Core Insights - CoreWeave CEO Michael Intrator dismissed concerns regarding circular investments among AI giants, asserting that major tech companies are purchasing infrastructure due to high demand [1][3] - CoreWeave went public in March, raising $1.5 billion, marking the largest U.S. tech IPO since 2021, with its stock price increasing over 200% since its debut [1][2] - The company has secured significant contracts, including a $6.5 billion expansion with OpenAI, totaling $22.4 billion, a $14.2 billion deal with Meta, and a $6.3 billion order with Nvidia [2] Industry Dynamics - Concerns on Wall Street about circular investments are countered by Intrator, who emphasizes that these deals signify a substantial infrastructure buildout [3][4] - Intrator noted that partnerships are common during major infrastructure developments, reflecting a broader market trend [3]

All right, we're back on the belltech earnings kickoff in just a few weeks. Our next guest says it will be a popcorn moment for AI. Joining me now, Wed Bush's Dan Ives.It's good to see you. I don't think anybody is really surprised to hear you say that given how bullish you've been. Is there a name that you're most bullish about of all the companies that you cover and people are so used to hearing you speak about.Scott, I'd say look about 30% of the deals have been accelerated on the Microsoft side. I think ...

Shares of CoreWeave surged as much as 8% on Wednesday following the announcement of new tools aimed at helping developers create artificial intelligence agents. The cloud provider, which specializes i... ...

We recently published 10 Hot Stocks Sparking Buying Frenzy. IREN Ltd. (NASDAQ:IREN) is one of the best performers on Tuesday. IREN Ltd. extended its winning streak to a third straight day on Tuesday to hit a new all-time high, as investor sentiment was fueled by newly inked cloud supply deals, while hinting at more to come. In intra-day trading, IREN Ltd. (NASDAQ:IREN) soared to another all-time high of $63.40 before paring gains to end the day just up by 6.81 percent at $61.68 apiece. IREN (IREN) Touch ...

Datadog's 2025 State of Cloud Security Report Finds Companies Adopting Data Perimeters Amid Growing Concerns of Credential TheftAlthough data perimeters are considered an advanced practice, over one-third of organizations have already adopted themOctober 08, 2025 1:00 PM EDT | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - October 8, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the 2025 version of its State of Cl ...

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Oracle (NYSE:ORCL) and SoftBank (OTCPK:SFTBY) (OTCPK:SFTBF) are collaborating to provide secure and scalable sovereign cloud and AI services to organizations in Japan. The companies said SoftBank will launch its new Cloud PF Type A, a suite of its own proprietary cloud ...

Key Points Most investors know Amazon because of its e-commerce marketplace and Amazon Web Services. The company generated more than $60 billion in annualized revenue from another segment in Q2. Amazon should benefit over the long term from this division's strong growth and earnings power. These 10 stocks could mint the next wave of millionaires › Amazon (NASDAQ: AMZN) is one of the most successful stories in the history of the American economy. Three decades ago, founder and former CEO Jeff Bezos ...

Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) saw “very robust” demand from the enterprise for their artificial intelligence and cloud computing services, investment firm Wedbush Securities said. “We believe tech stocks will have a very strong 3Q earnings season ...

Gold has once again proven itself the ultimate safe haven. On Tuesday, U.S. gold futures for December delivery surged past the $4,000 mark for the first time, closing at $4,004.40, a historic milestone that sent shockwaves through global markets and reaffirmed gold's timeless allure.Gold Hits Historic HeightsInvestors rattled by the ongoing U.S. government shutdown and political unrest abroad fled riskier assets and poured into gold, seeking stability amid mounting uncertainty.The surge came alongside a sha ...