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CoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 bi
Meta reported its Q2 earnings after the bell on Wednesday.
CoreWeave (CRWV) heads into its upcoming 2Q26 earnings report with the market focused on how quickly the company can bring new power capacity online while demand for its GPU cloud services remains strong. See our latest analysis for CoreWeave. CoreWeave’s recent share price performance has cooled, with the stock down 12.3% over the last week and about 38.1% over the past month, while the 1 year total shareholder return has declined 41.5%. This signals that expectations around execution risk...
Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”
Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.
Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according to some analysts, as he said: The business is now getting crowded, which is why tonight I want to explain the differences between the major neocloud […]
Investing.com -- Piper Sandler defended its Overweight rating on Oracle in a note to clients on Monday, arguing the company could generate approximately $2.2 billion in Oracle Cloud Infrastructure revenue not currently captured in consensus estimates, based on the firm’s analysis of capital expenditure to data center capacity to revenue conversion.
Asana delivered a stronger-than-anticipated first quarter, driven by accelerating adoption of its AI-powered workflow tools and improving customer retention across key verticals. Management highlighted that net retention rates improved for the fourth consecutive quarter, citing widespread seat expansion and deeper engagement with new AI offerings as meaningful contributors to growth. CEO Daniel Mark Rogers pointed to broad-based improvements, including a return to positive growth in the technolo
Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.
NBIS surged after Q1 revenue surged 684% and AI demand fueled massive infrastructure expansion and a new $27B Meta agreement.
NBIS heads into Q1 earnings with strong AI cloud demand and rapid expansion, but high valuation and heavy spending may keep investors cautious.
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 […]
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.
The AI cloud company topped first-quarter revenue estimates but its second-quarter outlook trailed Wall Street expectations, and it raised the low end of its 2026 capital spending forecast
Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.
CoreWeave (NASDAQ:CRWV) reported mixed first-quarter results on Thursday as surging demand for artificial intelligence infrastructure drove strong revenue growth, although losses widened significantly due to aggressive expansion spending. The company also increased its capital expenditure outlook for the year, while issuing second-quarter revenue guidance that came in below Wall Street expectations.
CoreWeave (NASDAQ:CRWV) reported what management described as a “transformational quarter” for its first quarter of fiscal 2026, driven by record customer commitments, rapid infrastructure expansion, and new financing milestones intended to lower its cost of capital. Bookings surge lifts backlog to
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?
Investing.com -- CoreWeave on Thursday reported mixed first-quarter results as demand for artificial intelligence infrastructure boosted revenue, though losses widened amid heavy spending on expansion.
(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.
Moby summary of Core Scientific, Inc.'s Q1 2026 earnings call
Core Scientific (NASDAQ:CORZ) executives on Tuesday outlined progress in scaling the company’s high-density colocation business, detailed a major project financing tied to its CoreWeave contract, and discussed an expanding development pipeline aimed at delivering additional AI infrastructure capacit
CoreWeave’s Q1 will reflect solid top-line growth as demand for its high-performance computing infrastructure remains solid.
With a $155 price target, Citigroup is betting CoreWeave’s momentum is far from over, while the company gears up for its next earnings release.
When CoreWeave reports Q1 earnings, analysts expect a bigger loss amid booming revenue growth. But other financial metrics may move CoreWeave stock.