CoreWeave's stock surged Tuesday after the cloud computing company backed by Nvidia made this announcement. https://t.co/AkPejElHqc ...

Core Insights - Oracle has made a significant move in the AI arms race by announcing a $300 billion deal to build data centers for OpenAI, which led to a nearly 40% increase in its stock price, adding approximately $300 billion to its market capitalization [3][4] - The remaining performance obligations (RPO) reported by Oracle reached $455 billion, a substantial increase of $317 billion from the previous quarter, primarily due to the OpenAI contract [3][4] - Oracle's cloud infrastructure revenue is projected to increase almost tenfold over the next five years, aligning it with major players like Microsoft and AWS [3][4] Financial Performance and Projections - Oracle expects $18 billion in revenue from its cloud infrastructure business for the current year, an increase of $10.4 billion, with capital expenditures projected at $35 billion [8] - The historical profit margin for Oracle's investments has drastically decreased, with $1 invested in property, plant, and equipment yielding only $0.36 in profit compared to over $2.6 previously [5][8] - To meet its ambitious revenue target of $144 billion by 2030, Oracle may need to invest at least $185 billion, which is 7.5 times its trailing 12 months EBITDA [10] Market Comparisons - The AI data center business is showing lower returns compared to established cloud computing businesses, with competitors like Coreweave and Amazon's AWS reporting significantly higher returns on investment [12][8] - Coreweave reported a return of $0.15 for each dollar of property, plant, and equipment invested, while AWS earned $0.46 for every dollar [12][8] Industry Context - The current environment is reminiscent of the late 1990s tech bubble, with aggressive capital spending and questionable financing capabilities among companies like Oracle and OpenAI [2][7] - The aggressive bidding for large contracts, such as Oracle's deal with OpenAI, raises concerns about the sustainability of such investments, similar to the overbuilding of fiber infrastructure during the telecom bubble [4][14]

CoreWeave Inc. has signed a deal to supply Meta Platforms Inc. with as much as $14.2 billion worth of computing power, underscoring the massive costs of developing and running advanced AI models. CoreWeave's stock has more than tripled in value since its March initial public offering as the race among major technology companies to build the most advanced AI models sends computing demand soaring. Co-host of Bloomberg Tech Ed Ludlow joined Carol Massar and Tim Stenovec on 'Bloomberg Businessweek Daily' to br ...

Tuya Inc. (NYSE:TUYA) is one of the Best Penny Stocks to Buy with the Highest Upside Potential. Tuya Inc. (NYSE:TUYA) reported results for its fiscal second quarter of 2025 on August 26. The company reported growing its revenue by 9.35% year-over-year to reach $80.13 million. This topped Wall Street estimates by $1.69 million. Moreover, the EPS of $0.03 stayed in line with the expectations as well. Management noted that the company was able to pull off these results amidst global trade uncertainties and s ...

Core观点 - CoreWeave has successfully pivoted from a crypto mining company to a key player in the AI cloud computing market, capitalizing on the growing demand for compute power and securing significant long-term deals with major tech companies [3][10]. 公司发展历程 - Founded in 2017 as Atlantic Crypto, the company initially focused on crypto mining but faced challenges during the 2018 crypto market crash [1][3]. - In 2019, the company rebranded to CoreWeave, recognizing the potential of the AI revolution and shifting its focus accordingly [3][4]. 业务转型与市场机会 - CoreWeave leveraged its existing data centers and a unique partnership with Nvidia to provide cloud computing infrastructure for training large language models, positioning itself as an early mover in the AI space [4][10]. - The company has optimized its platform for specialized AI needs, offering competitive performance at lower costs compared to rivals [4]. 重大交易 - CoreWeave has secured three significant multi-billion-dollar deals recently: - A $6.5 billion deal expansion with OpenAI for cloud infrastructure [5]. - A $6.5 billion "backstop" deal with Nvidia, ensuring Nvidia will purchase any unsold cloud capacity through 2032 [5]. - A $14.2 billion deal with Meta Platforms for access to Nvidia GB300 server racks and "Blackwell" GPUs [6]. - The total of approximately $27 billion in long-term deals is notable given CoreWeave's market cap of $67 billion [7]. 市场反应 - Following the announcement of the Meta deal, CoreWeave's shares increased by over 10%, indicating strong institutional demand and interest in the company's growth potential [8].

We've is basically is a is a company that takes all these GPUs and rents it out to people for whatever they want to use. So they do get the dibs on the most latest equipment that is sold by Nvidia and then the clients can now I'm dead showed that those buying directly from NVIDIA as well. But in this case they're just going and outsourcing the entire infrastructure for an amount of $14 Billion which you know may be a very small piece of overall CapEx for the infrastructure, but it's still a start that they ...

RT Brody Ford (@BrodyFord_)Scoop: CoreWeave inks $14 billion deal to provide $meta with AI cloud capacity. $CRWV w/@dinabass https://t.co/GkLakF7JRE ...

What has disappointed investors could be what excites them in a few years.It has been a disappointing year for Amazon's (AMZN -1.47%) stock so far. It's trading essentially flat through Sept. 30. In contrast, the S&P 500 and Nasdaq Composite are up 13% and 16.7%, respectively. Despite its underperformance in 2025, Amazon remains poised to be a strong investment going forward.There are no guarantees in the stock market, but the same thing that has disappointed investors will likely be the same thing that sta ...

Core Points - CoreWeave's shares surged after announcing a new order with Meta Platforms, committing up to $14.2 billion through December 14, 2031, with potential expansion into 2032 [1][3][7] - The agreement allows Meta to access CoreWeave's reserved AI compute capacity, indicating a long-term partnership that enhances revenue visibility and diversifies CoreWeave's customer base [3][4] - This announcement follows a recent expansion of CoreWeave's agreement with OpenAI, which increased commitments by up to $6.5 billion, further solidifying CoreWeave's position in the AI cloud computing market [4][5] Business Outlook - The new order strengthens CoreWeave's backlog and diversifies demand, but the stock appears to be priced for perfection, given its market capitalization of $68 billion and ongoing losses [5][6] - Future performance will depend on the speed of capacity ramps and market demand, which are unpredictable factors in a capital-intensive industry [6] - The recent stock price increase suggests a cautious approach may be warranted, with potential for better entry points in the future [6][7]

CoreWeave, Inc. (NASDAQ:CRWV) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 25, Citizens JMP analyst Greg Miller reiterated a Market Outperform rating on the stock with a $180.00 price target. The rating affirmation followed the company’s announcement of an expanded agreement with OpenAI. CoreWeave expanded its agreement with OpenAI, bringing the total contract value at an estimated $22.5 billion. Analysts believe that there may be new contracts ahead as hyperscalers are increa ...