Just Noise?

Insiders at Alibaba, Cerebras Systems and CoreWeave have sold AI-related shares recently, with CoreWeave's $3.27 billion Q2 total raising the most concern among the three companies.

Mark Zuckerberg Doubles Down on Raw Computing Power to Challenge AWS and Microsoft. What That Means for META Stock.

Mark Zuckerberg Doubles Down on Raw Computing Power to Challenge AWS and Microsoft. What That Means for META Stock.

Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.

Meta's Stock Jumped After Announcing a New Business Venture. But Analysts Warn There Is a Caveat

Meta's Stock Jumped After Announcing a New Business Venture. But Analysts Warn There Is a Caveat

Analysts are warning that Meta's new venture into cloud infrastructure could provide smaller margins than its lucrative ad business.

International Business Times

Meta Platforms Is Dragging Down Coreweave Stock. Here's Why.

CoreWeave shares tumbled yesterday on reports of Meta Platforms building a commercial cloud infrastructure business. Here’s why the news is bearish for CRWV shares.

Meta reportedly plans to rent out its AI compute, sending AI stocks tumbling — 'Meta Compute' would put company in direct competition with AWS

Meta reportedly plans to rent out its AI compute, sending AI stocks tumbling — 'Meta Compute' would put company in direct competition with AWS

Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.

Tom’s Hardware

Stock Market Today: Dow Jones, S&P 500 Futures Gain Despite Weak June Jobs Data — CoreWeave, Nebius, Micron, Franklin Covey In Focus (UPDATED)

Stock Market Today: Dow Jones, S&P 500 Futures Gain Despite Weak June Jobs Data — CoreWeave, Nebius, Micron, Franklin Covey In Focus (UPDATED)

(Editor’s note: The lede, headline, ETFs and economic data have been updated.)

Meta is Opening a New Business Area Related To AI. Investors Are Elated.

Meta is Opening a New Business Area Related To AI. Investors Are Elated.

Meta Platforms shares soared more than 10% on Wednesday after a report that the social media giant is preparing to launch a cloud computing business aimed at selling excess artificial intelligence computing capacity.

International Business Times

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Even CEOs Need Cash: Insider Selling Is Not the Only Signal in AI Stocks

Insider selling in NVDA, ALAB, SNOW, DDOG, and CRWV is driven by 10b5-1 plans, while institutions accumulate shares and analysts cite double-digit upside for most.

CoreWeave Dives After a Massive Rally. Here’s Why You Should Stay Cautious on CRWV Stock.

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

Backblaze Stock Jumps on Huge CoreWeave AI Deal. The Bull Case Is Getting Stronger.

Backblaze jumped 44% after securing a $335 million deal with CoreWeave tied to AI storage demand.

Amid Pivot to AI Infrastructure, Rumble Stock Looks Very Risky and Extremely Expensive

It's difficult for companies to succeed in new, highly competitive businesses and Rumble has stepped into brand-new and risky territory.

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CoreWeave Insider Sales Look Big, But Should Investors Worry?

CoreWeave's insider selling looks alarming on the surface, but the 10b5-1 framing and surging stock suggest the smart money is actually looking the other way.

Dear CoreWeave Stock Fans, Mark Your Calendars for June 22

CoreWeave stock has been included in the illustrious Nasdaq 100 club starting June 22.

CoreWeave Stock Pops on Nasdaq-100 Inclusion. What to Know.

CoreWeave stock gains ahead of its inclusion in the Nasdaq-100 on June 22. Here’s how you should play CRWV shares at current levels.

CoreWeave Just Raised $3.5 Billion. How to Play the AI Stock Here.

Despite explosive revenue growth and a $99.4 billion backlog, CoreWeave's rising losses and heavy spending continue to divide Wall Street.

The Economic Times

Nasdaq-100 drops Cognizant, adds AI-focused firms Astera, CoreWeave in quarterly reshuffle

Cognizant Technology Solutions will be removed from the Nasdaq-100 index on June 22 after more than two decades. The reshuffle sees AI-focused firms like Astera Labs and CoreWeave added, reflecting a market shift towards AI and semiconductor companies. This change follows a significant drop in Cognizant's stock value over the…

NetBox Labs Announces Infrastructure Intelligence Platform With New Capabilities Spanning Entire Network and Infrastructure Lifecycle

NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- NetBox Labs today launched its infrastructure intelligence platform, a unified system that lets technology infrastructure teams model their intent, see what's procured and how it's deployed, act through AI-accelerated automation, and govern every change with guardrails for humans and AI agents.With hundreds…

The Economic Times

CoreWeave founders have dumped $2.3 billion in stock since IPO

CoreWeave executives and a major investor have sold over $7.8 billion in stock since the company's March 2025 IPO. Despite this, CoreWeave's stock price has more than doubled. The company's co-founders and Magnetar Financial are among the significant sellers. These sales were conducted through pre-arranged trading plans. CoreWeave is experiencing…

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