APLD gains more than 150% in three months on AI data center momentum, while CRWV scales fast but may face valuation and margin pressures.

The advent of commercially available artificial intelligence (AI) systems has brought with it a growing need for prodigious ...

CoreWeave was the hottest stock on the block after its March IPO, but investors are now concerned its explosive valuation ...

The data center, which will start at 100 megawatts with the opportunity to expand to 300 megawatts, "represents one of the ...

An artificial intelligence (AI) revolution is underway, with two companies, CoreWeave, Inc. CRWV and SoundHound AI, Inc. SOUN ...

CoreWeave acquires Core Scientific for strategic AI alignment, $10bn lease savings, but high leverage risks remain. See why I ...

The lease agreement with CoreWeave de-risks Applied Digital’s business due to its 15-year period. Read why I’m reiterating my ...

Trade Desk (TTD) stock is surging on news that the company will join the S&P 500 (^GSPC), replacing Ansys (ANSS). Robinhood (HOOD) and Applovin (APP) are trading slightly lower after not making the ...

Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the ...

When it comes to Nvidia-backed data center stocks, investors can't get enough of CoreWeave. Another competing force is emerging in the background, though.

CoreWeave Inc. (NASDAQ: CORZR) surged 33% following news of a major data center expansion in Denton, Texas — a development ...

According to investment firm UBS, high-bandwidth memory, or HBM, is on the cusp of a breakthrough year in 2026.