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Stock Is the Big Winner of the CoreWeave-Meta Deal -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2626139549","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626139549?lang=en_us&edition=fundamental","pubTime":"2026-04-09 23:58","pubTimestamp":1775750280,"startTime":"0","endTime":"0","summary":"CoreWeave struck a megadeal with Meta Platforms -- but Bloom Energy stock may be the big winner.According to a press release, CoreWeave will provide Meta with artificial-intelligence cloud capacity through Dec. 20, 2032, in exchange for $21 billion. The dollar amount includes the $14.23 billion from a previous deal.The news hasn't done much for CoreWeave stock, which has been volatile on the news -- it was up early, then down, before turning flattish. It was up .4% at $89.25 at 11:15 a.m. Meta, meanwhile, was up 3.1% at $631.63.The big winner from the deal, however, might be Bloom Energy. Evercore analyst Nicholas Amicucci notes that the length of the contract and the size of the project, which will likely use some of Nvidia's Vera Rubin platform, will require 800 volts direct current, a new configuration designed to power data centers. That \"only enhances the rationale for Bloom's fuel cells to be leveraged,\" he writes.\"While the expanded agreement is an idiosyncratic positive for 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Tech stocks look like especially good deals as investors eye what is next for the market","url":"https://stock-news.laohu8.com/highlight/detail?id=2626913136","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626913136?lang=en_us&edition=fundamental","pubTime":"2026-04-09 23:34","pubTimestamp":1775748840,"startTime":"0","endTime":"0","summary":"'Long U.S. tech feels like the one trade that stands apart from the obvious post-ceasefire playbook'. The U.S. stock market rallied after the cease-fire agreement with Iran was announced, but it remains down in 2026 through Wednesday.A shaky cease-fire agreement between the U.S. and Iran has helped stocks rally from year-to-date lows reached late last month. As investors try to figure out where to put their money, some see battered Big Tech names as among the most compelling opportunities out there right now.Viraj Patel, global macroeconomic strategist at Vanda Research, said in commentary shared with MarketWatch on Thursday that he has seen reports of some funds warming to the Big Tech trade once again. Before the U.S. and Israel began their bombardment of Iran on Feb. 28, crowding in tech names had fallen substantially, Patel pointed out, as the so-called artificial-intelligence scare trade and concerns about aggressive data-center investment caused performance to cool.Oil prices 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Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, TSLA","url":"https://stock-news.laohu8.com/highlight/detail?id=2626389151","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626389151?lang=en_us&edition=fundamental","pubTime":"2026-04-09 21:57","pubTimestamp":1775743020,"startTime":"0","endTime":"0","summary":"Additional data follows at 10:00AM ET with Wholesale Inventories and Trade Sales, while Treasury activity includes a 4 and 8 Week Bill Auction at 11:30AM ET and a 30 Year Bond Auction at 1:00PM ET. Agricultural reports including the USDA WASDE and Crop Production data are also released at 12:00PM ET. With so many key indicators hitting simultaneously, expect sharp, fast reactions across equities, bonds, and commodities as markets rapidly reprice expectations.Now, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA.SPY is currently trading around 673.50 as markets head into one of the most data heavy sessions of the week, with multiple high impact releases at the open. If buyers defend this level through the initial volatility, a move toward 678.25 may develop, followed by 682.75 if momentum builds after the 8:30AM ET data. 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Generation Consumer Group plans AI compute infrastructure buildout to tap GPU shortage demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2626180522","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626180522?lang=en_us&edition=fundamental","pubTime":"2026-04-09 21:20","pubTimestamp":1775740820,"startTime":"0","endTime":"0","summary":"New Generation Consumer Group mapped plans to enter AI infrastructure, targeting recurring revenue from high-performance compute amid global GPU shortages.Strategy calls for deploying proprietary AI-optimized server clusters for training workloads plus inference, with monetization starting once capacity