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Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a “neo cloud” by providing both Colossus-1 and Colossus-2 data centers to Anthropic’s Claude, which has been “severely compute constrained throughout the year.” The ... Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic

NBIS is boosting its AI cloud platform with Tavily, Eigen AI and Clarifai acquisitions, adding inference and agentic search capabilities.

CoreWeave (NasdaqGS:CRWV) expanded multi-year AI infrastructure agreements with Anthropic and Meta Platforms, including a Meta contract that runs to around 2032. The company is set to join the Russell 3000 Index, increasing its visibility with institutional investors. CoreWeave also invested in AI startup Tensormesh, adding to its AI infrastructure capabilities alongside its previously announced Vera Rubin hardware launch. CoreWeave is an AI infrastructure provider focused on high...

Asana delivered a stronger-than-anticipated first quarter, driven by accelerating adoption of its AI-powered workflow tools and improving customer retention across key verticals. Management highlighted that net retention rates improved for the fourth consecutive quarter, citing widespread seat expansion and deeper engagement with new AI offerings as meaningful contributors to growth. CEO Daniel Mark Rogers pointed to broad-based improvements, including a return to positive growth in the technolo

BNP Paribas has initiated coverage on CoreWeave with a bullish outlook, arguing that the AI cloud infrastructure provider is well positioned to capitalize on surging demand for GPU computing, with its price target implying roughly 71% upside from current levels.

BNP Paribas initiated coverage on CoreWeave stock with an “Outperform” rating. Here’s why the firm’s analysts are bullish on CRWV shares for 2026.

IREN is raising money, landing deals, and going up in the stock market faster and faster. Should you press the buy button?

Each of these companies is aiming to play a crucial role in the AI build-out.

CoreWeave, Meta and NVIDIA's have been highlighted in this Investment Ideas article.

CoreWeave recently became the first AI cloud provider to deploy and fully validate NVIDIA’s Vera Rubin NVL72 rack-scale AI system on its cloud, pairing this with custom innovations in liquid cooling, rack control, networking, and secure multi-tenant operations. Alongside this hardware milestone, CoreWeave introduced unified agentic AI capabilities that link reinforcement learning, production inference, and observability into a closed feedback loop, aimed at making large-scale AI agents more...

CoreWeave (NASDAQ:CRWV) at $124.82 screens as a wait-and-see setup over the next 12 months, with a working reference value near $138.56. The stock has whipsawed since its 2025 IPO, with tension between a $99.4 billion backlog and $50.81 billion in liabilities driving the volatility. CoreWeave rents GPU-accelerated cloud capacity to AI model builders and enterprises. ... Buy, Hold, or Sell: Is CoreWeave a Multibagger in the Making, or an AI Infrastructure Debt Trap?

The Claude maker moves ahead of OpenAI as competition for AI capital intensifies.

The biggest story surrounding the IPO landscape is, of course, none other than SpaceX. But CoreWeave's debut last year shouldn't be forgotten either.

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

CoreWeave Inc. (NASDAQ:CRWV) moved higher in premarket trading on Tuesday, gaining 4% as investors responded to a favorable analyst initiation and continued enthusiasm surrounding artificial intelligence infrastructure companies.

CoreWeave surged 14% after becoming the first AI cloud provider to validate NVIDIA Vera Rubin NVL72, reinforcing its edge in AI infrastructure.

Chicago hyperscale facility fully leased to CoreWeave for 15 years as AI debt funding expands.

Pre-Market Stock Futures: Futures are trading lower on Tuesday, but the technology tsunami continued on Monday, as all major indices dipped into the red early on news that Iran was halting the peace negotiations and would block the Strait of Hormuz. But that sell-off lasted until about noon, before a big reversal, which, by that ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: CoreWeave, Danaher, Hewlett Packard Enterprise, Intuit, Knight-Swift, Meta Platforms, Starwood Property Tr

NVIDIA, HubSpot, Fluence Energy, CoreWeave and Taiwan have been highlighted in this Investment Ideas article.

CoreWeave (CRWV) drew fresh interest after its stock jumped on news that it is the first AI cloud provider to deploy and fully validate NVIDIA’s Vera Rubin NVL72 system on its platform. See our latest analysis for CoreWeave. That Vera Rubin announcement landed on top of an already strong run, with a 1 day share price return of 13.96% and a 90 day share price return of 69.18%, while the 1 year total shareholder return sits at 3.84%. Short term momentum has picked up sharply. If you are looking...

On June 1, 2026, CoreWeave’s industry-first rollout of Nvidia’s Vera Rubin NVL72 sharpened focus on its AI data center ambitions.

(Bloomberg) -- A data center tied to CoreWeave Inc. is set to get funding from a $850 million junk-bond sale by Elk Grove Village Property LLC, which joins a wave of high-yield issuers tapping debt markets to fund artificial intelligence infrastructure.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin

A couple of key business partners highlighted the fact that the company is leading the charge into the next generation of AI data center computing platforms.

CoreWeave unveiled new unified tools designed to close the training-to-inference gap and improve agentic AI performance in live production environments, including Serverless RL and secure Sandboxes for reinforcement learning and model evaluation.

The cloud provider now offers fully operational Nvidia Vera Rubin NVL72 systems, which feature more than 100 chips per rack.

CoreWeave announced on Monday that it is the first AI cloud provider to deploy the Nvidia Vera Rubin platform.

During a keynote address at Taiwan’s Computex conference, Nvidia CEO Jensen Huang unveiled a new N1X processor developed in partnership with Microsoft.

NVIDIA (NASDAQ:NVDA) Founder and CEO Jensen Huang used a keynote in Taiwan to outline the company’s next phase of growth around agentic AI, AI factories, new data center systems, enterprise software tools, personal computers and robotics. Speaking at GTC Taiwan, Huang repeatedly credited Taiwan’s s

Last month, Coreweave, the largest independent neocloud company, reported its first-quarter revenue doubled to $2.1 billion.

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and CoreWeave, Inc. (NASDAQ:CRWV) ranks 9th on this list. CoreWeave, Inc. (NASDAQ:CRWV) has featured in the 13F portfolio of Situational Awareness LP since the first quarter of 2025. Back then, this position comprised 1.2 million shares and […]