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CoreWeave

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Leopold Aschenbrenners Situational Awareness bet on stocks tied to the AI boom / Photo: X / Dwarkesh Patel
News·
Before the margin call, just two stocks made up the majority of the “AI Nostradamus” portfolio
It took the Korean stock market a month to return to a bull market following the plunge in chipmaker stocks / Photo: yllyso/Shutterstock.com
News·
Korean stocks have returned to a bull market: The KOSPI has rebounded by more than 20% from its low
Backblaze positions itself as an infrastructure provider for the AI market / Photo: Nasdaq Exchange / X
Small Caps·
How small-cap Backblaze is taking on the tech giants in the cloud storage market
CoreWeave has impressed analysts with its results, but its stock isnt appealing to everyone / Photo: jackpress / Shutterstock
News·
"It's Not Enough to Believe in a Dream": Why Analysts Are Divided in Their Assessment of CoreWeave
/ Photo: Unsplash/KC Welch
News·
Morning in New York: Slowing Inflation Will Boost the "Bulls"
Photo: agustin.photo / Shutterstock.com
Review·
Top Stories This Morning: CoreWeave Rises 16%, Cognition AI Aims for a $40 Billion Valuation
CoreWeaves backlog at the end of the second quarter stood at $104 billion, compared with $30.1 billion a year earlier / Photo: rblfmr / Shutterstock.com
News·
CoreWeave's stock rose 14%. The report confirmed strong demand for cloud computing.
Nvidias new favorite, Elon Musks SpaceX, could pose a serious threat to Arkady Volozhs Nebius / Photo: X/Nebius
News·
SpaceX has begun expanding into the AI computing market. Is this a threat to CoreWeave and Nebius?
Arkady Volozh of data center provider Nebius will release financial results this week / Photo: X/Nebius
News·
U.S. Inflation, Eurozone GDP, and Nebius Earnings: What Investors Need to Know This Week
The Leopold Aschenbrenner Foundation sold most of its stock portfolio to billionaire Ken Griffins Citadel / Photo: X / Dwarkesh Patel
News·
"AI-Nostradamus" sold part of its portfolio due to losses from the tech stock crash
Moody’s forecasts that capital expenditures by major U.S. companies on AI data centers will reach $785 billion in 2026 and approach $1 trillion as early as next year / Photo: Gorodenkoff / Shutterstock.com
News·
AI Spending Threatens the Creditworthiness of Amazon, Meta, and Alphabet — Moody’s
Freedom Capital upgraded its recommendation on Nebius shares this week from neutral to buy / Photo: X/Nebius
News·
Nebius shares surged: Google has decided to lease more capacity. Who else stands to benefit?
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