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CoreWeave faces rising competition as Microsoft and Meta diversify their partnerships, impacting CoreWeave’s growth despite strong recent revenue gains and large contracts with these tech giants.
CoreWeave’s growth slowdown and heavy debt cause investor concerns despite backing and deals with Nvidia and Meta, signaling a shift from rapid expansion to steady AI infrastructure growth.
Citizens maintains a strong buy rating on Meta due to progress in AI-driven advertising, boosting marketer engagement and lowering costs. Messaging Ads revenue and AI tools on platforms like WhatsApp…