Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Over the past year, the broader market continued to ask only one question: Amidst the AI boom, who is actually making money? First of all, the chipmakers benefited, and then the cloud providers. As of now, investors are increasingly focusing on the infrastructure layer supporting the AI buildout. That’s exactly where CoreWeave, Inc. (NASDAQ:CRWV) benefited. […]
Appaloosa Management, led by David Tepper, has opened a new position in CoreWeave (NasdaqGS:CRWV), signaling fresh hedge fund interest in the AI infrastructure provider. The move adds a high profile institutional investor to CoreWeave's shareholder base and brings new attention to companies that support AI workloads. Tepper's position is being watched by investors assessing how capital is flowing between AI chip designers and infrastructure platforms. For readers looking to compare...
Apple's net income margin sits at 27%, while CoreWeave operates at -24%, a stark profitability divergence that complicates any direct comparison.
BofA sees stronger AI pricing and longer GPU lives.
Regulation of different aspects of AI from all levels of government could crimp many companies’ operations. But some are less vulnerable to oversight.
Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings and analyst upgrades say about where these AI infrastructure stocks go next.
CoreWeave's latest quarterly results make it clear that strong AI data center demand will ensure healthy long-term growth for the company.
Nvidia Corp. has agreed to spend as much as $105 billion to support a massive new data center campus in Ohio set to be leased by OpenAI, according to a financial filing, marking the latest tie-up between two dominant forces driving the AI boom.
David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
IREN's Microsoft delivery and NVIDIA Exemplar Cloud status boost its AI credibility, but capital needs and execution risks keep the risk-reward balanced.
CoreWeave sits well below its recent highs with a balance sheet that spooks half of Wall Street, yet something just shifted in the numbers that has bulls calling for a 36% snapback from here.
NBIS enters 2027 with rising profitability, an asset-light model and plans to expand capacity while boosting high-margin revenue.
Nebius and CoreWeave Could Ride a New AI Pricing Surge, Wedbush Says
Microsoft's acceptance and Nvidia's grant of Exemplar Cloud status have added to the stock's upmove.
CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden.
McBee exercised 197,000 options and liquidated indirect holdings across trusts, yet retains a significant number of derivative securities signaling sustained long-term alignment.
Brannin McBee exercised stock options and immediately liquidated the position under a pre-established trading plan.
Jain exercised options and sold shares to cover tax withholding from a vesting event, retaining close to 148,000 shares and 270,000 options outstanding.
This filing reports the exercise of vested options and tax withholding obligations.
Disposition reduces his direct equity stake by 10% under a pre-established trading plan, though he retains a 0.34% ownership position and substantial derivative holdings.
Nvidia just moved beyond selling processors and seized control of the invisible infrastructure that every AI cluster depends on, and the companies supplying that buildout are already reporting explosive growth.
NVIDIA Corp. (NASDAQ:NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed the expansion across artificial intelligence infrastructure, as he said: Then today, aided by a benign consumer price index number, the data center stocks couldn’t be contained. Lumentum, which makes fiber optics, told a terrific tale… And finally, […]
Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 5.4% in the afternoon session after the company reported strong earnings reports from several AI infrastructure peers signaled robust industry-wide demand. The rally was part of a broader upswing for 'neocloud' stocks, following strong quarterly results from industry leaders CoreWeave, Nebius, and Super Micro Computer. These reports suggested that demand for AI computing hardware outpaced supply, lifting related AI ho
Snowflake Gets Major RBC Vote of Confidence as Software Sentiment Rebounds
A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
CoreWeave stock has climbed 34.0% year to date, yet its low overall value score suggests the recent optimism is not fully backed up by the broader valuation checks. The 34.0% year to date gain can signal rising confidence in CoreWeave's AI cloud story. Investors may want to ask how much of that growth is already embedded in the price. Heavy investment in AI infrastructure and reported contracted revenue backlogs can support long term cash flow expectations. At the same time, ongoing losses...