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AMSTERDAM--(BUSINESS WIRE)--Nebius (Nasdaq: NBIS), the AI cloud company, today announced the closing of its acquisition of Eigen AI, a leading inference and model optimization company.

The transaction was announced on May 1, 2026, and completed on June 10, 2026, following receipt of the required regulatory approvals and satisfaction of other customary closing conditions.

About Nebius

Nebius, the AI cloud company, is building the full-stack platform for developers and companies to take charge of their AI future — from data and model training to production deployment. Founded on deep in-house technological expertise and operating at scale with a rapidly expanding global footprint, Nebius serves startups and enterprises building AI products, agents and services worldwide.

Nebius is listed on Nasdaq (Nasdaq: NBIS) and headquartered in Amsterdam.

For more information please visit www.nebius.com.

Media kit www.nebius.com/media-kit.

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Eigen AI Acquisition FinalizedThe Amsterdam-headquartered AI cloud company announced on Tuesday that it completed its acquisition of Eigen AI, an inference and model optimization firm.

According to the company statement, the transaction was initially announced on May 1 and officially closed on June 10 after receiving necessary regulatory approvals and satisfying customary closing conditions.

Nasdaq-100 Index Inclusion ConfirmedThe stock is experiencing upward momentum ahead of Nasdaq’s quarterly index reconstitution. Nebius Group will officially join the Nasdaq-100 Index before the market opens on June 22.

The inclusion sparked notable media attention. On CNBC, market commentator Jim Cramer explicitly called the index change a “big deal.”

NBIS Stock Short Interest ReportShort interest in Nebius Group declined during the recent reporting period, decreasing from 45.10 million shares to 44.30 million shares.

As a result, 20.73% of the company’s publicly traded shares were sold short.

Based on the recent average daily trading volume of 17.32 million shares, it would take approximately 2.56 days for short sellers to repurchase all borrowed shares and close their positions.

Critical Technical Levels for NBIS StockThe bigger-picture trend remains firmly bullish: NBIS is trading about 19.7% above its 20-day SMA ($226.33) and roughly 122.1% above its 200-day SMA ($121.91), which is the kind of separation you typically only see in strong momentum leaders. The 20-day SMA is also above the 50-day SMA, and the 50-day SMA is above the 200-day SMA.

From a structure standpoint, the stock is pushing toward the top of its 52-week range — high of $278.84, with the most recent swing high and the 52-week high both set in June.

NBIS Price Action: Nebius Group shares were up 4.33% at $271.33 at the time of publication on Tuesday. The stock is trading near its 52-week high of $278.83, according to Benzinga Pro data.

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Nvidia has invested in many artificial intelligence (AI)-focused companies lately, and neocloud provider Nebius Group (NBIS +5.91%) is one of them.

In March this year, Nvidia announced that it will invest $2 billion in Nebius to help accelerate the build-out of data centers and AI factories. Nebius specializes in designing and building dedicated AI and high-performance computing (HPC) data centers. It also provides a software stack to help customers create, deploy, and scale AI applications, as well as run inference tasks.

Nebius' end-to-end AI infrastructure platform has been in high demand from hyperscalers, as evidenced by the company's massive backlog. Its focus on aggressively adding new data center capacity has translated into phenomenal growth. Nebius' revenue in the first quarter of 2026 jumped nearly 8x year over year to $399 million.

The company's data center business powered this stunning growth. However, there's another side of Nebius' business that is currently overlooked. This segment could be a major growth driver for this AI stock in the long run. Let's take a closer look at it.

Image source: The Motley Fool.

The data center business is doing heavy lifting for Nebius right now, but there is a hidden opportunity you may have missed Nebius' AI cloud business generated $390 million in revenue in Q1, and it grew by a whopping 841% year over year. The remaining $9 million came from its other ventures -- Avride and TripleTen. Avride is involved in developing robotaxis and sidewalk delivery robots, while TripleTen is in the edtech business. We are going to dive deep into Avride's prospects in this article and examine why it could be a big winner for Nebius in the long run.

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Avride, Nebius' autonomous vehicle and robotics start-up, is backed by Uber. This early stage company is targeting the robotaxi market, which is expected to generate a whopping $400 billion in revenue in 2035, according to Goldman Sachs. The investment bank's analysts estimate that the U.S. robotaxi market could reach $19 billion in revenue in 2030 and grow to $48 billion in 2035.

Uber and Nebius invested $375 million in Avride last year. However, Avride has been under federal investigation as its self-driving cars were involved in 16 accidents in the first three months of 2026 in Dallas and Austin. Now, it remains to be seen whether the robotaxi market eventually lives up to its long-term potential, as all the major players in this space have been involved in incidents.

Alphabet's Waymo, for instance, has been involved in 69 incidents between July 2025 and March 2026 in the two cities. The technology is still in its early phase and needs significant fine-tuning. However, Nebius' partnership with Uber as a commercial partner in Avride could open a significant growth opportunity in the long run.

Meanwhile, the other side of Avride's business -- delivery robots -- is gaining terrific traction. The company notes that its robot deliveries increased by 178% year over year in Q1 to 174,000 units. Avride has shipped more than half a million robots since it started deliveries in April last year.

Importantly, Avride is expanding into more cities and college campuses. The partnership with Uber is proving to be a catalyst for this business, as Uber Eats is using Avride's robots for making deliveries. Fortune Business Insights estimates that the size of the delivery robots market could grow from $686 million this year to $7.6 billion in 2034.

As Avride is already making a dent in this nascent space, don't be surprised if it benefits from the secular growth of the delivery robots market in the future.

The core business is booming We have already seen that Nebius' AI cloud revenue shot up phenomenally last quarter. That trend will continue in 2026 and beyond, as the company has been aggressively expanding its contracted data center power capacity. Nebius plans to end the year with more than 4 gigawatts (GW) of contracted data center power capacity.

It ended 2025 with 170 megawatts (MW) of active data center capacity and expects to end 2026 with 800 MW to 1 GW of active capacity. The company's contracted capacity suggests that it can significantly scale up its operations in the future and capitalize on the huge demand for AI data centers. This is why analysts are anticipating a major spike in Nebius' revenue.

Data by YCharts

Throw in the long-term growth potential of the Avride segment, and Nebius could grow even faster than analysts are anticipating. That's why it would be a good idea to buy this AI specialist right now, even though it is trading at 79 times sales.

However, Nebius' stunning growth and prospects justify that valuation. For instance, even if the company's revenue reaches $21.3 billion at the end of 2028 (as seen in the above chart) and it trades at 9.5 times sales (in line with the U.S. tech sector), its market cap could increase to $202 billion. That's 3x Nebius' current stock price, which is why investors looking to add a growth stock to their portfolios can consider buying it right away.

C$ unless otherwise stated                                       TSX/NYSE/PSE: MFC     SEHK: 945

Named top insurer in Canada, first in the AI Leadership category, and ranked third overall – 
underscoring Manulife's strategic priority to be an AI-powered organization

, /PRNewswire/ - Manulife has been named the number one life insurance company for AI maturity overall for the second consecutive year in the 2026 Evident AI Index for Insurance, is now the top insurer in Canada and number one in the AI Leadership category and ranks third overall. These accolades highlight Manulife's ability to scale AI-driven innovation across its global footprint, delivering measurable business value and impact, and accelerating its strategic priority to operate as an AI-powered organization.

"We're proud to be named the number one life insurer for AI maturity for the second year in a row – and are now a top three company overall. This is a powerful validation of Manulife's refreshed enterprise strategy, and our commitment to being an AI-powered organization globally," said Phil Witherington, President and CEO, Manulife. "As we continue to scale, we are focused on disciplined execution and responsible deployment. We expect to generate more than $1 billion1 of enterprise value by 2027, with $300 million achieved as of year-end 2025, reinforcing that our approach is not only improving productivity and efficiency, but also delivering real impact for our customers, colleagues and shareholders."

According to Evident, Manulife has disclosed the deployment of more use cases than any other insurer across the Index. This deployment over the past year reflects a continuous focus on prioritizing AI solutions that deliver measurable outcomes, including the Manulife Automated Underwriting Decision Engine (MAUDE) in Canada, which processes more than half of eligible individual life insurance applications automatically, delivering decisions in as little as two minutes for qualified applicants; John Hancock's Quick Quote, which simplifies and accelerates the insurance quoting experience; a suite of AI-enabled tools within Manulife Wealth & Asset Management designed to enhance investment insights and decision-making; and AI-driven capabilities across Asia, from digital underwriting and claims management, AI Assistants for distribution partners, and more personalized customer experiences .

______________________________________
1 The expected value from our AI initiatives include realized run-rate expense reductions, top-line revenue uplift from AI-powered workflows, fraud reduction, and growth absorption.

The Evident AI Index for Insurance assesses AI maturity across 30 of the most prominent insurance companies in North America and Europe, measuring progress across four key categories: Talent, Innovation, Leadership, and Transparency. This year's results reflect a significantly higher bar across the industry, as insurers transition from capability building to scaled deployment and optimization.

