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CoreWeave (CRWV) Stock Faces Meta Compute Threat As Ark Invest Adds Shares

Meta Platforms has launched "Meta Compute," a third-party cloud AI offering that directly overlaps with CoreWeave's services. The move turns Meta from a major customer into a significant new competitor for CoreWeave. At the same time, Ark Invest and Cathie Wood have increased their holdings in CoreWeave (NasdaqGS:CRWV). CoreWeave enters this new phase with its shares at $88.88 and a mixed recent track record. The stock is up 2.8% over the past week and 12.1% year to date, but is down 11.6%...

Simply Wall St.
This Is Why I Keep Buying Meta Stock

Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every other position in the sector.

24/7 Wall St.
Stocks to Watch: SK Hynix, SpaceX, Intel

↘️ SK Hynix (KR:000660, SKHY): The chipmaker’s Korean shares sank more than 15%, its biggest one-day drop on record, after its ADRs’ Nasdaq debut on Friday. Its U.S.-listed shares also slumped. Rival Samsung Electronics (KR: 005930) tumbled 11%.

The Wall Street Journal
Microsoft’s CEO Lays Out the Next Massive AI Trade

Satya Nadella just argued that every enterprise adopting AI is quietly giving away its most valuable secrets, and he named the specific companies built to stop that from happening.

24/7 Wall St.