Investing.com – The two-week ceasefire between the United States and Iran means U.S. indices are set to close the week higher, although there is still some caution among investors given the fragility of the deal.

Here are Investing.com’s stocks of the week:

CoreWeave

CoreWeave shares surged over 35% this week, following a more than 11% rise so far on Friday, after the company announced massive AI datacenter lease deals with Meta and Anthropic.

Evercore ISI analyst Amit Daryanani stated that the deal with Anthropic “not only provides CRWV with further customer diversification, but also serves as a validation of CRWV’s platform (with nine out of ten leading AI companies running their infrastructure on CRWV), while providing another proof point for the strong demand environment.”

“The Anthropic win follows the ~$21B expansion with META announced yesterday, and we think recent deal activity should be a good indication of CRWV’s ability to secure data center powered shell capacity as well,” the analyst added

Cloudflare

Cloudflare shares have continued to face heavy pressure on Friday, down over 11% so far in the session, with a more than 15% decline in the last week.

The drop appears to be related to the ongoing fallout from Claude's Mythos, which claims to have exposed various cybersecurity vulnerabilities.

While Anthropic has not made the Mythos Preview generally available, it has reportedly identified thousands of previously unknown, high-severity vulnerabilities in early testing.

Palantir

Palantir shares have seen some recent weakness, down over 11% in the past week, though they are off their Friday session lows after President Trump mentioned the company in a social media post.

The recent weakness followed Anthropic’s release of a new product around multi-agent orchestration, which has raised questions about potential headwinds for the software sector.

However, the stock was given somewhat of a boost on Friday after Trump stated in a post: “Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment.”

Amazon

Amazon shares have had a strong week, climbing over 15% after a bullish shareholder letter from CEO Andy Jassy.

Evercore ISI analyst Mark Mahaney said in a note that “Jassy’s Annual Shareholder Letter contained many key themes and datapoints that support our Bullish long-term view on AMZN shares.”

The analyst highlighted factors such as AWS’s AI revenue run rate being over $15 billion in Q1, AWS’s chip business now having a $20 billion or more revenue run rate, Trainium being able to “provide several hundred basis points of operating margin leverage over time,” Project Leo now having more than 200 satellites in space, and Amazon Now’s deployment in India is causing Prime members to triple shopping frequency.

Intel

Intel also had a strong week, climbing over 36% after announcing AI deals with Google and Elon Musk's Terafab.

The chipmaker is emerging as a focal point in the AI infrastructure buildout.

Earlier this week, Intel joined the Terafab project alongside SpaceX, xAI, and Tesla for chip production, while on Thursday, the company announced a multiyear collaboration with Google to advance AI and cloud infrastructure.

Sandisk

Sandisk has made the list a few times this year, and with the stock climbing to new highs following a 33.5% rise in the last week of trading, it has once again made the cut.

The gain is partly due to strong memory pricing in the AI boom. Bernstein analyst Mark Newman raised the price target on SanDisk to $1,250 from $1,000 in a note on Thursday, maintaining an Outperform rating.

“We raise SNDK estimates again significantly on better-than-expected NAND prices,” the analyst wrote. “As explained in our recent MEMORY TRACKER (March), memory prices continue to surprise to the upside with NAND showing the strongest increases and continued acceleration.”