Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team operates in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today.CoreWeave, Inc. (NASDAQ: CRWV ) signed a deal with Meta Platforms ( META ) to supply the latter with $14.2B worth of compute power earlier this week. The news boosted CoreWeave up as much as 1 ...

Core Insights - The growth narrative surrounding data centers and AI capital expenditure is showing signs of weakness, raising concerns among investors [2][4] - Morgan Stanley's chief investment officer highlights that the current market may be closer to a downturn than a recovery, suggesting a critical phase in the AI investment cycle [3][4] Industry Analysis - There is a notable shift in investor sentiment as expectations for fiscal and monetary easing lead to increased interest in cyclical and small-cap stocks, although the sustainability of this bull market is questioned if the AI capital expenditure boom falters [4] - Since 2022, hyperscaler capital expenditure has increased fourfold, which has negatively impacted free cash flow growth, with forecasts indicating a 16% decline in hyperscaler free cash flow over the next year [4] Company Implications - Major AI hyperscalers such as Amazon, Microsoft, and Alphabet are under scrutiny as their free cash flow growth slows, leading to questions about their valuations and the need for stricter return-on-investment discipline from investors [5]

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I covered both CoreWeave, Inc. (NASDAQ: CRWV ) and Nebius Group N.V. (NASDAQ: NBIS ) in the past, and I'm happy to see both of my investment coverage histories shaping up the way I exactly hoped for.He leads the investing group Beyond the Wall Invest ...

Tech giant Meta is rushing to CoreWeave for AI capacity.CoreWeave (CRWV 0.13%) has grabbed investors' attention for a few reasons over the past several months. The company has secured a close relationship with artificial intelligence (AI) chip giant Nvidia, and this is a key to the success of its own business, which is offering AI compute capacity to customers.This young AI player also announced soaring revenue growth over the past two quarters, reporting results as it became a publicly traded company. Fina ...

CoreWeave shares surged after the company announced a deal with Meta Platforms, but most Wall Street analysts expect the stock to move even higher.A regulatory filing made September 30 shows neocloud CoreWeave (CRWV 0.15%) signed a deal to provide Meta Platforms with $14.2 billion in computing power through 2031, with an option to extend through 2032. The deal will furnish Meta with access to Nvidia GB300 NVL72 systems, the very bleeding edge of artificial intelligence (AI) infrastructure.Meta has been a Co ...

Core Viewpoint - CoreWeave has secured a landmark $14.2 billion agreement with Meta Platforms, significantly boosting its stock and highlighting its essential role in the AI boom [1][12]. Group 1: Company Overview - CoreWeave is positioned as a premier builder of data centers specifically designed for AI, leveraging NVIDIA's Quantum-2 InfiniBand technology to create a competitive advantage [2][3]. - The company reported a staggering 207% year-over-year revenue growth in Q2, reaching $1.21 billion, and has a revenue backlog of $30.1 billion [6]. Group 2: Technological Advantage - CoreWeave's infrastructure is purpose-built for AI, allowing thousands of GPUs to interconnect with high bandwidth and low latency, which significantly reduces model training times [4]. - This technological superiority has attracted major AI developers to trust CoreWeave with their critical workloads [4]. Group 3: Market Demand and Contracts - Recent contracts with major players like Meta, OpenAI, and NVIDIA demonstrate unprecedented demand for CoreWeave's services, solidifying its market leadership [5][12]. - The agreements with these companies are expected to add tens of billions to CoreWeave's revenue backlog, providing long-term revenue visibility [6]. Group 4: Financial Performance and Valuation - CoreWeave's market capitalization has surpassed $66 billion, with a stock price increase of over 240% year-to-date, leading to questions about the justification of its premium valuation [7][8]. - Despite reporting GAAP net losses of $290.5 million in Q2, the company generated $753 million in Adjusted EBITDA, indicating strong cash-generating potential [9]. Group 5: Future Outlook - CoreWeave's technological moat, validated by significant contracts, positions it for sustained growth despite recent stock volatility [10][13]. - The company is pursuing an acquisition of Core Scientific, which is expected to close in late 2025, further enhancing its infrastructure capabilities [11].

We recently published 11 Stocks Crushing Wall Street With Whopping Gains. CoreWeave, Inc. (NASDAQ:CRWV) is one of the top performers on Tuesday. CoreWeave soared by 11.7 percent on Tuesday to end at $136.85 apiece after striking a new $14 billion dollar deal with Facebook owner, Meta Platforms Inc. In a regulatory filing last week, CoreWeave, Inc. (NASDAQ:CRWV) said Meta committed to pay $14.2 billion for the supply of computing power, with an option to extend the contract through 2032. The agreement fo ...

CoreWeave  (CRWV) has become the purest play on the AI boom, evolving into a purpose-built neo-cloud platform that’s tailor-made for GPUs, low-latency networking, and AI-native performance. Although traditional hyperscalers balance storage, compute, and enterprise applications, CoreWeave’s edge is more singular, providing specialized infrastructure for training and running the largest AI models. That massive bet on AI is showing up in the numbers. In Q2, CoreWeave booked a whopping $1.21 billion in sale ...

While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm ...