Oracle-OpenAI Drops Texas Expansion, Meta Steps In
Oracle and OpenAI scrapped plans to expand the Stargate AI data center in Abilene, Texas. Meta now in talks to lease the site, with Nvidia facilitating.
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Beyond the Dip: Oppenheimer's $140 Target Highlights CoreWeave's Long-Term Premium
Oppenheimer gives CoreWeave (CRWV) an Outperform rating with a $140 price target, betting on long-term AI cloud dominance and 25%+ free cash flow margins by 2035.
Bernstein Warns: CoreWeave's AI Cloud Moat May Not Hold Against Big Tech Giants
Bernstein starts CoreWeave coverage with Underperform rating and $56 target, warning hyperscalers like AWS, Azure, and Google will compete aggressively in GPU cloud and erode CoreWeave’s edge.
Perplexity Chooses CoreWeave to Scale AI Inference, Stock Rises
CoreWeave announces multi-year deal to power Perplexity's AI inference on NVIDIA GB200 clusters.
Core Scientific Stock Sinks After Q4 Revenue Miss and Accounting Restatement
Core Scientific's (CORZ) shares drop after Q4 2025 results show lower revenue than expected, plus a restatement of past financials due to overstated assets—no impact on key metrics like sales or cash flow.
AI Credit Fears Strike Back: Crushing Data Centers and Speculative Trades
Data center and AI-related stocks like CoreWeave plunged sharply as rising credit risks and heavy spending fears spark a sell-off in speculative tech trades. Investors are pushing back against big capital expenses.