Tag: CoreWeave Inc
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CoreWeave shares are set to nearly double even as chip costs rise, Truist says
CoreWeave should continue to rally, despite Nvidia raising its GPU prices, as demand for cloud-related infrastructure remains elevated, per to Truist Securties.
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AI data center outrage is showing up everywhere from ads to elections
With less than three months until the midterm elections, opposition to AI data centers is becoming a bipartisan rallying cry in a growing number of states.
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Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Stratification at the frontier model level will have consequences for partner companies, customers and suppliers, analysts say.
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Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
The hedge fund’s five largest disclosed stock holdings at the end of June were Sandisk, Micron Technology, Bloom Energy, Taiwan Semiconductor and Nebius Group.
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The one big takeaway from a huge earnings season
The market is winding down an exceptionally strong reporting season, and there’s an underlying trend that remains front and center.
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AI’s infrastructure boom is getting more leveraged — and harder to track
AI’s infrastructure boom is increasingly being funded through bonds, leases and private capital, while leveraged investors add another layer of market risk.
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Cramer says investors shouldn’t let past market crashes scare them out of today’s winners
CNBC’s Jim Cramer warned investors against relying too heavily on historical comparisons, arguing that doing so can cause them to miss what has fundamentally changed.
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Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC’s Jim Cramer said the AI data center trade is regaining market leadership after weeks of forced selling weighed on the group.
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CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave is seeing strong demand for six-year-old Nvidia chips, helping justify all the current AI capex.
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The S&P paces to snap a 2-day skid, and Goldman beefs up its asset management unit
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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