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Artificial intelligence is no longer just about who builds the fastest chips. Increasingly, it’s about who controls the infrastructure powering the AI boom — the cloud providers, networking gear, software tools, and data centers that keep those chips humming around the clock. That’s where Nvidia (NASDAQ:NVDA) has been playing a quieter game investors may be ... Nvidia’s Hidden Portfolio Just Doubled Down on CoreWeave Stock

Nebius and CoreWeave are rapidly growing neocloud businesses.

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, listed as NasdaqGS:CRWV, has introduced Sandboxes, a new execution layer for AI workloads. Sandboxes are designed to provide secure, isolated environments for AI agents, tools, and reinforcement learning at scale. The product unifies execution, session management, and debugging across on prem and serverless deployments, with integration into platforms such as Weights & Biases. CoreWeave focuses on specialized AI infrastructure rather than broad, general-purpose cloud services,...

NBIS surged after Q1 revenue surged 684% and AI demand fueled massive infrastructure expansion and a new $27B Meta agreement.

DA Davidson raises Nebius to $250, Citizens to $270

Both AI infrastructure companies are firing on all cylinders.

Watch Fortinet Fireside Chat Below: IPO Edge hosted a fireside chat with Fortinet, Inc. (Nasdaq: FTNT) Chief Operating Officer John Whittle, moderated by Editor-at-Large Jarrett Banks in a video session lasting […]

By Karen Roman The growing tension between AI-driven data center development and power availability constraints is reshaping the market, according to a survey published by Vinson & Elkins. The survey also found 96% of infrastructure developers preview power constraints to pivot data center development to new locations, while more than 80% are adopting hybrid and […]

CoreWeave, Inc. (NASDAQ:CRWV) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. Answering a caller’s query about the stock during the episode, Cramer said: Okay, now, I gotta tell you… CoreWeave is what I call a stock that’s not for the […]

Applied Digital trades at a premium, but expanding AI data center capacity and $23B in contracted lease revenues keep growth expectations elevated.

As Jensen Huang joins Donald Trump on a high-stakes China trip, investors are watching closely for signs of easing tensions over AI chip exports.

The most critical signal within Nebius’s (NBIS) recent performance is not the quarterly revenue beat, but the fundamental transformation of the company’s risk profile. While the market focuses on top-line volatility, the deeper narrative reveals a transition from speculative capacity building toward the industrial-scale fulfillment of pre-sold infrastructure.

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 […]

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang and his wife Lori's charitable foundation is channeling more than $108 million in CoreWeave Inc. (NASDAQ:CRWV) cloud computing resources to universities and nonprofit research institutions. Nvidia Foundation Funds AI Research Through CoreWeave The Jen-Hsun and Lori Huang Foundation has so far purchased approximately $108.3 million worth of computing capacity from CoreWeave, Reuters reported, citing a filing on Tuesday. The computing capacity will be dis

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.

Nebius stock soars after quarterly results.

(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 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 ...