Manulife ranked first in the Leadership pillar and with strong scores in Transparency, with Evident citing the company's consistent executive engagement, industry influence, and transparent approach.

"This recognition reflects the depth of AI integration across Manulife and the deliberate way we are scaling its impact," said Jodie Wallis, Global Chief AI Officer, Manulife. "Our focus is on practical, responsible applications of AI that deliver measurable outcomes, underpinned by strong governance that is increasingly automated and embedded into how AI is developed and used. Being recognized among industry leaders in AI maturity reflects the sustained progress our teams are making as we evolve from adoption to consistent, enterprise-wide execution."

"Manulife ranks first amongst life insurers in the Evident AI Index for Insurance for the second year running, reflecting its ability to build AI capability around the workflows that matter most," said Alexandra Mousavizadeh, Co-Chief Executive Officer and Co-Founder, Evident. "Manulife shows a deliberate approach towards building AI capacity, growing the AI talent pool by 41% year-on-year, embedding a scalable architecture, and using AI to deliver improvements in access, conversation and long-term customer relationships. Being amongst a very small number of insurers to publish both realized and projected returns at the company level demonstrates Manulife's robust internal methodologies."

These results demonstrate the consistency and scale with which Manulife is putting AI into practice across the enterprise. Guided by its refreshed Enterprise Strategy and Responsible AI Principles, the company is embedding AI into day-to-day work to simplify processes, improve decision making and deliver better outcomes for customers, advisors and colleagues.

To learn more about Manulife's approach to artificial intelligence, visit manulife.com/AI. The full 2026 Evident AI Insurance Index report and methodology are available at evidentinsights.com.

Caution regarding forward-looking statements

This document contains forward-looking statements within the meaning of the "safe harbour" provisions of Canadian provincial securities laws and the U.S. Private Securities Litigation Reform Act of 1995 with respect to Manulife's use of its digital capabilities and the expected benefits it expects to realize from AI. Although we believe that the expectations reflected in such forward-looking statements are reasonable, such statements involve risks and uncertainties, and undue reliance should not be placed on such statements. Certain material factors or assumptions are applied in making forward-looking statements, and actual results may differ materially from those expressed or implied in such statements. Important factors that could cause actual results to differ materially from expectations include but are not limited to general business and economic conditions; changes in laws and regulations with respect to the use of AI-enabled tools; our ability to execute our digital plans and to deploy future digital use cases; our ability to adapt products and services to the changing market; our ability to attract and retain key employees and our ability to protect our intellectual property and exposure to claims of infringement from others. Additional information about material risk factors that could cause actual results to differ materially from expectations may be found in our most recent annual and interim reports and elsewhere in our filings with Canadian and U.S. securities regulators.

The forward-looking statements in this document are, unless otherwise indicated, stated as of the date hereof. We do not undertake to update any forward-looking statements, except as required by law.

About Manulife

Manulife Financial Corporation is a leading international financial services provider, headquartered in Toronto, Canada. Anchored in our ambition to be the number one choice for customers, we operate as Manulife across Canada and Asia, and primarily as John Hancock in the United States, providing financial advice, insurance and health solutions for individuals, groups and businesses. Through Manulife Wealth & Asset Management, we offer global investment solutions, financial advice, and retirement plan services to individuals, institutions, and retirement plan members worldwide. At the end of 2025, we had more than 37,000 employees, over 106,000 agents, and thousands of distribution partners, serving over 37 million customers with operations across 25 markets globally. We trade as 'MFC' on the Toronto, New York, and Philippine stock exchanges, and under '945' on the Hong Kong stock exchange.

Not all offerings are available in all jurisdictions. For additional information, please visit manulife.com.

Media Contact
Gina Simonis
617-840-4794
[email protected] 

SOURCE Manulife Financial Corporation

Do not say you were not warned.

Previewing the SpaceX (SPCX 4.95%) IPO earlier this year, I explained what investors should expect in three simple steps.

First: SpaceX IPO fever would make space stocks skyrocket -- and Redwire (RDW +6.37%) roughly doubled in four months. Next: Investors would question whether they wanted to own a second-tier space stock like Redwire at all, when industry leader SpaceX would soon go public. Finally: Investors would rush to sell other space stocks, and put the money in SpaceX instead. We're in this final stage now, and Redwire stock is down 22% since SpaceX's IPO.

Image source: Getty Images.

Redwire goes ice cold Redwire stock dropped another 10.5% through 10:25 a.m. ET today -- while SpaceX stock gained nearly 10%. This brings to mind the old advice "follow the money," except here, the money trail is so obvious you don't really need to do much following.

Investors are pulling money out of Redwire and pouring it into SpaceX stock instead.

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What's next for Redwire stock For Redwire investors, this has to feel discouraging -- but here's where the news turns good. According to data from StreetInsider.com, call options to buy Redwire stock at higher prices are currently outrunning put options to sell Redwire stock by a 3.6-to-1 ratio.

This tells me that serious investors are preparing for a serious rally in Redwire stock.

Are they right? That's hard to say. Deeply unprofitable and burning cash, Redwire isn't expected to earn even an EBITDA profit before 2027, and GAAP profits are even farther away. Still, when I look at unprofitable SpaceX stock that costs 130 times sales, versus Redwire stock trading for just six times sales, I know which one I'd pick.

Redwire stock is the better value play here.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

The race to commercialize Earth's orbit has shifted from speculative science fiction to a growing industrial reality. Investors now face a choice between Redwire (RDW +6.37%) and Rocket Lab USA (RKLB +3.10%) for their space exposure.

While both companies operate within the same broader sector, they offer different entry points into the space economy. Redwire focuses on the hardware and infrastructure that keep satellites running, while Rocket Lab provides the vehicles to get them there, along with its own satellite platforms. Comparing these two requires a deep dive into their growth rates, financial stability, and market positions in the 2026 landscape.

The case for RedwireRedwire operates as a specialized provider of space infrastructure, offering solar arrays, avionics, and autonomous systems for a variety of missions. The company serves a diverse mix of civil, commercial, and national security customers who require reliable components for complex spacecraft. Its technology is increasingly vital among defense stocks as governments seek to modernize their satellite constellations. However, customer concentration adds a layer of risk to the business, as its two largest customers accounted for roughly 19% and 20% of total revenue, respectively, in late 2025.

In fiscal 2025, revenue reached $335.4 million, a 10% increase compared to the prior year. Despite this growth, the company reported a net loss of approximately $226 million for the period.

The widening loss compared to previous years suggests that while the top line is expanding, the company is still navigating significant costs associated with its manufacturing and development efforts.

As of its December 2025 balance sheet, the debt-to-equity ratio was approximately 0.1x. This ratio, which compares total debt to shareholder equity, suggests a relatively low reliance on borrowed funds. The current ratio, a measure of a company's ability to pay short-term obligations, was approximately 1.6x. Free cash flow, which is cash flow from operations minus capital expenditures, was negative $190.8 million. This figure indicates that the business is currently consuming more cash than it generates from its core activities to fund its ongoing operations.

The case for Rocket LabRocket Lab has established itself as a leading end-to-end space company, providing both reliable launch services and sophisticated satellite manufacturing. The company has successfully scaled its Electron launch vehicle and is developing the larger Neutron rocket to compete for heavier payloads.

Its customer base is quite concentrated, with the top five customers accounting for nearly 49% of revenue in 2025. This means that the loss of a single major contract could significantly impact its financial performance and backlog stability.

For fiscal 2025, revenue reached nearly $602 million, representing an impressive 38% year-over-year growth rate. The company recorded a net loss of approximately $198 million, an improvement in net margin compared to previous years. This trend suggests the business is achieving greater scale as it ramps up production of its satellite components and maintains a steady launch cadence.

Based on the December 2025 balance sheet, the debt-to-equity ratio is approximately 0.1x, indicating that total debt is quite low relative to shareholder equity. The current ratio stands at a healthy 4.1x, suggesting the company has ample liquidity to meet its short-term liabilities.

However, free cash flow was negative $321.8 million for the year, as the company continues to invest heavily in developing its new Neutron rocket. Investors should note that negative free cash flow is common for capital-intensive companies in the growth phase of the space industry.

Risk profile comparisonRedwire faces significant risks due to its reliance on a small number of large customers and on government contracts. Since a significant portion of its business is tied to U.S. government spending, budget uncertainty or contract terminations could harm its revenue streams.

The company also faces intense competition from established defense contractors and new market entrants. Furthermore, if the company fails to protect its intellectual property, it could lose its competitive edge or face costly litigation that disrupts its operations.

Rocket Lab also faces risks. It deals with the inherent uncertainty of rocket science, where any launch failure or manufacturing defect can lead to reputational damage and financial loss. For instance, technical issues with its Neutron development or future Electron launches could delay missions and impact revenue.

The company also competes in a global market against well-funded giants like SpaceX and Northrop Grumman. Additionally, its reliance on single-source vendors for certain composites and propulsion components creates a supply chain risk that could halt production if those vendors fail to deliver.

Valuation comparisonRedwire appears much more affordable on a revenue basis, while Rocket Lab carries a significant premium reflecting its faster growth and larger market ambitions.

