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A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.
CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.
Nebius and CoreWeave investors have nothing to fear.
One profitable but concentrated, the other scaling fast but burning cash.
Microsoft and Meta just confirmed what AI infrastructure bulls wanted to hear: Demand for compute isn't cooling off.
Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.
AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.
(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill
Applied Digital reported fourth quarter revenue that surpassed Wall Street estimates. Management linked the result to strong demand for its AI focused data center infrastructure. The company highlighted growing usage from AI clients, including existing contracts with CoreWeave. Applied Digital, traded as NasdaqGS:APLD, has drawn fresh attention after this latest revenue beat, with investors weighing the result against a recent share price of $26.375. The stock is down 12.2% over the past...
Applied Digital beat Wall Street estimates for fourth-quarter revenue on Monday, riding on robust demand for its data centers from an expanding roster of AI clients. Shares of the company, which counts CoreWeave as a client, rose 5.4% in extended trading. Applied Digital designs, builds and operates data centers and provides colocation services for artificial intelligence, networking and blockchain workloads.
CBRS teams up with AMD on a disaggregated AI inference platform targeting ultra-low latency, high throughput and up to 5X better efficiency.
Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...
Baird's bullish call sends CoreWeave and Nebius stocks higher
CoreWeave stock inches higher as Truist initiates coverage with a 'Buy' rating. Here’s why the investment firm is bullish on CRWV shares.
A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.
NVIDIA just placed a massive bet on one AI cloud company, sending its stock into orbit and pulling two rivals along for the ride. But with credit markets flashing warnings on one name and a leaderless rally propping up another, not every gain here is built on solid ground.
Shares of this AI infrastructure provider surged Tuesday after Nvidia disclosed a sizable stake.
Nebius stock is rallying as Freedom Capital issues a bullish note in its favor. Here’s how high NBIS could realistically fly in 2026.
The stake is higher than estimated in March, when Nvidia announced a $2 billion investment in the neocloud operator.
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying signals a real shift or just a dead-cat relief pop before the next leg down.
IREN and Hut 8 were rising sharply early on Monday as both companies announced more customers were spending on their cloud-computing infrastructure. IREN shares rose 9% in the premarket after it said it had agreed new multiyear cloud contracts with artificial-intelligence developers representing $2.8 billion in total contract value. IREN was previously an Australian Bitcoin miner called Iris Energy before pivoting to AI computing as part of a wave of “neoclouds” building out cloud computing infrastructure.
Nebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer. A Friday announcement changed the math entirely, and the structure it revealed may rewrite how the whole sector funds its GPU buildout.
Cerebras pairs 92% core revenue growth and ample liquidity with customer concentration, margin pressure and capacity-delivery risks.
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?
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 […]
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