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UNBELIEVABLE: 3 - Caught on Camera

CoreWeave vs. Nebius Stock: Nvidia Backs Both, But Here’s the 1 You Should Buy

Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.

'Subprime data center crisis' could threaten the global economy in a way similar to the 2008 subprime mortgage debacle

'Subprime data center crisis' could threaten the global economy in a way similar to the 2008 subprime mortgage debacle

Analysts warn that hidden AI data center debt increasingly resembles financial structures that contributed to the 2008 global mortgage crisis collapse.

Why This Analyst Is Pounding the Table on ‘Pioneer’ CoreWeave Stock

Why This Analyst Is Pounding the Table on ‘Pioneer’ CoreWeave Stock

Wall Street is growing more bullish on CoreWeave as analysts see continued strength in AI infrastructure demand.

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CoreWeave Just Scored a New 'Buy' Rating. Here's Why.

CoreWeave stock inches higher as Truist initiates coverage with a 'Buy' rating. Here’s why the investment firm is bullish on CRWV shares.

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

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

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

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

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’ 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.

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.

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

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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.

Tom’s Hardware

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.

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.)

International Business Times

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.

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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.

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.

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