MetricRedwireRocket Lab USASector BenchmarkForward P/En/a163824.0x29.8xP/S ratio6.8x98.5xn/aSector benchmark uses the SPDR XLI sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Both space stocks command rich valuations and have similarly mixed financials, particularly in profitability. Both are also demonstrating great expansion potential as investment pours into the limitless frontiers of space.

However, Rocket Lab is the one I would bet on. While Redwire is positioning for high-margin growth by providing essential infrastructure for future space missions, Rocket Lab is growing faster at greater scale, indicating the size of its addressable market.

On a trailing-12-month basis, Redwire’s revenue totaled $371 million, up 34% year over year. Rocket Lab generated $680 million in revenue, up 46%.

Redwire is focused on space infrastructure, but Rocket Lab is building a complete end-to-end space company. It is pursuing opportunities in satellite services and spacecraft development. This will allow it to operate lucrative services such as Earth observation, navigation, and data analytics.

By operating across spacecraft and downstream services, Rocket Lab’s vertically integrated business strategy will likely create more opportunities to grow and deliver long-term returns to investors. This explains why the stock has outperformed over the past year and why investors are placing a much higher valuation on the stock in 2026.

Key Takeaways Rigetti shares fell nearly 9% as Quantinuum's $15B Nasdaq debut drew investor attention.QNT's IPO has set a new valuation benchmark for quantum computing peers.RGTI reported $4.4M in first-quarter revenues, up nearly 199%, with $569M in cash and no debt. Rigetti Computing (RGTI - Free Report) shares tumbled nearly 9% on Tuesday as investors turned their attention to Quantinuum's (QNT - Free Report) blockbuster Nasdaq debut. The quantum computing company raised about $1.68 billion in an upsized initial public offering (IPO) and debuted with an approximate valuation of $15 billion, instantly becoming the largest publicly traded pure-play quantum computing company. The listing has effectively reset valuation expectations across the quantum sector and introduced a new benchmark for investors assessing competitive positioning among companies such as Rigetti, IonQ (IONQ - Free Report) and D-Wave Quantum (QBTS - Free Report) .

However, per a Reuters article, Quantinuum's lofty valuation comes with its own set of questions. Japan's RIKEN research institute accounted for roughly 60% of the QNT's 2025 total revenues of about $30.9 million, highlighting the industry's continued reliance on government and research spending. QNT also posted a net loss of nearly $193 million in 2025. As a result, investors may increasingly compare the growth trajectories, technological roadmaps and commercialization prospects of publicly traded quantum companies rather than simply rewarding pure quantum exposure. For Rigetti, this comparison could cut both ways. Quantinuum's trapped-ion architecture is widely viewed as a leader in fidelity and error correction, but Rigetti continues to emphasize the speed and scalability advantages of its superconducting, chiplet-based approach.

Rigetti's recent execution has been improving. The company delivered first-quarter 2026 revenues of $4.4 million, up nearly 199% year over year, driven by Novera QPU deliveries and government projects, while ending the quarter with approximately $569 million in cash and no debt. Management also highlighted the general availability of its 108-qubit Cepheus-1 system across Rigetti Quantum Cloud Services, Amazon Braket, Microsoft Azure Quantum and qBraid and reiterated its goal of reaching quantum advantage within roughly three years through a 1,000-plus-qubit, high-fidelity architecture.

Thus, the selloff in Rigetti appears to reflect capital rotation and a broader reassessment of relative value rather than any deterioration in the company's fundamentals.

Peers UpdatesThe ripple effects of Quantinuum's blockbuster IPO extended beyond Rigetti, with IONQ and QBTS also tumbling in Tuesday's trading session. The selloff suggests that investors are reassessing valuations across the quantum computing space following the emergence of a new $15 billion pure-play competitor.

Quantinuum's listing has not only diverted speculative capital toward the newly public company but also intensified comparisons of technological capabilities, commercialization strategies and paths to profitability among quantum players. For IonQ and D-Wave, whose shares have rallied sharply over the past year, the IPO may have triggered profit-taking and a broader sector-wide repricing as investors recalibrate expectations for the rapidly evolving quantum computing market.

Rigetti’s Price Performance, Valuation and EstimatesShares of RGTI have lost 6.9% in the year-to-date period compared with the industry’s decline of 11.4%.

Image Source: Zacks Investment Research

From a valuation standpoint, Rigetti trades at a price-to-book ratio of 11.75, above the industry average. RGTI carries a Value Score of F.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Rigetti’s 2026 earnings implies a significant 70.3% improvement from the year-ago period.

Image Source: Zacks Investment Research

The company currently has a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

D-Wave Quantum Today

$24.25 -2.01 (-7.66%)

As of 09:31 AM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$12.75▼

$46.75Price Target$36.80

As Q2 2026 wraps up, the quantum computing race is as fierce as ever, and established pure-play companies like D-Wave Quantum Inc. NYSE: QBTS are facing new pressures. On one hand, D-Wave has to contend with increased activity in the quantum space by larger tech companies like Intel Corp. NASDAQ: INTC and IBM Corp. NYSE: IBM, both of which have made big pushes with new investments or major partnerships that leverage their size and operational advantages. This is made more complicated by an infusion of about $2 billion in funding across the industry from the Commerce Department, only a small portion of which is slated to go to D-Wave.

On the other hand, D-Wave also faces often-overlooked threats from smaller, up-and-coming quantum companies. One in particular—Arqit Quantum Inc. NASDAQ: ARQQ—may stand out in the field as a new rival. Below, we look at Arqit and a larger company traditionally outside of the quantum space, Qualcomm Inc. NASDAQ: QCOM, that may also threaten D-Wave's status as a leader in the field.

Get D-Wave Quantum alerts:

A Highly Speculative Quantum Cybersecurity Play Ahead of Its TimeArqit takes a unique approach within the quantum ecosystem in that it is a cybersecurity firm focused on quantum-safe encryption solutions. As quantum computing technology continues to develop, it may introduce new security threats that classical computing systems are not equipped to handle—the risks may even extend to cryptocurrencies. Arqit is now preparing for future security threats that harness quantum tech thanks to its key distribution architecture.

Arqit Quantum Today

$19.74 -0.20 (-1.01%)

As of 09:31 AM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$11.52▼

$62.00Price Target$60.00

For the first half of its fiscal 2026 (ending Sept. 30, 2026), revenue soared by some 830% year over year (YOY) on the strength of 11 unique contracts, up from seven a year prior. The company is breaking key ground with telecom network operators, government agencies, defense contractors, and other enterprise organizations, all of which could be vital client constituencies as the firm continues to grow.

By May 20, 2026, Arqit had amassed nearly $36 million in cash—while this remains modest, it is up about $7 million in the span of under two months. Supporting Arqit's growth is a collaboration with Intel that sees the former's encryption software pre-installed on select Intel hardware, as well as other partnerships that are emerging.

Investors may be concerned, however, that Arqit has missed some of its sales projections and that the company has diluted shares multiple times in recent years. These are reasons why it gets a Hold rating overall, with one Wall Street analyst suggesting ARQQ is a Buy and another calling it a Sell. Still, the price target of $60 is nearly 230% above current price levels. ARQQ is certainly a speculative and high-risk play, but it represents an early entrant to an industry that could end up being transformative—and which may eventually draw investor attention away from firms like D-Wave.

A Non-Quantum Company With an Important Role in Quantum DevelopmentWhile Arqit has a market capitalization of only around $280 million, Qualcomm is nearly 850 times larger at roughly $238 billion. And though Qualcomm is not a pure-play quantum company—it is a wireless communications and semiconductor firm—it is nonetheless an emerging player in quantum technology through its Qualcomm Ventures arm.

Qualcomm Today

$220.06 +5.99 (+2.80%)

As of 09:32 AM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$121.99▼

$259.92Dividend Yield1.67%

P/E Ratio23.70

Price Target$184.29

Qualcomm Ventures is a venture capital branch of Qualcomm that invests in quantum computing firms, among others. Notably, Qualcomm Ventures has made a significant investment in control system creator Quantum Machines, the maker of a platform used to control quantum processors.

For Qualcomm, the interest in quantum computing is at least two-fold. For one, the company has significant capital and leverage to deploy to participate in the quantum race, despite its traditional focus elsewhere. Beyond that, though, Qualcomm will benefit from the development of quantum-safe communications hardware. The threat of future quantum-based hacking will no doubt have an impact on the rollout of future 6G networks and beyond, and Qualcomm's products will be safer for customers if the company can play a role in the development of key algorithms and cryptography.

In its latest earnings report, Qualcomm posted a modest 3.5% YOY decline in revenue, even as sales reached $10.6 billion and beat analyst predictions. EPS of $2.65 also beat expectations and came in at the high end of guidance. Some of Qualcomm's non-quantum businesses helped to drive performance—including, most notably, its automotive revenue and its data center business. For investors interested in Qualcomm's potential within the quantum space, the buffer provided by this operational diversification may be a strong draw.

