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CRWV INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that CoreWeave, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Businesswire· 2026-01-14 12:05
Core Points - The CoreWeave class action lawsuit involves allegations against CoreWeave, Inc. and its executives for violations of the Securities Exchange Act of 1934 during the class period from March 28, 2025, to December 15, 2025 [1] - The lawsuit claims that CoreWeave overstated its ability to meet customer demand and failed to disclose significant risks associated with its reliance on a single third-party data center supplier [3] - CoreWeave's stock price experienced significant declines following announcements related to merger agreements and lowered revenue guidance, with a drop of over 6% after the termination of the merger with Core Scientific and a further decline of more than 16% after revenue guidance was lowered due to delays [4][5] Allegations and Events - CoreWeave announced a deal worth up to $11.9 billion with OpenAI for AI infrastructure shortly before its IPO [2] - The lawsuit alleges that on October 30, 2025, Core Scientific did not receive enough shareholder votes to approve its merger with CoreWeave, leading to the termination of the agreement [4] - On November 10, 2025, CoreWeave lowered its revenue guidance due to delays from a third-party data center developer, which was later revealed to involve multiple data centers owned by the same provider [5] - A December 15, 2025 article from The Wall Street Journal reported that delays in data center delivery were more severe than previously acknowledged, causing an additional drop of 3.4% in CoreWeave's stock price [6] Legal Process - Investors who purchased CoreWeave securities during the class period can seek appointment as lead plaintiff in the class action lawsuit, representing the interests of all class members [7] - The lead plaintiff has the authority to select a law firm to litigate the case and does not need to be the lead plaintiff to share in any potential recovery [8]
Alphabet Strengthens Nvidia Ties As Google Cloud Rolls Out Blackwell-Powered AI Infrastructure - Alphabet (NASDAQ:GOOGL)
Benzinga· 2026-01-14 08:33
Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) has expanded its long-running partnership with Nvidia Corp (NASDAQ:NVDA) as Google Cloud begins deploying its latest Blackwell-based AI systems to support advanced enterprise and government workloads.Google Cloud Brings Nvidia Blackwell Platform OnlineGoogle Cloud is among the first cloud providers to offer Nvidia's Blackwell AI platform, giving customers access to next-generation GPUs and rack-scale systems designed for highly demanding workloads.The infrastructur ...
阿里巴巴-W再涨超3% 集团大幅增加阿里云资本开支预算 机构料盈利韧性有望超出预期
Zhi Tong Cai Jing· 2026-01-14 02:31
中金发布研报称,阿里云通义系列模型通过开源策略,技术持续于全球领先,集团对此大幅增加资本开 支预算,同时自研核心硬件,配合全球29个地域、92个可用区的基础设施网络,实现算力供给的相对可 控与规模化部署,目前预测未来三年阿里云收入年均复合增长率(CAGR)可望超过30%。 该行续指,阿里云海外业务前景向好,现时服务超过22万家出海企业,并正拓展更多国际企业客户,认 为海外业务有望成为阿里云未来的核心增长动力之一,有较大利润率提升空间,盈利韧性有望超出预 期,合计其利润率可突破15%。 阿里巴巴-W(09988)再涨超3%,截至发稿,涨3.44%,报165.4港元,成交额104.51亿港元。 消息面上,此前2025年云栖大会,阿里云技术团队曾披露阿里云在全新的市场需求下对硬件基础设施进 行的改变。智能集团资深副总裁、公共云业务事业部总裁刘伟光表示,阿里云在提升模型能力以及全栈 AI能力之外,重点布局AI原生市场、中国企业级市场以及剑指全球化。刘伟光强调:"我们的目标是拿 下2026年AI云市场增量的百分之八十。" ...
港股异动 | 阿里巴巴-W(09988)再涨超3% 集团大幅增加阿里云资本开支预算 机构料盈利韧性有望超出预期
Zhi Tong Cai Jing· 2026-01-14 02:29
中金发布研报称,阿里云通义系列模型通过开源策略,技术持续于全球领先,集团对此大幅增加资本开 支预算,同时自研核心硬件,配合全球29个地域、92个可用区的基础设施网络,实现算力供给的相对可 控与规模化部署,目前预测未来三年阿里云收入年均复合增长率(CAGR)可望超过30%。 智通财经APP获悉,阿里巴巴-W(09988)再涨超3%,截至发稿,涨3.44%,报165.4港元,成交额104.51 亿港元。 该行续指,阿里云海外业务前景向好,现时服务超过22万家出海企业,并正拓展更多国际企业客户,认 为海外业务有望成为阿里云未来的核心增长动力之一,有较大利润率提升空间,盈利韧性有望超出预 期,合计其利润率可突破15%。 消息面上,此前2025年云栖大会,阿里云技术团队曾披露阿里云在全新的市场需求下对硬件基础设施进 行的改变。智能集团资深副总裁、公共云业务事业部总裁刘伟光表示,阿里云在提升模型能力以及全栈 AI能力之外,重点布局AI原生市场、中国企业级市场以及剑指全球化。刘伟光强调:"我们的目标是拿 下2026年AI云市场增量的百分之八十。" ...
