We came across a bullish thesis on CoreWeave, Inc. on Stock Analysis Compilation’s Substack. In this article, we will ...

How NBIS’ Rivals are Winning the AI Game U.S.-based AI-infrastructure company CoreWeave (CRWV) is a hyperscaler focused on AI, offering a cloud platform built to scale and accelerate generative AI ...

Applied Digital’s top compeititors include Equinix and Digital Reality, and both are international leaders in data center ...

CoreWeave's rapid growth in AI infrastructure. Read here for more on CRWV stock's potential as a compute backbone, alongside ...

Retail investors have begun to pile into speculative bets on small-cap companies in a buildup that resembles the meme stock ...

Nebius Group NV (NASDAQ:NBIS) might be the most underappreciated player in AI infrastructure today. At a $12 billion market cap, it's trading like a mid-cap growth story. Billions In Plain Sight — ...

The AI-cloud provider firm will have to sell $8 billion to $11 billion more debt in 2025 to hit its capital-expenditure ...

CoreWeave (CRWV) is back in the spotlight following a very bearish note from HSBC analyst Abhishek Shukla, who initiated ...

So for now, CoreWeave still looks like a better play on the cloud and AI markets than DigitalOcean. Its business strategy is ...

CoreWeave relies on expensive 9% debt to buy rapidly depreciating GPUs, risking shareholder dilution. Read why CRWV stock is ...

ABI Research, a global technology intelligence firm, forecasts that neocloud providers (a new class of specialized cloud providers) will generate over US$65 billion in GPU-as-a-Service (GPUaaS) ...

In the largest stocks, the rally over the past month in stocks including Nvidia (NVDA) and Apple (AAPL) has not been accompanied by a rise in volatility. But in the first quarter of 2024, those ...