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Baird's bullish call sends CoreWeave and Nebius stocks higher

CoreWeave (NasdaqGS:CRWV) is exploring the use of financial derivatives to manage memory chip price risk tied to its long-term supply contracts. The company has launched a US$2.6b term loan to fund additional GPU purchases as it expands its AI infrastructure footprint. CoreWeave focuses on cloud infrastructure tailored for AI workloads, where access to GPUs and high bandwidth memory is a key input cost. The move to consider derivatives for memory chip pricing sits alongside long-term...

NBIS' new asset-light AI cloud model lets partners fund data centers, helping it scale global capacity faster while preserving cash.

eToro Group (NASDAQ:ETOR) unveiled a broad set of AI-focused product updates, including a rebuilt mobile app, an expanded AI agent, a desktop trading platform for active investors, an Apple Watch app and an app marketplace for financial tools. At the event, eToro’s co-founder and CEO, identified in

CoreWeave Inc. (NASDAQ:CRWV) is one of BlackRock’s 30 most important AI stocks right now. On June 29, CoreWeave Inc. (NASDAQ:CRWV) launched CoreWeave AI Research & Iteration Agent (ARIA), which is an AI-powered research agent incorporated into Weights & Biases (W&B) by CoreWeave. It reads experimental runs and data, reveals hidden insights, understands project frameworks, builds […]

CRWV launches ARIA, an AI research agent in Weights & Biases that analyzes experiment data, automates research tasks and speeds AI model iteration.

CoreWeave Inc. (NASDAQ:CRWV) is one of the AI stocks on Wall Street’s radar. On June 24, CoreWeave entered a co-location partnership with Conapto to expand its AI cloud capacity in Stockholm, Sweden. The agreement covers two data center campuses powered entirely by renewable energy, with the initial infrastructure already operational. This expansion aims to meet […]

Dell Technologies (NYSE:DELL) has introduced the PowerEdge XE8812 server featuring NVIDIA Vera Rubin NVL4 architecture. The system is designed for high performance AI, scientific and engineering workloads with direct liquid cooling. This launch positions Dell within the emerging shift from standalone GPU servers to integrated, rack scale AI infrastructure. The company is supplying systems to large AI and supercomputing customers, including CoreWeave and Lawrence Berkeley National...

The Dow Jones Industrial Average was up, while the S&P 500 and Nasdaq Composite were down in late-mo

During a keynote address at Taiwan’s Computex conference, Nvidia CEO Jensen Huang unveiled a new N1X processor developed in partnership with Microsoft.

Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.

Blackstone, already the world’s largest private owner of data centers, will provide an initial $5 billion investment.