Core Points - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops due to potential violations of federal securities laws [1][3] - Investors are encouraged to seek additional information regarding the lawsuit and their legal options [2][9] Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure [4] - The company relies on partnerships, notably with Core Scientific, to develop its data centers [4] Stock Performance and Issues - CoreWeave's stock dropped significantly after the merger agreement with Core Scientific was terminated due to insufficient shareholder votes, resulting in a decline of $8.87 per share (over 6%) from $139.93 to $131.06 on October 30, 2025 [6] - On November 10, 2025, CoreWeave lowered its guidance for revenue and operating income due to construction delays, causing a further drop of $17.22 per share (over 16%) from $105.61 to $88.39 [7] - A report on December 15, 2025, indicated additional delays in a major data center project, leading to a decline of $2.85 per share (over 3%) from $72.35 to $69.50 [8] Legal Context - The lawsuit asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in CoreWeave securities [3] - Investors have until March 13, 2026, to request to be appointed to lead the case, which is pending in the U.S. District Court for the District of New Jersey [3]

Core Viewpoint - The article highlights Amazon as a strong investment opportunity, particularly in the context of the ongoing AI boom and its solid performance in e-commerce and cloud computing [2][4][9]. Industry Overview - The AI market, currently valued at $300 billion, is projected to reach trillions by the end of the decade, indicating significant growth potential for companies involved in AI technologies [2]. - The Nasdaq has seen growth driven by excitement around AI and quantum computing, suggesting a favorable environment for tech stocks [1]. Company Performance - Amazon's stock rose approximately 5% last year, reflecting growth from its AI initiatives and established e-commerce and cloud computing sectors [3]. - Amazon Web Services (AWS) has achieved an annual revenue run rate of $132 billion, benefiting from AI offerings and innovations [6][9]. Investment Appeal - Amazon is positioned as a suitable investment for both aggressive and cautious investors due to its diversified business model and proven growth outside of AI [4]. - The stock is currently trading at about 30 times forward earnings estimates, a decrease from over 50 times in previous years, making it an attractive valuation for investors [7][8]. Future Outlook - The expectation is that Amazon will continue to thrive as a key player in the AI space, with potential for significant stock appreciation as the Nasdaq is predicted to soar in 2026 [2][9].

In this article, we will take a look at the stocks with the best earnings growth for the next 5 years.After decades of market leadership concentrated narrowly, investors are increasingly shifting their focus to companies with sustainable earnings power. That said, many believe the next phase of market returns will be driven by fundamentals, rather than hype.On January 15, Reuters published “S&P 500 leadership showing signs of broadening beyond tech,” an article asserting that investors are now pushing for a ...

在经历上一轮急涨急跌后，围绕AI基础设施、数据中心与高性能计算的"AI云"交易正在回归，资金重新涌向更纯粹的算力供给侧标的。 2026年以来，CoreWeave累计上涨超40%，Nebius累计上涨近30%，同时覆盖高性能数据中心与比特币挖矿业务的Iren涨幅超过53%。 | | Symbol | Price | Change | % Change | Prev Close | | --- | --- | --- | --- | --- | --- | | | IREN IREN Ltd | $57.82 | +20.05 1 | +53.08% 0 | $51.89 | | ● | CRWV | $101.23 | +29.62 ↑ | +41.36% ↑ | $95.01 | | | CoreWeave Inc | | | | | | 8 | NBIS | $108.73 | +25.02 ↑ | +29.89% ↑ | $103.89 | | | Nebius Group NV | | | | | 驱动这轮反弹的关键线索集中在两点，盈利预期的改善与价格走势的"向上突破"。更重要的是，芯片端的强势信号正在 ...

