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 ...

Yuki Iwamura / Bloomberg / Getty Images CoreWeave shares have more than tripled in value since the company went public in March Key Takeaways CoreWeave shares surged Tuesday after the cloud computing company backed by Nvidia struck a new agreement with Meta Platforms valued at up to $14.2 billion. The announcement marks the latest in a string of multibillion-dollar deals for CoreWeave to provide infrastructure to support booming AI demand. CoreWeave (CRWV) shares soared Tuesday after the provider of ...

Group 1: CoreWeave Inc - CoreWeave Inc (NASDAQ:CRWV) has seen a significant increase of 12.3%, trading at $137.57, following a $14 billion infrastructure deal with Meta Platforms (META) [2] - The company recently secured a $6.5 billion contract with OpenAI, marking a strong position in the AI cloud computing sector [2] - CRWV is currently 243% above its debut close of $40 on March 28, indicating substantial growth [2] Group 2: Options Trading Activity - Over 400,000 call options have been traded today, which is double the average intraday volume, indicating strong interest from options traders [3] - The most popular options are the weekly 10/3 140-strike call and the October 150 call, suggesting bullish sentiment [3] - With 11% of the stock's total float sold short, a potential short squeeze could drive the stock price back to $150 [3] Group 3: DraftKings Inc - DraftKings Inc (NASDAQ:DKNG) has experienced a decline of 10.2%, trading at $38.02, following a report on Kalshi's record trading volume of $275 million [4] - The stock is down 20.8% in September, struggling to maintain its year-to-date breakeven level [4] - Despite the decline, over 100,000 call options have been exchanged today, which is four times the average intraday volume, indicating continued interest from traders [5] Group 4: Analyst Ratings - 28 out of 31 brokerages covering DraftKings maintain "buy" or better ratings, with no "sell" ratings, suggesting a generally positive outlook despite recent struggles [5]

Artificial intelligence hyperscaler CoreWeave announced a multibillion-dollar agreement with Meta days after reporting a deal with OpenAI.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.“Future AI innovations will ...

Core Insights - Vercel has raised $300 million in an oversubscribed Series F funding round, achieving a valuation of $9.3 billion [1] - The funding round was co-led by Accel and GIC, with participation from new investors such as BlackRock, StepStone, and Khosla Ventures [1] Company Performance - Vercel's user base has doubled over the past year, and the company reported an 82% increase in revenue [2] - The company serves notable clients including OpenAI, Anthropic, PayPal, Nike, and Walmart [2] Future Plans - The funds will be used to expand AI Cloud services, enhance security features, and invest in the AI development agent, v0, which has over 3.5 million users [3] - Vercel is set to launch v0 Mobile in October, enabling developers to create apps using voice and camera inputs [3] - A $300 million secondary tender offer for employees, former employees, and early investors is expected to close in November [3]

One of the top non-U.S. stocks I've continued to follow over the years, Chinese cloud computing and e-commerce giant Alibaba (BABA) is certainly a company I'd consider a blue-chip tech name that hasn't received the love it probably should have. Given Alibaba's size and importance to the global e-commerce and cloud industries, the company has remained a core position of many top money managers. Looking at recent 13-F filings, it's clear that much of the smart money out there seeking value is increasingly l ...

Core Insights - Globant has entered into a multi-year strategic collaboration agreement with Amazon Web Services (AWS) to enhance global support for cloud migrations and generative AI adoption [1][2][3] - The collaboration focuses on various industries including Media and Entertainment, Banking and Financial Services, and Automotive, aiming to modernize operations and improve customer experiences [2][3] Group 1: Strategic Collaboration - The agreement builds on over a decade of partnership between Globant and AWS, enhancing their capabilities in cloud innovation and AI adoption [3] - Globant will utilize AWS services to support digital transformation initiatives across multiple sectors, leveraging its global presence and industry expertise [2][3] Group 2: Industry-Specific Solutions - The collaboration aims to deliver tailored solutions that address unique industry challenges, such as real-time analytics for Formula 1 and customer experience reimagination for financial institutions [3][4] - Globant's AWS Studio, launched in August 2023, serves as a center of excellence for AWS solutions, further strengthening their partnership [3][4] Group 3: Competencies and Recognition - Globant has achieved AWS Premier Tier Services Partner status and various competencies, including Managed Security Services Provider and Media and Entertainment Competency, highlighting its expertise in cloud security and service delivery [3][4] - The partnership emphasizes the importance of cybersecurity, providing clients with 24/7 monitoring and protection to innovate confidently [4] Group 4: Broader Strategy - The collaboration aligns with Globant's strategy to transform traditional IT services through AI-driven models, such as AI Pods, which offer speed, flexibility, and cost efficiency [5][6] - Globant's focus on digital reinvention and AI capabilities aims to turn challenges into measurable business results for clients [6]

Key Points CoreWeave equips its data centers with graphics processing units and rents time on them out to companies looking to run artificial intelligence applications. On Tuesday morning, CoreWeave announced a $14.2 billion deal to provide cloud computing capacity to Meta Platforms. As long as companies keep spending on AI infrastructure, CoreWeave should benefit. 10 stocks we like better than CoreWeave › Shares of cloud infrastructure player CoreWeave (NASDAQ: CRWV) were trading 15% higher as o ...