As Alphabet returns to the debt market to fund its artificial intelligence buildout, the company is acknowledging new risks tied to the rise of AI and its hefty investments in infrastructure.In its annual financial report late last week, the Google parent highlighted the potential impact of AI on the company's core advertising business and the possibility of ending up with "excess capacity" from its costly commitments. "To meet the compute capacity demands of AI training and inference, as well as traditiona ...

Core Points - The Rosen Law Firm is reminding investors who purchased CoreWeave, Inc. securities between March 28, 2025, and December 15, 2025, of the lead plaintiff deadline on March 13, 2026 [1] - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has been filed against CoreWeave, alleging that the company made false and misleading statements regarding its ability to meet customer demand and the risks associated with its reliance on a single third-party data center supplier [5] Legal Action Details - Investors wishing to join the class action can do so by visiting the provided link or contacting the law firm directly [3][6] - A lead plaintiff must file a motion with the court by March 13, 2026, to represent other class members [3] - No class has been certified yet, meaning investors are not represented unless they retain counsel [7] Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest against a Chinese company [4] - The firm has been ranked highly for its number of securities class action settlements and has recovered hundreds of millions for investors [4]

Core Viewpoint - Oracle is investing heavily in AI infrastructure, which presents both challenges and opportunities for growth, especially in comparison to Nvidia's market dominance [1][5]. Company Overview - Oracle has a market capitalization of approximately $440 billion, significantly smaller than Nvidia's over $4 trillion [4][2]. - The stock has experienced a decline of more than 52% from its September highs [4]. Financial Performance - For fiscal Q2 2026, Oracle reported revenue of $16.05 billion, a 14% increase year-over-year, with net income rising 95% to $6.13 billion, largely due to a $2.7 billion pre-tax gain from the sale of Ampere Computing [8][10]. - The cloud segment showed significant growth, with revenue reaching $7.977 billion, a 34% increase from the previous year [10]. Investment and Debt - Oracle's debt exceeds $100 billion, primarily due to a $58 billion investment in data center projects across Texas, Wisconsin, and New Mexico [5]. - The company has a $300 billion deal with OpenAI for AI infrastructure and cloud services, with projected infrastructure needs of about $156 billion starting in 2027 [5]. Valuation - Oracle's forward price-to-earnings ratio is currently at 19.8, marking the lowest valuation in over two years, indicating a potentially attractive investment opportunity [12].

Market Overview - The tech sector experienced a significant rebound on Friday, with the Nasdaq gaining over 2%, led by chipmakers Nvidia and Broadcom, which rose by 7.8% and 7.2% respectively [1] - Despite the late-week rally, both the Nasdaq and S&P 500 posted weekly declines of 1.8% and 0.1% respectively, while the Dow rose more than 1,200 points on Friday, closing at an all-time high of 50,115, finishing up 2.5% for the week [1] Capital Expenditures - Major tech companies, including Alphabet and Amazon, announced substantial increases in capital expenditures for the year to enhance their data centers and AI capabilities [1] - Alphabet's spending for 2026 could exceed double that of the previous year, which was positively received by investors despite a 0.5% drop in shares [1] - Conversely, Amazon's stock fell by 5.5% after missing profit forecasts, although it reported a solid overall quarter [1] Software Sector Challenges - Software stocks faced significant declines due to fears that AI advancements could threaten traditional enterprise software-as-a-service (SaaS) companies [1] - The sell-off accelerated after the release of a new automation tool by Anthropic, impacting both vulnerable companies and established cybersecurity firms [1] - Despite the challenges, demand for cybersecurity solutions, such as those offered by CrowdStrike, remains strong, prompting the company to increase its position in the stock [1] Market Rotation and Stock Adjustments - The shift away from tech stocks led to capital flowing into undervalued sectors, allowing for profit-taking and cash accumulation [1] - The company trimmed positions in Dow stocks like Home Depot and Honeywell, which had achieved double-digit gains, and realized significant profits on DuPont, which saw a 6% increase last week [1] - Texas Roadhouse was partially sold after a 15% year-to-date gain, driven by concerns over beef inflation rather than business performance [1]

NEW YORK, Feb. 5, 2026 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of CoreWeave, Inc. (NASDAQ: CRWV). Shareholders who purchased shares of CRWV during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/coreweave-inc-loss-submission-form/?id=183357&from=4 CLASS PERIOD: March 28, 2025 to D ...