Should You Invest $1,000 in D-Wave Quantum Right Now?Before you consider D-Wave Quantum, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and D-Wave Quantum wasn't on the list.

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Shares of IonQ (IONQ 2.10%), D-Wave Quantum (QBTS 4.26%), and Rigetti Computing (RGTI 1.91%) all surged in April and May as their quarterly results came in ahead of analysts' estimates and Wall Street started taking the sector seriously again. Then came the reversal. IonQ fell by 21% in a single week in early June despite posting record quarterly revenue. D-Wave is down roughly 23% year to date and has struggled to hold gains even after a bookings quarter that most software companies would celebrate. Rigetti, which has less commercial revenue than the other two, sits down 19% year to date. The Quantinuum (QNT +13.21%) IPO filing -- with its $12.7 billion valuation and Honeywell (HON 0.38%) backing -- reminded public market investors that a better-funded competitor was in the room.

This is what a sector reset looks like. Not a collapse of the underlying technology, but a valuation recalibration after a run-up that had gotten well ahead of the fundamentals. For investors with patience, the gaps between prices and progress are where opportunities live. But not every stock in a beaten-down sector deserves a second look.

Image source: Getty Images.

Rigetti is still too early Rigetti Computing posted Q1 2026 revenue of $4.4 million. The company has over $569 million in cash on its books, a deal to sell a 108-qubit system to the Indian government's Centre for Development of Advanced Computing, and a 128-qubit platform actively shipping. The technology is advancing -- no question. But its revenue base is thin enough that valuing the stock with any precision is an exercise in guesswork. Rigetti's market cap today implies commercial traction that the company hasn't yet demonstrated. Its cash cushion is long, which means this isn't an existential story. It's just an early one. I'm watching, not buying.

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IonQ has the best business, and the richest price IonQ is the most compelling quantum computing company from a pure business standpoint. In Q1, its revenue reached $64.7 million -- up 755% year over year -- full-year guidance was raised to a range of $260 to $270 million, and its backlog hit $470 million. The company has government contracts, enterprise cloud deals, and a roadmap to fault-tolerant computing that has earned genuine respect from analysts.

The stock is trading near $57 after last week's 21% drop, but even at that level, it carries a valuation that prices in years of execution going right. IonQ has the best fundamentals in the pure-play quantum space. The question is whether the market is paying you to own those fundamentals or charging you to own them. Right now, I think it's the latter. The business is exceptional. The entry point is not.

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D-Wave Quantum is the one I'm buying Thanks to its recent acquisition of peer Quantum Circuits, D-Wave is the only dual-platform quantum company -- building both quantum annealing and gate-model systems -- and its quantum annealing hardware is being deployed to solve real enterprise optimization problems today. That tech doesn't need to wait for error-reduction and correction breakthroughs that remain years away. That's the part that gets dismissed because it doesn't fit the "quantum future" narrative. But it's also the part that generates revenue now.

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In Q1, D-Wave's revenue was a modest $2.9 million -- but its closed bookings hit $33.4 million, up 1,994% year over year. The company signed a $20 million system sale to Florida Atlantic University and a $10 million quantum-computing-as-a-service deal with a Fortune 100 company in the same quarter. Remaining performance obligations surged by 563%. Management guided for the bulk of 2026 revenue to hit in the second half of the year as those contracts convert.

The stock is down around 20% year to date and trades at roughly $23 per share. To me, D-Wave is the quantum stock for which the market is most clearly pricing in yesterday's skepticism while ignoring today's booking momentum. It is not the most technically impressive name in the sector. It is the one doing the most business right now. Also, at this price, that distinction matters.

BSF Enterprise PLC (LSE:BSFA, OTC:BSFAF) said its T-Rex Leather handbag project had successfully validated the structural performance of its advanced tissue engineering platform, despite the Paris auction falling short of its reserve price.

The company said public bidding for the world’s first T-Rex Leather handbag reached €150,000 at Hôtel Drouot in Paris, missing the reserve of €500,000, and the piece has now been moved into a private sale process aimed at interested auction parties, institutional collectors, museums and high-net-worth individuals.

BSF described the project as a technical demonstration rather than a consumer fashion launch, saying the handbag proved its ability to produce a dense, stitchable and tannable bio-synthetic material using its scaffold-free ATEP platform.

The company added that the visibility from the Paris exhibition had accelerated commercial discussions with major potential partners, including a global sportswear business assessing performance footwear applications and a tier-one automotive manufacturer exploring sustainable vehicle upholstery.

Chief executive Dr Che Connon said the auction had demonstrated “an incredible engineering feat”, adding that automotive and footwear groups were not interested in buying a handbag but in licensing the platform that created it.

BSF also pointed to its broader portfolio, including lab-grown leather, 3D Bio-Tissues’ City-Mix and CytoBoost products, and Kerato’s corneal repair technology, saying its value remained supported by multiple commercial and clinical development routes.

Key Takeaways APLD's growth remains tied to a small group of hyperscale customers, creating concentration risk.APLD is developing multiple AI Factory campuses while investing in cooling and power solutions.APLD trades at a premium valuation despite ongoing losses and rising leverage concerns. Applied Digital (APLD - Free Report) presents a concerning investment picture that should give potential investors serious pause. Shares of the AI data center developer have appreciated 89.5% in the year-to-date period, outpacing the broader Zacks Finance sector’s 3% return and the Financial - Miscellaneous Services industry’s decline of 8.2% over the same period.

APLD's explosive rally reflects investor enthusiasm surrounding artificial intelligence infrastructure and high-performance computing demand. However, such strong momentum can sometimes overshadow underlying risks. A closer examination of the company's fundamentals suggests the stock's recent strength may be difficult to sustain.

APLD’s YTD Performance
Image Source: Zacks Investment Research

Let's take a closer look to understand why investors should stay away from APLD stock right now.

APLD's Customer Concentration Remains a Structural RiskAlthough APLD has significantly expanded its commercial footprint, customer concentration remains a key risk. The company has grown its contracted revenue base to approximately $36 billion across five campuses, with nearly 70% backed by investment-grade counterparties. Despite this progress, a substantial portion of APLD's long-term growth expectations continues to depend on a relatively small group of hyperscale customers. Competitors such as IREN (IREN - Free Report) and Vertiv Holdings (VRT - Free Report) are aggressively expanding their own AI infrastructure capabilities, intensifying the competition for incremental hyperscale commitments.

CoreWeave (CRWV - Free Report) remains one of APLD's most important tenants and has played a central role in the company's rapid expansion. CoreWeave carries a substantial debt load of its own, meaning any deterioration in its GPU rental economics or capital structure could have an outsized impact on APLD's earnings visibility. Any slowdown in AI infrastructure investments, changes in deployment plans or weaker demand for GPU capacity could adversely affect future growth prospects.

This risk is further amplified by APLD's capital-intensive business model, which requires substantial ongoing investment in new campuses and infrastructure. IREN has demonstrated how swiftly credible players can secure large-scale hyperscaler agreements, while Vertiv Holdings continues deepening relationships with the same hyperscale customer base, potentially limiting APLD's growth opportunities over time.

APLD Prioritizes Simultaneous Investment Over ProfitabilityAPLD continues to pursue an ambitious growth strategy that requires substantial capital deployment well ahead of earnings generation. The company is simultaneously developing multiple AI Factory campuses, funding successive construction phases and investing in supporting technologies such as advanced liquid-cooling infrastructure and proprietary waterless cooling solutions. It has also extended credit support to Base Electron, an independent power producer being developed to expand power availability across the Dakotas. Yet despite the expanding investment footprint, a clear path to sustainable profitability remains absent.

The financial impact of this strategy is becoming increasingly visible. Despite reporting third-quarter fiscal 2026 revenue growth of 139% year over year, APLD posted a net loss of 36 cents per share. The company ended the quarter with approximately $2.1 billion in cash and cash equivalents against $2.7 billion in debt. Its leverage profile has since increased following the issuance of an additional $1.59 billion in senior secured notes. Meanwhile, the Zacks Consensus Estimate for fiscal 2026 loss is pegged at 68 cents per share, widening by 7 cents over the past 30 days, reflecting growing concerns over the timing of meaningful earnings generation.

APLD Shares Are OvervaluedAPLD shares are overvalued as suggested by a Zacks Value Score of F. The stock trades at a forward price-to-sales multiple of 16.95X, a steep premium to the Zacks industry multiple of 2.81X and the broader sector multiple of 8.82X. Against peers, the disconnect is stark, with IREN trading at 8.22X and Vertiv Holdings at 7.73X.

This premium is difficult to justify given APLD's continued dependence on CoreWeave as its anchor tenant, an expanding investment mandate that is outpacing earnings generation and the absence of a clear near-term path to profitability.

APLD’s Forward 12 Months (P/S) Valuation
Image Source: Zacks Investment Research

ConclusionDespite rapid revenue growth and an expanding campus portfolio, APLD's path to profitability remains long and uncertain. Persistent net losses, a heavily leveraged balance sheet, continued dependence on a handful of hyperscale customers and a stretched valuation present meaningful near-term risk.

