CoreWeave Inc.

• Microsoft shows gain on OpenAI investment after restructuring as cloud growth slows - Microsoft’s finances look more favorable after OpenAI completed a restructuring.
• CoreWeave stock jumps 12% as Nvidia invests $2 billion to expand AI data center capacity - Nvidia purchased CoreWeave Class A common stock at $87.20 per share.
• What I want from Apple, Meta and Microsoft in their key earnings reports - All three stocks are regarded as broken, and it's difficult to get more broken.
• The top 10 analysts of 2025, as measured by TipRanks - TipRanks highlights U.S. analysts with the most successful ratings in the previous year.
• How the AI data center bubble story is playing out inside one booming energy stock - Can Bloom Energy's high-flying stock, fueled by generating onsite power for AI data centers, steer clear of bubble risks?
• AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide - In at least one corner of the AI market, sentiment has turned decidedly negative.
• Broadcom and Costco's rich valuations leave little room for error as battleground stocks - In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
• Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia - Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.
• AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading - AI-related names have made losses since Oracle's mixed results on Wednesday.
• Oracle shares plummet 11% in premarket, dragging down AI stocks - Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.