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Mizuho Sees Long-Term Upside in CoreWeave (CRWV) Despite Near-Term Risks
Yahoo Finance· 2026-01-29 13:17
CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks in Focus on Wall Street. On January 26, Mizuho analyst Gregg Moskowitz raised the price target on the stock to $100.00 (from $92.00) while maintaining a “Neutral” rating. The firm is optimistic on CRWV long-term, seeing upside from software stack sales and improved confidence after $2B NVDA investment & 5GW build-out plans. However, risk/reward remains even in the short term. Mizuho discussed the recent expansion of relationship between CoreWeave and ...
Here's what's next for Nvidia stock price after $100 billion OpenAI deal
Finbold· 2025-09-23 16:33
Nvidia’s (NASDAQ: NVDA) stock is back in the spotlight after the chipmaker announced a landmark $100 billion partnership with OpenAI to deploy 10 gigawatts of advanced AI data centers.Described by CEO Jensen Huang as “the biggest AI infrastructure project in history,” the rollout will expand progressively as each gigawatt comes online, securing long-term demand for Nvidia’s GPUs, networking systems, and software stack.For OpenAI, the deal ensures access to unmatched compute power, while for Nvidia, it cemen ...