CoreWeave faces stiff competition from the likes of Oracle and Nebius Group. Securing Meta Platforms as a major customer provides CoreWeave with long-term revenue visibility. Its latest milestone -- ...
Amazon.com’s cloud-computing business has helped propel its shares for almost two decades, but increasing pressure from rivals like Microsoft and Oracle is sapping some of the stock’s appeal. The ...
An enterprise-centric recurring business can prove to be more resilient than consumer-exposed business models in an uncertain economic environment.