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Zacks News
BB's Q1 Earnings Beat, Revenues Down Y/Y, Stock Up on Improved Outlook
by Zacks Equity Research
Blackberry lifts full-year outlook as strong fiscal Q1 2026 from QNX and early Secusmart wins drive surprise profit and revenue beat.
Zacks Investment Ideas feature highlights: Nvidia, CoreWeave, Microsoft, Alphabet and Meta
by Zacks Equity Research
CoreWeave has surged 300% since IPO and now tops Nvidia's price, but is the AI newcomer worth the hype?
CoreWeave Vs Nvidia: Which AI Stock is the Better Investment
by Shaun Pruitt
Investors may be wondering if the hype for CoreWeave's stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia.
CRWV vs. MSFT: Which AI Infrastructure Stock is the Better Bet?
by Vaishali Doshi
CRWV's explosive growth faces high capex and client risk, but MSFT's scale, partnerships, and cloud dominance may offer steadier upside.
Will CRWV's Platform Upgrades Help it Take the Lead in the AI Race?
by Shreya Majumder
CoreWeave unveils new AI cloud software suite and next-gen infrastructure to scale amid booming global AI demand.
Will Nebius Achieve its $1B ARR and Up to $700M Revenue Targets?
by Zacks Equity Research
NBIS posts 385% Q1 revenue growth, eyes up to $1B ARR for 2025 as AI demand surges and global expansion accelerates.
Will NBIS' Tie-Up With NVDA Accelerate its AI Infrastructure Growth?
by Shreya Majumder
Nebius strengthens global AI reach with NVIDIA's Blackwell tech, expanding infrastructure across Europe and the U.K.
Zacks Investment Ideas feature highlights: CoreWeave, Circle Internet and NVIDIA
by Zacks Equity Research
CoreWeave and Circle soar post-IPO as investors bet big on AI infrastructure and the future of digital currencies.
IPO Mania: A Closer Look at Circle and CoreWeave
by Derek Lewis
IPO activity post-pandemic has fluctuated significantly. But the tide has shifted positively over the last year, with exciting companies such as NVIDIA-backed CoreWeave and Circle debuting. What should investors know about the two?
CoreWeave Guides $4.9-$5.1B in 2025 Revenues: What's Fueling This?
by Vaishali Doshi
CRWV guides 2025 revenues to be in the range of $4.9-$5.1 billion as AI infrastructure demand and strategic deal wins fuel momentum.
CoreWeave Stock Skyrockets 137% in a Month: Hold or Fold?
by Vaishali Doshi
CRWV surges 137% in a month on soaring revenues, driven by booming AI infrastructure demand. Can the rally sustain?
Is Nebius' $2B Capex Spend on AI Infra a Smart or a Risky Bet?
by Vaishali Doshi
NBIS lifts 2025 capex to $2 billion to scale its AI infrastructure globally and unlock growth in high-demand markets.
APLD Doubles Down on AI/ML Hosting With Landmark CoreWeave Lease
by Harshit Gupta
Applied Digital secures a $7 billion, 15-year lease with CoreWeave, fueling its shift to a pure-play AI infrastructure.
APLD Accelerates Hyperscale Growth With $5B Expansion Backing
by Indrajit Bandyopadhyay
Applied Digital lands $5B in backing to supercharge its Ellendale campus build-out and chase hyperscale infrastructure dominance.
Is NVIDIA's Rise in Value a Sign to Invest in NVDA Stock?
by Tirthankar Chakraborty
NVIDIA reclaims top spot as most valuable company, fueled by surging AI demand, record Q1 revenues, and a $1T market-cap boost.
Guidewire's Q3 Earnings & Revenues Beat Estimates, Stock Surges
by Zacks Equity Research
GWRE stock jumps 11% after third-quarter earnings soar 238.5% year over year and revenues beat both estimates and guidance on strong cloud deals.
Zacks Investment Ideas feature highlights: Nvidia, CoreWeave, Amazon, iShares Bitcoin ETF and D-Wave Quantum
by Zacks Equity Research
Nvidia, CoreWeave, and Amazon highlight a resilient bull market powered by AI, strong GDP, and cooling inflation.
Why the Market's Long-Term Outlook is Bullish
by Andrew Rocco
The confluence of strong economic indicators, the AI revolution, and the markets resilient behavior point to a market where bulls are in control.
CoreWeave vs. Nebius: Which AI Infrastructure Stock Is the Better Buy?
by Vaishali Doshi
NBIS edges out CRWV as the better AI cloud stock pick, with expanding global reach, platform upgrades, and strategic NVIDIA ties despite near-term EBITDA losses.
Will Nvidia Stock Keep Rebounding as Q1 Earnings Approach?
by Shaun Pruitt
With Q1 results from Nvidia (NVDA) less than a week away, the chip giant's stock has rebounded over +20% this month.
Why Pony.ai Stock Galloped From $4 to Nearly $20 in a Month
by Andrew Rocco
Pony.ai shares are set to soar as the company's stock shows strong momentum, strategic partnerships, and a highly unusual voluntary extended lock-up period by it's founders.
Zacks Investment Ideas feature highlights: NVIDIA, Taiwan Semiconductor, Oracle and CoreWeave
by Zacks Equity Research
NVIDIA, Taiwan Semiconductor, Oracle and CoreWeave are part of the Zacks Investment Ideas article.
Zacks Investment Ideas feature highlights: Moody's, Broadcom, Microsoft and CoreWeave
by Zacks Equity Research
Moody's, Broadcom, Microsoft and CoreWeave are part of the Zacks Investment Ideas article.
US Stocks Brush Off Moody's, Echo Past Tech Booms
by Andrew Rocco
On Wall Street, just like in poker, observing the subtle tells can be incredibly insightful. The market's resilient reaction to the Moody's downgrade, coupled with the historical precedent of the late 1990s, signals a bullish market ahead.
NVIDIA "AI Factories" -- More Than Clever Marketing?
by Kevin Cook
Jensen's keynote at Computex clarified the roadmap and vision for the next $10 trillion of wealth generation