

Top neocloud companies, including those backed by Nvidia, have fallen sharply over the past few days as concerns about the industry's outlook have intensified and investors await the upcoming earnings reports from major technology companies. Nebius stock has dropped by 37.3% from its highest point this year.

CoreWeave currently shows stronger overall momentum after overtaking Datadog in total revenue. Datadog recorded steady quarter-over-quarter revenue growth, while CoreWeave demonstrated a steeper quarter-over-quarter revenue acceleration trend over the last eight quarters.

Nebius Group‘s (NASDAQ:NBIS | NBIS Price Prediction) shares are down 9% in Friday morning trading, sliding to $200.60 after closing Thursday at $220.97.

California Public Employees Retirement System purchased a new stake in CoreWeave Inc. (NASDAQ: CRWV) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 265,841 shares of the company's stock, valued at approximately $20,595,000. California Public Employees Retirement System owned approximately 0.06%

CoreWeave (NASDAQ:CRWV) shares are climbing in Wednesday morning trading, with CoreWeave stock up 6% to $84.02 after a fresh analyst endorsement.

GE Vernova (GEV) continues to deliver strong earnings but couldn't clear the high bar investors had for the newest quarterly report. Diane King Hall talks more on those high expectations and how tariffs play a role in hindering guidance.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

CoreWeave (NASDAQ: CRWV) stock's latest recovery in an otherwise red month led to the equity's first positive Wall Street rating since July 2.
SEC filings for CRWV aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.