Why CoreWeave Stock is Soaring (Again) Today
The neocloud operator got some love from Wall Street.
Shares of CoreWeave (CRWV +11.94%) rallied Tuesday morning, gaining as much as 13.7%. As of 11:51 a.m. ET, the stock was still up 12.7%.
The catalyst that sent the artificial intelligence (AI) and neocloud specialist higher was a couple of bullish takes from Wall Street analysts.
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Read MoreChinese Tech Giants Receive the OK to ‘Prep’ for H200 Orders. How Should Nvidia Stock Investors Play the Return to China Thesis?
In the last few years, Nvidia (NVDA) stock has been among the biggest value creators from the technology space. As investments related to artificial intelligence (AI) have swelled, value creation has been backed by significant upside in revenue, margins, and cash flows. Currently, Nvidia commands a market valuation of $4.6 trillion.
Looking forward,
Cathie Wood’s ARK Invest To Launch New Crypto ETFs
ARK Invest, the asset management firm led by well-known investor Cathie Wood, has filed to launch two new cryptocurrency exchange-traded funds (ETFs).
One fund will track the CoinDesk 20, a benchmark of the most liquid digital assets such as Bitcoin (BTC) and Ethereum (ETH).
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Read MoreCathie Wood owns a $239 million stake in this dividend stock
Cathie Wood doesn’t typically chase dividend stocks, but Teradyne (TER) represents something different.
The chip-testing giant pays a modest quarterly dividend while sitting at the intersection of AI infrastructure buildout and semiconductor innovation.
That combination has made it one of ARK Invest’s larger positions,
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Read MoreSilver Price Sell-Off — Here's how Indian ETFs are reacting to the moves
Apart from Finance Minister Nirmala Sitharaman’s speech for Budget 2026, the spotlight will also be on India’s Silver Exchange Traded Funds (ETFs), considering the commodity meltdown witnessed in the global markets on Friday night. All the ETFs have also opened with losses after prices on MCX are down up to 9% on Sunday.
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Read MoreThe Burst
How Zuckerberg Can Seize The Next Trillion
CEO Mark Zuckerberg doesn’t get as much credit as he may deserve for his ferocity and tenaciousness. As the head of Meta, he is widely viewed as the dorky tech guy who stumbled upon a great idea and just happened to build a big social media business.
The truth is he’s a harsh competitor,
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Read MoreThe Ivy
75 Billion Reasons To Own Google
Alphabet (Google’s parent) has significantly ramped up research and development spending in recent years. In 2022, Google spent about $39.5 billion on R&D, which jumped to $45.4 billion in 2023. This ~15% increase was driven largely by higher personnel costs (adding thousands of engineers) and one-time charges like office space consolidation.
R&D now represents roughly 15% of Google’s annual revenue,
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Read MoreThe Spotlight
Insights: 1 Sporting Stock Billionaire Bet $500 Million On
When Stephen Mandel makes a big bet, it’s worth finding out why. He’s the President and portfolio manager at Lone Pine Capital, a $10 billion fund based in Greenwich, Connecticut.
As we analyzed his portfolio, it became clear why he’s running a billion dollar fund – just about every stock in his portfolio is undervalued on a discounted cash flow forecast basis.
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