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CRWV "Too Big to Ignore?" Stock Gets Multiple Upgrades
Youtube· 2025-09-23 15:00
[Music] We're back on Morning Trade Live. Let's focus on Core Wee. The stock moving higher this morning after getting upgraded Melius Research and Wells Fargo.More on those calls momentarily, but this stock has been on the move higher since its IPO in March. Shares rocketing to $187 in June after being as low as 33 bucks in April. The stock is up more than 200% from its $40 IPO price.quite a run. Let's take a look at some of the other AI infrastructure names in this space. We have got Nvidia lower this morn ...
Will CoreWeave bears get burned? New Nvidia deals spark fresh optimism for the stock.
MarketWatch· 2025-09-23 14:41
Nvidia and OpenAI's $100 billion partnership has one analyst upgrading CoreWeave's stock to a buy, arguing that the neocloud is set to capture a massive wave of new business. ...
CoreWeave Rises on Upgrades. Investors Can Thank Nvidia.
Barrons· 2025-09-23 14:27
Nvidia's latest deals signal continued demand for CoreWeave's services. ...
CoreWeave upgraded, Lululemon downgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-09-23 13:40
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Jefferies upgraded Onto Innovation (ONTO) to Buy from Hold with a price target of $170, up from $100. The firm tells investors to look past the company's near term "hurdles" as its growth will reaccelerate in the second half of 2026.Bernstein upgraded United Rentals (URI) to Outperform from Market Perform with a p ...
CoreWeave: Another OpenAI Multibillion DollarDeal Likely
Seeking Alpha· 2025-09-23 13:18
Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...
This Johnson & Johnson Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday - Antero Resources (NYSE:AR), Alvotech (NASDAQ:ALVO)
Benzinga· 2025-09-23 13:10
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Citigroup analyst Paul Diamond upgraded Antero Resources Corporation AR from Neutral to Buy and raised the price target from $37 to $39. Antero Resources shares closed at $32.58 on Monday. See how other analysts view this stock.Wells Fargo analyst Michael Turrin upgraded CoreWeave, Inc. CRWV from Equal-Weight ...
Wall Street Futures Mixed Amid Tech Momentum and Fed Watch on September 23, 2025
Stock Market News· 2025-09-23 13:07
U.S. stock futures presented a mixed picture in premarket trading on Tuesday, September 23, 2025, as investors digested a flurry of corporate news and awaited key economic signals, most notably a speech from Federal Reserve Chair Jerome Powell. This follows a robust Monday session where major indices notched their third consecutive day of record closing highs, largely propelled by optimism surrounding artificial intelligence and expectations of further Federal Reserve rate cuts.Premarket Trading Activity an ...
CoreWeave Stock: A Strong Buy In AI, Here's Why
Seeking Alpha· 2025-09-22 18:26
公司表现 - CoreWeave股票自今年首次公开募股以来飙升超过200% 受投资者对人工智能基础设施需求推动 [1] 行业覆盖 - 投资研究服务专注于航空航天 国防和航空业 提供行业分析和投资机会发现 [1] - 分析基于航空航天工程背景 针对具有显著增长前景的复杂行业 [1] 研究服务 - 投资研究服务提供evoX数据分析平台访问权限 该平台为内部开发的数据分析工具 [1] - 服务提供直接访问数据分析监测器功能 [1]
CoreWeave CEO: Building AI infrastructure will require trillions in public-private investment
Youtube· 2025-09-22 15:45
We've CEO Michael and Trader joins us now. It's good to have you here at Postine. Welcome.So, so we were in these talks sort of on the sidelines of the UN General Assembly about how governments can work with core. You were also just fresh off of this trip with President Trump to the UK announcing all of these these deals. What's your takeaway on the on the best way to do this, private sector, public sector.So, uh, thank you for having me. And I I do think that, uh, both of these meetings, uh, really highlig ...
Oceana Group Limited - Special Call
Seeking Alpha· 2025-09-22 15:43
PresentationI think many of you have seen the SENS, the trading update put out yesterday for the second half. But I'll hand over now to Neville to maybe just give us an overview, and then we can go into Q&A.Neville BrinkCEO & Executive Director Thanks, Sumil, and welcome, everybody. I don't know what the number is, but welcome, everybody. As Sumil said, we put a statement out yesterday, 11-month statement. You saw the numbers. We expect to be around 40% down both at the HEPS level and an earnings level -- e ...