Nebius Stock Jumps 15% Following Meta Deal
Nebius stock experienced a 15% surge after the company announced a deal with Meta, prompting speculation about its potential to become the next CoreWeave.
124 stories found
Nebius stock experienced a 15% surge after the company announced a deal with Meta, prompting speculation about its potential to become the next CoreWeave.
Bank of America (BofA) has begun its coverage of CoreWeave, Inc. (CRWV), emphasizing the company's opportunities within the growing AI infrastructure sector.

Wall Street analysts have released a range of research calls, including updates on Scotts Miracle-Gro, Colgate-Palmolive, Townsquare Media, Concentrix, Oxford Industries, Dime Community Bancshares, Buckle, UDR, Mid-America Apartment Communities, Winnebago, BankUnited, Smithfield Foods, THOR Industries, JPMorgan Chase, and a 'Buy' rating for Grab Holdings from Barclays.
CoreWeave's stock experienced a 12% surge after the company successfully secured an $8.5 billion loan backed by its GPU assets.
An analysis warns investors about a potential threat that could impact CoreWeave's stock performance.
Bank of America analysts project that CoreWeave stock has the potential to gain 25% from its current position, prompting investor consideration.
One year after its initial public offering, CoreWeave's stock performance has reportedly fallen behind that of its competitor, Nebius.
CoreWeave and Nebius are strengthening their positions as key players in the AI infrastructure market, demonstrating their capabilities even as major tech companies develop their own data centers.

Bank of America suggests that strong demand for AI infrastructure will drive further gains for CoreWeave's stock, which has already risen over 14% this year.
An analysis compares CoreWeave and Applied Digital to determine which AI data center stock offers better investment potential.
CoreWeave has finalized a deal with Perplexity, leading to analysis of the neocloud stock's potential as a significant comeback play in 2026.
An analyst provides reasons for their continued decision not to invest in CoreWeave stock, offering insights for potential investors.
CoreWeave and Cerebras have partnered with BCE to establish Canada's largest purpose-built AI data center, marking a significant development in the country's AI infrastructure.
A securities fraud class action lawsuit has been filed against CoreWeave, Inc., with a lead plaintiff deadline set for March 13, 2026.
Billionaire investor Philippe Laffont reportedly dumped his fund's stake in Nvidia-backed CoreWeave while significantly boosting his position in a popular stock-split stock.
CoreWeave (CRWV) has reported its 2025 revenue at $5.13 billion, supported by a substantial backlog of $66.8 billion, indicating strong demand for its services.
An article discusses top mega-cap AI stocks to buy after a tech pullback in February, offering investment advice in the technology sector.
CoreWeave has signed a deal with Perplexity, leading to discussions on whether investors should buy, sell, or hold CRWV stock in light of this development.
A report highlights top Wall Street analyst research calls for Thursday, covering companies such as Astera Labs, Block, CoreWeave, Digital Realty, Mastercard, Meta Platforms, MongoDB, and StubHub.
CoreWeave stock is undergoing a 'perplexity-driven rally,' leading investors to question whether to pursue the upward trend.
CoreWeave has announced a new AI cloud deal with Perplexity, leading to a significant jump in its stock price in pre-market trading.
CoreWeave has launched its first major brand campaign aimed at AI decision-makers, featuring Chance the Rapper.
Jim Cramer offers his opinions and analysis on various companies including Imax, J. M. Smucker, Workday, ServiceNow, Salesforce, NVIDIA, Caterpillar, and Crowdstrike, discussing their performance and market outlook.
CoreWeave experienced a significant drop in its stock value after reporting a wider Q4 loss and missing revenue guidance expectations.
CoreWeave's stock saw a significant drop today, with analysts examining the reasons behind the tumble.

Dell reported a true blowout quarter thanks to the AI buildout, and CoreWeave is understandably spending a fortune on capex.

These are the stocks posting the largest moves in premarket trading.
Caris Life Sciences, AvePoint, and CoreWeave have released highlights from their respective Q4 earnings calls, detailing financial performance and business updates.
While AI demand remains high, CoreWeave’s widening net loss in the fourth quarter is giving investors pause.
CoreWeave's stock has declined as concerns over surging capital expenditures and backlog risks overshadowed a slight revenue beat.
AI-infrastructure company CoreWeave's stock has climbed 40% this year, with its upcoming fourth-quarter earnings report expected to determine if the momentum continues.
CoreWeave Seeks $8.5 Billion Loan From Banks Backed by Meta Deal Bloomberg
CoreWeave, Inc. (CRWV) shares have declined after Morgan Stanley highlighted execution risks and potential data center delays ahead of the company's upcoming earnings report.

