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Business
JPMorgan Resets CoreWeave Stock Price Target for 2026
JPMorgan has reset its 2026 stock price target for AI cloud provider CoreWeave following a stock upgrade based on favorable pricing power.
Ai Cloud
7 trends tracked about this subject — the full history, oldest to newest below.
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Business
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Oracle stock surges as AI cloud demand outpaces supply
Oracle shares are experiencing significant volatility as the company struggles to meet an overwhelming surge in AI cloud demand.
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Business
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Oracle Posts Cloud Sales That Top Estimates on Surging AI Demand
Oracle shares jumped 6% following a report of 30% revenue growth driven by surging demand for AI cloud services.
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Business
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Mizuho Sees Oracle at $320 as AI Cloud Capacity Jumps
Oracle stock climbs as Mizuho targets $320 amid soaring artificial intelligence cloud capacity and approaching earnings.
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Business
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IREN Says 2026 Capacity Sold Out
IREN reports its 2026 capacity is fully sold out amid a massive AI pivot and a projected $25 billion to $30 billion buildout.
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Business
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Nebius (NBIS) Soared 48% Last Week. Is It Time to Sell?
Nebius Group stock surged significantly following major developments involving multi-billion AI cloud wins and capacity expansion.
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Business
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Nebius Advances On Nvidia Stake Disclosure Amid AI Cloud Swoon
Nebius stock surged after Nvidia disclosed a 9.3% stake in the AI cloud provider, marking a significant investment in the neocloud sector.