AI Is Entering Its Next Phase. These 5 ETFs Could Benefit. The build-out phase is ending. The next phase involves figuring out how it all links together.
Flaharty Takes a Fresh Stake in Cloud Computing With $19.1M SKYY Position This ETF tracks a cloud computing index, providing diversified access to infrastructure, platform, and software companies in the sector.
CoreWeave Inks Deal With Perplexity – CRWV Stock Gains 6% Pre-Market, On Track To Arrest Post Earnings Slump The company announced a multi-year partnership with Perplexity, which will run its next-generation systems on CoreWeave’s cloud.
DELL Stock Breaks 100-DMA For First Time In Over Two Months – Here’s Why Analysts Are Bullish Dell shares jumped more than 18% after a wave of positive analyst actions followed the company’s record-breaking quarterly earnings report.
LUMN Stock Climbs 5% Pre-Market – What’s The Anthropic Connection? The company outlined several multi-year financial goals, including expansion of EBITDA margins to the mid-30% range by 2030.
CoreWeave Stock Tumbles 12% — Analyst Flags Execution Risks Ahead Of Earnings According to a Barron’s report, Morgan Stanley assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.
This Microcap AI Data Center Stock Saw A Pre-Market Boost – What’s The Silver Link? Hyperscale said it is targeting the acquisition of up to 100,000 ounces of silver through a dollar-cost-averaging strategy.
Fastly Surges 42% Pre-Market Today — Agentic AI Traffic 'Still In Infancy', Says William Blair William Blair upgraded the stock to ‘Outperform’ from ‘Market Perform’ and pointed to a standout quarterly performance.
1 Tech ETF to Buy Hand Over Fist and 1 to Avoid The technology sector's slack start to 2026 is a good news/bad news proposition.
Why Is LUMN Stock Down Despite Q4 Earnings Beating Wall Street Estimates? The telecommunications company reported fourth-quarter revenue of $3.041 billion, down from the $3.3 billion reported in the corresponding quarter of 2024.
CoreWeave Gets Wall Street Upgrade As AI Demand Builds The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity.
What Does The Street Think About The CoreWeave, Nvidia Deal? Jefferies said that Nvidia's support on land and powered shells should ease execution risk and help scaling, according to TheFly.
Zoom Stock Soars Almost 11% — What’s The “Hidden Gem” That Baird Sees? According to Baird, "the quieter, hidden gem" for Zoom is likely its $51 million investment in Anthropic in 2023, as per the TheFly.
CRWV Stock Soars 10% Pre-Market As Nvidia Invests $2B To Expand AI Factory Network The partnership aims to accelerate the development of more than 5 gigawatts of AI factories by 2030.
Cloudflare Acquires Human Native In A Push To Strengthen AI Data Marketplace The acquisition is aimed to make content discovery and access for AI developers easier and faster, according to the company.
Why IBM May Want Confluent So Badly: 3 Charts Reveal AI Play's Promise Confluent’s real-time data-streaming platform and steadily expanding cloud business in the AI era render it an attractive acquisition target.
Snowflake And SAP Bridge Enterprise Data Silos In Major AI Integration Push Snowflake Inc. & SAP SE collaborate to integrate their AI and business data clouds, providing faster access to reliable data and streamlining decision-making.
