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Analysts Split on CoreWeave as Blackwell Upside Collides With Leverage Risk

Fresh notes flag revenue shifts into Q2 2026, highlighting Nvidia's capacity backstop.

Stories older than 24h

HSBC Upgrades AbbVie to Buy, Lifts Target to $265 as Skyrizi and Rinvoq Drive Growth

Stifel Lifts IBM Price Target on $11 Billion Confluent Deal Focused on Real-Time AI Data

AST SpaceMobile Stock Jumps Ahead of Dec. 15 BlueBird 6 Launch

CoreWeave Stock Slides as Core Scientific Deal Fails Ahead of Q3 Results

Apple’s Strong Outlook Lifts Targets as Report Ties Siri to Google’s Gemini

Dexcom Tops Q3 Estimates and Lifts 2025 Sales Outlook as Shares Slide

Netflix Stock Pulls Back After Q3 EPS Miss Tied to Brazil Tax Hit

Applied Digital Secures 15-Year, ~$5 Billion, 200 MW Lease at Polaris Forge 2 With U.S. Hyperscaler

Grindr’s Majority Owners Move to Take App Private With $15-a-Share Floor

PureCycle Secures EU REACH Approval, Opening European Market for Recycled Polypropylene

Nio Shares Fall as New US–China Port Fees Take Effect

Plug Power Raises $370 Million in Warrant Deal With Potential for $1.4 Billion More

Tesla’s Scale Looms as Rivian Preps Sub-$50K Models and Lucid Pursues Robotaxis

Opendoor’s New Regime Signals Deep Cuts and a Culture Reset

Dollar General Raises 2025 Outlook After Q2 Beat, Accelerates Same‑Day Delivery

Wolfspeed Files for Chapter 11 With $275 Million Financing to Cut 70% of Debt

Snowflake Raises FY26 Revenue Target After Q1 Earnings Beat Expectations