CoreWeave focuses on immediate AI infrastructure needs through GPU-accelerated cloud services, while D-Wave focuses on the ...

The neocloud provider looks like an undervalued growth stock.

Which of these neocloud stocks is a better buy right now?

CoreWeave (CRWV) sells AI computing on NVIDIA GPUs through its own cloud, and demand for its capacity outruns supply. Revenue reached $2.6 billion in the second quarter of 2026, up 112% from a year ...

CoreWeave’s surge coincided with that of other AI companies. AMD stock jumped by 11% to $608, with its market capitalization crossing the $1 trillion mark for the first time ever. Intel jumped by 12%, ...

CoreWeave is spending $10s of billions in an industry with much larger and wealthier players. For example, SpaceX is using ...

CoreWeave is expanding beyond GPU rentals, with non-GPU products exceeding $400 million ARR. Read why CRWV stock is a Buy.

Nscale, a cloud computing rival of CoreWeave ( CRWV) and Nebius ( NBIS ), has filed for an initial public offering in New ...

Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing ...

High-demand contracts for AI processing power are currently fetching over $20 billion per gigawatt annually. Investors who've been in on the artificial-intelligence build-out have reaped handsome ...

The theme of Guchy Works is 'reading the news.'Usually, I take one piece of news and dig a little deeper, asking, 'Why are ...

This is my first post on this Note. I often research overseas companies and financial markets, but here, rather than introducing news in order, I intend to write about 'why this number caught my ...