FINWIRES · TerminalLIVE
FINWIRES

CoreWeave与Anthropic签署AI云服务协议;股价飙升

-- 人工智能云计算公司CoreWeave (CRWV) 的股价周五大幅上涨,此前该公司与Anthropic达成协议,将支持Anthropic的Claude人工智能模型的开发和部署。 根据这项多年期协议,这家由亚马逊(AMZN)支持的人工智能初创公司将使用CoreWeave的云平台运行生产规模的工作负载。它将于今年晚些时候为Anthropic提供计算能力。 CoreWeave的股价在周五下午的交易中上涨了近11%,使其今年迄今为止的涨幅达到42%。 CoreWeave首席执行官Michael Intrator表示:“人工智能不再仅仅关乎基础设施,而是关乎将模型转化为现实世界影响的平台。这正是CoreWeave的立足之本——将人工智能应用于现实世界。” 该公司表示,与Anthropic的合作最初将以分阶段的基础设施部署为目标,并有可能随着时间的推移而扩大规模。 Anthropic没有回复的置评请求。 周四,CoreWeave 同意以 210 亿美元的价格向科技巨头 Meta Platforms (META) 提供人工智能云容量,两家公司扩大了合作关系。 CoreWeave 周五表示,目前全球十大人工智能模型提供商中有九家正在使用其平台。 此外,该公司周五宣布,已完成规模扩大的 35 亿美元 1.75% 可转换优先票据的私募定价,票据将于 2032 年到期,预计将于周二完成交割。 本周早些时候,博通 (AVGO) 同意为 Alphabet (GOOG, GOOGL) 旗下的谷歌生产人工智能芯片,并扩大了与 Anthropic 的合作。

Price: $102.98, Change: $+10.98, Percent Change: +11.93%

Related Articles

Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
Asia Markets

Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012
Research

Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

$URI