CoreWeave is a buy after Microsoft’s strong earnings report, Citi says
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最新报道：CoreWeave shares surged 12% after Citi upgraded the cloud computing firm to "buy" following Microsoft's strong earnings report, which highlighted robust demand for AI infrastructure. The investment bank set a $65 price target, citing CoreWeave's position as a key partner for Microsoft Azure in providing GPU capacity for AI workloads. Analysts noted CoreWeave's specialized infrastructure gives it an edge in the competitive cloud market, with revenue expected to grow 200% this year. The upgrade comes as Nvidia's latest chips continue driving demand for high-performance computing services.
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