
CoreWeave's $104.2B backlog and lower forward sales multiple support its growth case, but heavy funding needs and losses keep profitability in focus.
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CoreWeave's $104.2B backlog and lower forward sales multiple support its growth case, but heavy funding needs and losses keep profitability in focus.

“I’m proud to say that Pinterest is now a performance platform,” Bill Ready, Pinterest CEO, said at an advertising event this week.

CoreWeave's backlog and revenue are surging, but heavy capex, rising interest costs and customer concentration keep pressure on the growth story.

CoreWeave deployed Vera Rubin NVL72 clusters, expanding its next-gen AI platform as heavy capex and rising interest costs raise execution stakes.

WTI near $100 and low-cost production in the Permian and Guyana could support XOM's earnings as drilling and AI boost output efficiency.

Corning’s latest multibillion-dollar fiber agreement with Verizon adds another major customer commitment as AI infrastructure drives demand for optical connectivity.

PSX pairs profitable refining conditions with stable midstream cash flows, helping cushion commodity volatility despite high crude costs.

The New Jersey-based company said the move was because of “market conditions.” The market is shaky because the nuclear euphoria of the pas two years has worn off.

Gang Ye executed a pre-planned stock sale under Rule 10b5-1, maintaining a $2.18 billion stake in the e-commerce and fintech giant.

Valero Energy (VLO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Musk doesn’t dismiss Cathie Wood’s stunning SpaceX prediction

Wealthy Italians have long been drawn to Costa Smeralda, but local real-estate pros say they’ve seen an uptick in interest from U.S. buyers

Jim Cramer just called Nokia a strong buy, which would be great news except for one uncomfortable fact that long-suffering NOK shareholders know all too well about his track record.

HWM's defense aerospace revenues are rising on strong demand for F-35 and legacy fighter jet spares, while new initiatives could support further growth.

Federal Reserve Chairman Kevin Warsh and Treasury Secretary Scott Bessent are at odds over how to manage the benchmark 10-year Treasury yield.

Scott Melker sits down with Coinbase (COIN) CEO Brian Armstrong to discuss the company's debut of tokenized stocks and bonds, as well as his vision for growing by tokenizing private assets or treasuries. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.

Astera Labs (NasdaqGS:ALAB) unveiled new Leo Smart Memory Controller solutions, including the Leo X-Series and Leo 2 E & P-Series, targeting AI and cloud workloads. The expanded Leo lineup is built for large-scale AI uses such as KV-cache and agentic AI, aiming to improve memory efficiency for hyperscalers. Astera Labs is collaborating with major CPU, GPU, and memory vendors and is showcasing the Leo family at the AI Infra Summit. The launch of the Leo X-Series and Leo 2 E & P-Series comes...

Wall Street just got a new rulebook twist. The SEC’s fresh “Innovation Exemption” lets regulated venues issue tokenized versions of U.S. stocks, opening the door to 24/7 trading and faster settlement on blockchain rails. That shift could reshape how liquidity, custody, and fees work for you. This article walks through three U.S. Crypto & Blockchain Infrastructure stocks exposed to that change and why their business models deserve a closer look now. The three stocks covered below are just a...

Strategy (MSTR) is back in the headlines after announcing the AI Transformation Forum, a seven city executive roadshow with Google Cloud aimed at helping large enterprises build trusted data foundations and governance for scaling AI. Recent trading has been choppy for Strategy, with the share price falling 2.64% over the last day and 4.91% over the past week, even after a strong 29.18% 1 month share price return. This sits against a weaker year to date share price return of 19.71% and a 1...

Redwire has seen its share price move around sharply in recent years, so the immediate question for you today is whether the current US$10.79 price is supported by the cash flows the business can generate over time. Redwire has delivered a 239.3% return over the past 3 years, which puts a lot of weight on whether its future cash flows can live up to what the stock has already done. The company’s ability to convert its space infrastructure work into recurring contracts and predictable cash...

D-Wave Quantum (NasdaqGS: QBTS) faces multiple legal investigations after its CFO resigned and the company missed revenue expectations. Several shareholder rights law firms have opened probes into potential securities law violations and possible misstatements to investors. These new investigations into D-Wave Quantum's revenue shortfall and CFO departure deserve to be weighed against our other findings. Our analysis turns up 1 other big win for D-Wave Quantum as well. Quantum computing is...

Texas Instruments (TXN) slipped 1.07% in the latest session, trailing broader indices as attention shifts to its next earnings report and what it might reveal about demand across industrial, automotive, and data center markets. Over the past few months, momentum in Texas Instruments has cooled, with the share price down 7.86% over 30 days and 19.26% over 90 days, even though the year-to-date share price return of 46.84% and 1-year total shareholder return of 48.32% still reflect a strong...

Interest rates are rising, but so are these healthy payouts.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at APA Corporation (NASDAQ:APA) and its peers.

Shares of NVIDIA (NASDAQ:NVDA) are trading higher Thursday, up 2% to $219 in late-morning trading, after CEO Jensen Huang told an audience at a Scotland tech gathering that chip sales in 2027 are projected to roughly double compared to 2026. The move puts the stock back within reach of its 52-week high of $236. Huang […]

Salesforce stood by its long-term growth targets and argued it can withstand the AI boom at its annual Dreamforce conference.

On September 6, 2026, CNBC reported that Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk is targeting a late-2027 launch for orbital AI data centers, but industry analysts said real scale is more likely a 2030s event. Experts point to four unresolved hurdles: dissipating heat in a vacuum, protecting hardware from radiation, the risk that […]

C3 Metals Inc (TSX-V:CCCM, OTC:CUAUF) CEO Dan Symons tells Proactive’s Stephen Gunnion that new gravity and magnetic surveys at the Khaleesi copper project in Peru have identified a major anomaly around two kilometres northeast of the main drill zone. The company has expanded the survey area by more than 65% to 1,500 hectares and plans to drill-test the new target in Q4. Symons said the main Khaleesi mineralised zone extends to 500 metres depth and remains open, while glacial cover means geophysics is key to identifying concealed copper-bearing magnetite skarns. A 3D IP survey is also due to start at the end of September, targeting potential porphyry or intrusive sources at depth. In Jamaica, assays from the Superblock gold project and a Freeport-McMoRan-funded deep drilling programme at Bellas Gate are expected in Q4. Symons said the company expects significant news flow across its three projects into 2027. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #C3Metals #CCCM #copperexploration #copper #Peru #Jamaica #miningstock #juniorminning #resourceexploration #proactiveinvestors

Shares of CoreWeave (NASDAQ:CRWV) are down 3.5% in midday trading, changing hands near $80 while the broader tape rallies. The S&P 500 ETF SPY is up 0.9% in the same session, sharpening the underperformance. The slide extends a brutal stretch, with CoreWeave off 16% over the past week and 25% over the past month. Convertible […]

FITB targets $850 million in annualized Comerica expense synergies by Q4'26, alongside $500 million+ in revenue opportunities. Can growth follow?
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