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[Stock Market Ticker Display] bymuratdeniz U.S. President Donald Trump executed 517 securities trades in August totaling between $74.3M and $273M, with the activity led by portfolio reallocations into major technology companies and other l…
[Woman using Artificial Intelligence assistant on the smartphone - DeepSeek, Chat GPT, Google Gemini] * Oracle (OPENAI [https://seekingalpha.com/symbol/OPENAI]) and Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) shares declined sh…
CoreWeave, Inc. CRWV recently took a major step in its global expansion strategy by entering India, announcing plans to develop 240 MW of AI data center capacity through a collaboration with AdaniConneX at its Taloja campus in Navi Mumbai.…
CoreWeave Inc. (NASDAQ:CRWV) has raised per-hour GPU prices twice, first by 25% across all products in July 2026 and then by another 10% over the past two to three months. UBS analyst Karl Keirstead sees the pricing gains as evidence that…
Investing.com -- Shares of IREN Ltd (NASDAQ:IREN) fell over 6% in Wednesday trading following a series of critical social media posts from research firm SemiAnalysis, which reported severe user complaints regarding the infrastructure quali…
IREN Limited IREN is positioning its Sweetwater campus as a major long-term AI infrastructure platform. Sweetwater 1 is planned with 1.4 GW of gross capacity, while Sweetwater 2 adds another 600 MW, giving the campus roughly 2 GW of planne…
Nvidia stock wasn't getting much of a boost from SpaceX's chip buying plans. But there are more buyers waiting in line. Continue Reading
Investing.com -- CoreWeave Inc. announced today it will establish its first data centers in India through a partnership with AdaniConneX Pvt., a joint venture between Adani Group and EdgeConneX. Before you buy NVIDIA: our AI model's stock…
Planned 240 MW deployment in Navi Mumbai expands CoreWeave's global infrastructure footprint for customers building and scaling AI LIVINGSTON, N.J. & MUMBAI, India, October 07, 2026--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), the Ess…
[IPO Concept with Stock Market Graphs] AlexSecret Nvidia-backed cloud computing firm Lambda is raising as much as $4 billion in the final round of fundraising before the company's planned initial public offering. The funding will give the…
Nebius Group N.V. NBIS stock has surged 109.5% in the past six months, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software Services industry's growth of 32.5% and 25.1%, respectively. The S&P 500 composite…
Cyera ranks No. 1 in the global ranking; annual list spotlights companies best positioned to deliver sustained, long-term growth U.S. companies dominate tech-heavy list, with 8 in the Top Ten, and 86 of the total Fortune Future 120 By regi…
On September 30, when a caller asked about Nebius Group N.V. (NASDAQ:NBIS) during the Mad Money episode, Jim Cramer remarked: I actually like CoreWeave more than I like Nebius… Nebius is a very good company, but we talked to Michael Intrat…
A divided government may be the best midterm elections outcome for Big Tech players spending massive amounts of money to build out AI infrastructure, according to Jefferies. "A split government and prospects for a national AI policy, rathe…
IREN Limited IREN is seeing a sharp improvement in the economics of its infrastructure business, with revenue per megawatt (MW) emerging as an important growth driver. Recent three-year contracts were signed at more than $20 million of rev…
Nebius Group N.V. NBIS has acquired Inferize, an inference optimization company, to strengthen the production inference capabilities of its Nebius Token Factory managed inference platform. The acquisition brings Inferize's technology and s…
Nebius Group N.V. (NASDAQ:NBIS) wants to serve more AI demand without owning every building and GPU needed to deliver it. Partner-owned infrastructure could reduce the capital Nebius puts at risk. Whether it improves shareholder returns de…
A recent offer to a Meta engineer totals $900,000, as the Palo Alto social AI company recruits for its lean team. PALO ALTO, Calif., Oct. 2, 2026 /PRNewswire/ -- CHAI, the social AI company backed by CoreWeave and AMD Ventures, today detai…
[AI Chip Over City Skyline with Data Streams - Artificial Intelligence Concept] J Studios CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) was in focus on Friday as UBS said it sees the artificial intelligence infrastructure market…
CoreWeave, Inc. CRWV is positioning itself as a broader infrastructure platform for the next phase of AI. Its latest announcements around NVIDIA NVDA Vera CPU and NVIDIA Vera Rubin NVL72 highlight a shift toward supporting agentic AI, rein…
CoreWeave, Inc. CRWV is expanding its AI cloud ecosystem through the launch of the CoreWeave Partner Network and a new customer deployment with Ennoble Care. The Partner Network brings together technology integrations validated on CoreWeav…
CoreWeave (NasdaqGS:CRWV) unveiled Forge, a unified AI development environment, at its Fully Connected AI cloud conference. The company introduced the CoreWeave Partner Network, featuring validated technology integrations aimed at enterpri…
This article first appeared on GuruFocus. CoreWeave (CRWV) shares rose about 1% in morning trading Wednesday as the AI cloud provider added new NVIDIA computing technology to its platform and expanded its network of validated software part…
CoreWeave stock or Nebius is a raging debate in the neocloud sector. William Blair analysts have a solution. Continue Reading
CoreWeave customers now have access to the Nvidia Vera Rubin NVL72, a complex AI platform Nvidia calls a “supercomputer.” Continue Reading
Target upgraded, Moderna downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled b…
CoreWeave stock could get a boost as the AI cloud company moves beyond renting computing servers equipped with Nvidia chips. Continue Reading
(Bloomberg) -- CoreWeave Inc., the original neocloud, is tired of people categorizing it that way. Most Read from Bloomberg Apple's New CEO Seeks to Make Company Run Faster and Leaner David Fincher, Director of 'Fight Club,' to Exit Netfli…
The home-based care provider and accountable care organization will run its inference workloads on NVIDIA RTX PRO 6000 GPUs deployed through CoreWeave Kubernetes Service SAN FRANCISCO, September 30, 2026--(BUSINESS WIRE)--CoreWeave Inc. (N…
Brings validated partner integrations into one curated place Spans the AI loop, anchored by years-deep collaborations with Reflection, VAST Data, ClickHouse, CrowdStrike and more SAN FRANCISCO, September 30, 2026--(BUSINESS WIRE)--CoreWeav…
CoreWeave maintains industry-leading AI cloud performance across multiple compute generations with its software platform SAN FRANCISCO, September 30, 2026--(BUSINESS WIRE)--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today…
SAN FRANCISCO, September 30, 2026--(BUSINESS WIRE)--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced it will expand its compute portfolio with the NVIDIA Vera CPU, the first CPU designed for AI agents, to meet th…
AI leaders pausing new model rollouts over safety concerns has pushed blockchain back into the spotlight as investors look for alternative ways to secure and verify digital activity. That shift makes the broader crypto and ledger technolog…
Oracle stock jumped following a report that OpenAI's annualized revenue rate jumped to $70 billion. Continue Reading
This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is reshaping several bearish bets on AI-related companies, replacing common-stock short positions with put options that extend into 2027 as he looks for greater ex…
Michael Burry has intensified his bearish positioning on AI, shifting several stock shorts into long-dated put options as Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) prepares for an IPO that could value the company at more…