Core Points - A class action has been filed against CoreWeave, Inc. (NASDAQ: CRWV) on behalf of investors who acquired its securities between March 28, 2025, and December 15, 2025 [1] - CoreWeave is characterized as an AI cloud computing company and a "Hyperscaler," which indicates its capability to deliver large-scale computing infrastructure and services [1] Allegations - The complaint alleges that CoreWeave misled investors by overstating its ability to meet customer demand [2] - It is claimed that the company materially understated the risks associated with its reliance on a single third-party data center supplier, which could negatively impact its revenue [2] Stock Performance - Following disclosures that revealed the truth about the company's operations, CoreWeave's stock price fell from a high of $183.58 on June 20, 2025, to $69.50 per share by December 16, 2025 [3] Class Action Participation - Shareholders interested in serving as lead plaintiffs must submit their papers by March 13, 2026, but participation is not required to be eligible for recovery [4] Legal Representation - Robbins LLP operates on a contingency fee basis, meaning shareholders incur no fees or expenses for representation [5]

New York, New York--(Newsfile Corp. - January 16, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of CoreWeave, Inc. (NASDAQ: CRWV) between March 28, 2025 and December 15, 2025, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than March 13, 2026.SO WHAT: If you purchased CoreWeave securities during the Class ...

Core Viewpoint - Apple is losing its dominant position in the tech supply chain, with power shifting towards AI companies like Nvidia and major cloud providers such as Amazon, Microsoft, and Google [1][2]. Supply Chain Dynamics - Apple, while still a major player, is no longer the primary client for key suppliers, which marks a significant shift in the industry [2][12]. - The tech companies that control the supply chain are more likely to succeed, as they can secure better pricing and reliable supply by ordering larger volumes of components [2]. TSMC's Changing Focus - TSMC, the largest chipmaker, has seen its high-performance computing segment, driven by AI chips, account for approximately 58% of its revenue, surpassing smartphone processors [6]. - TSMC's CEO noted that AI companies demonstrate significant business growth and financial returns, leading suppliers to prioritize these clients over Apple [7]. Memory Chip Market Shift - Memory chip manufacturers are reallocating capacity from smartphones and PCs to meet the demands of AI data centers, which could lead to increased smartphone costs and squeezed margins [8]. - Nvidia has secured long-term memory supply contracts, diminishing the negotiating power of smartphone makers [8]. Bottlenecks and Competition - Emerging bottlenecks in the supply chain, such as a shortage of high-end glass cloth for chip substrates, are causing suppliers to favor AI customers who offer pre-payments and multi-year contracts [9][10]. - Apple is now competing with AI chipmakers for limited substrate supplies and is even sending engineers to assist smaller suppliers in qualifying alternative materials [10]. Manufacturing Partner Shifts - Foxconn, traditionally associated with iPhone assembly, is now generating more revenue from AI servers than from consumer electronics, indicating a shift in focus towards AI clients [11]. Apple's Position in the Market - Despite these changes, Apple remains one of the largest component buyers, but it is now experiencing what it means to be just another large customer in a supply chain increasingly influenced by AI [12].

We recently published 10 Stocks Jim Cramer Talked About.  Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks on Jim Cramer talked about. Amazon.com, Inc. (NASDAQ:AMZN)’s shares have gained a modest 5% over the past year. Cantor Fitzgerald started the year by slashing the share price target to $260 from $315 and keeping an Overweight rating on the shares. The financial firm pointed out that AI’s potential to generate synergies could lead to tailwinds for internet stocks. While Cantor cut the target, Jeffe ...

Core Insights - Rackspace Technology has achieved VMware Sovereign Cloud Partner Status, enhancing its capability to manage sensitive data for UK organisations [1][5] - The company's Sovereign Services provide a fully managed private cloud platform tailored for organisations needing strict data control [2][3] - Rackspace's digital Sovereign Cloud aims to optimize private cloud architecture for mission-critical applications, ensuring performance and security [3] Company Overview - Rackspace Technology specializes in end-to-end hybrid cloud and AI solutions, supporting customers throughout their cloud journey [6] - The company collaborates with UK public sector organisations, financial services, and healthcare providers to deliver comprehensive cloud solutions [4] Service Features - The Sovereign Services are built on VMware technologies and operated from UK data centres, ensuring high availability and integrated security [2] - The VMware Sovereign Cloud Partner Status signifies compliance with local data sovereignty and privacy regulations [5]

Key Takeaways AMZN's AWS delivered 20.2% YoY growth in Q3 2025, its strongest expansion in nearly three years.Amazon reported $200B in cloud backlog, offering long-term revenue visibility as AI demand accelerates.Oracle's Cloud Infrastructure revenues surged 68%, but heavy capex and customer concentration raise risks.Cloud computing continues experiencing explosive growth as artificial intelligence drives unprecedented infrastructure demand. Amazon (AMZN) and Oracle (ORCL) represent two distinct approaches ...