Key Points Updates on CoreWeave's contracted capacity totaled over $20 billion in September. One of the customers previously had agreed to another almost $16 billion worth of business. CoreWeave also started a venture fund last month to immerse itself further into AI. 10 stocks we like better than CoreWeave › CoreWeave (NASDAQ: CRWV) shareholders had a good month of September. The stock soared 32.8% last month, according to data provided by S&P Global Market Intelligence. The artificial intellige ...

IREN Limited (NASDAQ:IREN) is one of the Best WallStreetBets Stocks to Invest In. On September 24, Bernstein analyst Gautam Chhugani maintained a bullish stance on the company’s stock, giving a “Buy” rating and increasing the price objective to $75 from the prior target of $20. The analyst’s rating is backed by a combination of factors demonstrating IREN Limited (NASDAQ:IREN)’s strategic advancements and growth potential. As per the analyst, the company is distinguishing itself among Bitcoin miners as it i ...

Key Points CoreWeave's OpenAI contracts and fast growth highlight its leverage to AI demand. Oracle's cloud backlog and infrastructure growth show rising AI workloads on OCI. Both stocks look interesting for small positions, but valuations and concentration risks argue for caution. 10 stocks we like better than CoreWeave › Investors do not have to look far for signs that artificial intelligence (AI) capital spending is still ramping. This week, OpenAI, Oracle (NYSE: ORCL), and SoftBank announced ...

CoreWeave TodayCRWVCoreWeave$123.33 -3.33 (-2.63%) 52-Week Range$33.51▼$187.00Price Target$124.96Add to WatchlistShares of CoreWeave Inc. NASDAQ: CRWV opened Thursday just under $128, aiming to add to the more than 50% in gains they’ve logged since the start of September. That kind of move would be considered impressive for most companies, but for CoreWeave, it feels like only the beginning.  Since going public just before the summer, the artificial intelligence (AI) cloud specialist had already rallied mo ...

altcoin season. Photo by BeInCrypto The cryptocurrency market has posted a lackluster performance over the past few days, despite the U.S. Federal Reserve’s rate cut. The move was expected to boost risk assets, but trading activity has stayed muted, leaving markets flat as the new week begins. Amid this, some crypto stocks could still stand out with potential gains this week, supported by ecosystem developments. Here are three stocks to watch: VivoPower International PLC (VVPR) VivoPower International sh ...

人工智能行业投资前景 - 麦肯锡预计到2030年数据中心需要近7万亿美元投资以满足算力需求[1] - 摩根斯坦利估计人工智能长期将为商业领域创造40万亿美元运营效益[2] SoundHound AI公司分析 - 公司专注语音AI交互技术 通过20年用户交互数据构建多语言AI模型Polaris[4][5] - 季度营收同比增长200% 月查询量超10亿次 瞄准1400亿美元语音技术市场[6][7] - 收购Amelia后拓展至保险零售医疗领域 自主AI代理平台可完成无人工干预任务[7] - 当前市销率达45倍 过去一年交易市销率区间为21-111倍[8] IREN Limited公司分析 - 从比特币挖矿转型AI云计算服务 挖矿业务年化营收超10亿美元[10][11] - 2025财年营收5.01亿美元创纪录 同比增长168% 实现8700万美元利润[12] - 成为英伟达优先合作伙伴 计划部署6万颗Blackwell芯片和1.9万颗GB300芯片[13] - 分析师预计2028财年营收达15亿美元 EBITDA将超12亿美元[14] - 当前市销率15倍 被认为对高增长高毛利业务具估值吸引力[15]