IREN Limited's Stock Market Performance and Future Outlook
Financial Modeling Prep· 2026-01-13 23:06
Core Viewpoint - IREN Limited is experiencing significant attention in the stock market, with a price target of $80 set by Mike Colonnese from H.C. Wainwright, indicating a potential upside of approximately 58.27% from its current trading price of $50.55 [1][5] Financial Performance - Despite a recent 17% decline in stock price, IREN is still rated as a 'Strong Buy' due to its robust fundamentals and focus on growth driven by artificial intelligence [2][5] - The company aims to achieve $3.4 billion in annualized AI cloud revenue by the end of 2026, supported by multi-year contracts with major players like Microsoft [2] - IREN's financial metrics include a forward price-to-sales ratio below 5 and a fiscal year 2028 price-to-earnings ratio of 16, suggesting the stock is attractively valued [3][5] Market Activity - IREN's current stock price is $50.78, reflecting a slight increase of 0.89% or $0.45, with trading volume at 25.64 million shares, indicating active investor interest [4] - The stock has shown significant volatility over the past year, with a high of $76.87 and a low of $5.13 [4]
AI Sentiment on Amazon (AMZN) Could Improve in 2026, BofA Says
Yahoo Finance· 2026-01-13 21:04
Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks Investors Are Watching Closely. On January 12, BofA Securities analyst Justin Post reiterated a Buy rating on the stock with a $303.00 price target. The firm sees potential improvements in AI sentiment for the stock in year 2026 driven by AI capacity growth, leadership changes, and rising Rufus usage. BofA noted how Amazon stock was up only 5% in 2025, underperforming the S&P 500, which was up 16% and Nasdaq, which was up 20%. The company maintained ...
Rosen Law Firm Urges CoreWeave, Inc. (NASDAQ: CRWV) Stockholders to Contact the Firm for Information About Their Rights
Businesswire· 2026-01-13 20:12
What Now: You may be eligible to participate in the class action against CoreWeave, Inc. Shareholders who want to serve as lead plaintiff for the class must file their motions with the court by March 13, 2026. A lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here. All repr ...
Is This $50 Cloud Stock a Good Buy Now?
Yahoo Finance· 2026-01-13 19:32
As cloud computing enters its next growth phase driven by artificial intelligence (AI) workloads, investors are becoming more selective about where value truly lies. While most attention gravitates toward hyperscalers like Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL), some mid-sized cloud platforms are quietly strengthening their competitive position. One such $50 cloud stock is DigitalOcean (DOCN) which is delivering faster growth, rising profit and surging AI-driven demand. Here's what investor ...
Forget LLMs: Buy These 3 AI ‘Pick and Shovel’ Plays Instead
Investing· 2026-01-13 17:58
By now, Wall Street investors are well aware of the race for artificial intelligence supremacy among America's most decorated big tech companies. In late 2022, the AI race jumpstarted when OpenAI (which partnered with Microsoft (MSFT) released ChatGPT. Within months, the ChatGPT large language model (LLM) became the fastest-growing consumer application in history, surpassing the leaders of the internet boom. However, after OpenAI started with a commanding lead, other big tech companies like Alphabet (GOOGL) ...
Investor Notice: Robbins LLP Informs Investors of the CoreWeave, Inc. Securities Class Action
Businesswire· 2026-01-13 17:40
Core Points - A class action has been filed against CoreWeave, Inc. (NASDAQ: CRWV) on behalf of investors who purchased its securities between March 28, 2025, and December 15, 2025, alleging that the company misled investors regarding its ability to meet customer demand [1][2] - The allegations include that CoreWeave overstated its capacity to meet customer demand, materially understated risks associated with reliance on a single third-party data center supplier, and that these issues were likely to negatively impact the company's revenue [2] - Following disclosures that revealed the truth about these allegations, 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] Legal Proceedings - Shareholders interested in participating in the class action can contact Robbins LLP, with the option to serve as lead plaintiff, representing other class members in the litigation [4] - Participation in the case is not required to be eligible for recovery, and shareholders can choose to remain absent class members [4] Company Background - Robbins LLP is noted for its focus on shareholder rights litigation, aiming to help shareholders recover losses and improve corporate governance since its establishment in 2002 [5]