APLD currently carries a Zacks Rank #5 (Strong Sell), suggesting that investors should stay away from the stock for now.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Expand Energy is rated a Strong Buy, with a $132 price target vs. sub-$90 current levels, driven by resilient free cash flow at low gas prices. EXE's dual-basin Marcellus-Haynesville footprint enables flexibility: Low-cost Marcellus supports cash flow in weak markets, while Haynesville offers upside as prices rise. Despite bearish speculative sentiment and near-term headwinds, intermediate-term catalysts include LNG export growth, industrial demand, and power sector expansion.

SANTA CLARA, Calif. and OAK RIDGE, Tenn.--(BUSINESS WIRE)---- $OKLO #advancedfission--Oklo Inc. (NYSE: OKLO) (“Oklo”), an advanced nuclear technology company, and Standard Nuclear, a reactor-agnostic producer of TRISO nuclear fuel, today announced they have entered a memorandum of understanding (MOU) to explore commercial collaboration on nuclear fuel recycling and advanced fuel manufacturing. As part of that collaboration, the companies also intend to work together on the safe, secure, and cost-effective utilization of U.

Key Takeaways Oklo signed an MOU with Standard Nuclear to explore fuel recycling and advanced fuel manufacturing.Oklo will assess recycled fuel materials as feedstock for domestic TRISO fuel production.Oklo and Standard Nuclear are advancing DOE talks tied to surplus plutonium utilization. Oklo Inc. (OKLO - Free Report) and Standard Nuclear have signed a memorandum of understanding (MOU) to explore collaboration on nuclear fuel recycling and advanced fuel manufacturing. The partnership marks Oklo’s first third-party offtake pathway for recycled nuclear materials and reflects a broader effort to strengthen the U.S. nuclear fuel supply chain as demand for reliable, carbon-free power continues to grow.

The agreement comes as both companies advance negotiations with the U.S. Department of Energy (DOE) under its Surplus Plutonium Utilization Program, highlighting their role in supporting the next generation of advanced nuclear technologies.

Recycling Used Nuclear Fuel for Advanced ApplicationsA key focus of the collaboration is the evaluation of recycled nuclear materials from Oklo’s planned fuel recycling facility in Oak Ridge, TN. The companies will assess the potential supply of reprocessed uranium (RepU) and uranium-transuranic (U/TRU) materials recovered from used nuclear fuel.

These recycled materials could serve as feedstock for Standard Nuclear’s TRISO fuel production, helping create a domestic source of advanced reactor fuel. By recovering valuable materials from spent fuel, the partnership seeks to unlock energy resources that would otherwise remain unused while reducing dependence on newly mined inputs.

Exploring the Use of Surplus PlutoniumBeyond fuel recycling, the agreement establishes a framework for evaluating the use of surplus U.S. plutonium in advanced reactor fuel. The companies plan to explore opportunities related to facilities, licensing, transportation and packaging to support the safe and cost-effective conversion of plutonium into usable reactor fuel.

For Oklo, the initiative aligns with its broader strategy of transforming surplus nuclear materials into productive energy assets. The company is also advancing its Pluto fast test reactor project, which aims to demonstrate how plutonium can serve as a bridge fuel for advanced nuclear systems.

Supporting a Secure Domestic Fuel EcosystemThe collaboration reflects growing industry efforts to establish a resilient and independent U.S. nuclear fuel supply chain. Standard Nuclear, the nation’s only independent developer of reactor-agnostic TRISO fuel, views the partnership as an opportunity to secure long-term feedstock supplies for both advanced reactors and radioisotope power systems.

Meanwhile, Oklo continues to expand its capabilities in fuel recycling and isotope recovery, targeting applications that extend beyond electricity generation into healthcare, defense, research, industrial processes and space technologies.

Growing Policy Support for Nuclear EnergyThe partnership comes amid increasing federal support for nuclear energy development. Rising electricity demand, driven in part by the rapid expansion of AI data centers, has intensified concerns about grid reliability and long-term power availability.

To address these challenges, the U.S. government has launched initiatives aimed at rebuilding domestic nuclear fuel capabilities. Programs such as the DOE’s “Nuclear Dominance — 3 by 33” seek to strengthen every stage of the fuel cycle, including mining, conversion, enrichment and recycling, while reducing reliance on foreign supply sources in the United States by 2033.

Positioning for the Next Phase of Nuclear GrowthAs advanced reactor deployment gains momentum, access to reliable fuel supplies is becoming a critical industry priority. The collaboration between Oklo and Standard Nuclear demonstrates how fuel recycling, advanced manufacturing and government-backed initiatives can work together to support the expansion of nuclear energy.

By combining expertise in fuel recovery and advanced fuel production, the companies are positioning themselves to play an important role in the evolving U.S. nuclear landscape while helping create a more secure and sustainable fuel ecosystem for future reactor technologies.

OKLO’s Zacks Rank & Key PicksOklo is an advanced nuclear energy company focused on developing, owning and operating small nuclear power plants under its Aurora product line. Currently, OKLO has a Zacks Rank #3 (Hold).

Investors interested in the nuclear energy sector may consider some top-ranked stocks like BHP Group Limited (BHP - Free Report) , NextEra Energy, Inc. (NEE - Free Report) and PG&E Corporation (PCG - Free Report) — each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

BHP Group is one of the world's largest mining companies and a leading producer of iron ore, copper and metallurgical coal and is making strides to move into potash production. The Zacks Consensus Estimate for BHP’s 2026 earnings indicates 41.5% year-over-year growth.

Juno Beach, FL-based NextEra Energy is a public utility holding company engaged in the generation, transmission, distribution and sale of electric energy. The Zacks Consensus Estimate for NEE’s 2026 earnings indicates 8.1% year-over-year growth.

San Francisco, CA-based PG&E is the parent holding company of California’s largest regulated electric and gas utility, Pacific Gas and Electric Company. The company generates revenues mainly through the sale and delivery of electricity and natural gas to customers. The Zacks Consensus Estimate for PCG’s 2026 earnings indicates 10% year-over-year growth.

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.

Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.

One stock to keep an eye on is Encore Capital Group (ECPG - Free Report) . ECPG is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A. The stock has a Forward P/E ratio of 5.46. This compares to its industry's average Forward P/E of 7.40. Over the past 52 weeks, ECPG's Forward P/E has been as high as 9.37 and as low as 4.14, with a median of 5.49.

Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. ECPG has a P/S ratio of 0.96. This compares to its industry's average P/S of 1.43.

These figures are just a handful of the metrics value investors tend to look at, but they help show that Encore Capital Group is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, ECPG feels like a great value stock at the moment.

Austin, June 17, 2026 (GLOBE NEWSWIRE) -- The Demand Side Platform (DSP) Market was valued at USD 38.72 Billion in 2025 and is expected to reach USD 265.64 Billion by 2035, growing at a CAGR of 21.45%.

The demand side platform market is rapidly expanding, as DSPs have become the technological heart of modern programmatic advertising, enabling advertisers, agencies and brand marketers to access digital advertising inventory across numerous ad exchanges, SSPs and publisher networks through a single platform. The DSP technology has enabled optimising the audience targeting accuracy, bidding price efficiency and cross channel coordination across display, video, mobile, connected TV and digital audio simultaneously in ways no manual approach can replicate.

Download PDF Sample of Demand Side Platform (DSP) Market @ https://www.snsinsider.com/sample-request/10341 

AI-Powered Optimization and Connected Television Inventory Growth to Augment Market Expansion Globally

The continued integration of AI and machine learning to deliver tangible performance benefits by accurately processing real-time audience signals, analysing historical performance, and optimising competitive bids will continue to drive DSP adoption as the ROI uplift over manual media buying makes a compelling case for procurement. Moreover, new commercial growth dimensions that support the DSP market’s exceptional 21.45% CAGR through 2035 are emerging from retail media programmatic infrastructure that facilitates closed-loop purchase attribution, CTV measurement standardisation that enables cross-media currency development, and first-party data activation via DSP-CDP integrations.

Segmentation Analysis:

By Type, Real-Time Bidding Platforms Dominated the Market; Programmatic Premium Buying Segment to Grow with the Fastest CAGR Globally

In 2025, Real-Time Bidding Platforms constituted the largest segment, contributing 68.41% of revenue, driven by RTB’s impression level targeting accuracy, dynamic pricing efficiency, and cross-exchange inventory access. The fastest-growing type is Programmatic Premium Buying Platforms, which is being driven by the increasing adoption of private marketplace deals and programmatic guaranteed arrangements among premium publishers.

By Deployment, Cloud-Based DSP Dominated the Market and is Also the Fastest Growing

Cloud-Based DSP accounted for 82.41% of revenue in 2025 due to its elastic processing power allows billions of bid auctions to be managed in real time every day, without advertisers needing to provision the same amount of server infrastructure in-house globally. On premise DSP still has significant attraction for large enterprises and global media holding companies where data governance requirements and proprietary audience data protection policies are architecturally unacceptable for centralised cloud processing even with economic advantages.

