Nebius Group N.V.

CoreWeave, Inc.

NVIDIA Corporation

CoreWeave and Nebius Group have similar businesses. Both companies build full-service infrastructure for AI developers. They share a common partner, Nvidia, which not only supplies them with their AI gas pedals, but also owns stakes in both companies. Both CoreWeave and Nebius have reported impressive Q2 2025 numbers, but investors have taken them differently. Which is something to consider when adding shares of these companies to your portfolio.

CoreWeave vs Nebius Group: why such similar companies will suit different investors

Cantor Fitzgerald recommended investors to buy shares of cloud computing provider CoreWeave, estimating their growth potential at almost 20%. Despite the drop in CoreWeave's quotes by a third after the disclosure of the quarterly loss, the analyst believes that the expansion of the customer base and strengthening of infrastructure may become drivers of further growth of the company. However, Wall Street also points to the risks to CoreWeave's business due to its high dependence on large customers and limited funding and energy capacity, which makes the company's prospects less certain.

CoreWeave stock has collapsed 35% in two weeks. Why does one analyst advise buying?

UnitedHealth Group Incorporated

Intel Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: in search of balance between statistics and geopolitics

Cisco Systems, Inc.

Circle Internet Group

Morning in New York: expectations of Fed rate cut support risk demand

CoreWeave's stock price volatility could jump on Aug. 14, when early investors will have the right to sell shares that have gone up in value

"Demand is booming": the hype around AI has led CoreWeave to a multiple of losses

Meta Platforms, Inc.

The main US S&amp;P 500 index ended trading above 6,400 points for the first time, with tech leaders and artificial intelligence-related companies largely responsible for the gains. Stablecoin issuer USDC Circle lost more than 5% in the post-market after it announced it was selling 10 million shares after rising 425% since its IPO, despite strong earnings and USDC's 90% year-to-date growth. Meanwhile, OpenAI CEO Sam Altman is launching Merge Labs, a brain-computer interface startup that could be a competitor to Elon Musk's Neuralink. These and other topics are covered in our review of key events for the morning of August 13.

Highlights for the morning: the S&amp;P 500's record AI rally, Circle's fall and Altman's new startup

Micron Technology, Inc.

Archer Aviation Inc.

Morning in New York: Inflation data will set the tone for trading

The company's shares jumped almost 7% after that, and the investment bank's target price is already below current quotes

JPMorgan doubled its target on CoreWeave ahead of its report. But optimism is cautious

JD.com, Inc.

The corporate reporting season on Wall Street is gradually coming to an end, and this week traders will focus on the US inflation data for July (Consumer Price Index, CPI). According to the forecast of UBS senior economist Alan Detmeister, they will reflect the impact of duties on price growth in the world's largest economy and will start a multi-month upward inflationary trend, <a href="https://finance.yahoo.com/news/inflation-in-focus-as-fed-rate-cut-debate-heats-up-what-to-watch-this-week-114004763.html#:~:text=UBS%20senior%20economist%20Alan%20Detmeister%20wrote%20in%20a%20note%20to%20clients%20that%20tariffs%20are%20driving%20the%20acceleration%20in%20inflation%20and%20July%27s%20data%20will%20bring%20the%20start%20of%20a%20several%2Dmonth%20uptrend.%20Detmeister%20projects%20core%20CPI%20will%20move%20from%202.9%25%20in%20June%20up%20to%203.5%25%20by%20the%20end%20of%20the%20year.">writes</a> Yahoo Finance. Detmeister warned that core CPI, which excludes highly volatile food and energy prices, could rise at an annualized rate from 2.9% in June to 3.5% by the end of 2025.

US inflation, Cisco and JD.com earnings: what investors need to know this week

NIQ Global Intelligence

Accelerant Holdings

McGraw Hill, Inc.

Figma, the owner of a service for user interface design, is looking to raise $1 billion on the New York Stock Exchange. Two large IPOs of mature companies with a history - NIQ and McGraw Hill - did not arouse enthusiasm among investors. JPMorgan Chase and Bank of America came under pressure from U.S. parliamentarians over the listing of China's CATL. The main events on the IPO market during the week are in our selection.

Figma wants to raise $1 billion, JPMorgan and BofA under pressure: the main thing about the IPO by July 27

Microsoft Corporation

One of Coreweave's biggest advantages may be both its Achilles' heel, says a bank analyst


HSBC has given the lowest forecast for Coreweave shares. Why does it recommend selling?

Since listing on the Nasdaq exchange three months ago, CoreWeave's market value has increased by nearly 300%


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