On this episode of Stock Movers:
- Coreweave (CRWV) shares rise after Nvidia, the dominant maker of artificial intelligence chips, invested an additional $2 billion in the cloud computing firm, marking the latest example of the circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble.
- USA Rare Earth (USAR) shares gain after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. USA Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production.
- AppLovin (APP) shares up after Needham upgraded the mobile-app marketing company to buy from hold. Analyst Bernie McTernan has “more confidence in the trajectory of e-commerce revenue growth in ‘26E coming at the same time the stock has pulled back off the highs a month ago”

On this episode of Stock Movers: - Coreweave (CRWV) shares rise after Nvidia, the dominant maker of artificial intelligence chips, invested an additional $2 billion in the cloud computing firm, marking the latest example of the circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble. - USA Rare Earth (USAR) shares gain after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. USA Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production. - AppLovin (APP) shares up after Needham upgraded the mobile-app marketing company to buy from hold. Analyst Bernie McTernan has &ldquo;more confidence in the trajectory of e-commerce revenue growth in &lsquo;26E coming at the same time the stock has pulled back off the highs a month ago&rdquo;

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Listen for five-minute conversations on today's biggest winners and losers in the stock market.&nbsp;
Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Listen for news on today's biggest winners and losers in the stock market.

Stock Movers

Coreweave Rises, USA Rare Earth Gains, AppLovin Up After Needham Upgrade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3c85b336-146b-4b31-812a-b3de010bf879/transcript