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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, 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 […]
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.
(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.
Nebius Group on Wednesday reported higher-than-expected first-quarter capital spending, driven by investments tied to the procurement of graphics processing units and data center hardware for its core AI cloud business. The company has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers. However, analysts have flagged Nebius' heavy capital spending as a major concern as the company aggressively expands its global data center footprint, putting pressure on margins despite strong revenue growth.
CoreWeave is seeing incredible demand for its computing resources.
CRWV posted $2.1B Q1 2026 revenue and a $99.4B backlog as AI demand surged, but rising losses, debt and spending kept investors cautious.
Circle and CoreWeave could grow much larger over the next few years.
We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]
The stock fell following CoreWeave's Q1 earnings announcement.
The AI cloud company's first-quarter bookings hit a record. But soft guidance and rising costs spooked the market.
Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.
CoreWeave (CRWV) delivered earnings and revenue surprises of -24.57% and +5.99%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus
Wall Street analysts project first-quarter sales growth of 139% from last year to almost $2 billion.
CoreWeave’s Q1 will reflect solid top-line growth as demand for its high-performance computing infrastructure remains solid.
AI Trade Ignites CoreWeave Surge Ahead of Key Earnings Report
The CBOE Volatility Index (^VIX) is drifting back toward the 17 line as optimism returns to the S&P 500 and capital rotates into stocks. The VIX closed near 18 on Monday after dipping to almost 17 late last week, well below the peak above 31 recorded in late March. In a display of a shifting ... CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite
Core Scientific targets its Oklahoma site for a second 1.5-gigawatt AI/HPC buildout, mirroring the same playbook it unveiled days earlier at its Pecos, Texas campus.
Wood invested and divested CoreWeave, as the stock is up 78.65% this year.
Nebius buys Eigen AI for $643M to boost its AI cloud, aiming to build a fully integrated inference ecosystem and challenge hyperscalers.
Coatue, one of the biggest names in venture capital, has a new venture that is reportedly buying land near large power sources.