This article highlights the stocks experiencing the largest movements in premarket trading, including Grail, Blue Owl Capital, and Opendoor Technologies.
Investors in CoreWeave should be aware of three specific risks that could impact the company over the next three years.
CoreWeave's stock saw a 7% increase this week in anticipation of its upcoming earnings report scheduled for February 26th.
Billionaire investor Philippe Laffont has reportedly sold his stake in CoreWeave and subsequently acquired shares in a different artificial intelligence (AI) stock.
CoreWeave (CRWV) has successfully closed a landmark $8.5 billion loan facility, which is notably backed by its Graphics Processing Units (GPUs).
An investment analysis suggests focusing on profitable AI stocks that do not incur significant annual losses, presenting alternatives to companies like CoreWeave.
Jim Cramer advised investors to retain their CoreWeave stock, indicating a positive long-term outlook for the company.
CoreWeave, a specialized cloud provider, has successfully closed an $8.5 billion financing facility, significantly boosting its capacity for growth and expansion.
Bank of America has announced a revamp of its price targets for CoreWeave and Nebius stocks, indicating updated financial outlooks for the companies.
CoreWeave's shares have lagged behind its rival Nebius in the year following its initial public offering, according to a Bloomberg report.
CoreWeave's stock has fallen 50% from its peak, leading to questions about whether it is the most misunderstood Artificial Intelligence (AI) stock of 2026.
CoreWeave shares have risen after Bank of America reinstated its coverage of the company with a 'Buy' rating.
CoreWeave (CRWV) shares behaved in a specific way after Jim Cramer praised the company as a 'star' in April 2025.
CoreWeave stock has surged by 105% over the past year, prompting speculation and analysis on whether its value can continue to climb to $180, reflecting strong investor confidence and market performance.
Stocks for IREN, CoreWeave, and MARA Holdings have seen a significant rally, attributed to trends within the 'Neocloud' sector.
CoreWeave discussed its expansion financing, power constraints, and future growth plans involving NVIDIA during a recent conference. The company provided updates on its strategic direction and market position.
An article provides analysis and recommendations on whether investors should consider buying CoreWeave's stock, particularly focusing on 'buying the dip'.
CoreWeave (CRWV) saw its stock rise by 9.4% following new product launches and a strategic deal with PhysicsX, indicating positive market reception.
The AI market is experiencing a slowdown, prompting discussions on whether to invest in companies like CoreWeave during this period of volatility.
An analysis explores whether CoreWeave, a company in the artificial intelligence sector, is an underrated stock with significant growth potential.
Oppenheimer has initiated coverage of CoreWeave with an Outperform rating, citing the company's long-term potential in the cloud computing and AI infrastructure market.
Analysts on Wall Street have released their top calls for Friday, covering major companies such as Nvidia, Netflix, Oracle, Chipotle, CoreWeave, Costco, and Intel.

Here are the biggest calls on Wall Street on Thursday.
Jim Cramer advises investors to buy NVIDIA stock rather than CoreWeave, indicating a preference for the former.

Here are some of the stocks making the biggest moves in midday trading.
CoreWeave is reportedly seeking $8.5 billion in new funding, prompting analysis on the investment outlook for CRWV stock.
CoreWeave's stock has seen a rise following the announcement that AI search engine Perplexity will utilize the cloud firm's data centers.
Citi has reportedly lowered its estimates on CoreWeave following the company's fourth-quarter financial results.
An analysis evaluates whether CoreWeave stock is a buy, sell, or hold following the company's latest earnings report.
DA Davidson has increased its price target for CoreWeave shares from $110 to $125.
CoreWeave experienced its worst stock rout in six months, driven by investor concerns over the company's spending.
CoreWeave's shares have slumped after the company announced a doubling of its capital expenditure, raising concerns about its profit margins.
CoreWeave posted a $452 million loss in Q4 2025, even as its revenue significantly jumped to $1.6 billion.
CoreWeave reported a wider loss, indicating significant spending, likely on infrastructure or expansion.