By Application, Display Advertising Dominated the Market; Connected TV Segment to Witness Fastest CAGR Growth Globally

Display Advertising represented 30.15% of application revenue in 2025 as the most mature and deeply embedded DSP application environment with the broadest publisher inventory, most established audience targeting infrastructure and longest optimisation learning track record. Connected TV Advertising is the fastest growing application at 23.01% CAGR. Growth is driven by rapid growth of advertising tiers of streaming services, programmatic opening of broadcast network streaming inventory, and measurement superiority of addressable CTV over linear television GRP metrics that cannot deliver the impression-level audience verification and attribution that DSP-powered CTV campaigns provide.

By End User, Brand Advertisers Dominated the Market; Retail & E-Commerce Segment to Witness Fastest CAGR Growth Globally

Brand Advertisers represented 26.15% of end-user revenue in 2025, demonstrating continued investment in programmatic technology as the primary driver of precisely targeted awareness and conversion campaigns across global and national consumer audiences. Retail & E-commerce Platforms is the fastest growing end user at 22.68% CAGR as major e-commerce platforms, such as Amazon, Walmart, Target, and Kroger are commercialising first-party shopper data using DSP-enabled programmatic products.

If You Need Any Customization on Demand Side Platform (DSP) Market Report, Inquire Now @ https://www.snsinsider.com/enquiry/10341 

Regional Insights:

North America dominated the global DSP market in 2025 with a share of about 38.15% of the global revenues. The US accounted for about 86.54% of the regional revenue as the hub for global programmatic technology innovation. The U.S. digital advertising market is almost 100% programmatic, which gives the transaction volume for DSPs to reinvest in technology development to improve data network effects. Canada is a technologically advanced market with programmatic adoption practices similar to the U.S.

The U.S. Demand Side Platform (DSP) market is estimated at USD 12.78 Billion in 2025 and expected to reach USD 85.98 Billion by 2035 at a CAGR of around 21.21%. The growth is driven by more than USD 270 Billion of digital ad spend in 2024, a mature programmatic ecosystem, and leading platforms including The Trade Desk, Google Display & Video 360, Amazon DSP, Adobe Advertising Cloud, and Microsoft Advertising, with ongoing AI-driven optimisation across DSP workflows. The Europe Demand Side Platform (DSP) Market is estimated to be USD 9.73 Billion in 2025 and is projected to reach USD 66.75 Billion by 2035, growing at a CAGR of 21.45%. Europe accounted for approximately 25.14% of the global demand side platform market revenue in 2025. In 2025, Europe’s DSP market represented around 25.14% of the total worldwide DSP revenues, impacted by particular legislative challenges related to GDPR, the Digital Services Act and national data protection authorities’ enforcement.

Asia Pacific is the fastest developing area with CAGR of over 22.32% between 2022-2035. China, the world’s largest mobile internet market with its sophisticated programmatic infrastructure, should represent for about 38% of regional sales. India is the biggest DSP consumption market in the region with a fast-growing digital advertising business and mature programmatic infrastructure. The South-east Asian markets look promise with the adoption of mobile-first internet and increasing programmatic maturity.

Key Players:

Google (Display & Video 360)The Trade DeskAmazon DSPAdobe Advertising CloudMicrosoft AdvertisingYahoo DSPCriteoXandr (Microsoft Advertising Platform)MediaMathAmobee (Nielsen)StackAdaptBasis Technologies (Centro)QuantcastRTB HouseAdformInMobi AdvertisingVerizon Media DSPSmartyAdsViant Technology Inc.Centro DSP (Basis Global Technologies) Recent Developments:

2025: The Trade Desk launched its Kokai AI platform update incorporating LLM-powered audience curation and predictive bidding, enabling DSP buyers to specify campaign objectives in natural language while AI automatically configures targeting, bid strategies, and budget allocation across inventory channels.

2025: Amazon DSP expanded sponsored display and video advertising through new programmatic access to streaming TV inventory across Prime Video, enabling advertisers to programmatically purchase premium CTV inventory with Amazon's first-party shopper data targeting applied to household-level audience segments.

Buy Full Research Report on Demand Side Platform (DSP) Market 2026-2035 @ https://www.snsinsider.com/checkout/10341 

Exclusive Sections of the Report (The USPs):

DSP Deployment & Programmatic Performance Metrics – helps you understand adoption trends across RTB, programmatic premium buying, and direct deal platforms along with improvements in audience targeting accuracy, bid win rate, and campaign return on ad spend.Connected TV & Video Inventory Metrics – helps you evaluate CTV advertising programmatic adoption, streaming service ad tier inventory growth, addressable household targeting capability, and linear television budget migration trends across major advertising markets.Retail Media & First-Party Data Metrics – helps you analyze retail media network programmatic infrastructure investment, closed-loop purchase attribution capability development, shopper data monetization trends, and FMCG brand programmatic retail media adoption.Privacy-First Targeting & Cookieless Transition Metrics – helps you uncover growth in contextual advertising adoption, clean room data collaboration investment, first-party CDP-DSP integration, and identity resolution technology development across privacy-regulated advertising markets.AI Bid Optimization & Creative Automation Metrics – helps you identify growth opportunities in LLM-powered campaign management, AI creative variant testing adoption, predictive audience modelling investment, and natural language campaign configuration capability deployment.Competitive Landscape & DSP Expansion Metrics – helps you gauge the competitive strength of key market players based on AI platform capability, CTV inventory partnership scale, retail media data access, and privacy-compliant targeting technology development globally. Read Other Related Reports:

Digital Advertising Market Size Report by 2032

Programmatic Advertising Market Size Report by 2035

Digital Transformation Market Size Report by 2032

Data Marketplace Platform Market Size Report by 2033

Customer Data Platform Market Size Report by 2035

About Us:

SNS Insider is one of the leading market research and consulting agencies that dominates the market research industry globally. Our company's aim is to give clients the knowledge they require in order to function in changing circumstances. In order to give you current, accurate market data, consumer insights, and opinions so that you can make decisions with confidence, we employ a variety of techniques, including surveys, video talks, and focus groups around the world.

CoreWeave shares are powering higher. What’s fueling CRWV momentum? Why CoreWeave’s Nasdaq-100 Inclusion MattersNasdaq said CoreWeave will be added to the Nasdaq-100 Index as part of the June 2026 quarterly rebalance, effective before the market opens on June 22, an event that can trigger buying from index-tracking funds that need to match the benchmark. CoreWeave's inclusion came alongside Astera Labs, Nebius Group, Rocket Lab and Teradyne.

The company also priced a private offering of $1.25 billion of 9.625% senior notes and 2 billion euros of 8.500% senior notes, both due in 2032, adding another headline for traders to weigh alongside the index-driven flow.

That financing followed an earlier plan to raise $3.5 billion (or the euro equivalent) of senior notes due 2032, with proceeds earmarked for general corporate purposes including repayment of existing debt.

CoreWeave’s Key Moving Averages and TrendsFrom a trend perspective, CoreWeave is holding above its major moving averages, trading 9.8% above the 20-day SMA ($105.37), 5.7% above the 50-day SMA ($109.47), 18% above the 100-day SMA ($98.07), and 15.6% above the 200-day SMA ($100.14). That "price above the stack" look usually keeps dip-buyers interested, but the 20-day SMA still sitting below the 50-day SMA is a reminder the shorter-term trend hasn't fully flipped bullish.

Momentum looks more "reset than stretched" with RSI at 51.28, which is a neutral reading that often lines up with consolidation rather than a runaway move (RSI gauges how extended buying or selling pressure is). In the background, the golden cross in May (50-day SMA above the 200-day SMA) keeps the longer-term trend constructive, even after the stock's 12-month slide of 27.48%.

Key levels are fairly clean here: a push toward resistance can attract profit-taking, while a pullback toward support is where bulls will want to see buyers defend quickly.

Key Resistance: $125.00 — a round-number area that can act as a natural "pause point" if the rebound extends Key Support: $103.00 — a nearby floor that sits close to the 20-day/50-day moving-average zone where buyers often re-engage What Is CoreWeave and Its Business Model?CoreWeave is a modern cloud infrastructure company that offers Nvidia GPUs and other essential AI hardware with optimized efficiency to handle demanding AI training and inference workloads. Its platform is built to support foundational large language models, and the rollout of next-generation AI applications as global AI demand grows.

CoreWeave Stock Price Movement TodayCRWV Stock Price Activity: CoreWeave shares were up 7.38% at $104.59 at the time of publication on Tuesday, according to Benzinga Pro data.

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

One tech company that doesn't have a terribly large market cap and that can benefit from the soaring demand for Nvidia's cutting-edge chips is CoreWeave (CRWV 1.55%). At a market cap of around $60 billion, it's an important player in tech, but its valuation isn't as astronomical as that of other tech giants.

It struggled late last year, but so far in 2026, the tech stock has been doing well, with its shares rising by close to 50%. And the good news? They may climb even higher this year, as shareholders recently got some great news.

Image source: Getty Images.

