Nvidia Dumps Stakes: Applied Digital, WeRide & Recursion Stocks Slide in After-Hours
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.
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Apple Bucks Big Tech's AI Spending Frenzy While Cloud Backlogs Hit $1.1 Trillion
While Amazon, Google, Meta, and Microsoft pour record billions into AI infrastructure, Apple takes a different approach—and Big Tech cloud backlogs reach unprecedented levels.
Deutsche Bank Turns Bullish on CoreWeave
Deutsche Bank upgrades CoreWeave to Buy, sets a $140 price target, and highlights strong growth potential through 2026.
Nvidia Invests $2B in CoreWeave to Build Massive AI Data Centers by 2030
Nvidia purchases $2 billion CoreWeave stake at $87.20/share to build 5 gigawatts of AI factories by 2030, nearly doubling investment in AI infrastructure partner.
JPMorgan Sees Strong AI Demand for CoreWeave
JPMorgan says CoreWeave’s AI demand remains very strong, driven by long-term contracts and limited compute supply, while keeping a Neutral rating.
BTIG Upgrades Core Scientific to Buy as HPC Outlook Improves
BTIG upgraded Core Scientific to Buy with a $23 target, citing improved prospects after the CoreWeave merger rejection and strong demand for high-performance computing power.