Stock Analysis, Forecast and Trading Ideas

03:15am, Thursday, May 21, 2026

Hedge Funds Eye AI Data Centers and Gen Z Consumer Trends at Sohn Hong Kong

At the Sohn Investment Conference in Hong Kong, hedge funds spotlight investments in AI-driven data centers, PCB makers amid supply chain issues, and Gen Z-influenced pet food and instant noodle companies, reflecting shifting market trends.

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08:24am, Thursday, Dec 18, 2025

Citizens Lifts Core Scientific to Market Outperform Amid HPC Growth and AI Deals

Citizens upgrades Core Scientific shares, highlighting strong power infrastructure and rising HPC demand. Despite recent dips and a scrapped merger, positive AI contract trends support bullish outlook.

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09:02am, Tuesday, Sep 30, 2025

CoreWeave Rallies 8% After Up to $14.2B Meta Deal for Nvidia GB300 GPUs - Microsoft Still 71% of Revenue

CoreWeave (CRWV) jumps ~8% after a deal to supply Meta (META) up to $14.2B of Nvidia (NVDA) GB300 GPU capacity. Helps diversify from MSFT concentration but 'up to' revenue, Nvidia reliance and execution risk remain.

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08:41am, Wednesday, Sep 03, 2025

Lockup Unlocked: CoreWeave Tumbles 9% After Magnetar Sells $94.4M, Core Scientific Consideration Drops to $11.53

CoreWeave (CRWV) plunged after heavy insider selling once lockups expired - Magnetar and execs sold millions, sending shares down ~9% to $93.54 and slicing the deal value for Core Scientific, heightening volatility concerns.

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Ticker: CRWV