CoreWeave (CRWV) maintains a strong buy rating due to its $104.2 billion multi-year backlog and rising AI SaaS adoption, which drive higher capital expenditures and near-term cash flow risks. Its bare metal strategy offers better performance value amid tokenmaxxing concerns, while an aggressive power acquisition (1.5 GW, +219% YoY) addresses power constraints seen in peers. Valuation is attractive at 8.12x EV/Sales with triple-digit revenue growth, and free cash flow is expected to improve as older compute assets mature. The stock offers compelling swing trade potential pending backlog conversion and margin improvements.
SK Hynix has approved a $38 billion investment to build new memory fabrication plants. However, these new fabs are not expected to produce any chips before December 2028, indicating a long-term expansion plan. This move highlights SK Hynix's commitme...
Walmart reports earnings Thursday amid concerns that U.S. comparable sales may miss expectations, with Oppenheimer downgrading the stock due to slower growth in General Merchandise and Health & Wellness. Target and Home Depot earnings earlier in the ...
Ethereum is integrating Bitcoin-inspired UTXO structures with its existing account model to tackle blockchain scaling challenges. This hybrid approach could reduce Ethereum's permanent payment-state storage by 99.8%, shrinking it from over 100 GB to ...
Over the past decade, an investment of $10,000 in AMD grew to more than $700,000, significantly outperforming the S&P 500, which turned the same amount into about $42,000. This highlights AMD's exceptional growth and strong market performance compare...
Bloomberg Intelligence strategist Mike McGlone updated his Bitcoin outlook, warning that the cryptocurrency risks a significant price correction down to around $10,000. Despite stock markets hitting record highs, Bitcoin has struggled to maintain gai...