Core Viewpoint - ServiceNow's stock experienced a significant decline of 37% over nearly three months, driven by concerns over AI disruption, cautious FY26 outlook, and aggressive acquisition strategies, overshadowing modest revenue growth and share repurchase initiatives [2][3]. Group 1: Stock Performance - The stock fell 37%, influenced by a modest 4.8% revenue increase and a 3.7% margin decrease [3]. - Valuation saw a sharp decline of 37%, contributing to the overall stock drop [3]. Group 2: Earnings and Guidance - Q4 2025 earnings surpassed revenue and non-GAAP EPS expectations, but diluted EPS fell short, leading to an 11% stock decrease on January 29, 2026 [8]. - FY26 guidance for revenue was below analyst expectations, raising concerns among investors [8]. Group 3: Acquisition and Market Concerns - There are worries regarding the impact of expensive acquisitions, such as Moveworks and Armis, on the company's financial health [8]. - Investors are concerned that competitors may leverage AI tools to replicate software, posing a threat to the SaaS sector [8]. Group 4: Stock Actions - A 5-for-1 stock split on December 17, 2025, and a $5 billion buyback did not alleviate negative sentiment surrounding the stock [8].

NEW YORK, Jan. 29, 2026 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of CoreWeave, Inc. (NASDAQ: CRWV). Shareholders who purchased shares of CRWV during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/coreweave-inc-loss-submission-form/?id=183284&from=4 CLASS PERIOD: March 28, 2025 to ...

Core Points - Rosen Law Firm has announced a class action lawsuit on behalf of purchasers of CoreWeave, Inc. securities between March 28, 2025, and December 15, 2025, inclusive [1] - Investors who purchased CoreWeave securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A lead plaintiff must move the Court by March 13, 2026, to represent other class members in the litigation [3] Case Details - The lawsuit alleges that CoreWeave's defendants made false and misleading statements regarding the company's ability to meet customer demand and understated risks associated with reliance on a single third-party data center supplier [5] - The lawsuit claims that these misrepresentations were likely to have a material negative impact on CoreWeave's revenue, leading to investor damages when the truth was revealed [5] Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for securities class action settlements in 2017 [4] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]

Core Points - CoreWeave Inc (NASDAQ:CRWV) shares increased by 1.3% to $80.31 following an upgrade from D.A. Davidson, which changed its rating from "underperform" to "neutral" and raised the price target from $36 to $68, attributing this to the company's recent cloud computing deals valued at $22.4 billion [1] - The stock ended a six-day losing streak and has a nine-month lead of 61%, but has struggled to surpass the $90 level despite a partnership with the U.S. Department of Energy [2] - There is potential for more upgrades as 14 out of 29 brokerages currently have a "hold" or worse recommendation, indicating that a shift in sentiment could provide additional support for the stock [2] - Short interest in CoreWeave has surged by 44.4% over the last two reporting periods, now representing 15.2% of the stock's total float, with a two-day timeframe required for shorts to cover their positions at the current trading pace [3] - Options for CoreWeave stock appear to be affordable, as indicated by a Schaeffer's Volatility Index (SVI) of 83%, which is higher than 87% of readings from the past year [3]

Group 1 - Seven IPOs and two SPACs submitted filings this week, with no pricings occurring during this period [2] - All seven IPO filings originated from microcap issuers, indicating a trend towards smaller companies entering the public market [2] - Among the IPOs, two companies are pursuing direct listings: Virtuix Holdings, a VR-integrated treadmill maker, and QumulusAI, a cloud computing services provider [2]