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CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value

Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 capital spending plan to $35 billion to $39 billion.10 stocks we like better than CoreWeave › CoreWeave(NASDAQ: CRWV) reported second-quarter results after the market closed on Tuesday, and the number that mattered wasn't revenue. It was the backlog. The artificial intelligence (AI) cloud provider's revenue backlog reached about

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13 Aug 2026 01:34

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Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday’s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue

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13 Aug 2026 01:33

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Erock (EROC) Soars 23% as Anthropic Deal Brightens Outlook

Erock Inc. (NYSE:EROC) jumped by 22.84 percent on Wednesday to finish at $13.82 apiece amid the long-term growth prospects from its recent deal with Anthropic that boosted its backlog to close to $2 billion. In an updated report on the same day, the onsite power solutions provider said that it bagged a 470-MW equipment order from Anthropic, boosting its contracted power system sales backlog to $1.7 billion and extending its production commitments into 2028. "We believe AI infrastructure is fundamentally reshaping power markets, and the need for rapid, utility-grade power continues to accelerat

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13 Aug 2026 01:30

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Credo Brands Marketing Ltd (NSE:MUFTI) (Q1 2027) Earnings Call Highlights: Transformation Phase ...

This article first appeared on GuruFocus. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue grew 5% year-on-year to approximately Rs 125 crore in Q1 FY27, reflecting steady performance despite soft discretionary spending. Gross profit increased 5% year-on-year to Rs 77 crore, with gross margins holding steady at 62%. The company opened five new stores in leading malls and high streets, while closing seven underperforming stores, improving network quality and productivity. Management sees po

Discretionary SpendingEarningsPremiumizationRetailRevenue GrowthTransformation

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13 Aug 2026 01:11

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Expert urges investors to spread bets across the 'AI universe'

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12 Aug 2026 21:14

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Dunamis Woman Enterprise Named No. 3,465 On The 2026 Inc. 5000 List, The Most Prestigious Ranking Of America's Fastest-Growing Private Companies

Company Recognized for 82% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ATLANTA, Aug. 12, 2026 /PRNewswire/ -- Dunamis Woman Enterprise, a faith-based organization that offers community, courses, and coaching to support women's personal growth and development, has announced they have been ranked No. 3,465 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies t

EntrepreneurshipPrivate CompaniesRevenue GrowthRevenue GrowthSmall Business

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12 Aug 2026 20:43

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Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that falling inference costs may allow incumbents to embed more AI into products customers already use, supporting adoption while reducing the risk that any single frontier model dominates the market. Warning! GuruFocus has detected 3 Warning Sign with NOW. Is NOW fairly valued? Tes

AIEnterprise SoftwareSoftwareTech

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12 Aug 2026 20:15

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SENA Health Named No. 400 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies

Company Recognized for 884% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses MULLICA HILL, N.J., Aug. 12, 2026 /PRNewswire/ -- SENA Health today announced it has been ranked No. 400 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth while driving innovation, creating jobs, and shaping the future of the economy. Past honorees

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12 Aug 2026 19:28

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Meta PR Goes Back to Playing Offense

In light of sinking public opinion and the company’s thousands of lawsuits from states, school districts, parents, and users, Meta’s public relations have been defensive. “It is surprising that the discourse from many developing AI is so filled with doom,” Zuckerberg wrote. Continue Reading

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12 Aug 2026 19:01

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Shopify Inc. (SHOP) Soars as Jim Cramer Applauds AI-Driven Business Formation

Software platforms faced selling pressure due to concerns that generative AI tools would replace traditional software architectures. However, Shopify Inc. (NASDAQ:SHOP) broke away from sector headwinds after second-quarter financial results showed AI tools driving business formation rather than displacing its e-commerce infrastructure. Because Shopify serves small and medium-sized businesses requiring turnkey checkout, payment processing, and store management, non-developer entrepreneurs are using AI platforms to launch storefronts faster, expanding Shopify's merchant base. Jim Cramer Highligh

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12 Aug 2026 18:44

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SpaceX Has Slumped Since Its Debut. Here Is Where History Says the Stock Heads Next.

