Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partnerships for development [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed construction delays at its data centers, despite assurances of robust demand and competitive strengths [5]. Stock Performance and Impact - On October 30, 2025, CoreWeave's stock dropped by $8.87 (over 6%) after the termination of a merger agreement with Core Scientific due to insufficient shareholder votes [6]. - Following a revenue guidance reduction on November 10, 2025, the stock fell by $17.22 (over 16%) due to delays from a third-party data center developer [7]. - A report on December 15, 2025, regarding further delays in a major data center project led to an additional drop of $2.85 (over 3%) in stock price [8].

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]

Core Insights - Alphabet Inc. has expanded its partnership with Nvidia Corp to deploy Nvidia's Blackwell-based AI systems through Google Cloud, targeting advanced enterprise and government workloads [1][4]. Group 1: Google Cloud and Nvidia Partnership - Google Cloud is one of the first cloud providers to offer Nvidia's Blackwell AI platform, providing access to next-generation GPUs and rack-scale systems for demanding workloads [2]. - The infrastructure includes accelerator-optimized virtual machines such as A4X, A4, and G4, aimed at powering large-scale AI models and scientific simulations [3]. Group 2: Focus on Security-Sensitive Sectors - The partnership emphasizes regulated sectors, allowing organizations to run Google's Gemini AI models on-premises, supporting confidential computing to protect data and AI models [4]. - This setup is particularly beneficial for government, healthcare, and financial institutions that require stringent data protection [4]. Group 3: Integration and Applications - Nvidia's AI platform is integrated across Google Cloud services, including Vertex AI and Google Kubernetes Engine, enabling developers to train and deploy AI applications at various abstraction levels [5]. - The collaboration also focuses on open frameworks and models, with applications in robotics, drug discovery, energy grid optimization, and digital twin simulations [6]. Group 4: Market Performance - Alphabet's Class A shares increased by 1.24% in regular trading and 0.38% in after-hours trading, while Class C shares rose by 1.11% and 0.46% respectively [7]. - Nvidia shares gained 0.47% during the regular session, closing at $185.81, before a slight decline in after-hours trading [7].

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。" ...

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。" ...

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]

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 ...

Core Points - A class action lawsuit has been announced by Rosen Law Firm on behalf of purchasers of CoreWeave, Inc. securities between March 28, 2025, and December 15, 2025, alleging misleading statements regarding the company's business operations [1][2] - The lawsuit claims that CoreWeave overstated its ability to meet customer demand and materially understated risks associated with reliance on a single third-party data center supplier, which could negatively impact revenue [3] - Investors are encouraged to participate in the class action, with a deadline for lead plaintiff motions set for March 13, 2026 [4] Company Overview - CoreWeave, Inc. is described as an AI cloud computing company [1] - The firm has faced allegations of misleading investors about its operational capabilities and risks [2][3] Legal Representation - Rosen Law Firm specializes in securities class actions and has a track record of recovering over $1 billion for shareholders [6]

Core Insights - Cloud computing is entering a growth phase driven by AI workloads, leading investors to be more selective about value opportunities [1] - DigitalOcean (DOCN) is a notable mid-sized cloud platform showing strong growth and profitability, particularly benefiting from AI-driven demand [1] Company Performance - In Q3 2025, DigitalOcean reported revenue of $230 million, a 16% year-over-year increase, marking its highest growth since Q3 2023 [5] - The company achieved its highest organic incremental annual recurring revenue (ARR) of $44 million, bringing total ARR to $919 million [5] - DigitalOcean's gross margin improved to 60%, and adjusted EBITDA margin reached 43%, exceeding internal targets [5] Client Growth - Revenue from clients paying over $100,000 per year increased by 41% year-over-year, now representing 26% of total revenue [6] - Customers with an annual run rate exceeding $500,000 grew by 55%, while those with an ARR over $1 million increased by 72% to $110 million [6] - Many clients signed eight-figure committed contracts post-quarter, enhancing revenue visibility and confidence in future growth [6] AI Revenue - DigitalOcean's Gradient AI agentic cloud is gaining traction among AI and digital-native enterprise customers [7] - For five consecutive quarters, AI revenue has more than doubled year-over-year, driven by increased inference workloads on the platform [7]

Core Insights - The race for artificial intelligence supremacy among major tech companies has intensified since the launch of ChatGPT by OpenAI and Microsoft, with other companies like Alphabet also investing heavily to catch up [1] - The ultimate leaders in the AI large language model (LLM) space remain unpredictable, similar to the internet boom of the late 1990s [1] AI Investment Strategies - Investors can benefit from the AI revolution by focusing on "pick and shovel" stocks rather than trying to identify the ultimate leader in the LLM race, akin to merchants during the California Gold Rush [2] Company Summaries CoreWeave - CoreWeave specializes in cloud computing, providing high-end GPU computing power specifically for AI applications, distinguishing itself from traditional cloud services [3] - The company has secured a $2.6 billion debt financing facility and has $25 billion in capital commitments, indicating strong demand and financial backing [4] - Recent share price fluctuations were influenced by debt concerns and the expiration of the IPO lock-up period, but insider selling is expected to decrease moving forward [6][7] Nebius Group - Nebius Group is a leader in AI infrastructure, offering a cloud platform designed for intensive AI workloads and vertical integration of proprietary software and hardware [8] - The company has a significant partnership with Nvidia, ensuring priority access to GPUs, and has secured a $17.4 billion multi-year deal with Microsoft, which could grow to $19.4 billion [9][10] - Following the Microsoft deal, Nebius' market cap was surpassed by the contract value, suggesting strong future revenue growth potential [11] Astera Labs - Astera Labs manufactures high-performance semiconductors and software for AI applications, addressing data transmission bottlenecks in AI data centers [13] - The company has established strong partnerships with industry leaders like Nvidia, Intel, and AMD, positioning it well within the AI infrastructure space [14] - Analysts predict double-digit growth for Astera Labs through 2026, with the company consistently exceeding Wall Street expectations since its public debut [15]