Find public news by keyword, exact ticker, category and date.
Open a ticker page for its news coverage. The news search below stays a text search.
18 results loaded, newest first. End of these results. The latest changes are still being indexed. Try again shortly for updated results.
Rothschild & Co. Redburn initiated Sell ratings for Nebius (NBIS) and CoreWeave (CRWV), citing credit markets pricing risks equities have not. The firm set $84 price target on Nebius and $54 on CoreWeave; shares were up intraday.
Rothschild & Co. and Redburn took a more cautious stance on Nebius (NBIS) and CoreWeave (CRWV), while issuing “neutral” calls for Bitcoin (BTC) miners pivoting into AI infrastructure, noting credit markets are pricing risks that AI stocks largely ignore.
Top Initiations: APLD CIFR CORZ HUT IREN WULF: NEUTRAL @ Redburn DLR EQIX IRM: BUY @ Redburn CRWV NBIS: SELL @ Redburn BGSI: OUTPERFORM @ Mizuho MCHB: EQUAL WEIGHT @ Stephens NNE: BUY @ Needham SECZ: OVERWEIGHT @ Cantor TEM: NEUTRAL @ GS XRN: OVERWEIGHT @ Cantor
Rothschild Redburn: Launches Coverage Across AI Data Center Stocks⠀ NBIS Sell | $84 PT CRWV Sell | $54 PT DLR Buy | $227 PT EQIX Buy | $1,261 PT IRM Buy | $132 PT APLD Neutral | $22 PT IREN Neutral | $40 PT WULF Neutral | $15 PT CIFR Neutral | $18 PT HUT Neutral | $96 PT CORZ Neutral | $16 PT
Nebius Group N.V. (NBIS) rose about 9.15% premarket after it raised on-demand compute prices effective October 1, with customer communication reshared on Reddit and X. IREN (5.16%) and CoreWeave (CRWV) also rose premarket.
At Goldman Sachs’ Communacopia + Technology Conference, CEO Jensen Huang said NVIDIA could grow revenue 70% year over year and reiterated his view that AI infrastructure spending could reach $3 trillion to $4 trillion by 2030. He also said power and data-center availability remain key constraints on expansion.
Nvidia reported Q2 earnings of $2.22 a share versus $2.09 expected, with revenue of $96.2 billion versus $92.18 billion expected. It sees Q3 revenue of $108 billion, plus or minus 2%, and guided FY28 revenue growth to about 70%.
NBIS CRWV red pm
Retail traders focused on Moderna, Walmart, Strategy, Broadcom and SpaceX this week, with Moderna on positive Phase 3 cancer vaccine data, Walmart on fiscal second-quarter results, and Strategy on a stock sale and unchanged Bitcoin holdings.
Nebius, CoreWeave, Reddit, Super Micro and SanDisk drew heavy retail attention this week on earnings, guidance, AI infrastructure news and an S&P 500 inclusion.
CRWV NBIS red
Nebius said on its second-quarter earnings call that customer prepayments are becoming an increasingly important source of funding for its AI infrastructure expansion, with roughly 70% of Q2 deals including upfront prepayments.
US stock futures are higher as investors await July CPI data
CRWV, PRSO, and SMCI are among 12 IT stocks moving in Tuesday's after-market session
Ai Infrastructure stocks are getting a boost in after-hours trading Wednesday following Alphabet Inc’s (NASDAQ: GOOG ) (NASDAQ: GOOGL ) quarterly earnings call. Here’s what you need to know. CoreWeave shares are climbing with conviction. What’s driving CRWV stock higher? Alphabet Raises CapEx Guidance On the conference
Meta Platforms, Inc. (NASDAQ: META ) stock ticked up less than half a percent in Thursday’s premarket session as investors analyzed reports that the tech giant plans to monetize its artificial intelligence infrastructure. Nasdaq futures are down 0.15% while S&P 500 futures have gained 0.07%. The quiet trading followed
Major U.S. indices closed Wednesday in negative territory. The Dow Jones Industrial Average edged down 0.03% to 52,305.24, the S&P 500 lost 0.22% to 7,483.23, and the Nasdaq fell 0.66% to 26,040.03. These are the top stocks that gained the attention of retail traders and investors through the day: Micron Technology, In
Nebius Group N.V. (NASDAQ: NBIS ) stock fell Wednesday after a Bloomberg report said Meta Platforms Inc. (NASDAQ: META ) is exploring a cloud infrastructure business that would sell access to raw computing capacity, fueling concerns about intensifying competition in the AI cloud market. If the initiative moves forward,