HISTORICAL FACTS: 4 - The Untold Story

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.

Barchart · Jul 23

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.

Barchart · Jul 22

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 · Jul 18

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.

MarketBeat · Jul 8

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.

Barchart · Jul 8

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.

MarketBeat · Jul 7

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.

Barchart · Jul 5

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 · Jul 2

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.

Barchart · Jul 2

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 · Jul 2