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There are two different ways to interpret Meta Platforms' apparent plans to start leasing its spare cloud capacity.

NBIS is scaling its AI-native hyperscaler with bigger infrastructure, platform expansion, record demand and fresh capital fueling long-term growth.

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.

Meta Platforms has launched "Meta Compute," a third-party cloud AI offering that directly overlaps with CoreWeave's services. The move turns Meta from a major customer into a significant new competitor for CoreWeave. At the same time, Ark Invest and Cathie Wood have increased their holdings in CoreWeave (NasdaqGS:CRWV). CoreWeave enters this new phase with its shares at $88.88 and a mixed recent track record. The stock is up 2.8% over the past week and 12.1% year to date, but is down 11.6%...

The company is looking beyond its own data centers as it tries to sell more TPUs to outside cloud providers.

TPU sales push targets fast-growing neocloud providers

Oracle just broke through a key technical floor while S&P Global questions whether its massive AI bet will swallow the company whole. What happens next could separate a generational buying opportunity from a debt-fueled collapse.

(Bloomberg) -- Meta Platforms Inc. has committed to spending an additional $40 billion on its sprawling data center campus in Louisiana, pushing its total expected investment beyond $250 billion for the site as it continues to grow its artificial intelligence computing footprint. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Em

CoreWeave has been tanking, but Cathie Wood is buying.

One small investment offers big benefits for Nvidia.

Meta's announcement doesn't spell doom for the neocloud market.

This artificial intelligence infrastructure company reported a notable insider sale.

A two-day disposal of 261,797 shares adds to more than $2.3 billion in founder selling since the IPO lockup expired

Meta just signed a $21 billion deal with CoreWeave while quietly building the infrastructure to make that deal unnecessary. Here is what happens to CoreWeave shareholders if Zuckerberg stops renting and starts competing.

Applied Digital's AI data center expansion is backed by long-term leases, but heavy reliance on a few hyperscale customers raises long-term revenue and execution risks.

Cerebras pairs 92% core revenue growth and ample liquidity with customer concentration, margin pressure and capacity-delivery risks.

Cerebras plans its first European AI data center by 2026-end and 200 MW of capacity by 2027-end as demand for local AI compute rises.

Shares of Meta Platforms (NASDAQ:META) are up 6% in Friday morning trading, changing hands at $670 after Thursday’s close of $631.48. The move extends a hot stretch for Meta Platforms stock, which have climbed 15% over the past week. The catalyst is a rethink of what Meta Platforms is building. A Reuters-reported internal memo and ... Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave?

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

In early July 2026, Backblaze announced a multi-year agreement with CoreWeave worth US$335 million in total contract value to provide hard-disk-drive cloud storage for AI workloads. This partnership is expected to become a major pillar of Backblaze's B2 cloud business over time, underscoring growing demand for its AI-focused storage solutions. In this article, we'll explore how the CoreWeave cloud storage deal could reshape Backblaze's AI-driven growth narrative and risk profile. Invest in...

CoreWeave Inc. (NASDAQ:CRWV) is one of the 10 Best Data Center Stocks to Buy in July. On July 6, Investing.com reported that Wolfe Research maintained an Outperform rating on CoreWeave while keeping a $150.00 price target on the stock. The analyst noted that CoreWeave expects the second quarter to be the largest quarter for active […]

Galaxy Digital shares rose nearly 2% alongside Bitcoin's recovery, but retail sentiment on Stocktwits remained in 'bearish' territory.

The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out. CoreWeave (NASDAQ:CRWV) has fallen 40.57% over the past year, even as Nebius Group (NASDAQ:NBIS) has surged 359.62% and IREN (NASDAQ:IREN) has climbed 154.62%. Even NVIDIA (NASDAQ:NVDA), CoreWeave’s largest partner, is up 27.74% over the same stretch. ... Down 40%, CoreWeave Is Being Left Behind By the Market

CRWV is expanding AI cloud capacity with over 3.5 GW of contracted power as rising enterprise demand and record backlog support its 2027 growth plans.

Nebius Group N.V. (NASDAQ:NBIS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s deals with the mega-cap companies, as he commented: Next up is Nebius. It also has the Jensen Huang seal of approval, as NVIDIA took a $2 billion stake in this […]

CoreWeave, Inc. (NASDAQ:CRWV) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer called the company “best in the business,” as he stated: Now, next is CoreWeave. It’s a pure-play neocloud firm. I talk about it quite a bit. CoreWeave’s arguably the best in the business with […]

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 […]

CoreWeave (NASDAQ:CRWV) and Invesco QQQ Trust (NASDAQ:QQQ) just gave investors two very different reads on the AI trade. CoreWeave posted its strongest bookings quarter ever, then watched shares slide on customer concentration fears. QQQ, the Nasdaq-100 basket, absorbed the same tech turbulence with barely a scratch. One is a levered GPU cloud pure-play. The other ... CRWV Vs. QQQ: Buy CoreWeave for Explosive AI Alpha or Hold QQQ for Insulated Macro Safety?

CoreWeave is at risk of losing a customer and gaining a competitor.

Galaxy Digital has completed delivery of major power capacity for CoreWeave's Helios data center under a long-term lease arrangement. CoreWeave, listed as NasdaqGS:CRWV, now has access to significant additional power to support its AI infrastructure buildout. The company has signed more than US$40b in new commitments, taking its contracted revenue backlog to nearly US$100b. Management describes recent margin pressure as temporary and indicates CoreWeave is funded for its next phase of...