Core Idea - CoreWeave is leveraging Nvidia's financial strength to secure financing for its data center buildout, which is crucial for its AI infrastructure expansion [1][3][4] Financing Arrangements - CoreWeave will use Nvidia as a guarantor for its lease payments to facilitate financing for data centers [1][3] - This arrangement is similar to a recent guarantee made by Google for a partner's data center financing [2][14] - Nvidia has already invested billions in CoreWeave, including a recent purchase of $2 billion in stock and a commitment to buy up to $6.3 billion of computing capacity if needed [3][4] Financial Projections - CoreWeave is expected to spend over $30 billion on capital expenditures by 2026, more than double its anticipated spending in 2025 [9] - The company reported a backlog of contracted revenue amounting to $55.6 billion, which will be realized as it builds and delivers AI facilities [17] Market Sentiment - Recent developments regarding Nvidia's support have shifted investor sentiment positively towards CoreWeave, which had previously been low [10] - CoreWeave's stock experienced volatility, dropping by as much as 12% before rebounding after news of financing efforts [11] Operational Updates - CoreWeave is currently constructing a $4 billion data center in Lancaster, Pennsylvania, which is reported to be fully funded and on schedule [12] - The company aims to end 2025 with 850 megawatts of operating data center facilities, up from 590 megawatts at the end of Q3 [16] Credit Rating and Debt - CoreWeave's debt is projected to grow to $38 billion by the end of 2026, with current debt reported at approximately $14 billion [16] - The company's credit rating is currently below investment grade at B+, but successful scaling and realization of contracted revenue could improve this rating [18][19]

Moody's Corporation (NYSE:MCO) is among the 20 Best Investments in 2026. UBS Maintains Neutral on Moody's Corporation (MCO) Following Q4 Earnings Release Moody’s Corporation (NYSE:MCO) is among the best investments on our list. TheFly reported on February 19 that UBS reduced its price target on MCO to $490 from $515 and maintained a Neutral rating, reflecting adjustments to its model after the company’s fourth-quarter earnings release. On February 18, 2026, Moody's Corporation (NYSE:MCO) released its f ...

Group 1 - Jefferies has lowered its price target for Intuit Inc. (INTU) to $650 from $850 while maintaining a Buy rating, anticipating solid results in fiscal Q2 despite a "seasonally light" period [1] - The potential upside for Intuit is driven by Credit Karma, with favorable momentum among card issuers [1] - Intuit has introduced a major update to its Consumer Group with the TurboTax "Done-For-You" experience, utilizing Agentic AI for about 90% of standard tax form data entry [2] Group 2 - The new TurboTax experience is supported by nearly 600 Expert Offices and 20 new immersive stores, enhancing customer service [2] - A partnership with Uber Advertising will offer consumers a complimentary ride up to $25 to visit local tax experts, improving accessibility [3] - The program aims to streamline tax preparation, eliminate obstacles, and provide a more effective, individualized, and secure experience for filers [3] Group 3 - Intuit Inc. provides financial, accounting, and tax software solutions, including QuickBooks, TurboTax, and Mint, helping individuals and businesses manage finances efficiently [4]

MercadoLibre, Inc. (NASDAQ:MELI) is among the 20 Best Investments in 2026. Wedbush Notes MercadoLibre, Inc. (MELI) Well-Positioned Going Into Q4 MercadoLibre, Inc. (NASDAQ:MELI) tops our list for being one of the best investments. TheFly reported on February 17 that Wedbush adjusted its price target for MELI to $2,600 from $2,700 while keeping an Outperform rating on the stock. The firm supports MELI as a top choice for 2026 and believes it is well-positioned going into the fourth quarter, but it points ...

Veeva Systems Inc. (NYSE:VEEV) is among the 20 Best Investments in 2026. Veeva Systems Inc. (VEEV) Launches eSource to Streamline Clinical Trial Data The fifth stock on our list of best investment stocks is Veeva Systems Inc. (NYSE:VEEV). TheFly reported on February 20 that UBS reduced its price target on VEEV to $200 from $280 while maintaining a Neutral rating on the stock. Veeva Systems Inc. (NYSE:VEEV) made a significant announcement on January 29 when it unveiled Veeva eSource, a new application w ...

Sprouts Farmers Market, Inc. (NASDAQ:SFM) is among the 20 Best Investments in 2026. Goldman Sachs Notes Slower-Than-Expected Early-Year Comps for Sprouts Farmers Market, Inc. (SFM) The seventh stock on our list of best investments is Sprout Farmers Market, Inc. (NASDAQ:SFM). TheFly reported on February 20 that Goldman Sachs lowered its price target on SFM to $111 from $130 and kept a Buy rating. Despite falling short on gross margins, the company's fourth-quarter results surpassed comparable-store sales ...

Group 1 - Dell Technologies Inc. is recognized as one of the 20 Best Investments for 2026, indicating strong future potential [1] - Morgan Stanley has reduced its price target for Dell from $111 to $101, assigning an Underweight rating due to expected solid but not exceptional performance in the upcoming quarters [3] - Dell continues to strengthen its partnership with McLaren Racing, providing advanced AI infrastructure and technology to enhance the team's performance and operations [4][5] Group 2 - Dell Technologies offers a wide range of IT hardware, software, and services, including servers, storage, networking, and cloud solutions, aimed at helping businesses and consumers manage digital infrastructures effectively [6] - Despite the potential of Dell as an investment, there are AI stocks perceived to have greater upside potential and lower downside risk, suggesting a competitive landscape in the tech sector [7]

TransUnion (NYSE:TRU) is among the 20 Best Investments in 2026. BofA Adds TransUnion (TRU) to Coverage Amid Positive Industry Outlook TransUnion (NYSE:TRU) is among the best investments. TheFly reported on February 17 that BofA Securities reinstated coverage on TRU with a Neutral rating and an $83 price target. BofA noted a generally positive perspective on the industry and projected growth of about 7% in sales, 12% in EPS, and 11% in free cash flow in 2026. This action was part of the firm's larger cov ...

Home Depot, one of the largest U.S. home improvement retailers, continues to face challenges as shoppers shift their discretionary spending habits in stores. In response, the retailer’s CEO has issued a stern warning about how shifting consumer sentiment and market pressures could impact the company’s future performance and sales. In the fourth quarter of 2025, Home Depot’s U.S. comparable sales increased by a minor 0.3% year over year, according to the company’s latest earnings report. Also, recent Pla ...

Ira Bodnar, founder of San Francisco–based startup Ryze, said her company's core product was effectively made obsolete overnight following rapid AI breakthroughs by Anthropic and Manus AI. “Claude just killed our startup,” Bodnar wrote on X on Monday, referring to Anthropic’s popular chatbot. The AI firms unveiled features that directly competed with Ryze’s product, a tool for managing Google (NASDAQ:GOOGL) (NASDAQ:GOOG) and Meta (NASDAQ:META) ads, causing the company’s deal close rate to drop drastically ...