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CoreWeave (CRWV) plunged 33% after a $740M Q1 net loss, but analysts like Piper Sandler's Kumar keep a $151 target on strong AI backlog and NVIDIA GPU allocation, despite balance-sheet and Meta Compu…
Meta's stock fell despite 28% revenue growth as investors focused on heavy AI spending. Bulls argue the selloff is overdone given Meta's new Muse Spark AI model and entry into compute-selling busines…
Analyst defends CoreWeave with $250 target despite 35% Meta-driven selloff, citing contract protections and $99B backlog. Peers Nebius and IREN surged while CRWV lagged, though balance sheet risks re…
CoreWeave shares plunge amid mounting debt costs and interest expenses despite strong revenue growth. Meta Platforms, a major CoreWeave customer, is reportedly building a competing cloud business (Me…