http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 17 Jul 2026 15:20:23 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/SpaceX+stock+sees+brief+Pentagon+AI+bump%2C+while+CoreWeave+slides+on+pricing+threat/26783953.html <p data-path-to-node="1">Investing.com -- SpaceX caught a fleeting intraday bid Friday afternoon, paring some losses after the <em data-path-to-node="1" data-index-in-node="101">Wall Street Journal</em> reported the aerospace giant is in talks to supply billions of dollars in AI computing power to the Pentagon. However, the spike was short-lived and offered little respite from the stock’s recent weakness, with shares ultimately remaining down 4.4%.</p> <p data-path-to-node="2">The real market action happened elsewhere. While <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">SpaceX</span></span> investors largely faded the headline, traders zeroed in on a critical detail in the report: SpaceX’s plans to aggressively undercut existing cloud-compute pure plays. Sources noted that SpaceX employees have http://www.streetinsider.com/Investing/SpaceX+stock+sees+brief+Pentagon+AI+bump%2C+while+CoreWeave+slides+on+pricing+threat/26783953.html Fri, 17 Jul 2026 15:20:23 -0400 CRWV SPCX http://www.streetinsider.com/Investing/SpaceX+stock+sees+brief+Pentagon+AI+bump%2C+while+CoreWeave+slides+on+pricing+threat/26783953.html <p data-path-to-node="1">Investing.com -- SpaceX caught a fleeting intraday bid Friday afternoon, paring some losses after the <em data-path-to-node="1" data-index-in-node="101">Wall Street Journal</em> reported the aerospace giant is in talks to supply billions of dollars in AI computing power to the Pentagon. However, the spike was short-lived and offered little respite from the stock’s recent weakness, with shares ultimately remaining down 4.4%.</p> <p data-path-to-node="2">The real market action happened elsewhere. While <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">SpaceX</span></span> investors largely faded the headline, traders zeroed in on a critical detail in the report: SpaceX’s plans to aggressively undercut existing cloud-compute pure plays. Sources noted that SpaceX employees have http://www.streetinsider.com/Investing/SpaceX+stock+sees+brief+Pentagon+AI+bump%2C+while+CoreWeave+slides+on+pricing+threat/26783953.html Fri, 17 Jul 2026 15:20:23 -0400 CRWV SPCX http://www.streetinsider.com/General+News/SpaceX+stock+sees+brief+Pentagon+AI+bump%2C+while+CoreWeave+slides+on+pricing+threat/26783953.html <p data-path-to-node="1">Investing.com -- SpaceX caught a fleeting intraday bid Friday afternoon, paring some losses after the <em data-path-to-node="1" data-index-in-node="101">Wall Street Journal</em> reported the aerospace giant is in talks to supply billions of dollars in AI computing power to the Pentagon. However, the spike was short-lived and offered little respite from the stock’s recent weakness, with shares ultimately remaining down 4.4%.</p> <p data-path-to-node="2">The real market action happened elsewhere. While <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">SpaceX</span></span> investors largely faded the headline, traders zeroed in on a critical detail in the report: SpaceX’s plans to aggressively undercut existing cloud-compute pure plays. Sources noted that SpaceX employees have http://www.streetinsider.com/General+News/SpaceX+stock+sees+brief+Pentagon+AI+bump%2C+while+CoreWeave+slides+on+pricing+threat/26783953.html Fri, 17 Jul 2026 15:20:23 -0400 CRWV SPCX http://www.streetinsider.com/General+News/SpaceX+stock+sees+brief+Pentagon+AI+bump%2C+while+CoreWeave+slides+on+pricing+threat/26783953.html <p data-path-to-node="1">Investing.com -- SpaceX caught a fleeting intraday bid Friday afternoon, paring some losses after the <em data-path-to-node="1" data-index-in-node="101">Wall Street Journal</em> reported the aerospace giant is in talks to supply billions of dollars in AI computing power to the Pentagon. However, the spike was short-lived and offered little respite from the stock’s recent weakness, with shares ultimately remaining down 4.4%.</p> <p data-path-to-node="2">The real market action happened elsewhere. While <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">SpaceX</span></span> investors largely faded the headline, traders zeroed in on a critical detail in the report: SpaceX’s plans to aggressively undercut existing cloud-compute pure plays. Sources noted that SpaceX employees have http://www.streetinsider.com/General+News/SpaceX+stock+sees+brief+Pentagon+AI+bump%2C+while+CoreWeave+slides+on+pricing+threat/26783953.html Fri, 17 Jul 2026 15:20:23 -0400 CRWV SPCX http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+14++Filed+by%3A+Intrator+Michael+N/26780720.html si-local-file:///var/storage/secattach/20260716/26780720.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+14++Filed+by%3A+Intrator+Michael+N/26780720.html Thu, 16 Jul 2026 17:31:00 -0400 CRWV O.46818867 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+14++Filed+by%3A+Intrator+Michael+N/26780720.html si-local-file:///var/storage/secattach/20260716/26780720.