Can I just ask you one thing about the H-1B visas because this is a really big deal and now the president has announced this $100,000 onetime fee for applications effective now. That's a big increase from the what 215. How how do you think that will affect what you're talking about.So, so um the the uh the administration has an agenda that they are moving forward on uh in a in a very holistic way uh in terms of how they want to deal with uh technology companies, how they want to deal with immigration, how t ...

Shares of CoreWeave gained substantially from its initial public offering (IPO) price of $40, reflecting the significant demand for its offerings. However, CRWV stock recently took a sharp hit, sliding about 34% from its peak of $187. The company provides cloud infrastructure optimized for accelerated computing, supplying enterprises and leading artificial intelligence (AI) labs with the GPUs, CPUs, high-speed networking, and storage needed to power cutting-edge applications. CoreWeave combines purpose-bu ...

港股市场表现 - 优必选涨超4% 因与云智汇科技签署全球战略合作协议且首批订单将落地 [1] - 长飞光纤光缆跌超2% 股东月内合计减持10%H股且空芯光纤未对财务数据产生明显影响 [1] - 黄金股多数上涨 灵宝黄金涨超4% 招金矿业涨超3% 中国白银集团涨超4% 山东黄金涨超3% 因美联储降息落地且降息周期初期金价或延续震荡上行格局 [1] - 亿华通涨超18% 因携手丰田汽车成立燃料电池公司但近期宣布终止收购旭阳氢能 [1] - 药明合联涨超6% 因敲定认购协议事项且药明生物持股比例将超50% [1] - 香港宽频跌超3% 因控股股东中国移动香港配售公司现有股份以恢复公众持股量 [1] - 汇聚科技涨超10% 因OpenAI与立讯精密达成战略合作且将共同开发革命性AI设备 [1] - 喜相逢集团涨超8% 因阿里巴巴菜鸟集团与其签署战略合作协议共推城市配送数智化升级 [2] - 航运股跌幅居前 中远海能跌超6% 海丰国际跌超5% 东方海外国际跌超4% 中远海控跌超4% 因中国出口集装箱运输需求疲软且远洋航线市场运价继续调整 [2] - 西锐跌超9% 因SR22T单引擎小飞机近期发生坠毁事故 [2] 美股市场表现 - 小马智行涨18.55% 因公司预计于2026年初达成关键利润目标 [3] - 联邦快递涨2.32% 因预计本年营收最高增长6%远超分析师预测且一直在削减数十亿美元运营成本 [3] - 京东涨0.86% 因iPhone 17系列新品在京东预售开启1分钟成交量即超去年全天刷新销售纪录 [3] - 小鹏汽车涨1.74% 因今年1-8月境外交付量同比增长137%且境外门店规模近乎翻倍 [3] - 中通快递跌0.96% 因8月快递价格回升显著且东兴证券维持强烈推荐评级 [3] - 文远知行涨10.23% 因旗下自动驾驶小巴获得比利时首个联邦级别L4级自动驾驶测试牌照 [3] - 特斯拉涨2.21% 因贝尔德上调评级至跑赢大盘且股价有望翻数倍 [3] - CoreWeave涨2.86% 因Loop Capital开始覆盖股票并给予买入评级 [4] - 苹果涨3.20% 因iPhone 17系列新机正式发售且首日火爆 [4] - 量子之歌涨13.22% 因公司未来将全面聚焦潮玩赛道 [4]

We recently published 9 Stocks on Jim Cramer’s Radar. CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer recently discussed. CoreWeave, Inc. (NASDAQ:CRWV) is a computing infrastructure provider that primarily caters to the needs of the AI industry. Its role in the AI ecosystem means that Cramer frequently mentions it in his coverage. Cramer has repeatedly reminded viewers that he was among the few who were positive on CoreWeave, Inc. (NASDAQ:CRWV) as it listed its shares for public trading earl ...

Perspectives and risk tolerances could drive this choice.CoreWeave (CRWV 2.86%) just announced that it has landed an order from AI chip giant Nvidia (NVDA 0.34%) worth at least $6.3 billion. The deal obligates Nvidia to purchase its residual unsold capacity until April 13, 2032, if it is not already purchased by CoreWeave's customers.CoreWeave is a longtime Nvidia client. It has purchased hundreds of thousands of GPUs, which CoreWeave rents out to clients. With the agreement, CoreWeave gains an additional r ...

投资评级与目标价 - Loop Capital首次覆盖CoreWeave并给予买入评级 目标股价165美元[1] - 估值基础为10倍2027年企业价值/EBITDA倍数[2] 财务预测 - 预计2027年营收达179亿美元 略高于市场共识[2] - 预计2027年EBITDA达128亿美元 略高于市场共识[2] 行业地位与合作伙伴 - 公司在新兴"新云"提供商中处于强势地位[1] - 已成为英伟达、超大规模云服务商和主要AI实验室的关键合作伙伴[1] - 服务对象包括前沿模型开发商[1] 市场认知与增长前景 - 华尔街尚未充分认识到合作伙伴对推动创新的承诺[1] - 增长预测将随公司执行2026年增长计划而日益重要[2] - 增长动力来自英伟达Blackwell平台推广和新主权市场兴起[1]

CoreWeave(CRWV.US)盘中一度涨超6%，报129.39美元。消息面上，Loop Capital开始对CoreWeave股票 进行覆盖，给予买入评级，并宣布165美元的目标价。 ...

U.S. stocks were higher, with the Nasdaq Composite gaining more than 100 points on Friday.Shares of CoreWeave, Inc. CRWV rose sharply during Friday's session after Loop Capital initiated coverage with a Buy rating and announced a $165 price target.CoreWeave shares jumped 4.8% to $127.15 on Friday.Here are some other big stocks recording gains in today’s session.Quantum Computing Inc. QUBT shares jumped 22.5% to $22.47.WhiteFiber, Inc. WYFI gained 17.6% to $27.53. Roth Capital analyst Darren Aftahi, on Thurs ...

CoreWeave (CRWV) shares surged nearly 8% on Sept. 15 after the artificial intelligence (AI)-focused cloud infrastructure provider revealed a $6.3 billion order from Nvidia (NVDA), under which Nvidia is obligated to buy any unsold capacity through April 2032. The deal underscores CoreWeave’s deep reliance on Nvidia GPUs, which it rents to clients, and strengthens their strategic partnership. Nvidia already owns about 7% of CRWV stock. The company, although with a bottom line in the red, is steadily increas ...

华尔街分析师评级变动 - Loop Capital分析师Ananda Baruah首次覆盖CoreWeave公司并给予买入评级 目标价165美元 较周四收盘价121.39美元存在35.9%上行空间 [6] - BMO Capital分析师Ameet Thakkar首次覆盖Williams Companies并给予跑赢大盘评级 目标价66美元 较周四收盘价60.38美元存在9.3%上行空间 [6] - BMO Capital分析师Ameet Thakkar首次覆盖Targa Resources并给予跑赢大盘评级 目标价185美元 较周四收盘价170.12美元存在8.8%上行空间 [6] 中性评级覆盖 - Barclays分析师William Grippin首次覆盖Clean Harbors并给予持有评级 目标价253美元 较周四收盘价237.14美元存在6.7%上行空间 [6] - Barclays分析师William Grippin首次覆盖Republic Services并给予持有评级 目标价240美元 较周四收盘价226.71美元存在5.9%上行空间 [6]