CoreWeave reported its fourth-quarter revenue, surpassing analyst estimates.
he CoreWeave company name and logo are displayed on digital billboards in Times Square during the company's IPO Michael M. Santiago/Getty Images A CoreWeave executive told analysts in a call that Nvidia could guarantee its data center leases. The arrangement adds to the financial support from the chip giant as CoreWeave spends heavily. CoreWeave's spending on AI infrastructure is expected to more than double in 2026. In a call with analysts late last month, a CoreWeave executive said it wil...
Analysts are anticipating the upcoming fourth-quarter earnings report for CoreWeave, with expectations for its financial performance.
CoreWeave is reportedly seeking an $8.5 billion loan from banks, with the financing secured by a deal involving Meta, highlighting significant investment in AI infrastructure.
Kaplan Fox is alerting investors in CoreWeave (CRWV) who have incurred losses to the upcoming March 13, 2026, securities class action deadline.
Billionaire Philippe Laffont reportedly sold CoreWeave and invested in a stock that surged nearly 50% in January, while Israel Englander sold Nvidia shares to acquire an AI stock that has seen a 2,000% increase since early 2023.
CoreWeave stock has fallen below key support levels, attributed to a broader 'Hyperscaler Panic,' prompting investors to consider buying the dip.
Bloomberg/Getty Images Blue Owl Capital failed to secure financing for a $4 billion data center project in Pennsylvania. One lender said the lack of interest was due to CoreWeave's creditworthiness. AI data center investments face financing challenges due to concerns about credit risk. Blue Owl Capital, a leading investor in the data center boom, was unable to arrange financing for a $4 billion data center it is co-developing in Pennsylvania after pitching lenders to help bankroll the project in recent months. The facility, 80 miles west of Philadelphia in the city of Lancaster, will be occupied by CoreWeave, a provider of artificial intelligence cloud computing services that has become a closely watched name in the AI race for its rapid expansion — and the billions of dollars of high-interest-rate debt it has taken on to fuel that growth. An executive who arranges debt for major data center deals told Business Insider that the lack of interest in the Lancaster project was due to growing caution among lenders and investors about taking on sizable exposures to AI players with less-than-sterling credit. CoreWeave has a below-investment-grade rating of B+, according to S&P Global Ratings. "We saw it. We passed," a senior executive at a large specialty lender told Business Insider. The financing executive and the lender did not want to be identified because they were speaking about an industry name they may seek to do business with. A spokesman for Blue Owl said that the company had "considered" third-party financing for the Lancaster project "as we would with any transaction as we explore alternatives before choosing the most attractive path forward." The spokesman added that the project, which he said is already under construction, "is fully funded, on time, and on budget." It is unclear whether Blue Owl has been funding construction entirely from its own capital. If Blue Owl is unable to raise debt for the Lancaster development, it could be on the hook for a potentially huge outlay of cash to pay for the data center's construction. The situation shows the complications and risks involved in financing the massive buildout of infrastructure for AI computing. Brennan Hawken, an equity analyst at BMO Capital Markets who covers Blue Owl, said that difficulties to raise debt for the Lancaster project would raise concern. "I'm not familiar with this deal, but if there is a struggle to find the debt financing, that's a bit of a red flag that I would want to drill into," Hawken said. Business Insider previously reported that major banks had recent difficulty selling off pieces of $38 billion of debt to finance the construction of two data center campuses that will be anchored by Oracle. Banks often sell pieces of such large commitments to other lenders to spread risk and also reap a quick profit. The slowdown in interest in participating in that financing was due to worries about Oracle's enormous AI spending and whether the tech company's credit rating could be impacted by those outlays. Oracle has since sought to calm the lending market, announcing that it would raise up to $50 billion of cash from stock and bond offerings in order to "maintain a solid investment-grade balance sheet." One of the boom's most creative financiers Last summer, CoreWeave announced it would lease 100 megawatts of initial capacity at the Lancaster data center and potentially expand its commitment to 300 megawatts. The company said it would pour up to $6 billion into the project to equip it with chips and other cloud infrastructure. A month later, in August, Chirisa Technology Parks announced it would partner with Blue Owl and Machine Investment Group to develop the project. The partnership said it would provide $4 billion of funding, an amount separate from CoreWeave's investment, to support the construction of the project's data center facilities. In the fall, Blue Owl began shopping the development to potential lenders, a person familiar with that effort said. Blue Owl has been one of the most creative financial architects of the data center building boom. Last year, it structured a deal to partner with Meta in the ownership of a large data center campus that Meta will build and operate in Louisiana. Blue Owl utilized Meta's strong credit to raise $27.3 billion of investment-grade corporate bonds against its share of the project's equity, proceeds that will be used to help pay for construction, according to S&P. Blue Owl could arrange a similar type of vehicle that could attempt to tap the credit of an investment-grade customer of CoreWeave's who might use the Lancaster facility or Nvidia, the chipmaker that has purchased large stakes in CoreWeave. It could also potentially raise cash for construction debt by tapping large institutional investor clients to pool together a loan, Hawken said. Much of the development of hyperscale data center campuses has sought to utilize the strong credit ratings and deep pockets of big-tech partners. Fluidstack, a peer of CoreWeave's, announced a deal last year to lease a 168-megawatt data center in Colorado City, Texas, which will be built by the crypto mining firm Cipher. Google, Fluidstack's tenant for the project, said it would guarantee about half of the $3 billion due under the 10-year lease. Fluidstack signed another similar-sized lease in December with the data center builder TeraWulf that will also provide "investment-grade credit support." Read the original article on Business Insider
CoreWeave is reportedly facing a substantial debt of $21 billion, with its customer base identified as the primary risk factor for the company's financial stability and future operations.
AI startup Poolside is searching for new data centre partners to revive its ambitious 2-gigawatt Texas project after a deal with CoreWeave fell through.
CoreWeave has secured an $8.5 billion loan to fund the expansion of its artificial intelligence infrastructure.
CoreWeave's stock surged following a landmark $8.5 billion financing deal, which saw a loan backed by compute hardware achieve investment-grade status for the first time, contributing to a rally in AI infrastructure companies.
CoreWeave is strategically positioning itself to capitalize on the growing opportunities within the artificial intelligence cloud computing sector.
CoreWeave (CRWV) experienced a stock decline despite reporting more than 40% revenue growth, indicating investor concerns beyond top-line performance.
CoreWeave's CEO, Michael Intrator, stated that the company's 'nerdy' culture helped it successfully transition from cryptocurrencies to become a $43 billion AI company after a challenging 'crypto winter'.

