

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

Investors chasing artificial intelligence exposure in July have piled into the usual suspects: chipmakers, hyperscalers, and the mega-cap software giants.

A number of software stocks have had a tough time lately. That could leave some high-profile names primed for a rebound, according to Morgan Stanley.

Kate Moore, Chief Investment Officer at Citi Wealth, delivered a two-part message on CNBC on Tuesday, July 21: stay in the market, and pay attention to cybersecurity.

Revenue of $1.96 billion, up 7% year-over-year Net interest income up 9% year-over-year and 2% sequentially; net interest margin of 2.89% increased 2 bps sequentially Period-end loans up $1.2 billion sequentially, with commercial and industrial loans up $2.1 billion or 3% Net charge-offs of 42 bps; allowance coverage ratio declined 4 bps sequentially to 1.56% Common Equity Tier 1 ratio of 11.2% (a) ; repurchased $341 million of common shares during the quarter CLEVELAND, July 21, 2026 /PRNewswire/ -- KeyCorp (NYSE: KEY) announced net income from continuing operations attributable to Key common shareholders of $472 million, or $0.44 per diluted common share,for the second quarter of 2026. For the first quarter of 2026, net income from continuing operations attributable to Key common shareholders was $486 million, or $0.44 per diluted common share.

Baader Bank Aktiengesellschaft purchased a new position in shares of Cloudflare, Inc. (NYSE: NET) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 9,400 shares of the company's stock, valued at approximately $1,911,000. Several other hedge funds also recently modified their holdings

Amova Asset Management Americas Inc. cut its holdings in shares of Cloudflare, Inc. (NYSE: NET) by 7.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 419,086 shares of the company's stock after selling 33,017 shares during the period. Cloudflare

California Public Employees Retirement System cut its holdings in shares of Cloudflare, Inc. (NYSE: NET) by 26.0% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm owned 391,272 shares of the company's stock after selling 137,675 shares during the period. California Public Employees Retirement System
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