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Here are Cathie Wood’s latest moves.

CoreWeave added $25 billion in new customer commitments this quarter as demand and pricing for its AI cloud platform keep climbing.

On September 16, a caller asked if CoreWeave, Inc. (NASDAQ:CRWV) is going to break out anytime soon, and Mad Money host Jim Cramer replied: Okay, so CoreWeave’s got a yin and yang here. It’s borrowing a lot of money and that’s going to be harder now if the Fed starts raising rates, but it’s smack […]

CoreWeave's $104.2B backlog and lower forward sales multiple support its growth case, but heavy funding needs and losses keep profitability in focus.

Shares of CoreWeave (NASDAQ:CRWV) are down 3.5% in midday trading, changing hands near $80 while the broader tape rallies. The S&P 500 ETF SPY is up 0.9% in the same session, sharpening the underperformance. The slide extends a brutal stretch, with CoreWeave off 16% over the past week and 25% over the past month. Convertible […]

CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot afford to get wrong.

A reported pricing change lifted Nebius and its rivals as investors looked for signs that AI compute remains tight.

The AI cloud company is returning to the capital markets as its infrastructure expansion keeps demanding more money.

A single customer note from one neocloud operator sent shockwaves through AI compute stocks Thursday, lifting some names sharply while leaving a major rival in the red despite sharing the same business model.

H100 rates go to $4.50 an hour from $3.85, with B300 up to $9.50 from $7.85

Nebius stock popped after the cloud computing specialist announced price hikes of around 20% effective Oct. 1.

The move points to robust AI infrastructure demand as operators expand capacity.

CoreWeave Advances AI Expansion With Nvidia Rubin Rollout, Shares Jump

CoreWeave’s business model came under scrutiny over whether its growth reflects genuine technical differentiation or temporary scarcity in AI compute. Alexandra Damsker argued that CoreWeave’s “quality” advantage is overstated, describing…

The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S. construction industry faces a shortfall of roughly 439,000 workers as data centers compete with housing, transport and industrial projects for skilled labor. Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) can finance multibillion-dollar AI campuses and secure GPUs. […]

A media report naming a marquee AI lab as the mystery customer behind Rumble's massive six-year compute contract is sending one small-cap stock sharply higher while punishing its rented-compute rivals on the same tape.

Iren stock is double upgraded and J.P. Morgan sees 48% with business momentum continuing for the burgeoning neocloud company.

According to a CNBC report on Friday, Situational Awareness was also active in names like SK Hynix, SanDisk and the Roundhill Memory ETF.

The fund, which lost roughly $35 billion in assets after a forced sale this summer, has been active in options markets late last week and early this week

The S&P 500 Index ($SPX ) (SPY ) is up +0.87%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.97%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.77%. E-mini S&P futures (ESU26 ) are up +1.01%, and September E-mini Nasdaq futures (NQU26 )...

Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means.

An announcement from rival Nebius seemed to lift CoreWeave.

Stocks tied to AI are having a big day amid growing enthusiasm over OpenAI's latest model, called Astra. Shares of CoreWeave, an AI cloud infrastructure company, rose 15% Tuesday. Shares of Lumentum and Coherent, which manufacture optical and laser equipment used by AI data centers, were up 12% and 9% respectively.

AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL) reignited enthusiasm across GPU cloud peers. Morgan Stanley’s price target raise is the day’s catalyst, and it’s pulling CoreWeave (NASDAQ:CRWV) along with it as investors extend their AI infrastructure exposure across both hyperscale and pure-play GPU cloud names. The […]

These AI companies are grabbing plenty of headlines these days.

CoreWeave's huge AI-cloud backlog fuels growth, but soaring capital spending, debt and losses raise questions about its next move.

Nvidia has big investments in Intel, SpaceX and many more public companies. But its stakes in OpenAI and Anthropic are the real prize.

Applied Digital trades at a lower valuation multiple, but IREN's transition to AI services comes with lower leverage, a key tradeoff for growth investors.

Both face heavy customer concentration and significant losses, but their paths to profitability, and risk profiles, couldn't be more different.

Nebius looks like a long-term AI infrastructure bet because its partnership model could deliver faster, more capital-efficient growth than CoreWeave.