Wall Street analysts have issued their biggest calls for Tuesday, covering major companies such as Apple, Tesla, Microsoft (reinstated), Oracle, CoreWeave, and Ralph Lauren (upgraded).
CoreWeave (CRWV) was negatively impacted in the fourth quarter by heightened concerns regarding its financing, affecting its overall performance.
Evercore ISI has adjusted its target for CoreWeave (CRWV) but reiterated its 'Outperform' rating, indicating a nuanced view on the company's prospects.
Bernstein analysts warn that CoreWeave's reliance on Big Tech customers could lead to a 30% stock drop as these clients develop their own data-center infrastructure.
CoreWeave continues to achieve significant wins, prompting questions about whether its current 56% valuation discount makes it an undervalued investment opportunity.
Oppenheimer has initiated coverage of CoreWeave (CRWV) with a 'Buy' rating, signaling a positive outlook on the company's prospects.
Analysts have provided insights on technology companies Apple (AAPL) and CoreWeave (CRWV), offering their perspectives on their market performance and outlook.
CoreWeave's stock saw a notable increase today, with analysts examining the reasons behind its sudden surge.
CoreWeave, a technology company, has introduced new flexible capacity tiers designed to support various AI workloads.
CoreWeave is increasing its involvement in AI inference infrastructure through a new deal with Perplexity.
Truist has raised its price target for CoreWeave, Inc. (CRWV) to $85, while maintaining a Hold rating on the company's shares.
Wall Street analysts are weighing in on whether Palantir or CoreWeave presents a better investment opportunity for buyers.
Analysts are sharing their insights on the technology companies Box (BOX), CoreWeave (CRWV), and Sportradar Group AG (SRAD).
Perplexity has chosen CoreWeave Cloud to support its AI inference workloads, indicating a strategic move to enhance its artificial intelligence capabilities and infrastructure.
CoreWeave's stock saw a notable increase on Wednesday, with analysts examining the factors contributing to its higher charge.
An analysis examines the potential future trajectory and performance of CoreWeave stock.
CoreWeave's shares have experienced a decline, prompting questions about whether it's an opportune time to invest, despite the company reporting significant revenue growth.

Here are the biggest calls on Wall Street on Tuesday.
CoreWeave's recent earnings report failed to alleviate investor worries, leading to continued concerns about the company's performance.
Investors reacted negatively to CoreWeave's recent earnings report, with some analysts suggesting the situation might be worse than initially perceived.
The CEO of CoreWeave has defended the company's capital expenditure plans after its stock experienced a drop following its latest earnings report.

CoreWeave's shares experienced a significant drop following the release of its fourth-quarter losses and a revenue outlook that fell short of market estimates.
CoreWeave's shares have slumped following the company's decision to double its capital expenditure, sparking concerns among investors about potential impacts on profit margins.
Aeva aims for $30 million to $36 million in revenue for 2026, propelled by new OEM partnerships and physical AI collaborations.
CoreWeave's stock saw a sharp decline in after-hours trading, with investors reacting negatively to undisclosed news.
CoreWeave's shares declined as concerns over surging capital expenditures and backlog risks overshadowed a slight revenue beat.
Cathie Wood is reportedly still buying CoreWeave stock, prompting discussion on whether other investors should follow her lead.
Kessler Topaz Meltzer & Check, LLP has announced the filing of a securities fraud class action lawsuit against CoreWeave, Inc., trading under the NASDAQ ticker CRWV.
An article provides an analysis on whether CoreWeave stock is currently a good investment opportunity for buyers.

Here are the biggest calls on Wall Street on Monday.

Blue Owl has been unsuccessful in securing third-party funding for its ambitious $4 billion data center project, with potential investors passing on the opportunity.
CoreWeave Inc. is focusing on new opportunities in validating the performance and costs associated with artificial intelligence technologies.
An article discusses the potential for significant returns from investing in certain AI stocks by 2026, targeting early investors.