CoreWeave Inc.

• AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide - In at least one corner of the AI market, sentiment has turned decidedly negative.
• Broadcom and Costco's rich valuations leave little room for error as battleground stocks - In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
• Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia - Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.
• AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading - AI-related names have made losses since Oracle's mixed results on Wednesday.
• Oracle shares plummet 11% in premarket, dragging down AI stocks - Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.
• From Llamas to Avocados: Meta's shifting AI strategy is causing internal confusion - Meta’s push to develop its next frontier model, codenamed Avocado, under new AI leadership is creating internal friction as it races rivals OpenAI and Google.
• OpenAI takes stake in Thrive Holdings to help accelerate enterprise AI adoption - OpenAI will embed engineering, research and product teams within Thrive Holding's companies.
• Strong High-Performance AI Cloud Momentum Holds Investor Confidence in CoreWeave (CRWV) - CoreWeave, Inc. (NASDAQ:CRWV) is included in our list of the 12 oversold global stocks to invest in. Recently, Cathie Wood’s ARK Invest ETFs continued to expand their stake in CoreWeave Inc. (NASDAQ:CRWV). In its November 25 filings, ARK ac