Notícias

CoreWeave CEO Michael Intrator says the data center backlash won't change the growing demand for compute.

CoreWeave (CRWV) stock closed Tuesday, September 8, 2026, at $99.83, up 11.7% on the session. A move that size usually follows something the company said or did. This one did not, and where it came from instead tells you more about what you own than the number does.

The biggest AI gains of the next two years may come from names most investors overlook entirely. Six stocks spanning cloud infrastructure, memory, connectivity, and quantum each have a credible path to round-number targets that leave Wall Street consensus in the dust.

NBIS jumped 7.73% after Palantir selected its AI-native cloud, potentially expanding enterprise reach and strengthening its neocloud position.

If AI were really about to unleash the explosive growth its boosters predict, economists say it should show up somewhere surprising: real interest rates.

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An announcement from rival Nebius seemed to lift CoreWeave.

Stocks tied to AI are having a big day amid growing enthusiasm over OpenAI's latest model, called Astra. Shares of CoreWeave, an AI cloud infrastructure company, rose 15% Tuesday. Shares of Lumentum and Coherent, which manufacture optical and laser equipment used by AI data centers, were up 12% and 9% respectively.

Palantir just handed Nebius a coveted sovereign AI label, but traders are punishing one side of the partnership and rewarding the other in ways that reveal exactly where the market thinks the real leverage sits.

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL) reignited enthusiasm across GPU cloud peers. Morgan Stanley’s price target raise is the day’s catalyst, and it’s pulling CoreWeave (NASDAQ:CRWV) along with it as investors extend their AI infrastructure exposure across both hyperscale and pure-play GPU cloud names. The […]

These AI companies are grabbing plenty of headlines these days.

Stock Market Today: The Dow Jones index declined 400 points Tuesday, as oil prices jumped on continued U.S.-Iran attacks.

Nvidia is on a roll. Nvidia shares were up 0.3% at $231.12 in premarket trading. One major argument made by AI skeptics—including Big Short investor Michael Burry—was that Big Tech companies overstate the long-term value of chips bought from Nvidia by using a six-year depreciation schedule.

A single pricing figure buried in IREN's latest earnings report suggests the neocloud's existing contract book may be dramatically undervalued relative to what customers are willing to pay right now.

CoreWeave's huge AI-cloud backlog fuels growth, but soaring capital spending, debt and losses raise questions about its next move.

Nvidia has big investments in Intel, SpaceX and many more public companies. But its stakes in OpenAI and Anthropic are the real prize.

NBIS surges 253.5% in a year on AI infrastructure demand, but high capital needs and valuation raise questions about further upside.

Nvidia disclosed roughly $99 billion of public and private equity investments as of July 26, plus about $25 billion of additional commitments. The portfolio included a $30 billion Intel stake and several billion dollars of CoreWeave equity. NVIDIA Corporation (NASDAQ:NVDA) is using its balance sheet to support the ecosystem that buys compute, which makes Intel […]

Applied Digital trades at a lower valuation multiple, but IREN's transition to AI services comes with lower leverage, a key tradeoff for growth investors.

Both face heavy customer concentration and significant losses, but their paths to profitability, and risk profiles, couldn't be more different.

Move over Anthropic, OpenAI is back to take the artificial-intelligence crown. At least that’s the ChatGPT developer’s claim with the launch of a new AI model that could boost a number of its partners. OpenAI late Thursday announced its GPT-6 Astra model.

NBIS is building toward 2027 growth as multibillion-dollar AI cloud deals, premium pricing and major capacity expansion strengthen its revenue outlook.

CoreWeave (CRWV) drew fresh investor attention after Rescale chose CoreWeave Cloud to power demanding AI and simulation workloads. The move links CoreWeave’s AI focused infrastructure to Rescale’s engineering customers across several research heavy industries. CoreWeave’s latest Rescale partnership comes after a busy few months in which earnings, guidance, new geographies, commentary from high profile investors, and rising debt levels have all shaped sentiment. Despite a 6.61% year to date...

Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the next one. Knowing which part of the stack to own now is the question worth answering.

Nebius looks like a long-term AI infrastructure bet because its partnership model could deliver faster, more capital-efficient growth than CoreWeave.

(Updates with Nvidia's response in the fifth paragraph.) Nvidia (NVDA) has increased its equity i

Cramer favors CoreWeave as the strongest neocloud bet, despite rapid growth at IREN and Nebius.

Microsoft, Amazon and a raft of cloud-computing and software companies will be the AI winners, according to Jefferies analysts.

Sam Altman just called out the AI compute buildout as heading toward unsustainable territory, and six publicly traded names are squarely in the crosshairs. Their disclosed contracts tell one story, but their debt loads and development pipelines tell another.