Key Points SpaceX’s stock has taken a round trip back to its IPO price. The history of other hot IPOs suggests it could sink even lower.10 stocks we like better than Space Exploration Technologies › SpaceX(NASDAQ: SPCX), the aerospace and AI company founded by Elon Musk, went public at $135 per share on June 12. Its stock closed at a record high of $211.39 on June 16, but it now trades at about $140. Let's see why it slumped -- and where it might be headed. Why did SpaceX's stock soar and sink? A low float (it offered less than 5% of its shares) and market hype drove SpaceX's initial rally. Bu

AerospaceAIIPOMarketsValuation

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12 Aug 2026 18:30

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US States Challenge Meta Over Children's Safety On Facebook And Instagram

(RTTNews) - Meta Platforms Inc. (META), the parent company of popular social media platforms Facebook and Instagram, will face several U.S. state governments in a federal court in California starting Wednesday. Jury selection will begin on August 12, and opening arguments are expected on August 18. Meta CEO Mark Zuckerberg and Instagram head Adam Mosseri are expected to testify before the court. The trial in Oakland is expected to last about seven weeks. Colorado, Kentucky, California and New Jersey argue that Meta created features that keep young people using its apps for longer and did not p

Child SafetyLawsuitMarketsRegulationSocial Media

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12 Aug 2026 18:24

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seekingalpha.comDirect company coverage

Which stocks could benefit from deregulation of commercial space launches?

INVESTORS SHOULD KNOW: A proposed FAA rule to waive environmental review requirements for commercial space launches is adding regulatory momentum to a sector already showing strong backlog growth and balance sheet expansion across key publicly traded names. BACKGROUND The FAA's late-July proposal would waive environmental review requirements under 13 federal statutes for qualifying commercial space launch licenses. The public comment period for that proposal expires on August 31. Transportation Secretary Sean Duffy described the effort as "supercharging commercial space activity, slashing cost

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12 Aug 2026 18:15

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Meta Stock Drops While $1.4 Trillion Trial Opens

This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META), the social-media powerhouse behind Facebook and Instagram, entered a courtroom fight Wednesday that could hit far closer to its core business than the usual regulatory headache. Shares dropped roughly 1.6% in morning trading as 29 states accused Meta of improperly collecting and using children's data. Four states are going even further, challenging allegedly addictive platform designs and Meta's representations about consumer safety. Meta denies the allegations. The immediate stock move is modest. The legal stakes are anyt

AdvertisingLegalRegulationSocial MediaTech

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12 Aug 2026 17:24

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Eli Lilly Stock Falls While Retatrutide Lawsuits Expand

This article first appeared on GuruFocus. Eli Lilly (NYSE:LLY), the drug giant sitting at the center of the obesity boom, filed six lawsuits against businesses it says are illegally selling retatrutide. The timing is striking. Retatrutide is not approved. It is still in Phase 3 trials. Yet Lilly says compounding pharmacies, medical spas and online vendors are already pushing unauthorized versions for human use, sometimes hiding behind research use only labels. Lilly shares slipped roughly 0.8% Wednesday morning, but this fight is much bigger than one day's stock move. Lilly is defending a drug

Clinical TrialsLawsuitsObesityPharmaQuarterly Earnings

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12 Aug 2026 17:24

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Apple Stock Falls After Jefferies Slashes Price Target

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the iPhone and Mac giant, fell roughly 0.6% Wednesday morning as a bearish Jefferies call kept hanging over the stock. Analyst Edison Lee downgraded Apple to Underperform from Hold and chopped his price target to about $263.66 from $285.56. That is a big warning shot with Apple still trading above $300. The stock already dropped 1.5% Monday after the call surfaced, and Jefferies' message is straightforward: Apple may need a much bigger innovation story to justify what investors are paying today. Warning! GuruFocus has detected 2 Wa

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12 Aug 2026 17:23

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Reddit Strengthens Ad Game Against Meta and Snap: More Upside Ahead?

