BlackJack3D/E+ via Getty Images Great News for CoreWeave I'm glad that I initiated my investment coverage of CoreWeave, Inc. ( CRWV ) stock in late December, when it was correcting sharply, with plenty of investors worrying about the firm's operational sustainability amid debt loads and potential depreciation risks. Since my bullish call, the stock has managed to gain over 23% while the whole mark...
BlackJack3D/E+ via Getty Images Great News for CoreWeave I'm glad that I initiated my investment coverage of CoreWeave, Inc. ( CRWV ) stock in late December, when it was correcting sharply, with plenty of investors worrying about the firm's operational sustainability amid debt loads and potential depreciation risks. Since my bullish call, the stock has managed to gain over 23% while the whole market is still in the red (-1%), and I still believe that this kind of overperformance is very likely to continue further because we have some great news that should support the positive narrative. News #1—Meta's Validation On April 9th, we saw CRWV close higher , partly because of the market rally, but another reason was the announcement of a long-term agreement expansion with Meta Platforms ( META ). The partnership itself isn't something new, as Meta has been using CRWV's platform to scale its inference workloads since 2023, according to Reuters . But now, as CoreWeave is nearing the initial deployment of the Nvidia Vera Rubin platform ( NVDA ), Meta seems to want to secure some additional capacity ahead of others. This is another example that leading companies are choosing CoreWeave's AI cloud to run their most demanding workload. Seeking Alpha citing CRWV's CEO I believe this expansion is another validation of hyperscaler demand for CRWV's offerings. The deal was initially signed for up to $14.2 billion through 2031 back in 2023, and now, three years later, we see Meta's needs rising so much that they felt the need to secure another $6.8 billion beyond the initial capacity limit. CoreWeave currently makes only about $5.13 billion in sales on a TTM basis, according to Seeking Alpha , targeting $12-13 billion in FY2026 revenues at $0.9-1.1 billion adjusted operating income. According to Synergy's study , FY2025 revenues for the entire neocloud niche were slightly over $25 billion, so it looks like CRWV's market share in the neocloud space is about 20%, based on my calculati...
Most investors think of AI as a race to build better models. But behind every AI system sits something far more important -- the infrastructure that powers it. And that's where Alphabet is quietly building something big.
Most investors think of AI as a race to build better models. But behind every AI system sits something far more important -- the infrastructure that powers it. And that's where Alphabet is quietly building something big.
AI data centers keep devouring storage at record clips, and memory chip demand shows no signs of slowing. NAND flash prices, in particular, keep surprising to the upside. That is what just pushed Sandisk (NASDAQ:SNDK) to a fresh all-time high. But does the rally have legs? Two top analysts just raised price targets on stronger-than-expected ... Analyst’s $1,250 Call Makes Sandisk the AI Boom’s Pur...
AI data centers keep devouring storage at record clips, and memory chip demand shows no signs of slowing. NAND flash prices, in particular, keep surprising to the upside. That is what just pushed Sandisk (NASDAQ:SNDK) to a fresh all-time high. But does the rally have legs? Two top analysts just raised price targets on stronger-than-expected ... Analyst’s $1,250 Call Makes Sandisk the AI Boom’s Pure-Play NAND Winner
Herzfeld Credit Income Fund ( NASDAQ: HERZ ) said on Friday its estimated net asset value (NAV) as of March 31, 2026 was $19.78. No further operational details were provided in the announcement. HERZ -1.50% premarket to $15.75. Source: Press Release More on Herzfeld Credit Income Fund, Inc. U-turn? Trump has 'no problem' if a country wants to send oil to Cuba, even Russia U.S. Treasury says Cuba c...
Herzfeld Credit Income Fund ( NASDAQ: HERZ ) said on Friday its estimated net asset value (NAV) as of March 31, 2026 was $19.78. No further operational details were provided in the announcement. HERZ -1.50% premarket to $15.75. Source: Press Release More on Herzfeld Credit Income Fund, Inc. U-turn? Trump has 'no problem' if a country wants to send oil to Cuba, even Russia U.S. Treasury says Cuba can’t get Russian oil as tanker heads to island Dividend scorecard for Herzfeld Credit Income Fund, Inc.
Portra/E+ via Getty Images Investment Thesis I reiterate my buy recommendation on JBS ( JBS ) shares. This article is part of my initial coverage thesis published on June 23, 2024, when JBS was still listed on the Brazilian stock exchange. My last article about the company was published on March 7, 2026. In this article, I will analyze the effectiveness of JBS's dual listing and also a new trigger...
