COREWEAVE'S GAMBLE: UNPRECEDENTED SPEND FOR AI DOMINANCE
Meta gives CoreWeave $21 billion more for AI. This helps Meta run AI on Facebook and Instagram. CoreWeave needs more clients.
#CoreWeave, #MetaAI, #AIcomputing, #TechDeals, #OpenAI
https://newsletter.tf/meta-gives-coreweave-21-billion-for-ai-needs/
Meta's new $21 billion deal with CoreWeave is a huge amount of money. This is more than the $14 billion they gave before.
#CoreWeave, #MetaAI, #AIcomputing, #TechDeals, #OpenAI
https://newsletter.tf/meta-gives-coreweave-21-billion-for-ai-needs/
“Banks are hunting for new ways to offload risks tied to a glut of data centre debt as the race to build #AIInfrastructure stretches financing limits among the largest global lenders. Groups including JPMorgan Chase, Morgan Stanley and SMBC are trying to find ways to distribute portions of data centre-related deals to a broader range of investors, according to people familiar with the matter.
Lenders are exploring private deals to sell stakes in the #debt as well as so-called risk transfers to reduce exposure to big borrowers and free up capacity for more lending. The efforts showcase the unprecedented scale of #borrowing that underpins the #AI sector and the pressure it is putting on lenders. #Oracle and #CoreWeave, two data centre operators, have borrowed hundreds of billions to build sites across the #USA for #AILabs.”
#ArtificialIntelligence / #Banking / #capacity / #profit <https://archive.md/GoRyM> / <https://ft.com/content/08aba5e4-5834-4e79-a48d-989a2c5bad0f> (paywall)
OpenAI's Stumbles Cast Shadow on Infrastructure Partners
OpenAI missed revenue and user growth targets, causing stock drops for partners like Oracle and CoreWeave. Learn why this matters for AI infrastructure.
#OpenAI #Oracle #CoreWeave #AI #TechStocks
https://newsletter.tf/openai-revenue-misses-affect-oracle-coreweave/
OpenAI's missed targets have caused a dip in stock prices for key partners like Oracle and CoreWeave, raising questions about the AI sector's rapid growth.
#OpenAI #Oracle #CoreWeave #AI #TechStocks
https://newsletter.tf/openai-revenue-misses-affect-oracle-coreweave/
US Top News and Analysis | Here are Friday's biggest analyst calls: Nvidia, Apple, Roku, Reddit, Rivian, CoreWeave, Hershey, UnitedHealth & more
AI generated summary, Read the full article for complete information.
The article – published on May 1, 2026 – lists Friday’s top Wall Street analyst calls, summarizing upgrades, downgrades and price‑target changes for a wide range of stocks. Bank of America reiterated a “buy” on Apple and raised its target for Roku, while downgrading Roblox to neutral. Citi upgraded CoreWeave to “buy,” and Barclays lifted SanDisk to overweight and Pilgrim’s Pride to overweight despite a lower target. Morgan Stanley named Reddit and Paramount Skydance overweight, upgraded Caterpillar to equal‑weight and TKO to overweight, but downgraded e.l.f. Beauty. Needham initiated Alpha & Omega Semiconductor with a buy rating, and Jefferies launched Suncrete as a buy. TD Cowen upgraded Hershey to buy, Goldman Sachs added UnitedHealth and Interactive Brokers to its conviction list, and JPMorgan made Arrow Pharmaceuticals overweight. BMO upgraded Air Products and Willis Towers Watson to outperform, while Oppenheimer initiated Dutch Bros as outperform. Rothschild & Co. opened coverage with buys on Celestica, Credo, Coherent and Lumentum; Deutsche Bank kept Rivian a buy; Wolfe started Rubrik as outperform; Evercore reiterated Nvidia as outperform; and Stifel initiated Septerna as a buy. The piece provides a concise snapshot of the day’s most notable analyst recommendations across technology, consumer, industrial and health‑care sectors.