Reddit RDDT is benefiting from a unique position in the digital advertising landscape, especially as it strengthens its ad game against major competitors like Meta Platforms META (Facebook/Instagram) and Snap SNAP. A major driver of Reddit's advertising success is its robust financial and user growth. In the second quarter of 2026, Reddit achieved its eighth consecutive quarter of more than 60% revenue growth, with advertising revenues rising 64% year over year to $762 million. The platform now reaches more than 0.5 billion people weekly, including more than 130 million daily users. Notably, n

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12 Aug 2026 16:30

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If I Could Invest $1,000 in Just 1 ETF in August, I'd Pick This Clear Standout Over the Vanguard S&P 500 ETF (VOO)

Key Points Buying the Vanguard Communication Services ETF is a bold bet on Alphabet and Meta Platforms. The communications sector trades at a discount to the S&P 500 and all but one other sector. SpaceX could throw a wrinkle in the composition of the Vanguard Communication Services ETF.10 stocks we like better than Vanguard World Fund - Vanguard Communication Services ETF › Earlier this year, the Vanguard S&P 500 ETF became the first exchange-traded fund (ETF) to surpass $1 trillion in assets. The ETF has grown in size thanks to its simplicity. It tracks the S&P 500 index and charges a mere 0.

Communications SectorDividendsEarnings GrowthEtfsGrowth StocksMarkets

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12 Aug 2026 16:05

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TTD Falls 23.5% in a Week Amid Macro Pressure and Execution Woes

The Trade Desk, Inc. TTD has fallen 23.5% in the past week, extending a steep 2026 selloff. The move follows a quarter in which revenue growth slowed sharply and profitability weakened as large advertisers faced macro pressure and the company acknowledged execution gaps.Zacks Investment Research Image Source: Zacks Investment Research Shares are down 64.9% year to date, so the weekly move sits within a much larger drawdown. The near-term case depends on steadier advertiser demand, better execution and evidence that elevated platform spending can translate into stronger growth. TTD's Q2 Miss Ra

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12 Aug 2026 16:02

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Update: Market Chatter: Meta Platforms Faces German Criminal Complaint Over AI Smart Glasses

(Updates with response from a Meta Platforms spokesperson in the fourth paragraph.) Meta Platform PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

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12 Aug 2026 15:42

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Global Artificial General Intelligence (AGI) Market Report 2026–2033: Evaluating Foundation Models, Autonomous Agents, and Market Strategies of OpenAI, Meta, Google, xAI, and NVIDIA

Company Logo Accelerating technical breakthroughs highlighted by OpenAI's and Microsoft's autonomous agent rollouts, DeepSeek's open-weights architecture disruptions, xAI's compute expansions, and Meta's open multimodal research—are propelling the global artificial general intelligence market toward a projected $1.55 billion by 2033. This 150-page study delivers an in-depth analysis of deployment models, foundation types, end-use applications (healthcare, manufacturing, BFSI, defense), and regional growth projections through 2033. Artificial General Intelligence MarketArtificial General Intell

Artificial IntelligenceCloud ComputingEnterprise AutomationGrowth RateMarket Research ReportsMarket Research

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12 Aug 2026 15:32

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Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn't Show Up on the Balance Sheet Yet These lease commitments are nearly four times the roughly $285 billion in lease liabilities the same companies have already recognized on their balance sheets. That gap exists because accounting

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12 Aug 2026 15:00

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1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run

Key Points The "Magnificent Seven" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we like better than Vanguard Morningstar Growth ETF › The S&P 500 is the stock market's most important index, tracking the 500 largest American companies on the market. It has become the main benchmark investors use to measure their returns, with outperformance and underperformance largely dependent on how it compares. Although investing in an S&P 500

Consumer DiscretionaryETFGrowth StocksIndustrialsMarketsTech

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12 Aug 2026 14:35

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Alacriti Ranked in Top 150 Financial Services Companies on the Inc. 5000 List

Alacriti Fueled by Customer Success and Innovation, Alacriti Earns a Spot on Inc.'s List Of Fastest-Growing Private Companies BRIDGEWATER, N.J., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Alacriti, a leading provider of cloud-based payment technology and money movement solutions, announced its rank in the top 150 in the Financial Services category on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is a prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable

