I initiate Nebius (NBIS) with a 'BUY' rating and a $57 fair value, driven by robust AI cloud infrastructure expansion and ...

At the heart of the dispute is OpenAI's desire to restructure to a for-profit business, a move that requires Microsoft's ...

CoreWeave's explosive revenue growth and AI focus have driven hype, but its business model is highly leveraged and risky.

Nvidia dominates the AI chip market with over 80% share and plans to invest up to $500 billion in U.S. AI infrastructure over ...

CoreWeave stock has soared more than 280% since its recent initial public offering. The company’s revenue has skyrocketed -- ...

Nvidia recently debuted a cloud service enabling artificial intelligence developers to rent server chips directly from the ...

Relationships between AI giants begin to shuffle as OpenAI is no longer locked into a deal with Microsoft Azure for cloud ...

In a major strategy shift, OpenAI is tapping rival Google for cloud computing power, diversifying its infrastructure beyond ...

CoreWeave shares plunged after a critical analyst note raised concerns about the company's financial fundamentals and outlook ...

We came across a bullish thesis on CoreWeave, Inc. (CRWV) on Outperforming the Market’s Substack by Simple Investing. In this article, we will summarize the bulls’ thesis on CRWV. CoreWeave, Inc.