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20.07.26 - 00:06
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The Data-Center Revolt Goes National: Tea Party Veteran Leads 142 Rallies Across 42 States (ZeroHedge)
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The Data-Center Revolt Goes National: Tea Party Veteran Leads 142 Rallies Across 42 States
The backlash against the AI data-center build-out - which we've been tracking since it was a smattering of county fights across 28 states - staged its first coordinated day of action on Saturday: 142 protests across 42 states, from Wasilla, Alaska to Naples, Florida, organized by Humans First, the nonprofit that Tea Party veteran Amy Kremer co-founded and chairs. The crowds spanned both sides of the aisle...uniting a MAGA stalwart in a 'faith, family, freedom' T-shirt in New Jersey, a first-time activist in Texas, and a left-leaning organizer in California's Imperial Valley.
The fight looked like Kenilworth, New Jersey. Residents of the 8,500-person borough gathered outside the municipal court at mid-morning with drums, plastic horns, and sidewalk chalk to protest the $1.8 billion CoreWeave AI data center their planning board approved in May 2025 on the former Merck campus - a project that has since ...
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17.07.26 - 16:36
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Coreweave Down 35% . This Analyst Reiterated His $250 Target Even After ‘Meta Compute’ Was Announced. (24/7 Wall St.)
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Shares of CoreWeave (NASDAQ:CRWV) currently trade at $72.91, down 35% over the past month and well below the Wall Street consensus price target of $141.15, an implied gap of roughly 94%. CoreWeave rents specialized NVIDIA GPU capacity to AI labs and hyperscalers. Its $99 billion contracted revenue backlog anchored by Meta and OpenAI made it ... Coreweave Down 35% . This Analyst Reiterated His $250 Target Even After 'Meta Compute' Was Announced....
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16.07.26 - 19:06
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Oracle Just Cratered 33% in a Month. Is It Time to Switch to Cloudflare or CoreWeave? (24/7 Wall St.)
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Shares of Oracle (NYSE:ORCL) are down another 4% today to $127 in midday trading, extending a brutal stretch that has seen Oracle stock fall 33% over the past month. The selloff has knocked the AI-infrastructure heavyweight down to a market cap of $363 billion, well off its 52-week high of $345.72. The natural question: is ... Oracle Just Cratered 33% in a Month. Is It Time to Switch to Cloudflare or CoreWeave?...
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