CoreWeave is getting added to the Nasdaq-100 Earlier this month, CoreWeave announced it was among the Nasdaq stocks that would be added to the Nasdaq-100 index as part of the latest update. The index includes the top 100 non-financial companies that are on the exchange. It's symbolic of how large CoreWeave has become and its growing important in the tech sector. The changes will go into effect next week, on June 22.

This is big news for CoreWeave as it will mean funds that track the Nasdaq-100 will now have exposure to CoreWeave. That results in more buying and puts upward pressure on the stock, which could lead to further gains for investors. Plus, investors who screen for top growth stocks within the index may become more familiar with CoreWeave, and that, too, may result in more buying. It's a great scenario all around for CoreWeave, as it could lead to higher returns in both the short- and long-term.

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Is CoreWeave stock worth buying today? CoreWeave makes money from renting out compute space and giving companies access to Nvidia's latest and greatest chips. As demand for computing power rises, so too does CoreWeave's revenue. Last year, its revenue topped $5.1 billion, representing a massive increase from the $1.9 billion in revenue it posted in the previous year. The challenge with CoreWeave, however, is that its expenses are also high; it has incurred a net loss of $1.6 billion in the trailing 12 months, despite continually growing its operations.

For that reason, it can still be a bit risky to own, and it's not a stock I would suggest you can safely buy and forget about for the long haul. But if you want exposure to a tech stock with a lot of upside and that can benefit from the growing tech build-out, then CoreWeave could be a good buy, especially now that it's making the jump to the Nasdaq-100.

David Jagielski, CPA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Nasdaq. The Motley Fool has a disclosure policy.

CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced record-breaking results in the MLPerf® Training v6.0 benchmark suite. Running on the same CoreWeave Cloud infrastructure available to customers today, CoreWeave delivered the fastest DeepSeek-V3 671B training performance in the benchmark, training one of the most computationally demanding models ever benchmarked in 2.02 minutes on 8,192 NVIDIA GB300 NVL72 GPUs — the largest GB300 cluster submitted in this round.

As frontier models reach trillion-parameter scale and agentic workloads become the new standard, training performance has emerged as a defining constraint on how quickly AI teams can iterate, experiment, and bring models to production. The gap between theoretical hardware performance and real-world training efficiency is determined not by silicon alone, but by how well networking, orchestration, scheduling, storage and software work together as a system. CoreWeave's MLPerf Training v6.0 results reflect the company's sustained investment in full-stack optimization and the operating standard CoreWeave Mission Control brings, consistently turning cutting-edge hardware into reliable, production-ready training performance at scale.

"Training DeepSeek-V3 in two minutes on the largest GB300 cluster reflects years of metal-to-model engineering investment,” said Chen Goldberg, Executive Vice President of Product and Engineering at CoreWeave. “These results came from the same infrastructure our customers run in production today, not a benchmark-only setup. That's what an AI-native cloud is built to do.”

Training DeepSeek-V3 671B in Approximately Two Minutes: The Largest GB300 Cluster in the Benchmark

CoreWeave submitted three GB300 NVL72 configurations on DeepSeek-V3 671B, the benchmark's most demanding workload, achieving the fastest results across all Closed/Available-cloud submissions. On 8,192 GPUs across 2,048 nodes, CoreWeave hit target quality in approximately two minutes. Scaling down to 4,096 GPUs across 1,024 nodes, training was completed in 3.09 minutes. At 2,048 GPUs across 512 nodes, the result was 5.54 minutes. As the cluster size doubled at each step, training time improved predictably — a consistent, near-linear scaling efficiency that reflects full-stack optimization across every layer of the CoreWeave platform.

CoreWeave was the only submitter in the v6.0 round to scale a GB300 platform beyond 2,048 GPUs on DeepSeek-V3. The scaling story is as significant as the result demonstrating that full-stack optimization delivers more usable performance per GPU than raw scale alone. For AI teams operating under compute budgets, that scaling curve translates directly into faster training runs, shorter development cycles, and quicker time to production.

Consistent Performance Across Every Cluster Size

CoreWeave's MLPerf Training v6.0 results demonstrate that full-stack infrastructure advantages extend across deployment sizes, not just at frontier scale.

On NVIDIA GB300 NVL72, CoreWeave's 4,096-GPU deployment reached the Llama-3.1-405B reference quality target in 9.77 minutes, achieving near-parity with larger GB200 deployments while using 20% fewer GPUs. The run was built on NVIDIA NeMo Framework Release 26.04, with full CUDA graphs, Tensor/pipeline/context-parallel sharding tailored to the GB300 NVL72 topology, and NVIDIA Spectrum-X Ethernet running RoCE for scale-out fabric.

On a compact 8-node, 64-GPU NVIDIA HGX B200 cluster connected via InfiniBand, CoreWeave trained GPT-OSS-20B in 26.98 minutes and Llama-3.1-8B in 16.54 minutes. Through optimizations in orchestration, communication libraries, and distributed training configuration, CoreWeave delivered performance from the B200 platform that rivals larger and newer-generation deployments. This validated that CoreWeave's engineering advantages benefit customers at every scale, not just the largest clusters.

The Infrastructure Behind the Results

CoreWeave's MLPerf Training v6.0 results reflect optimizations across every layer of the stack:

Fleet-Wide Performance Consistency: CoreWeave Mission ControlTM continuously performs health checks across the latest rack scale systems like GB300, validating hardware, firmware, network, and thermal health before and during large-scale training jobs. This reduces stragglers and ensures workloads run on a consistent, performance-qualified infrastructure baseline. NVLink-Domain-Aware Scheduling: CoreWeave SUNK is topology-aware by design, intelligently placing workloads to maximize locality and co-locating expert-parallel groups within the same NVL72 domain to minimize inter-rack communication for MoE workloads. Optimized Network Performance: CoreWeave employs a rail-aware networking strategy that balances traffic, ensuring bandwidth is utilized efficiently and preventing hotspots from developing within the fabric at multi-thousand-GPU scale. "The gap between benchmark performance and production reality remains one of the most persistent challenges in AI infrastructure," said Brendan Burke, Research Director at Futurum Research. "CoreWeave's MLPerf Training v6.0 results, particularly training DeepSeek-V3 in two minutes on the largest GB300 cluster in the benchmark, demonstrate that full stack AI expertise compounds real-world performance gains as new hardware arrives. For AI researchers under pressure to race ahead of the field, that advantage separates leaders from followers."

Built on a Foundation of Production-Ready Infrastructure

CoreWeave's MLPerf Training v6.0 results were achieved on the same production infrastructure available to customers today. The networking fabric, scheduler, storage architecture, and CoreWeave Mission Control orchestration platform used in MLPerf are the same systems customers use to run real-world workloads. This was not a benchmark-only environment, it was a validation of the platform customers can access now.

These results build on a growing body of independent validation. CoreWeave is the only AI cloud to earn the top Platinum ranking in both SemiAnalysis ClusterMAX™ 1.0 and 2.0, and one of the leading providers for inference speed and price-performance for Moonshot AI's Kimi K2.6 in independent benchmarking by Artificial Analysis.

Learn more about CoreWeave's MLPerf Training v6.0 results on the CoreWeave blog.

About CoreWeave

CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to move at the pace of innovation, building and scaling AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave serves as a force multiplier by combining superior infrastructure performance with deep technical expertise to accelerate breakthroughs. Established in 2017, CoreWeave completed its public listing on Nasdaq (CRWV) in March 2025. Learn more at www.coreweave.com.

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The rally comes as investors continue to react to CoreWeave’s upcoming addition to the Nasdaq-100 Index. The stock also received support after Cantor Fitzgerald reiterated its Overweight rating and maintained its $167 price forecast on Tuesday.

Nasdaq said CoreWeave will join the Nasdaq-100 as part of its June quarterly rebalance, effective before the market opens on June 22. The inclusion is expected to drive demand from index-tracking funds that must buy shares to mirror the benchmark.

Cantor Sees Stronger Growth Than Investors ExpectIn a research note published Monday, Cantor Fitzgerald said CoreWeave’s June bond offering memorandum contained supplemental financial disclosures that equity investors have largely overlooked.

The analysts pointed to a run-rate EBITDA of $18.76 billion, up from $16.10 billion disclosed in the company’s April offering memorandum. They said the increase reflects additional contract wins and backlog growth during the quarter, signaling continued business momentum.

Sizable Backlog Beat ProjectedThe research firm projects that CoreWeave is positioned to materially exceed the consensus backlog estimates for the second quarter of 2026.

The analyst calculations show that CoreWeave accumulated an implied backlog of $125 billion as of the offering memorandum date, which represented 80% of the quarter.

Assuming a consistent expansion pace for the remainder of the period, Cantor Fitzgerald estimates that total backlog could exceed $131 billion by the end of the second quarter. This projection contrasts with Bloomberg consensus estimates, which currently sit at $104.4 billion.

Favorable Valuation Metrics and Contract TargetsThe report notes that CoreWeave is on track to approximate the $40 billion in new contracts secured during the first quarter of 2026.

Additionally, the analysts stated the company has secured 90% of its year-end 2027 revenue target of $30 billion in annualized recurring revenue.

