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CRWV News30 articles
Nasdaq Surges as Weak Payrolls Dim Rate Hike Odds
Nasdaq surged 1.33% after July payrolls unexpectedly fell, cutting September rate hike odds to 20%. Tech stocks led gains as yields dropped.
Nebius Rebounds in Premarket After Vineland Setback Wipes Out $7.4B
Nebius shares recovered 3.5% in premarket trading following a steep 13.3% decline that erased $7.4 billion in market value after a planning board meeting ended without a decision on phase 2.
Nebius Shares Tumble 10% as Investors Brace for Q2 Revenue Test
Nebius shares dropped 10% as investors weigh Q2 revenue estimates and the company's ambitious capacity expansion. Analysts are divided on the stock's outlook.
IREN Stock Slips as AI Cloud Execution Takes Center Stage Post-Mirantis Deal
IREN shares slipped 1.5% as investors weigh strong AI Cloud contract pipeline against slower revenue conversion. The Mirantis acquisition adds software layer.
CoreWeave Jumps 9% on Indonesia AI Data Center Push
CoreWeave (CRWV) shares climbed 9% after unveiling plans for three data centers in Indonesia, boosting contracted capacity by roughly 10%. Piper Sandler initiated coverage with an Overweight rating and a $151 price target.
TeraWulf Rallies on Strong AI Lease Pricing
TeraWulf (WULF) rose nearly 7% after B. Riley raised its price target to $40, citing superior revenue density from its Anthropic lease.
Nebius shares jump 16% as prepayments raise cash flow questions
Nebius (NBIS) shares surged 16% to $220.71 amid a sector-wide AI rally. The company's heavy reliance on customer prepayments for cash flow draws investor attention.
CoreWeave Surges 15.6% on Restructured Loan, but Costs Climb
CoreWeave (CRWV) shares rose 15.6% after a debt restructuring, but the new loan carries higher costs and stricter terms. Q2 earnings set for Aug 11.
IREN Ends Volatile Week Flat as AI Contracts Shift to Execution Phase
IREN shares ended a volatile week nearly flat after AI Cloud contracts moved to fulfillment. With 85% of the ARR goal signed, investors now focus on execution.
IREN Stock Surges 30% as AI Cloud Contracts Near $3.4B Target
IREN shares surged 30% after securing 85% of its $4B AI cloud run-rate target, but the gap between contracted and actual revenue remains a key test.
Nebius Stock Surges 28% on Strong Q4 Revenue Outlook
Nebius (NASDAQ:NBIS) shares soared 28.4% to $190.34 after Q4 revenue forecasts of $1.52 billion drove investor enthusiasm.
AI Cloud Stocks Rebound as Cash Reserves Diverge
CoreWeave and Nebius shares rebounded sharply as their distinct cash positions drove diverging trajectories in AI cloud trading.
TeraWulf Plunges 12% as AI Sector Jitters Hit Miner-to-Data-Center Plays
TeraWulf fell 11.9% to $15.05, tracking a 13.2% average decline among ex-miner rivals. Bitcoin edged down only 0.4%, underscoring the stock's new AI-infrastructure identity.
IREN Shares Slide 10.6% as Market Shifts Focus from AI Demand to Delivery
IREN shares dropped 10.6% to $30.34, erasing recent gains, as market attention moves from AI demand to delivery execution.
Nebius stock drops 10% as asset-light strategy faces funding scrutiny
Nebius (NBIS) shares tumbled 10% on Wednesday as the market weighed the company's ability to fund expansion without straining its balance sheet.
Dell Shares Tumble on AI Revenue Concentration Fears
Dell shares dropped 10.1% after an Evercore estimate suggested three customers could account for 25% of total revenue, raising investor concerns about concentration risk in the AI-server segment.
Core Scientific Shares Slide Despite $14 Billion AMD Deal as Dilution Concerns Weigh
Core Scientific shares dropped 2.7% after a $14 billion AI deal with AMD, as dilution concerns from warrants and an undisclosed neocloud tenant overshadowed the headline.
Nebius Shares Tumble as Heavy AI Infrastructure Spending Raises Margin Concerns
Nebius stock dropped 12% as investors worry about capital expenditure plans up to $25 billion, despite strong AI-cloud revenue growth and a 45% adjusted EBITDA margin.
Nebius Shares Surge in Premarket as Nvidia's Warrant Position Revealed
Nebius (NBIS) shares advanced 6.1% in premarket trading, recovering after a 15% drop on Friday, as details of Nvidia's warrant-based stake emerged.
CoreWeave Stock Drops 11% as Backlog Conversion Timeline Raises Financing Concerns
CoreWeave shares tumbled 11.4% as investors weighed the pace of backlog conversion against a $31-$35 billion capital budget. Microsoft and Meta earnings this week will test demand.
TeraWulf Stock Edges Up Following Lucrative Anthropic AI Lease Deal
TeraWulf closed Friday at $18.46, down 7.9% on the day but up 1.7% for the week, buoyed by a $19 billion AI lease with Anthropic.
IREN Holds Weekly Gains Despite Friday Dip, AI Cloud Deals Bolster Outlook
IREN shares closed Friday at $37.07, down 8.7%, but retained a 10.3% weekly gain after $2.8 billion in AI cloud deals pushed its ARR target past $4 billion.
Nebius Group Plunges 15%, Erasing Nearly All of Tuesday's Surge
Nebius Group shares dropped 15% on Friday, erasing most of Tuesday's surge. The stock still gained 5.7% for the week.
Nebius Group Stock Rebounds 5.7% Weekly After Friday's 15% Drop
Nebius Group (NBIS) shares tumbled 15% on Friday, nearly erasing Tuesday's gains, but still closed the week up 5.7%. The sell-off followed an NVIDIA filing and broader AI spending worries.
CoreWeave Stock Slips as AI Spending Concerns Weigh on Markets
CoreWeave shares slipped 11.4% on Friday as AI funding concerns persisted, while IREN and Nebius posted weekly gains. Alphabet's capex hike and Google Cloud's 82% revenue growth underscored industry cash flow dynamics.
IREN Surges 26% on AI Deals Easing GPU Financing
IREN Limited (NASDAQ:IREN) surged 26% as AI collaborations eased GPU capital requirements, with the company raising its AI cloud annualized run-rate revenue target to over $4 billion.
IREN Shares Rise on AI Cloud Prepayment Deals Alleviating Funding Worries
IREN shares rose 5.7% premarket after $2.8B in AI cloud contracts with 45% prepayments eased GPU funding concerns, lifting 2026 ARR target to over $4B.
CoreWeave Stock Rebounds, But $34B Capex Outlook Pressures Margins
CoreWeave shares rose 5.5% to $77.20 after BofA reiterated a Buy rating, but a $34 billion capex projection and steep interest costs keep margin pressure high.
IREN Boosts 2026 AI Cloud ARR Target Past $4 Billion with $2.8 Billion in New Contracts
IREN raises its 2026 AI Cloud ARR target above $4 billion, driven by $2.8 billion in new multi-year contracts. Shares rose 8.7% in premarket trading.
SpaceX in Talks with Pentagon for Multibillion-Dollar AI Data Center Deal
SpaceX (SPCX) is in talks with the Pentagon for a multibillion-dollar data center deal to support military AI, as Q1 figures show AI consumes 76.4% of capex but contributes just 17.4% of revenue.