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Nebius stock jumped after the AI computing specialist reported a lower-than-expected, Q1 net income loss while revenue topped expectations.

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.

Nvidia (NVDA) stock investors have laughed all the way to the bank over the past three years, as the company has crushed the AI chip space. CoreWeave (CRWV) CEO Michael Intrator, however, just laid out why that incredible level of dominance requires consistent defense. In a recent CNBC ...

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.

Rising oil prices and a sudden halt for technology stocks are slowing Wall Street’s record-breaking run on Tuesday. After coming into the day with a gain of nearly 179% for the year so far, for example, Micron Technology dropped 3.9%. Also weighing on Wall Street was another rise in oil prices as the war with Iran threatens to drag on.

Bank of America just got even more bullish on CoreWeave (CRWV), spearheaded by the market’s insatiable demand for AI infrastructure. On May 6, according to TheFly, BofA raised its price target on the AI cloud giant’s stock to $140 from $120, while maintaining a “Buy” rating, driven by relentless ...

By Karen Roman Backblaze, Inc. (Nasdaq: BLZE) said it will present at the AI & Big Data Expo North America 2026 taking place on May 18-19, at the San Jose […]

Nvidia's equity commitments have topped $40 billion this year.

Today, May 11, 2026, investors are weighing fresh debt, an earnings miss, and a sprawling Nvidia-backed AI buildout.

CoreWeave’s red-hot AI rally cooled sharply as investor concerns over Q2 outlook and spending plans overshadowed explosive growth.

Circle and CoreWeave could grow much larger over the next few years.

CoreWeave, listed as NasdaqGS:CRWV, achieved top speed and price performance on Moonshot AI's Kimi K2.6 inference benchmark, highlighting its AI infrastructure tuning. Major shareholder Magnetar carried out large stock sales following recent earnings, while the company continues its expansion efforts. CoreWeave's GPU collateralized debt structure and underlying risk assumptions have come under closer review from market participants. CoreWeave sits at the intersection of cloud computing and...

Wall Street already knew CoreWeave was growing fast. But after its first-quarter 2026 earnings call, CEO Mike Intrator made something crystal clear: the company is winning business while locking up the AI infrastructure market for years to come. The numbers backing that claim are hard to dismiss. ...

Massive CoreWeave Insider Sale Sparks Fresh Fears for CRWV Stock

CoreWeave offers something that AI customers greatly need: compute.

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 14 Stocks That Will Skyrocket. This stock is part of Alex Green’s list of “secret picks.” In fact, he goes as far as to call it an AI “Superstock.” To back up the claim, Green touts the firm as having agreements with OpenAI, Meta, NVIDIA, and other technology […]

JPMorgan Chase (NYSE:JPM) raised its price target on Iren (NASDAQ:IREN) stock to $46 from $39 while keeping an Underweight rating. The unusual combination, a price target raise paired with a bearish stance, reflects the firm’s skepticism about the structure of Iren’s blockbuster NVIDIA (NASDAQ:NVDA) partnership. For prudent IREN stock investors, the call is a reminder ... JPMorgan Hikes IREN Price Target to $46 but Stays Underweight on Circular NVIDIA Deal Concerns

NBIS heads into Q1 earnings with strong AI cloud demand and rapid expansion, but high valuation and heavy spending may keep investors cautious.

Ark Invest added to three existing positions as they declined 24% on Friday.

There is a specific kind of conviction that gets tested when a stock falls sharply on earnings. Most analysts either defend their prior call quietly or quietly revise it lower. Every so often, one does neither. One of Wall Street's most closely watched AI infrastructure names just delivered that ...

Nvidia Corp.'s latest partnership with IREN Ltd. underscores the chip giant's aggressive strategy to scale AI infrastructure globally as demand surges and competitive pressure from Advanced Micro Devices, Inc. intensifies. Nvidia Expands AI Infrastructure To Defend Market Leadership Speaking to...

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.

CoreWeave (CRWV) just posted first quarter results that paired very strong AI cloud revenue with a larger loss and heavier spending, a mix that has clearly unsettled near term market sentiment. See our latest analysis for CoreWeave. The Q1 report triggered a sharp 1 day share price return of -6.62%. However, this follows a strong run, with a 7 day share price return of 15.45% and a year to date share price return of 62.43%. The 1 year total shareholder return of 134.25% points to momentum...

CoreWeave's latest quarterly report didn't deliver what investors were looking for.

Cloudflare (NET) said late Thursday it expects to reduce its workforce by about 1,100 people as part

The market maker's first-quarter trading revenue more than doubled from a year earlier, while net income reached $10.3 billion.

Neoclouds like CoreWeave borrow billions against chips that lose value fast, and the financing structures are unlike anything in traditional credit