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To: Johnny Canuck who wrote (66163)

9/28/2025 12:01:10 AM

From: Johnny Canuck

Respond to of 67633

Turn off your screen… and wake up to wins… (From ProsperityPub)

3 Reasons CoreWeave Could Be the Hottest AI Stock in Q4Written by Sam Quirke on September 26, 2025

Key Points

CoreWeave’s partnership expansion with the biggest names in AI suggests long-term growth potential.
Analyst upgrades and bullish targets show institutions are buying in again.
The stock is already trending north and the bulls are firmly in control.

Shares of CoreWeave Inc. (NASDAQ: CRWV) opened Thursday just under $128, aiming to add to the more than 50% in gains they’ve logged since the start of September. That kind of move would be considered impressive for most companies, but for CoreWeave, it feels like only the beginning.

Since going public just before the summer, the artificial intelligence (AI) cloud specialist had already rallied more than 350% by the middle of June, before it collapsed through August on the back of weak earnings.

Now, though, the stock looks to be finding its legs again, and there are several reasons to think it could be gearing up for another major run into the year-end. Here are three of the best.

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Reason #1: Ties to OpenAI and NVIDIAA powerful tailwind has emerged in recent weeks with CoreWeave’s partnerships among AI’s biggest players. On Thursday this week, the company revealed an expansion of its contract with OpenAI by up to $6.5 billion, pushing shares higher in that session’s early trading.

The deal reinforces a critical relationship and locks in recurring revenue visibility for a company still in its early public life.

The fact that OpenAI, arguably the most influential AI customer in the world, is committing billions to CoreWeave is a clear endorsement of its role in the broader AI ecosystem.

It comes on the heels of a fresh $6.3 billion order from NVIDIA Corp (NASDAQ: NVDA), cementing CoreWeave’s position in the slipstream of AI’s dominant hardware supplier.

Together, these updates mark a significant shift in perception. Instead of being viewed as a risky upstart with messy earnings, CoreWeave is increasingly being seen as an indispensable partner to the biggest names in AI.

For investors, this validation provides the kind of confidence and visibility that should fuel further momentum into Q4.

Reason #2: Analysts Back in ForceAugust’s ugly report may have dented confidence for a few weeks, but Wall Street is already getting back on board in a big way. This week alone, the team at Wells Fargo upgraded its rating on CoreWeave from Equal Weight to Overweight, echoing the stance taken by Raymond James last week.

Deutsche Bank, meanwhile, has been saying it expects “significant upward revisions” in the weeks ahead, further fueling the recovery momentum.

That kind of cluster of bullish calls is rarely a coincidence. It suggests that smart money is positioning for another move higher, even as retail investors might still be processing August’s miss.

The fact that updated price targets range as high as $180 implies a targeted upside of more than 30% speaks volumes, and gives the bulls plenty of ammunition to get the rally going again.

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Reason #3: Momentum Is SurgingBeyond the strengthening fundamentals and bullish analyst outlook, CoreWeave’s technical picture is starting to look explosive. After falling more than 50% from June’s peak, the bears ran out of steam and threw in the towel at the start of September.

Since then, the stock has gained more than 50%, and key momentum indicators like its RSI and MACD are flashing green, green, green.

That matters because sentiment plays a significant role in early-stage, high-growth stocks. Once momentum starts to build, it often snowballs as short-term traders pile in, pushing the stock further and faster than fundamentals alone might justify.

For CoreWeave, the August high around $150 is the first big test - and if it can break through there, it opens the door to another leg higher that could easily cement its place as one of Q4’s hottest AI trades.

Why Q4 Could Be ExplosivePulling it all together, CoreWeave has three things going for it right now: expanding contracts with marquee customers, heavyweight analyst backing, and a chart that has already gained 50% this month - all the ingredients you’d want for a sustained rally into the end of the year.

Of course, risks remain. The company’s August earnings report was a reminder that execution is critical, and volatility will be part of the ride. But for those with the stomach to handle sharp swings, CoreWeave is one of the more compelling AI names heading into Q4.

Read this article online ›

To: Johnny Canuck who wrote (66163)	9/28/2025 2:21:29 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67633

ivate equity Private equity’s rush to raise money raises fears of European sector shake-out Lofty targets for 2026 may force investors to choose between buyout firms, leaving some short of new funds to invest Many European buyout groups will launch big fundraisings next year © ChangeableFocus/Dreamstime Private equity’s rush to raise money raises fears of European sector shake-out on x (opens in a new window) Private equity’s rush to raise money raises fears of European sector shake-out on facebook (opens in a new window) Private equity’s rush to raise money raises fears of European sector shake-out on linkedin (opens in a new window) current progress 83% Alexandra Heal Published33 minutes ago 0 Get ahead with daily markets updates. Join the FT's WhatsApp channel Big private equity groups want to raise three times as much cash in Europe next year as they are likely to secure in 2025, setting up a shake-out for the sector at a time when many investors have been starved of returns. This year, the six funds aiming to raise €3bn or more are expected to manage combined commitments of about €34bn, according to advisory firm Campbell Lutyens. Next year, however, 10 big private equity funds are likely to hit the market, aiming to raise more than €110bn, the firm said. The lofty fundraising targets may force investors to choose between buyout firms, leaving some short of new funds to invest. It will be a “tale of haves and have-nots”, said Sunaina Sinha Haldea, global head of private capital advisory at Raymond James. “Undoubtedly, [it] will be a very tough year for European fundraisings next year when almost all the major houses will have their flagship strategy out.” The expected rush of firms trying to tap investors comes at a time when fundraising is already taking longer than in the sector’s heyday. These processes often “take twice as long as they used to”, said Ali Floyd, co-head of European private equity fundraising at Campbell Lutyens. Buyout firms have also been “putting off their fundraisings because everybody knows it is tough to raise money in the current environment?.?.?. Often investors will say, ‘Yes I’m happy to support your fundraising but I want my money back first’,” he added. Advisers to the private equity industry say that a difficult market for initial public offerings has had a disproportionate impact on the ability of the biggest firms to return cash to their backers. The largest funds tend to buy bigger businesses, which are more suited to a listing when groups want to exit their investment. The chair of London-listed Petershill Partners, which owns minority stakes in private equity firms, this week blamed investor concerns about the sector’s struggles to exit portfolio companies for its own share price weakness. On Thursday the group said it planned to delist and return more than $900mn to investors. “All the noise around the difficulty of realising positions has made investors cautious,” Naguib Kheraj, who chairs Petershill, told the Financial Times. Among the €3bn-plus buyout funds that have closed or are expected to close fundraisings this year are vehicles managed by Hg, Ardian and Oakley, according to people familiar with the matter. Other groups which launched big fundraisings this year will also still be in the market in 2026, including a Permira vehicle aiming for €17bn. Nordic Capital’s fundraising, which launched this year targeting €10bn, will continue into next year, people familiar with the matter said. Advent, which launched its fund targeting $26bn in February, originally aimed for a final close this year, the people added, but the process is expected to roll into 2026. The fund recently hit $20bn, one person added. Other firms set to come to the market with new funds next year include Cinven and PAI. The prospect of a congested market is likely to prompt big investors to be more selective in their relationships, said Floyd. The competitive environment would shine a “very, very bright light” on comparative performance, he said, adding that institutional investors being tapped by so many large managers might well have less cash available to deploy with the hundreds of smaller funds in the European market. Hg, Ardian, Oakley, Advent, Nordic Capital, Permira, Cinven and PAI declined to comment. Copyright The Financial Times Limited 2025. All rights reserved.