Goldman Sachs upgrades CoreWeave after 25% rout, sees strong economics

Goldman Sachs has upgraded AI infrastructure firm CoreWeave $COREWV after a recent 25% selloff, arguing that the company's contract economics remain compelling despite market volatility. The upgrade signals confidence in the firm's ability to capitalize on surging demand for data center capacity.

CoreWeave shares surged following the call, as investors reassess AI infrastructure plays amid shifting market sentiment. #marche #energie