Goldman Sachs kept its Buy rating and $106 price target on CoreWeave (NASDAQ: CRWV) in a note last Wednesday. The bank estimated the AI cloud operator needs roughly $20 billion to $23 billion of new ...
Goldman Sachs projects CoreWeave’s debt could approach $100 billion by 2028 as the neocloud operator finances an aggressive expansion of its AI infrastructure footprint. Including lease liabilities, ...
J.P. Morgan raised its price target on SpaceX (NASDAQ: SPCX) to $500 from $240 and reiterated its Overweight rating in a note last Wednesday. The bank cited a faster buildout of compute in the company ...
Galaxy Digital’s AI data center business is becoming an increasingly important driver of profitability and investor sentiment, even as the company continues to generate most of its revenue from ...
Rosenblatt Securities reiterated its Buy rating and $30 price target on Galaxy (NASDAQ: GLXY) on Wednesday, a day after the company reported third-quarter results. The target implies 74.6% upside from ...
BofA Securities reiterated its Buy rating and $310 price objective on Nebius (NASDAQ: NBIS) last Thursday. The target implies 80.7% upside from the note’s reference price of $171.57. Analyst Tal Liani ...
Morgan Stanley reiterated Overweight ratings on Hut 8 (NASDAQ: HUT), TeraWulf (NASDAQ: WULF), Riot (NASDAQ: RIOT), Galaxy (NASDAQ: GLXY) and Cipher (NASDAQ: CIFR) in a note published last Thursday.
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