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+14++Filed+by%3A+Intrator+Michael+N/26780720.html Thu, 16 Jul 2026 17:31:00 -0400 CRWV O.46818867 http://www.streetinsider.com/Options/CoreWeave+%28CRWV%29+call+put+ratio1.2+calls+to+1+put/26776149.html <p>CoreWeave (NASDAQ: CRWV) 30-day call option implied volatility is 103; compared to its 52-week range of 67 to 124. Call put ratio1.2 calls to 1 put.</p> http://www.streetinsider.com/Options/CoreWeave+%28CRWV%29+call+put+ratio1.2+calls+to+1+put/26776149.html Thu, 16 Jul 2026 06:22:00 -0400 CRWV http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+McBee+Brannin/26775247.html si-local-file:///var/storage/secattach/20260715/26775247.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+McBee+Brannin/26775247.html Wed, 15 Jul 2026 20:26:00 -0400 CRWV O.46818867 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+McBee+Brannin/26775247.html si-local-file:///var/storage/secattach/20260715/26775247.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+McBee+Brannin/26775247.html Wed, 15 Jul 2026 20:26:00 -0400 CRWV O.46818867 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+McBee+Brannin/26775243.html si-local-file:///var/storage/secattach/20260715/26775243.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+McBee+Brannin/26775243.html Wed, 15 Jul 2026 20:23:00 -0400 CRWV O.46818867 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+McBee+Brannin/26775243.html si-local-file:///var/storage/secattach/20260715/26775243.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+McBee+Brannin/26775243.html Wed, 15 Jul 2026 20:23:00 -0400 CRWV O.46818867 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+Agrawal+Nitin/26775240.html si-local-file:///var/storage/secattach/20260715/26775240.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+Agrawal+Nitin/26775240.html Wed, 15 Jul 2026 20:21:00 -0400 CRWV O.46818867 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+Agrawal+Nitin/26775240.html si-local-file:///var/storage/secattach/20260715/26775240.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CoreWeave%2C+Inc.+++++++++++For%3A+Jul+13++Filed+by%3A+Agrawal+Nitin/26775240.html Wed, 15 Jul 2026 20:21:00 -0400 CRWV O.46818867 http://www.streetinsider.com/AI/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).</p><p>The analyst comments "Shares of DELL and some of our other covered infrastructure OEM/memory supplier names are trading lower intraday, with DELL down ~12%, following reports from yesterday evening that CoreWeave (CRWV, Outperform) is exploring the use of financial derivatives to hedge against a potential future decline in memory and storage chip prices. We believe investors are viewing this as a sign that memory prices may be approaching a peak, though our checks and OEM commentary suggest DRAM/NAND constraints will likely worsen exiting CY26 http://www.streetinsider.com/AI/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html Wed, 15 Jul 2026 12:28:36 -0400 CRWV DELL SNDK http://www.streetinsider.com/AI/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).</p><p>The analyst comments "Shares of DELL and some of our other covered infrastructure OEM/memory supplier names are trading lower intraday, with DELL down ~12%, following reports from yesterday evening that CoreWeave (CRWV, Outperform) is exploring the use of financial derivatives to hedge against a potential future decline in memory and storage chip prices. We believe investors are viewing this as a sign that memory prices may be approaching a peak, though our checks and OEM commentary suggest DRAM/NAND constraints will likely worsen exiting CY26 http://www.streetinsider.com/AI/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html Wed, 15 Jul 2026 12:28:36 -0400 CRWV DELL SNDK http://www.streetinsider.com/AI/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).</p><p>The analyst comments "Shares of DELL and some of our other covered infrastructure OEM/memory supplier names are trading lower intraday, with DELL down ~12%, following reports from yesterday evening that CoreWeave (CRWV, Outperform) is exploring the use of financial derivatives to hedge against a potential future decline in memory and storage chip prices. We believe investors are viewing this as a sign that memory prices may be approaching a peak, though our checks and OEM commentary suggest DRAM/NAND constraints will likely worsen exiting CY26 http://www.streetinsider.com/AI/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html Wed, 15 Jul 2026 12:28:36 -0400 CRWV DELL SNDK http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).</p><p>The analyst comments "Shares of DELL and some of our other covered infrastructure OEM/memory supplier names are trading lower intraday, with DELL down ~12%, following reports from yesterday evening that CoreWeave (CRWV, Outperform) is exploring the use of financial derivatives to hedge against a potential future decline in memory and storage chip prices. We believe investors are viewing this as a sign that memory prices may be approaching a peak, though our checks and OEM commentary suggest DRAM/NAND constraints will likely worsen exiting CY26 http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html Wed, 15 Jul 2026 12:28:36 -0400 CRWV DELL SNDK http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).