Based on the share price of $106.71, the company trades at 6.2 times enterprise value to run-rate EBITDA when using the target net debt of $58.3 billion from the offering memorandum.

Broad Sector Undervaluing PersistsCantor Fitzgerald maintained that the broader market continues to undervalue both CoreWeave and the neocloud sector.

“While one of the biggest debates surrounding CRWV, as well as other neoclouds, is what valuation methodology or target multiple is most appropriate, we continue to believe the market is woefully undervaluing this sector and CRWV, in particular,” the report said.

The analysts concluded that the current risk-to-reward ratio remains attractive for investors leading up to the release of the second-quarter financial results.

CRWV Price Action: CoreWeave shares were up 9.73% at $117.09 at the time of publication on Tuesday, according to Benzinga Pro data.

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CoreWeave Inc. is added to the Nasdaq 100, signaling institutional validation and improved sentiment for the neocloud sector. I see two major tailwinds that markets don't: rapid backlog growth potentially exceeding $125B in Q2 and Fitch's positive leverage outlook through 2027. CoreWeave's forward revenue multiple (~7.5x) appears undervalued versus peers, supporting a price target of ~$156 and reinforcing my bullish rating.

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Shares across the AI infrastructure complex are trading mixed midday Wednesday after well-known short seller Jim Chanos publicly compared today’s artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock is on the radar, along with several names Chanos flags as “equipment leasing.” Among the potentially vulnerable stocks in this discussion are CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS), Taiwan Semiconductor Manufacturing (NYSE:TSM), and Vistra (NYSE:VST).

The man issuing the warning has a notable track record. Chanos founded Kynikos Associates and is known for calling out Enron, and his “same setup” framing has investors revisiting valuations across AI compute, cloud, foundry, and power. Broadcom (NASDAQ:AVGO) sits in the same vendor camp the thesis touches.

Chanos Argues It’s the Same Dot-Com Setup In an iConnections interview summarized by Podcast Alpha, Chanos walks through how S&P 500 earnings rose 30% over two years from 1998 to 2000, then fell 40% in 12 months during a mild recession. His point: the earnings swing wasn’t really driven by the recession. Rather, it was the telecom buildout collapsing as companies realized they’d ordered roughly 10,000 routers when they needed 2,000.

According to Chanos, the AI capital expenditure boom has “identical mechanics.” He contends that NVIDIA’s earnings are “CapEx boom output” and that S&P 500 estimates are rising fast because infrastructure spending flows directly into a small number of vendors. If order books get pulled, the snapback could be quick.

The bullish counterargument is worth noting. NVIDIA just posted 85% year-over-year revenue growth with Data Center revenue of $75.25 billion, and CEO Jensen Huang has called the buildout “the largest infrastructure expansion in human history.” NVIDIA also has $119 billion in supply-related commitments, which suggests visibility well beyond a quarter.

His Specific Targets: CoreWeave, Nebius, and Power Plays Chanos reserves his sharpest critique for AI cloud lessors. He argues that CoreWeave and Nebius are essentially equipment-leasing businesses generating mid-to-high single-digit pre-tax returns on capital, and shouldn’t trade at higher multiples than NVIDIA and Taiwan Semiconductor, which control GPU supply.

The numbers add color. CoreWeave stock carries a price-to-sales ratio of 9.35, with return on equity of -41% and a $740 million net loss in Q1 2026. Nebius stock trades at a P/E ratio of 100x against negative EBITDA, yet CoreWeave’s backlog has swelled to $99.4 billion.

On power, Chanos argues alternative-energy stocks trading at 50 to 70 times earnings as data-center power plays will revert once U.S. permitting bottlenecks resolve in 2 to 3 years, noting power is only 5% to 7% of data center revenues. Vistra stock trades at a P/E ratio of 26x, but the company has signed long-term power purchase agreements (PPAs) with Meta Platforms (NASDAQ:META) at PJM Interconnection nuclear sites.

SpaceX Valuation and the Broader Critique Chanos extends the bubble framing beyond public AI names. He notes that SpaceX (NASDAQ:SPCX) IPO’d at about 90 times revenue on a roughly $2 trillion valuation, with core Starlink mobile supporting at most a couple hundred billion in value, leaving roughly $1.5 trillion tied to business models that do not yet exist. That’s his frame for stretched expectations across the AI complex.

It’s worth emphasizing that this is one prominent skeptic’s thesis on names like NVIDIA, CoreWeave, and Nebius. Timing short calls is notoriously difficult, and AI demand has been durable so far. Investors can weigh both sides without treating either as a certainty.

What to Watch From Here The next anticipated catalysts are concrete. NVIDIA hosts its next earnings call on August 27, where any hint of softening order books would land hard. Broadcom has guided Q3 FY2026 AI semiconductor revenue to grow over 200% year over year to $16 billion, a number that will test the demand narrative directly.

For now, the market isn’t endorsing the Chanos call. Investors can watch for whether AI cloud lessors keep raising capacity commitments, and whether NVIDIA’s supply book translates into the customer concentration that worries short sellers. The bull case rests on bookings holding; the bear case rests on them not.

CoreWeave Today

$115.21 -1.82 (-1.56%)

As of 04:00 PM Eastern

52-Week Range$63.80▼

$187.00Price Target$131.52

There's nothing quite like the headline "insiders dump billions" to get investors reaching for the sell button. Shares of CoreWeave Inc NASDAQ: CRWV have been doing the opposite of selling off. The stock recently traded above $120 after a sharp rally, extending its year-to-date gain of over 65%. That kind of run is exactly the setup that tends to draw alarmist headlines about insider selling, and this week was no exception.

CoreWeave’s founders have reportedly sold more than $2.3 billion worth of stock since the company’s IPO lockup expired, according to insider-sale reports and public filings. At first glance, that is an eye-catching number—the kind that can make investors wonder whether the people closest to the business are taking money off the table after the stock’s rally.

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But as is often the case with stocks, the headline doesn't always tell the full story. Dig a little deeper into the details, and a very different picture starts to emerge.

What the Insiders Actually DidMost of that reported selling traces back to Michael Intrator, Brannin McBee, and Brian Venturo. Venturo, CoreWeave’s chief strategy officer, accounts for more than $1.1 billion of the total since the lockup expired in August 2025, making him one of the largest insider sellers by value this year.

On paper, those are huge numbers. But context is everything here. All of the sales were executed under 10b5-1 trading plans, which are pre-arranged schedules that allow executives to sell shares at predetermined intervals and prices, regardless of what's happening with the business in real time. These plans are specifically designed to prevent insiders from trading on non-public information, and they're filed and disclosed well in advance.

In other words, these aren't sudden decisions by panicked founders rushing for the exit. They're long-planned liquidity events, exactly the kind you'd expect to see following a successful IPO that's left a handful of executives with the vast majority of their wealth tied up in a single stock. A company spokesperson confirmed as much, noting that the plans were established to provide liquidity and diversify the portfolio, not to signal anything about CoreWeave's prospects.

The Founders Still Have Plenty of Skin in the GameHere's the part that tends to get overlooked when these stories make the rounds. Even after selling more than $2.3 billion in combined sales, the three co-founders still own approximately 18% of the company.

That's not exactly the profile of a leadership team quietly heading for the exit. It's the profile of a team that built a business they still very clearly believe in, and that has sensibly chosen to take some chips off the table, with the stock up nearly 200% from its March 2025 IPO price.

The Bigger Picture Looks StrongCoreWeave Stock Forecast Today12-Month Stock Price Forecast:
$131.52
14.15% Upside

Moderate Buy
Based on 34 Analyst Ratings

Current Price$115.21High Forecast$200.00Average Forecast$131.52Low Forecast$32.00CoreWeave Stock Forecast Details

While the insider headlines have grabbed attention, the broader business case for CoreWeave has been quietly strengthening. For example, BNP Paribas initiated coverage of the stock earlier this month with an Outperform rating and a $192 price target, implying nearly 55% upside from current levels.

The team there described CoreWeave as one of the most strategically important companies in the AI infrastructure ecosystem and as the largest "neo cloud" platform built specifically for AI workloads.

The relationship with NVIDIA Corp NASDAQ: NVDA is a key part of that thesis. NVIDIA owns roughly 11% of CoreWeave, gives it priority access to its highly sought-after hardware, and has every reason to keep CoreWeave well supplied as a scaled alternative to the major hyperscalers.

That kind of structural alignment is hard to replicate, and it's a significant reason analysts continue to view CoreWeave as a long-term winner in AI infrastructure rather than a short-term momentum play.

Time to Panic, or Time to Pay Attention?So, is now the time to panic about the insider selling? Almost certainly not. The sales are pre-planned, the founders retain enormous skin in the game, and the broader business is firing on every cylinder you'd want it to be.

If anything, the stock’s roughly 30% gain over the past week suggests the broader market is not treating the insider-selling headlines as a dealbreaker.

For investors weighing up CoreWeave at current levels, the noise might be loud, but the signal is clear. While the headlines are telling you to be nervous, the price action, the analyst coverage, and the underlying AI infrastructure story are all telling you to take a much closer look.

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