Digital TransformationFinancial ServicesGrowthInnovationPaymentsRevenue Growth

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12 Aug 2026 14:15

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The Zacks Analyst Blog Highlights Meta Platforms, Texas Instruments, CrowdStrike and Weyco

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Meta Platforms, Inc. META, Texas Instruments Inc. TXN, CrowdStrike Holdings, Inc. CRWD and Weyco Group, Inc. WEYS. Here are highlights from Tuesday's Analyst Blog: Top Research Reports for Meta, Texas Instruments and CrowdStrike The Zacks Research Daily presents the best research output of our analyst team

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12 Aug 2026 14:10

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Zacks Investment Ideas feature highlights: SpaceX, Meta, Palantir, Snowflake, Alphabet, AT&T and T-Mobile

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Space Exploration Technologies SPCX, Meta Platforms META, Palantir PLTR, Snowflake SNOW, Alphabet GOOGL, AT&T T and T-Mobile TMUS. Beyond Space: AI Compute & Starlink Drive SpaceX Growth The Average IPO Corrects Roughly 50% Earlier this year, Space Exploration Technologies became the largest initial public offering (IPO) in history with a valuation near $2 trillion. Despite SpaceX's size, its near-monopoly in its industry, and being one of the most hyped IPOs ever, shares fell from a high of

AIEarningsFree Cash FlowGuidanceInitial Public OfferingIPO

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12 Aug 2026 14:01

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AI-Race-Based Dilution: Why Meta Is More Dangerous Than Alphabet

Quick Read Meta (META) saw operating margin collapse from 43% to 31% while Alphabet (GOOGL) expanded margins, powered by Google Cloud growing 82%. Meta's paused buybacks leave stock-based compensation unhedged, quietly expanding share count while Alphabet's $53B free cash flow absorbs vesting pressure. Alphabet's Pichai and four C-suite executives bought stock on July 25 while Meta's CFO Susan Li and CTO Andrew Bosworth were net sellers. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today. Meta (NASDAQ: META

CloudEarningsFree Cash FlowOperating MarginRevenue GrowthShare Buyback

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12 Aug 2026 13:32

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Horatio Earns a Top 35% Ranking on the 2026 Inc. 5000, Marking Its Fourth Consecutive Year on the List

MIAMI, Aug. 12, 2026 /PRNewswire/ -- Horatio, a global leader in AI-enabled business solutions and tech-powered talent, today announced it has been named No. 1,745 on the 2026 Inc. 5000, the annual list of America's fastest-growing private companies. The prestigious ranking provides a data-driven look at the nation's most successful independent businesses based on revenue growth over the past three years. Past Inc. 5000 honorees include Microsoft, Meta, Chobani, Under Armour, Patagonia, Oracle, and many other industry-leading companies. This marks Horatio's fourth consecutive appearance on the

Revenue Growth

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12 Aug 2026 13:17

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4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet

Artificial intelligence (AI) is rapidly changing the semiconductor industry, and the next leg of growth could be driven by an enormous increase in infrastructure spending. Four top hyperscalers, Amazon, Alphabet, Microsoft and Meta Platforms, are expected to spend roughly $720 billion to $745 billion on capital expenditures in 2026, with a large portion directed toward AI infrastructure. This spending is likely to support demand for AI accelerators, high-bandwidth memory (HBM), networking chips, testing equipment and advanced semiconductor manufacturing. As hyperscalers expand data-center capa

AI InfrastructureCapital ExpenditureEarnings GrowthEarnings Per ShareGrowth StocksSemiconductors

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12 Aug 2026 13:16

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The Market Shaved 10% Off Meta Over a Month: One Analyst Targets 87% Returns Over The Next Year

Quick Read Meta's Q2 EPS missed estimates by 14%, burdened by $2.4B in legal charges and $1.2B in severance that collapsed free cash flow 91%. Rosenblatt's Barton Crockett targets $1,117 for META, implying 86% upside, betting WhatsApp AI agents will unlock high-margin commerce for millions of merchants. 55 of 62 analysts rate META a Buy with zero Sells; SNAP leads peers on consensus upside at 32% but carries far weaker conviction. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for your

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12 Aug 2026 13:11

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