Notícias

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.

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 stock jumped after the AI computing specialist reported a lower-than-expected, Q1 net income loss while revenue topped expectations.

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 ...

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 ...

By Karen Roman Backblaze, Inc. (Nasdaq: BLZE) said it will present at the AI & Big Data Expo North America 2026 taking place on May 18-19, at the San Jose […]

Nvidia's equity commitments have topped $40 billion this year.

Wall Street already knew CoreWeave was growing fast. But after its first-quarter 2026 earnings call, CEO Mike Intrator made something crystal clear: the company is winning business while locking up the AI infrastructure market for years to come. The numbers backing that claim are hard to dismiss. ...

CoreWeave offers something that AI customers greatly need: compute.

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 14 Stocks That Will Skyrocket. This stock is part of Alex Green’s list of “secret picks.” In fact, he goes as far as to call it an AI “Superstock.” To back up the claim, Green touts the firm as having agreements with OpenAI, Meta, NVIDIA, and other technology […]

JPMorgan Chase (NYSE:JPM) raised its price target on Iren (NASDAQ:IREN) stock to $46 from $39 while keeping an Underweight rating. The unusual combination, a price target raise paired with a bearish stance, reflects the firm’s skepticism about the structure of Iren’s blockbuster NVIDIA (NASDAQ:NVDA) partnership. For prudent IREN stock investors, the call is a reminder ... JPMorgan Hikes IREN Price Target to $46 but Stays Underweight on Circular NVIDIA Deal Concerns

NBIS heads into Q1 earnings with strong AI cloud demand and rapid expansion, but high valuation and heavy spending may keep investors cautious.

Ark Invest added to three existing positions as they declined 24% on Friday.

There is a specific kind of conviction that gets tested when a stock falls sharply on earnings. Most analysts either defend their prior call quietly or quietly revise it lower. Every so often, one does neither. One of Wall Street's most closely watched AI infrastructure names just delivered that ...

Nvidia Corp.'s latest partnership with IREN Ltd. underscores the chip giant's aggressive strategy to scale AI infrastructure globally as demand surges and competitive pressure from Advanced Micro Devices, Inc. intensifies. Nvidia Expands AI Infrastructure To Defend Market Leadership Speaking to...

CoreWeave (CRWV) just posted first quarter results that paired very strong AI cloud revenue with a larger loss and heavier spending, a mix that has clearly unsettled near term market sentiment. See our latest analysis for CoreWeave. The Q1 report triggered a sharp 1 day share price return of -6.62%. However, this follows a strong run, with a 7 day share price return of 15.45% and a year to date share price return of 62.43%. The 1 year total shareholder return of 134.25% points to momentum...

CoreWeave's latest quarterly report didn't deliver what investors were looking for.

Cloudflare (NET) said late Thursday it expects to reduce its workforce by about 1,100 people as part

The market maker's first-quarter trading revenue more than doubled from a year earlier, while net income reached $10.3 billion.