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Fiyatlar gecikmeli olabilir ve yalnızca bilgilendirme amaçlıdır - yatırım tavsiyesi değildir.
Bankanın Sat tavsiyesi, yapay zekâ bulut sağlayıcısının büyüme hikâyesine meydan okuyor; kredi risklerine ve gelecekteki altyapı harcamaları üzerindeki baskıya dikkat çekiyor.
Demokratların iki kanadı da kazanması, veri merkezi işletmecileri için yeni maliyet ve düzenleme risklerini artırabilir; ancak açığa satış stratejisinin önemli sınırları var.
Ellison’ın planlanan hisse satışından vazgeçmesiyle Oracle’ın yeniden yapılandırma maliyeti yükseldi; yatırımcıların odağında nakit yakımı ve yapay zekâ altyapısına ilişkin riskler kaldı.
Altyapı sağlayıcısının devasa sipariş birikimi, yapay zekânın ivmesi, ekonomisi ve sermaye yoğunluğuna ilişkin yeni sorularla çakışıyor.
CoreWeave (NasdaqGS:CRWV) unveiled Forge, a unified AI development environment, at its Fully Connected AI cloud conference. The company introduced the CoreWeave Partner Network, featuring validated technology integrations aimed at enterprise and advanced AI users. CoreWeave expanded its compute lineup by adding the NVIDIA Vera CPU to support emerging AI agent workloads. Forge, the new Partner Network and NVIDIA Vera support only capture part of the wider CoreWeave story for investors. We...
CoreWeave shares inch higher on a bullish William Blair research note. Here’s why the investment firm recommends owning CRWV stock.
CoreWeave stock or Nebius is a raging debate in the neocloud sector. William Blair analysts have a solution.
CoreWeave customers now have access to the Nvidia Vera Rubin NVL72, a complex AI platform Nvidia calls a “supercomputer.”
CoreWeave stock could get a boost as the AI cloud company moves beyond renting computing servers equipped with Nvidia chips.
In an interview with CNBC, CoreWeave CEO Mike Intrator said tighter restrictions could change where AI infrastructure is built without reducing underlying demand for computing capacity.
CoreWeave Inc. (NASDAQ:CRWV) announced the launch of the CoreWeave Partner Network, bringing together technology partners whose integrations have been tested on the CoreWeave Cloud platform under production conditions.
Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.
Cathie Wood just dumped one of this year's biggest AI winners to load up on a stock that has barely moved, and the reasoning behind that swap reveals a lot about where she thinks the real opportunity still sits.
CoreWeave Inc., the original neocloud, is tired of people categorizing it that way.
SAN FRANCISCO, September 30, 2026--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that Ennoble Care LLC has selected CoreWeave Cloud to run its clinical AI inference workloads. The news was shared during Fully Connected, CoreWeave’s AI cloud conference, which brings together more than 4,500 customers, partners, developers and AI leaders to share how they are building and running AI in production. Under the agreement, Ennoble Care, a provider of home-based primary, pa
SAN FRANCISCO, September 30, 2026--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced CoreWeave Forge, a development layer for teams building and improving models and agents. It runs the entire AI loop – run, observe, curate, improve, evaluate and repeat – in one connected environment, and it’s open across the models, frameworks, and other clouds teams use. MasterClass and Canva are already building on CoreWeave Forge. The news was shared during Fully Connected, CoreWeav
SAN FRANCISCO, September 30, 2026--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the availability of NVIDIA Vera Rubin NVL72 on CoreWeave, with Cognition as the first customer anywhere running production workloads on the system. Customers, like Cognition, run the system under the same operating model and tooling as their existing NVIDIA GB200 NVL72 and GB300 NVL72 fleets, with performance engineering from CoreWeave’s team. The news was shared during Fully Connected,
SAN FRANCISCO, September 30, 2026--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced it will expand its compute portfolio with the NVIDIA Vera CPU, the first CPU designed for AI agents, to meet the needs of new workloads. The news was shared during Fully Connected, CoreWeave’s AI cloud conference, which brings together more than 4,500 customers, partners, developers, and AI leaders to share how they are building and running AI in production.
SAN FRANCISCO, September 30, 2026--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the CoreWeave Partner Network, a curated network of technology partners whose integrations are validated on the CoreWeave Cloud platform under real production conditions. The network brings together collaborations CoreWeave has built over years, including CrowdStrike, VAST Data, Reflection and ClickHouse, in one place where customers can see exactly which tools are proven and ready to r
Rising Treasury yields are rattling markets heading into the final trading day of Q3, and Wall Street analysts are making bold moves on a wide range of stocks from big-box retail to AI infrastructure. Find out who got cut and who got a fresh vote of confidence.
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