市场指数表现 - 标普500指数创历史新高 因8月PPI环比下降0.1% 而非预期上升0.3% [1] - 纳斯达克综合指数上涨0.5%同时创历史新高 [2] - 道琼斯工业平均指数下跌0.3% 因科技股敞口较小 [2] Oracle业绩表现 - 股价单日暴涨40% 创1992年以来最大单日涨幅 [3] - 未履行性能义务金额达4550亿美元 同比增长359% [3] - 第一季度业绩未达预期 但预计第二季度销售额将增长14%至16% [4] - 云基础设施收入预计今年超过180亿美元 [4] - 计划投资350亿美元扩建数据中心以满足AI需求 [4] AI相关股票表现 - NVIDIA股价上涨3.4% [4] - 超微半导体(AMD)股价上涨3.2% [4] - 博通(Broadcom)股价涨幅超过6% [4] 货币政策预期 - 市场预期美联储9月会议至少降息25个基点 [5] - 部分交易员预期可能降息50个基点 [5] - 9月11日将发布CPI报告 为通胀趋势提供进一步指引 [5][6] - 劳动力市场数据显示经济放缓 增加降息可能性 [6] 风险资产表现 - 比特币价格突破114,000美元 [7] - 风险资产与股市同步上涨 显示投资者风险偏好回升 [7]

地缘政治与市场情绪 - 波兰军方报告针对俄罗斯无人机入侵采取军事行动并部署武器 但整体市场保持稳定[6] - 波兰总理称该事件在北约历史上史无前例 48小时内将发布完整报告并考虑启动《北大西洋公约》第4条磋商[6] - 亚太地区外汇市场关注波兰事件头条新闻 但风险偏好保持稳定[6] 央行政策与外汇市场 - 中国人民银行将美元兑人民币中间价设定为7.1062 较预估的7.1359明显增强 体现支持人民币走强的政策倾向[6] - 美国法院裁定美联储理事丽莎·库克可在诉讼进行期间留任 美元汇率因此下跌数个基点[6] 通胀数据与预期 - 中国8月CPI同比下跌0.4% 低于预期的-0.2% 显示通缩加速[6] - 高盛预测美国8月核心CPI将维持在3%以上 主要因关税影响 尽管住房和劳动力市场压力缓解[6] - 交易员准备迎接今日公布的美国PPI数据 预计明日CPI核心指标将维持在3.1%附近 市场可能过度定价美联储50个基点的降息预期[6] 科技板块与股票市场 - 甲骨文公司(ORCL)盘后暴涨28.3% 因披露4550亿美元剩余绩效义务及与OpenAI、xAI、Meta、英伟达、AMD达成数十亿美元AI云服务新合约[6] - 纳斯达克100指数期货(NQ)维持在23,900点上方 向24,000点迈进 甲骨文消息强化风险偏好情绪[6] - 市场传言显示甲骨文可能成为市值5000亿美元以上美国公司中单日涨幅最大的股票之一[6] 加密货币市场 - 以太坊期货(ETH1!)交易于4,330美元附近 高于成交量加权平均价4,319.5美元 保持谨慎看涨倾向[6] - tradeCompass技术图显示：突破4,310美元看涨 跌破4,240美元看跌 科技股走强支撑加密货币市场情绪[6]

交易概况 - Nebius Group与微软达成价值174亿美元的五年期GPU基础设施容量供应协议 可能因附加服务使总合同价值增至约194亿美元 [1] - 该交易推动公司股价在周二盘前飙升超过50% [1] - 新泽西州Vineland新建数据中心将于今年晚些时候开始为微软提供专用GPU基础设施容量 [2] 业务模式 - 公司核心业务是提供英伟达图形处理器和AI云服务 通过云软件架构和自研硬件为AI开发者提供计算、存储、托管服务及工具 [2] - 交易除经济吸引力外 将显著加速2026年及以后AI云业务增长 [3] 行业动态 - 交易凸显高性能AI计算需求激增 企业正大力投资强化AI基础设施 [1] - 微软是CoreWeave（Nebius竞争对手）的最大客户 此前CoreWeave否认关于超大规模客户取消合同的媒体报道 [3] 公司背景 - Nebius Group总部位于阿姆斯特丹 是通过分拆俄罗斯科技巨头Yandex资产而成立 [4]

Nvidia has shown its support for CoreWeave.Investors have found another way to bet on the success of artificial intelligence (AI) powerhouse Nvidia (NVDA -0.24%), and that's been through buying shares of CoreWeave (CRWV -3.69%). This new-to-the-market tech company -- it completed its initial public offering (IPO) in March -- offers customers access to a huge fleet of Nvidia's top-performing AI chips, and this has helped its revenue soar. Nvidia has shown that it's a believer in CoreWeave's potential too, as ...