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CRWVCoreWeave, Inc. Class A$59.30
24h
+7.32%
23 Oct, 17:55
Beneficiary of surging neocloud capex forecast
Bullish+7.87%
AI Summary
Author cites a Bank of America forecast of over $230B in US neocloud capex by 2028, highlighting IREN, NBIS, and CRWV as direct beneficiaries of this infrastructure spending trend.
BofA: US neocloud capex forecasted to top $230+ billion by 2028.
$IREN $NBIS $CRWV