News

Following Leopold Aschenbrenner's fund Whale Rock's flagship fund fell 21.7% in July as AI and chip stocks slid.

CoreWeave (CRWV) caught fresh attention after announcing plans to enter Indonesia with three data centers providing 360 megawatts of contracted IT power. This will be its first physical foothold in the Asia Pacific region. See our latest analysis for CoreWeave. At a latest share price of US$91.90, CoreWeave has seen a 36.55% 7 day share price return and a 15.86% year to date share price return, yet the 1 year total shareholder return is still down 17.83%. This suggests recent momentum is...

CoreWeave (NasdaqGS:CRWV) is expanding into Indonesia with its first data center presence in Asia-Pacific. The company plans three new large facilities to support AI workloads across Southeast Asia. This move extends CoreWeave's AI cloud infrastructure to serve enterprises and startups in a new region. The expansion also aligns with Indonesia's national digital initiatives and focus on data infrastructure. CoreWeave is building out its AI focused cloud infrastructure in Indonesia, giving...

CoreWeave Wins Piper Sandler's Favor as AI Infrastructure Spending Surges

New rivals could weaken one of Dell's biggest growth engines

Execution risk is starting to separate the neocloud leaders

ARK is moving closer to the center of AI spending

GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.

CoreWeave is riding high this week after selling off in July. A Wall Street firm just initiated coverage of the stock with a bullish rating.

CoreWeave stock rose after the artificial intelligence data center builder said it will expand in Asia-Pacific markets.

Ark Invest added to three existing positions on Monday, with two of them still trading for half of last year's peak.

Diamondback Energy (NASDAQ:FANG) said its second-quarter operational performance and view of global oil inventories support a potential path toward low-single-digit organic production growth in 2027, while management emphasized it intends to retain flexibility amid commodity-market volatility. Chie

Oppenheimer analyst Ittai Kidron raised his price target on Backblaze to $25 from $15 while maintaining an ‘Outperform’ rating, saying B2 cloud storage revenue came in well ahead of expectations.

CoreWeave (CRWV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Walmart downgraded, Palantir upgraded: Wall Street's top analyst calls

AI cloud computing company CoreWeave said on Tuesday it is expanding into Indonesia and adding three ‌new facilities in the country, marking the firm's first ‌data-center presence in the Asia Pacific region. CoreWeave has benefited from a surge in demand ​for AI cloud infrastructure globally, as tech companies rush to secure the hardware and cloud capacity needed to develop and run AI systems. The company has been investing heavily in its data-center footprint ‌to cater to the ⁠demand.

Investing.com -- The hits keep coming for CoreWeave, which was up 19% yesterday after a flood of strong Big Tech quarterly results ignited a broad rally across AI infrastructure names. Now, Wall Street is stepping in with fresh analytical support for the specialized cloud operator. In a new research note initiating coverage on two leading public "neoclouds," Piper Sandler analyst James Fish assigned CoreWeave an Overweight rating with a $151 price target, while initiating rival Nebius Group with

Situational Awareness lost 67% in July and sold most of its roughly $16 billion public-equity portfolio to Citadel, Reuters reported on July 30 and July 31. CoreWeave, Inc. (NASDAQ:CRWV) and Sandisk Corporation (NASDAQ:SNDK) were among the concentrated AI holdings caught between falling prices, leverage, and evaporating liquidity. The latest completed 13F quarter shows the scale, […]

Pre-Market Stock Futures: Futures are trading higher after a solid start to August, with all major indices finishing higher on Monday. The President tapping the brakes on attacks on Iran and a return to the negotiating table, combined with massive technology earnings and tumbling oil prices, was just the ticket for traders and investors to ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: Apple, CoreWeave, eBay, Exxon Mobil, Intuit, Nebius Group, Palantir Technologies, SK hynix, and

(Bloomberg) -- Volta Infra Holdings Ltd., a new artificial intelligence cloud company, has raised $300 million in venture funding and secured an additional $5 billion worth of financing to help a wider mix of technology companies gain access to costly AI chips. The funding, set to be announced Tuesday, values Volta at $2.4 billion, and was co-led by Andreessen Horowitz and Altimeter Capital. Nvidia Corp. and Michael Dell also participated. Azora, the asset-management firm providing the financing

The Morning Bull - US Market Morning Update Tuesday, Aug, 4 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.5% and Nasdaq-100 futures rising roughly 0.5%. The backdrop is a mixed global growth picture. Manufacturing scorecards across Europe, such as the S&P Global Eurozone Manufacturing PMI at 51.9 and Germany at 52.2, signal factory activity that is growing but still cautious. At the same time, government bond yields are easing in the US and...

Backblaze Inc (BLZE) beats Q2 revenue guidance by $2.5M, signs largest contract in company history, and raises full-year 2026 outlook amid accelerating B2 Cloud growth.

One financial difference could decide which neocloud stock delivers better returns.

Getting rescued by Griffin comes with a steep cost, according to hedge fund manager Cliff Asness.

Oracle stock sits 28% in the red while cloud peers celebrate a banner year, and the gap comes down to one brutal question: can a $638 billion backlog and a mountain of AI debt actually produce the earnings needed for a recovery?

Nebius group enjoys vertically integrated infrastructure, a strategic partnership with NVIDIA, and industry-leading revenue growth visibility.

Ark's latest trades reveal a sharper bet on frontier technology

CoreWeave stock jumps as AI infrastructure spending gets another boost

Cathie Wood Bets Big on SpaceX as She Adds Millions to Tesla and CoreWeave

Ark bought about $26 million of SpaceX shares across several funds.