智通财经APP获悉，周二，三大指数收涨。今日是9月的最后一个交易日以及第三季度最后一个交易 日。标普500指数、道指连续第五个月上涨。道指创2019年以来9月最大百分比涨幅；标普500指数创 2010年以来最大9月百分比涨幅，创2020年以来最大三季度百分比涨幅。纳指连续第六个月实现上涨， 并创2010年以来最大三季度百分比涨幅。 【美股】截至收盘，道指涨81.82点，涨幅为0.18%，报46397.89点；纳指涨68.86点，涨幅为0.3%，报 22660点；标普500指数涨27.25点，涨幅为0.41%，报6688.46点。英伟达(NVDA.US)涨2.6%，台积电 (TSM.US)涨2.2%，Coreweave(CRWV.US)涨11.7%，UiPath(PATH.US)涨6.5%，礼来(LLY.US)涨5.02%， 美国总统特朗普称礼来表现非常出色。谷歌母公司Alphabet(GOOG.US)三季度累计上涨38%，创2005年 以来最佳单季表现。 【欧股】德国DAX30指数涨66.27点，涨幅0.28%，报23841.44点；英国富时100指数涨42.56点，涨幅 0.46%，报9342.40点；法国 ...

Meanwhile, we are watching shares of Cororeweave. They are surging today after signing a 14 billion dollar AI infrastructure deal with Meta. The announcement comes just days after Cororeweave expanded an agreement with OpenAI.Our next guest is bullish on the company, initiating coverage of Coree with a buy rating, a $175 price target earlier today. Joining us now, Amit Dariani, senior managing director at Everore ISI. Amit, great to have you with us.Um it it sounds like you started your initiation prior to ...

BRODY FORD IS WITH US. COREWEAVE HAS TRIPLED SINCE THE IPO AND WE ARE UP ANOTHER 15%. WHAT IS IT MEAN TO BE ADDING META TO THE FOLD AND OPENAI AND MICROSOFT.BRODIE: THAT COREWEAVE IS NOT JUST A COLONIAL STATE OF MICROSOFT. THAT WAS A CONCERN FOR SO LONG WITH THESE -- THAT IF THEIR CUSTOMERS EFFECTIVELY COMPETE WITH THEM, THAT SEEMS LIKE A PRETTY INDEFENSIBLE BUSINESS. YOU GET COMPANIES LIKE META AND OPENAI THEIR LONGER-TERM BUYERS OF THE TECHNOLOGY I THINK FOLKS GIVE OUR COMFORT THAT COREWEAVE CAN COMPANIES ...

“You adapt, evolve, compete, or die.” ~ Paul Tudor JonesCoreWeave: Right Place at the Right TimeFounded by three former commodities traders in New Jersey in 2017, ‘Atlantic Crypto’ first opened up shop as a crypto mining company, leveraging its graphic processing units (GPUs) to earn crypto rewards. At the time, crypto was becoming mainstream, Bitcoin was on its way to ~20x gains in two years, and business was good. However, in 2018, fate intervened when the crypto markets crashed and Bitcoin fell 80% from ...

We've is basically is a is a company that takes all these GPUs and rents it out to people for whatever they want to use. So they do get the dibs on the most latest equipment that is sold by Nvidia and then the clients can now I'm dead showed that those buying directly from NVIDIA as well. But in this case they're just going and outsourcing the entire infrastructure for an amount of $14 Billion which you know may be a very small piece of overall CapEx for the infrastructure, but it's still a start that they ...

David Tramontan / SOPA Images / LightRocket / Getty Images Spotify shares slid after the music streaming service said co-founder and CEO Daniel Ek will step down Key Takeaways Major U.S. equities indexes edged lower Tuesday afternoon, as a potential government shutdown loomed. Spotify shares slid after the music streaming service said co-founder and CEO Daniel Ek will step down. Pfizer shares gained as the pharmaceutical firm and the Trump administration struck a deal to lower drug prices. Major U ...

Key Points A new order under its master services agreement with Meta Platforms adds up to $14.2 billion of commitments through 2031, with an option to expand into 2032. The deal diversifies the customer base and boosts visibility, but the stock still looks priced for near-flawless execution. 10 stocks we like better than CoreWeave › Shares of CoreWeave (NASDAQ: CRWV) jumped after the company filed an 8-K detailing a fresh order with Meta Platforms. The agreement initially commits up to $14.2 billi ...

CoreWeave, Inc. (NASDAQ:CRWV) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 25, Citizens JMP analyst Greg Miller reiterated a Market Outperform rating on the stock with a $180.00 price target. The rating affirmation followed the company’s announcement of an expanded agreement with OpenAI. CoreWeave expanded its agreement with OpenAI, bringing the total contract value at an estimated $22.5 billion. Analysts believe that there may be new contracts ahead as hyperscalers are increa ...

Yuki Iwamura / Bloomberg / Getty Images CoreWeave shares have more than tripled in value since the company went public in March Key Takeaways CoreWeave shares surged Tuesday after the cloud computing company backed by Nvidia struck a new agreement with Meta Platforms valued at up to $14.2 billion. The announcement marks the latest in a string of multibillion-dollar deals for CoreWeave to provide infrastructure to support booming AI demand. CoreWeave (CRWV) shares soared Tuesday after the provider of ...

While major indexes are taking a breather today, there are some notable moves from individual equities that have caught options traders' eyes.Wheeling and Dealing CoreWeave Strikes AgainCoreWeave Inc (NASDAQ:CRWV) 12.3% higher to trade at $137.57, after the AI cloud computing company inked a $14 billion infrastructure deal with Meta Platforms (META). Just last week, CoreWeave secured a similar contract with OpenAI for $6.5 billion. CRWV is heading for its highest close since Aug. 12, and is 243% above its M ...