Artificial intelligence (AI) investors love Nvidia. One stock has crushed its returns in the last few months: CoreWeave (CRWV 8.45%). The stock in the AI-focused cloud computing provider (and large Nvidia customer) is up 268% since its initial public offering (IPO) in late March, while Nvidia stock is flat year to date as of June 15. Investors are falling in love with the rapid growth at CoreWeave and its huge growth projections when it comes to AI and the cloud. Are you missing out by not owning CoreWeave ...

DENVER, June 11, 2025 (GLOBE NEWSWIRE) -- Crusoe, the industry’s first vertically integrated AI infrastructure provider, today announced it has secured a $750 million credit facility from Brookfield Asset Management, through its infrastructure debt platform. This significant financing will primarily be deployed to fuel the continued growth and scaling of Crusoe’s development of AI factories, including purpose-built AI data centers and Crusoe’s AI cloud platform. It further solidifies Crusoe’s position as a ...

CoreWeave - CoreWeave is a leader in AI infrastructure, providing cloud services for training models and advanced workloads at scale [3] - Revenue surged from $189 million in Q1 2024 to $982 million in Q1 2025, with management projecting 2025 revenue between $4.9 billion and $5.1 billion [4] - The company primarily earns revenue through multiyear contracts, ensuring steady revenue and growing cash flows [4] - CoreWeave reported a loss of $314 million last quarter due to high upfront investments in infrastructure, particularly in Nvidia GPUs [5] - Adjusted operating income increased 17% year over year to $163 million, indicating potential for future profitability [6] - The company is trading at a price-to-sales multiple of 13 based on 2025 guidance, with a current market cap of $64 billion [7] Axon Enterprise - Axon Enterprise has transformed from a device seller to a comprehensive solutions provider for public safety, expanding its addressable market to an estimated $129 billion [8] - Revenue from software and services grew 39% year over year to $263 million last quarter, while total revenue increased 31% year over year to $604 million [9][10] - Taser 10 orders are growing twice as fast as Taser 7, indicating an expanding market for its products [10] - The company benefits from strong demand for Draft One, an AI service that automates data entry and police reports, making it the fastest-growing software offering in Axon's history [11] - Despite potential vulnerabilities related to government contracts and privacy concerns, the need for enhanced public safety tools continues to grow, as evidenced by the stock surge following its first-quarter earnings report [12][13]

Core Insights - Nebius Group N.V. reported a first-quarter 2025 adjusted net loss of $92.5 million, which is 19% wider than the loss of $77.6 million from the previous year [1] - The company's revenues increased significantly by 385% year over year to $55.3 million, primarily driven by growth in its core artificial intelligence (AI) business [1] Business Overview - Nebius operates an AI cloud platform designed for intensive workloads, supported by in-house developed software and hardware, with R&D hubs in Europe, North America, and Israel [2] - The company has distinct brands, including Avride for autonomous driving technology and TripleTen, a leading edtech platform for tech career reskilling [2] Financial Performance - The adjusted EBITDA loss for the first quarter was $62.6 million, an improvement from the $70.9 million loss in the same quarter last year [4] - Sales, general, and administrative expenses rose by 29% year over year to $66.1 million [4] - As of March 31, 2025, the loss from operations was $129.5 million, compared to a loss of $82.9 million in the prior year [4] Balance Sheet and Cash Flow - As of March 31, 2025, Nebius had $1,447 million in cash and cash equivalents, down from $2,449.6 million as of December 31, 2024 [5] Future Outlook - The company is optimistic about its momentum heading into the second quarter of 2025, reaffirming its full-year ARR guidance of $750 million to $1 billion and overall revenue guidance of $500 million to $700 million [6] - Although adjusted EBITDA is expected to remain negative for the full year, Nebius aims to achieve positive adjusted EBITDA in the second half of 2025 [6] - The capital expenditure forecast for 2025 has been raised to approximately $2 billion from the previous estimate of $1.5 billion [7] Market Performance - Nebius currently holds a Zacks Rank 3 (Hold) and its shares have surged 66.6% over the past six months, outperforming the Zacks Internet - Software and Services industry's growth of 26.2% [8]

SANTA CLARA, Calif., May 13, 2025 /PRNewswire/ -- Tuya Inc. ("Tuya" or the "Company") (NYSE: TUYA; HKEX: 2391), a global leading AI cloud platform service provider, today announced that MSCI has upgraded its Environmental, Social, and Governance (ESG) rating to 'AA' from 'A'. This upgrade recognizes Tuya's efforts to build a more sustainable and responsible business and places Tuya among the ESG leaders in its sector.MSCI, a leading provider of research-driven indices and analytics, reviewed companies in th ...

SANTA CLARA, Calif., May 13, 2025 /PRNewswire/ -- Tuya Inc. ("Tuya" or the "Company") (NYSE: TUYA; HKEX: 2391), a global leading AI cloud platform service provider, today announced that it will report its first quarter 2025 unaudited financial results after the market closes on Tuesday, May 20, 2025.Tuya's management will hold a conference call at 08:30 P.M. Eastern Time on Tuesday, May 20, 2025 (08:30 A.M. Hong Kong Time on Wednesday, May 21, 2025) to discuss the financial results. In advance of the confer ...