Tag: CoreWeave Inc
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How Equinix has found a niche in the multitrillion-dollar AI data center boom
Nvidia announced a new data center deal with Equinix and Together AI on Wednesday to help enterprise customers with open-model inference.
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Cramer’s lightning round: Apple is ‘still a good buy’
“Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed.
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Jim Cramer says this is why demand for Nvidia’s chips keeps accelerating
CNBC’s Jim Cramer said the demand for Nvidia’s chips is accelerating because customers are finding they can make money from the technology almost immediately.
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Here are Monday’s biggest analyst calls: Nvidia, Jersey Mike’s, Dell, Chipotle, Marvell, CoreWeave & more
Here are the biggest analyst calls on Wall Street on Monday.
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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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