Investing.com – The two-week ceasefire between the United States and Iran means U.S. indexes are expected to close the week higher, although investors remain cautious given the fragility of the deal.
Here are Investing.com’s stocks of the week:
CoreWeave
Shares of CoreWeave have surged more than 35% this week, following a rise of more than 11% so far on Friday, after the company announced massive AI data center leasing deals with Meta and Anthropic.
Evercore ISI analyst Amit Daryanani said the deal with Anthropic “not only provides CRWV with greater customer diversification, but also serves as a validation of CRWV’s platform (with nine of the top ten AI companies running their infrastructure on CRWV), while providing another proof point of the high demand environment.” »
“Anthropic’s win follows the approximately $21 billion expansion with META announced yesterday, and we believe the recent transactions should be a good indication of CRWV’s ability to also secure data center-powered shell capacity,” the analyst added.
Cloudflare shares continued to face heavy pressure on Friday, down more than 11% so far in the session, with a decline of more than 15% in the past week.
This decline appears to be linked to the continued fallout from the Myth of Claude, which claims to have exposed various cybersecurity vulnerabilities.
Although Anthropic has not made the Mythos preview generally available, it has reportedly identified thousands of previously unknown high-severity vulnerabilities in early testing.
Palantir shares have seen some weakness recently, down more than 11% over the past week, although they are below their session low on Friday after President Trump mentioned the company in a social media post.
This recent weakness follows Anthropic’s release of a new product around multi-agent orchestration, which raised questions about potential headwinds for the software sector.
However, the stock got a bit of a boost on Friday after Trump said in an article: “Palantir Technologies (PLTR) has proven to have great combat capabilities and equipment. »
Amazon…
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