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CoreWeave's AI platform, giant backlog, and gigawatt-scale build-out make a compelling case for long-term stock gains.

Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

One commands massive customer contracts but bleeds cash. The other faces customer concentration but boasts superior margins.

A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.

The bank raised its December 2027 price target to $125 as CoreWeave shifts part of its contracting mix toward higher-priced, short-dated compute capacity.

Short-term contracts at premium rates are lifting margins on new deals, the bank says

CoreWeave's Harell Data partnership brings proprietary datasets and AI infrastructure together, opening another potential growth avenue amid fierce cloud competition.

JPMorgan analyst Samik Chatterjee cited a favorable pricing backdrop for AI compute and strong demand for CoreWeave’s infrastructure.

JPMorgan on Thursday upgraded stock to overweight on views that the provider of AI computing infrastructure has leverage to increase prices.

Investing.com -- JPMorgan upgraded CoreWeave (NASDAQ: CRWV) to Overweight from Neutral in a note Thursday, telling investors that stronger pricing for computing power and the company's push into short-term contracts at premium rates should lift revenue and margins.

It has lagged broader equities so far this year.

CoreWeave priced an upsized convertible note as capex spending surges, adding debt and equity options to fund AI data-center growth.

CoreWeave (NASDAQ:CRWV) shares received an initial 'Buy' rating and a $120 price target from UBS, implying about 40% upside, as the bank said strong artificial intelligence (AI) compute demand could support further growth. UBS said Street sentiment towards CoreWeave remained cautious,...

One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll right past.

Investing.com -- UBS launched coverage of CoreWeave with a Buy rating and a $120 price target this week, implying about 40% upside, making a "non-consensus positive call" on the AI infrastructure provider.

CoreWeave is posting triple-digit revenue growth while its stock sits nearly 29% below year-ago levels, and that disconnect between momentum and price may not last much longer.

The neocloud provider looks like an undervalued growth stock.

NBIS and CRWV are scaling AI cloud capacity, with rapid growth, rising demand, margin expansion and major capital spending shaping the comparison.

Here are Cathie Wood’s latest moves.

CoreWeave added $25 billion in new customer commitments this quarter as demand and pricing for its AI cloud platform keep climbing.

On September 16, a caller asked if CoreWeave, Inc. (NASDAQ:CRWV) is going to break out anytime soon, and Mad Money host Jim Cramer replied: Okay, so CoreWeave’s got a yin and yang here. It’s borrowing a lot of money and that’s going to be harder now if the Fed starts raising rates, but it’s smack […]

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

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 […]

CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot afford to get wrong.

A reported pricing change lifted Nebius and its rivals as investors looked for signs that AI compute remains tight.

The AI cloud company is returning to the capital markets as its infrastructure expansion keeps demanding more money.

A single customer note from one neocloud operator sent shockwaves through AI compute stocks Thursday, lifting some names sharply while leaving a major rival in the red despite sharing the same business model.

H100 rates go to $4.50 an hour from $3.85, with B300 up to $9.50 from $7.85

Nebius stock popped after the cloud computing specialist announced price hikes of around 20% effective Oct. 1.

The move points to robust AI infrastructure demand as operators expand capacity.