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Cramer calls Nuvation Bio a pure spec, prefers CoreWeave over IREN, is unsure on Seneca, cautious on NuScale, and approves Box.
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Box stock rose 1.18% on Wednesday following second-quarter earnings that met expectations. The company reported record revenue of $321 million (up 9% YoY) and adjusted net income of $0.40 per share. Box raised full-year revenue guidance to $1.29 billion but slightly lowered profitability guidance to $1.54 per share. Growth was driven by adoption of the Enterprise Advanced plan as clients scale AI capabilities.
Read original at the-motley-foolMorgan Stanley analyst Josh Baer maintains Box (NYSE:BOX) with a Equal-Weight and raises the price target from $33 to $36.
Read original at benzingaCitigroup analyst Steven Enders maintains Box (NYSE:BOX) with a Buy and raises the price target from $37 to $40.
Read original at benzingaOpenAI's Sam Altman warns the AI infrastructure boom may be unsustainable, putting speculative neoclouds plays at risk.
Read original at benzingaNebius and CoreWeave are neocloud infrastructure companies benefiting from surging AI data center demand, with the market expected to grow at a 58% CAGR through 2031. Nebius has outperformed with 146% gains in 2026 and improving profitability, while CoreWeave trades cheaper but faces higher losses despite a stronger revenue backlog of $104 billion. Both stocks offer long-term growth potential depending on investor risk profile.
Read original at the-motley-foolCoreWeave CEO Michael Intrator sold approximately 308,000 shares worth $27.3 million on August 25, 2026, as part of a pre-established Rule 10b5-1 trading plan. The sale occurred amid stock price declines driven by interest rate concerns, though Intrator retains significant equity holdings. Despite current net losses, CoreWeave continues strong revenue growth with Q2 sales of $2.6 billion (112% YoY growth) and full-year guidance of $12.4 billion.
Read original at the-motley-fool