Portra/E+ via Getty Images Investment Thesis I reiterate my buy recommendation on JBS ( JBS ) shares. This article is part of my initial coverage thesis published on June 23, 2024, when JBS was still listed on the Brazilian stock exchange. My last article about the company was published on March 7, 2026. In this article, I will analyze the effectiveness of JBS's dual listing and also a new trigger for the thesis, which could be entry into the Russell 1000. JBS The company is a global leader in animal protein processing and is present in more than 25 countries. JBS operates through six business units: JBS Brasil (beef/leather), Seara (chicken, pork, and prepared foods), JBS Beef North America (beef in the USA and Canada and plant-based in Europe), JBS Australia (beef, lamb, pork, prepared foods, and fish in Australia and New Zealand), JBS USA Pork (pork and prepared foods), and Pilgrim’s Pride (chicken, pork, sheep, and prepared foods in the United States, Europe, and Mexico). Corporate Profile (IR Company) Revisiting Thesis I have always viewed the JBS investment thesis positively. The drivers for the thesis were clear: broad exposure to the animal protein market, geographic diversification, excellent financial indicators, tailwinds for its business, and valuation below its peers. Even with these promising drivers, the company never managed to bring its trading multiples closer to those of its competitors. Apparently, the market still has bad memories of past corruption cases. My intention in this article is to address the intelligent solutions that the company has been taking to increase its perception of value in the market. In this sense, I will address the double listing of JBS, and a trigger that should occur in June, which could be an investment opportunity. The Strategy JBS is a Brazilian company and has always been listed on the Brazilian stock exchange; it also had receipts traded on the NYSE. However, in the last year, JBS opted for a dual listing plan. Th...
Angel Studios ( ANGX ) on Friday said it has priced its underwritten public offering of 14.3M shares of its Class A common stock at a public offering price of $2.10 per share, for total expected gross proceeds of approximately $30 million. The company granted the underwriters a 30-day option to purchase up to an additional 2.14M shares of its common stock at the public offering price, less the und...
Angel Studios ( ANGX ) on Friday said it has priced its underwritten public offering of 14.3M shares of its Class A common stock at a public offering price of $2.10 per share, for total expected gross proceeds of approximately $30 million. The company granted the underwriters a 30-day option to purchase up to an additional 2.14M shares of its common stock at the public offering price, less the underwriting discounts and commissions. The offering is expected to close on April 13, 2026. ANGX -22.64% premarket to $2.22. Source: Press Release More on Angel Studios, Inc. Angel Studios: More Subscribers, More Costs Small-Cap communication services stocks ranked by quant ratings after earnings season Quant snapshot: Avino Silver & Gold, Harmony Gold lead strong buys as Angel Studios, Exagen lag Seeking Alpha’s Quant Rating on Angel Studios, Inc.
Dazman/E+ via Getty Images Fortescue ( FSUMF ) said Friday it is accelerating the development of "the world's first industrial and fully integrated green energy grid dedicated to eliminating fossil fuels" from its iron ore operations in northwest Australia, while planning a further expansion valued at as much as $2.5B. The company said it is focused particularly on replacing diesel use across its ...
Dazman/E+ via Getty Images Fortescue ( FSUMF ) said Friday it is accelerating the development of "the world's first industrial and fully integrated green energy grid dedicated to eliminating fossil fuels" from its iron ore operations in northwest Australia, while planning a further expansion valued at as much as $2.5B. The company said it is focused particularly on replacing diesel use across its operations, reducing exposure to fuel price volatility and supply risks. Fortescue ( FSUMF ) said it expects to complete 290 MW of installed renewable capacity by early next year to meet the fixed energy requirements of its ore processing facilities, "enabling daytime 'green processing' across its Pilbara operations" and powering all operations for 24-hour periods without fossil fuels. Fortescue ( FSUMF ) expects to fully complete its Pilbara green grid by the end of 2028, targeting 1.2 GW of solar capacity, more than 600 MW of wind generation, and 4-5 GWh of battery energy storage. The miner said it expects to save $100M in fossil fuel costs by next year and anticipates a reduction in C1 unit costs of at least $2-$4/wet metric ton when its decarbonization program is completed, demonstrating that "eliminating fossil fuels is not only achievable, but economically superior." Fortescue ( FSUMF ) said it "sees a clear pathway to expand its green energy system by a further ~20 GW of power generation capacity," supported by 4 GWh of battery capacity, which it expects to deliver for less than $2.5B. More on Fortescue Metals Fortescue Q2 2026 Earnings Call Presentation Fortescue Q2 2026 Earnings Call Transcript Financial information for Fortescue Metals