</p><p>The analyst comments "Shares of DELL and some of our other covered infrastructure OEM/memory supplier names are trading lower intraday, with DELL down ~12%, following reports from yesterday evening that CoreWeave (CRWV, Outperform) is exploring the use of financial derivatives to hedge against a potential future decline in memory and storage chip prices. We believe investors are viewing this as a sign that memory prices may be approaching a peak, though our checks and OEM commentary suggest DRAM/NAND constraints will likely worsen exiting CY26 http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html Wed, 15 Jul 2026 12:28:36 -0400 CRWV DELL SNDK http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).</p><p>The analyst comments "Shares of DELL and some of our other covered infrastructure OEM/memory supplier names are trading lower intraday, with DELL down ~12%, following reports from yesterday evening that CoreWeave (CRWV, Outperform) is exploring the use of financial derivatives to hedge against a potential future decline in memory and storage chip prices. We believe investors are viewing this as a sign that memory prices may be approaching a peak, though our checks and OEM commentary suggest DRAM/NAND constraints will likely worsen exiting CY26 http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html Wed, 15 Jul 2026 12:28:36 -0400 CRWV DELL SNDK http://www.streetinsider.com/Hot+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).</p><p>The analyst comments "Shares of DELL and some of our other covered infrastructure OEM/memory supplier names are trading lower intraday, with DELL down ~12%, following reports from yesterday evening that CoreWeave (CRWV, Outperform) is exploring the use of financial derivatives to hedge against a potential future decline in memory and storage chip prices. We believe investors are viewing this as a sign that memory prices may be approaching a peak, though our checks and OEM commentary suggest DRAM/NAND constraints will likely worsen exiting CY26 http://www.streetinsider.com/Hot+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html Wed, 15 Jul 2026 12:28:36 -0400 CRWV DELL SNDK http://www.streetinsider.com/Hot+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).</p><p>The analyst comments "Shares of DELL and some of our other covered infrastructure OEM/memory supplier names are trading lower intraday, with DELL down ~12%, following reports from yesterday evening that CoreWeave (CRWV, Outperform) is exploring the use of financial derivatives to hedge against a potential future decline in memory and storage chip prices. We believe investors are viewing this as a sign that memory prices may be approaching a peak, though our checks and OEM commentary suggest DRAM/NAND constraints will likely worsen exiting CY26 http://www.streetinsider.com/Hot+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html Wed, 15 Jul 2026 12:28:36 -0400 CRWV DELL SNDK http://www.streetinsider.com/Hot+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).</p><p>The analyst comments "Shares of DELL and some of our other covered infrastructure OEM/memory supplier names are trading lower intraday, with DELL down ~12%, following reports from yesterday evening that CoreWeave (CRWV, Outperform) is exploring the use of financial derivatives to hedge against a potential future decline in memory and storage chip prices. We believe investors are viewing this as a sign that memory prices may be approaching a peak, though our checks and OEM commentary suggest DRAM/NAND constraints will likely worsen exiting CY26 http://www.streetinsider.com/Hot+Comments/Evercore+ISI+defending+Dell+%28DELL%29+amid+14%25+drop/26773131.html Wed, 15 Jul 2026 12:28:36 -0400 CRWV DELL SNDK http://www.streetinsider.com/Trader+Talk/CoreWeave+exploring+using+financial+derivatives+as+potential+hedge+against+a+future+drop+in+memory%2C+storage+chip+prices+-+Reuters/26770836.html <p>CoreWeave exploring using financial derivatives as potential hedge against a future drop in memory, storage chip prices - Reuters</p> http://www.streetinsider.com/Trader+Talk/CoreWeave+exploring+using+financial+derivatives+as+potential+hedge+against+a+future+drop+in+memory%2C+storage+chip+prices+-+Reuters/26770836.html Wed, 15 Jul 2026 07:22:20 -0400 CRWV http://www.streetinsider.com/Analyst+PT+Change/CoreWeave+%28CRWV%29+PT+Lowered+to+%24100+at+Mizuho/26770548.html Mizuho analyst Gregg Moskowitz lowered the price target on CoreWeave (NASDAQ: CRWV) to $100.00 (from $110.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/CoreWeave+%28CRWV%29+PT+Lowered+to+%24100+at+Mizuho/26770548.html Wed, 15 Jul 2026 06:40:56 -0400 CRWV http://www.streetinsider.com/Options/CoreWeave+%28CRWV%29+call+put+ratio+1.2+calls+to+1+put/26769811.html <p>CoreWeave (NASDAQ: CRWV) 30-day option implied volatility is at 100; compared to its 52-week range of 67 to 123. Call put ratio 1.2 calls to 1 put.</p> http://www.streetinsider.com/Options/CoreWeave+%28CRWV%29+call+put+ratio+1.2+calls+to+1+put/26769811.html Wed, 15 Jul 2026 04:26:23 -0400 CRWV