Read more: https://www.cnbc.com/2026/05/01/friday-top-analyst-calls-like-apple-nvidia.html
US Top News and Analysis | Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand
AI generated summary, Read the full article for complete information.
In the first quarter, the three leading cloud providers all surpassed analyst expectations, with Google posting the most striking growth—its cloud revenue jumped 63% to $20.03 billion, the fastest expansion since the segment was separated in 2020. Amazon Web Services saw a 28% increase to $37.6 billion, while Microsoft’s Azure and other cloud services rose 40%, beating estimates. The surge is driven by soaring demand for artificial‑intelligence models and services, as Google pushes its Gemini AI and tensor‑processing units, Amazon expands its Bedrock AI platform, and Microsoft reports a doubling of customers using Anthropic and OpenAI models. Together, the trio expects to spend nearly $600 billion on capital expenditures this year, even as smaller “neocloud” players capture about 5% of the market.
Read more: https://www.cnbc.com/2026/04/30/google-microsoft-and-amazon-all-report-cloud-beats-in-earnings.html
#Google #Amazon #Microsoft #SundarPichai #OpenAI #Anthropic #Nvidia #SynergyResearch #CoreWeave #Nebius #
US Top News and Analysis | Here are Wednesday's biggest analyst calls: Palantir, CoreWeave, Robinhood, Victoria's Secret, Starbucks & more
AI generated summary, Read the full article for complete information.
Wednesday’s analyst roundup highlighted several notable upgrades and reiterations. Morgan Stanley kept Starbucks overweight, citing an improving story despite ongoing earnings‑power debates, while Bernstein reiterated Robinhood as outperform, noting the stock’s bottoming in Q1 and a strong April. Wells Fargo raised CoreWeave to overweight with a higher price target, viewing it as the leading “pick‑and‑shovel” AI infrastructure play. Morgan Stanley also reaffirmed an overweight stance on Galaxy Digital after crypto‑market relief. Loop upgraded MaxLinear to buy, Loop initiated Legence Corp, and Stifel moved Crane to buy, both pointing to strong growth potential. JPMorgan upgraded Telecom Argentina to overweight, expecting consolidation benefits, and KeyBanc lifted Zeta to overweight, citing AI tailwinds. Other upgrades included Baird’s outperform on Qiagen, Bank of America’s buy ratings on Victoria’s Secret, Radian Group and several health‑care stocks, and Rosenblatt’s buy on Spotify following solid earnings. Several firms also initiated coverage, such as Evercore ISI on Standard Lithium and BTIG on Hyperfine, indicating confidence in their growth trajectories.
Read more: https://www.cnbc.com/2026/04/29/wednesday-biggest-stocks-by-analyst-calls.html
A report suggesting that OpenAI missed some of its key targets has caused shares in companies with the largest stakes in AI’s most prominent player to drop.
US Top News and Analysis | Is Meta's AI spending blitz working? The stock's next move depends on the answer
AI generated summary, Read the full article for complete information.
Meta Platforms is riding a volatile rebound as investors scrutinize its massive AI spending, which could exceed $169 billion this year. After an early‑year surge, the stock fell 29 % before climbing 28 % again, buoyed by new AI‑related investments—including multibillion‑dollar deals with AWS, CoreWeave and Nebius, and the launch of the multimodal Muse Spark model designed to boost engagement and ad performance across Facebook, Instagram, WhatsApp, Threads and business tools. Analysts such as Morgan Stanley and Cantor Fitzgerald argue the market has over‑focused on cost rather than the emerging returns from LLM‑driven ad targeting, while Jim Cramer remains bullish on CEO Mark Zuckerberg’s talent and AI strategy. The upcoming earnings report will be pivotal in showing whether AI‑driven tools like Advantage+ and AI‑generated ads are translating into higher advertising revenue, especially as Meta trims roughly 10 % of its workforce to offset rising infrastructure expenses.
#Meta #Amazon #CoreWeave #Nebius #CantorFitzgerald #MorganStanley #MetaLabs #Facebook #Instagram #WhatsApp #
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