goes live.Revenue model will use hourly, short-term, contract-based GPU leasing to accelerate cash generation.Buildout will center on enterprise NVIDIA platforms, including H100 systems plus next-generation Blackwell B200 and Rubin R100 architectures.Capacity is expected to be distributed through 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Stocks Are Today's Movers: CoreWeave, BlackBerry, Marvell, Chevron, Neogen, Staar Surgical, and More -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2626180351","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626180351?lang=en_us&edition=fundamental","pubTime":"2026-04-09 21:12","pubTimestamp":1775740320,"startTime":"0","endTime":"0","summary":"Stock futures were slipping Thursday after the Federal Reserve's preferred inflation gauge showed that consumer prices stayed high heading into the war in Iran.CoreWeave added 2.2%. The cloud provider struck a $21 billion expanded deal with Meta Platforms. Under the terms of the agreement, CoreWeave will supply Meta with cloud capacity through December 2032. Meta also will exercise a previous option for additional capacity, which was included in a deal last year.Applied Digital fell 2.7%. Although the data-center developer's fiscal third-quarter earnings broadly topped analysts' estimates, Applied Digital didn't announce any major hyperscaler deals.Chevron advanced 1.3%. Crude oil prices were rising and oil and gas stocks were making modest gains after dropping sharply on Wednesday's cease-fire news. Exxon Mobil was up 0.9%.BlackBerry jumped 8.5% after the once-mighty mobile phone giant, which now focuses on software for auto makers and industrial companies, posted 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Stock Drops. How Iran Peace Fears Are Squeezing the AI Chip Maker. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2626785189","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626785189?lang=en_us&edition=fundamental","pubTime":"2026-04-09 19:29","pubTimestamp":1775734140,"startTime":"0","endTime":"0","summary":"Nvidia stock was dropping on Thursday as investors fretted that the two-week truce between the U.S. and Iran may not hold.Shares in the chip maker fell 0.6% to $180.92 in premarket trading, having closed 2.2% higher the previous session. 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Buzz: Wallstreetbets Stocks Mixed Premarket Thursday; Sandisk to Advance, Intel to Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2626185613","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626185613?lang=en_us&edition=fundamental","pubTime":"2026-04-09 18:32","pubTimestamp":1775730746,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday's opening bell.Sandisk  rose by nearly 2% premarket, following a 9.9% increase at Wednesday's close.Meta Platforms  advanced by 0.8% pre-bell, after a 6.5% rise from Wednesday's session.Palantir Technologies  was up 0.6% in pre-bell activity, following a 6.2% fall from the previous session.Tesla  was 0.5% higher premarket, swinging from a 1% decline at Wednesday's close.Microsoft  was up 0.1% hours before market open, following a 0.6% increase from the previous session.Intel  declined by 1.7% 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Chatter: Arm Chief Haas to Direct SoftBank's Global Semiconductor Operations","url":"https://stock-news.laohu8.com/highlight/detail?id=2626830741","media":"MT Newswires Live","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626830741?lang=en_us&edition=fundamental","pubTime":"2026-04-09 18:25","pubTimestamp":1775730318,"startTime":"0","endTime":"0","summary":"ARM Holdings ADR  Chief Executive Rene Haas is expected to direct a significant portion of SoftBank Group's plan to advance its artificial intelligence and semiconductor objectives, The Financial Times reported Thursday, citing multiple people familiar with the matter.The executive will maintain his current position while simultaneously driving Project Izanagi, which serves as the Japanese conglomerate's strategy to challenge Nvidia , the news outlet reported.The prospective role involves overseeing processors and robotics but remains subject to board approvals from both organizations and excludes management of the Vision Fund or energy divisions, the report said.SoftBank founder Masayoshi Son has already invested heavily in Microsoft-backed  OpenAI and acquired businesses including Graphcore and Ampere that Haas plans to utilize, according to the reports.Shares of the company were down 1% in Thursday premarket activity.Arm and SoftBank Group did not immediately respond to MT 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