Notícias

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...

Meta Platforms shares rose 8.8% on reports it may sell excess compute capacity to third parties, a move that could boost revenue but raises questions about its AI product strength.

The market is focused on today's costs, but the company has already sold a future that looks entirely different.

With a 5-year EPS growth forecasted at 37.88%, Backblaze, Inc. (NASDAQ:BLZE) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term. On June 24, Lake Street analyst Eric Martinuzzi raised the firm’s price target on Backblaze, Inc. (NASDAQ:BLZE) to $14 from $11 while maintaining a Buy rating after the company announced a $335 million total […]

Ark Invest added to three existing positions that declined as much as 10% on Tuesday.

Meta’s AI cloud ambitions may look like a threat, but they prove CoreWeave’s business model right.

Piper Sandler Sees Major Upside for Oracle Cloud Revenue in Fiscal 2027

Shares of CoreWeave took a hard hit after news broke that Meta Platforms is building a cloud business to sell spare AI computing power. The tech stock fell sharply over two trading sessions last week, and is currently valued at a market cap of $64.4 billion. Notably, Meta (META) is one of ...

(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Majo

Shares of Cloudflare (NYSE:NET) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares near a fresh 52-week high of $276.81, and it’s standing out on an otherwise rough day for growth tech. The NASDAQ 100 is down 1.3% today, so ... Cloudflare Is Up 9% Today: Is It Outperforming Other AI Cloud Stocks Like Oracle, CoreWeave, and Snowflake?

CoreWeave (NASDAQ:CRWV) has been one of the most punished AI infrastructure names of the summer, and I think that has created an opportunity. The stock closed at $81.75 on July 2, 2026, down 31.46% over the past month and 46.14% over the past year. Our 24/7 Wall St. price target for CoreWeave is $167.48, implying ... Price Prediction: CoreWeave Stock Eyes 100% Upside as Data Center Demand Surges

Meta Platforms (NASDAQ: META) and CoreWeave (NASDAQ: CRWV) just closed the books on their Q1 2026 reports with sharply divergent financial profiles. Meta printed $56.31 billion in revenue while raising capex guidance to $125 to $145 billion. CoreWeave grew sales 111.7% to $2.078 billion but posted a $740 million net loss. One Prints Cash. The ... Meta Vs. Coreweave: Despite 2032 Partnership, ‘Meta Compute’ Remains a Massive Threat to Coreweave

I keep hitting the buy button on NVIDIA (NASDAQ:NVDA), and after the June pullback I hit it again. I bought near $225 in May, I bought near $212 in June, and I added last week close to $194.83. The story that got me into this position keeps getting louder. Here is what pulls me back ... Nvidia Bears are Blind: 3 Reasons to Ignore Them and Buy Now

Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...

In just the past month, the stock has fallen more than 15%.

Galaxy Digital said its Helios data center campus in West Texas is now operational and generating revenue after delivering 133 MW of critical IT load to CoreWeave on schedule under…

Analyst Chris Brendler argued the Meta-driven selloff in HPC names was overdone, highlighting Galaxy Digital's 22% two-week decline and Cipher Digital's widening valuation gap as entry points.

Meta is reportedly planning to sell its excess cloud computing capacity, and that doesn't bode well for Nebius and CoreWeave.

We recently published Jim Cramer’s Biggest Losers: 10 Stocks That Just Didn’t Work Out. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks discussed by Jim Cramer. CoreWeave Inc. (NASDAQ:CRWV) is another stock that Jim Cramer has stuck by despite the weak performance. Being one of the biggest proponents of the AI buildout, the CNBC TV […]

CoreWeave (CRWV) is back in focus after the company launched ARIA, an AI research agent integrated into Weights & Biases, alongside a sharp pullback in the stock as investors reassess competitive risks. See our latest analysis for CoreWeave. ARIA’s launch and CoreWeave’s index additions have landed just as sentiment cools, with the 7 day share price return down 9.48% and the 30 day share price return down 13.88%. The year to date share price return of 9% contrasts with a 1 year total...

Retail traders say long-term optimism for Nebius remains intact and advise buying on the dip.

CoreWeave stock holds competitive advantages that can solidify its business.

Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why

Investing.com -- Meta Platforms Inc (NASDAQ:META) has contracted over 5GW of datacenter capacity across cloud and colocation in just the first half of 2026, and research firm SemiAnalysis argues the company's compute buildout is nowhere near its peak, projecting that Meta's 2027 capital expenditure will be "shockingly high" and that fears of it cannibalizing neocloud rivals are misplaced.

CoreWeave Inc. (NASDAQ:CRWV) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. Based on a report released on July 2, Northland Securities analyst Nehal Chokshi reaffirmed a Buy rating on CoreWeave Inc. (NASDAQ:CRWV) and the price target of $165. The firm’s price target reflects an additional 101% upside from […]

Investing.com -- Piper Sandler defended its Overweight rating on Oracle in a note to clients on Monday, arguing the company could generate approximately $2.2 billion in Oracle Cloud Infrastructure revenue not currently captured in consensus estimates, based on the firm’s analysis of capital expenditure to data center capacity to revenue conversion.

NBIS stock rallies on AI infrastructure expansion, surging revenues and strong demand, but high capex and premium valuation temper near-term upside.

Okta upgraded, Datadog downgraded: Wall Street's top analyst calls