CoreWeave's stock is a subject of caution among Wall Street analysts due to valuation concerns and potential margin pressures. Despite the company's strong partnership with Nvidia, robust orders, and growing demand for computing and AI infrastructure, many analysts are concerned about its steep valuation following the IPO. Analysts Kevin Dede and Bradley Sills have expressed mixed views, with Dede initiating coverage with a Hold rating due to "proven bleeding-edge technology implementation" but preferring to be on the sidelines, while Sills downgraded the stock to Hold from Buy citing lofty valuation and negative free cash flow projections. The company's revenue jumped 420% in Q1 2025, reaching $981.6 million, with a solid backlog of $25.9 billion, and analysts expect an expanding addressable market worth $400 billion by 2028.
https://markets.businessinsider.com/news/stocks/coreweave-stock-crwv-continues-to-ride-the-ai-wave-do-analysts-see-more-upside-1034873074Analyst Vijay Rakesh at Mizuho Securities has raised his price target on AMD to $152, citing the company's AI potential and the growing demand for its MI355X AI accelerator. Despite trailing behind market leader Nvidia, Rakesh believes AMD can benefit from large cloud companies seeking alternative suppliers, which could gain momentum in 2025. However, he notes that software remains a weak spot for AMD, limiting its competitiveness with Nvidia.
https://markets.businessinsider.com/news/stocks/amd-stock-gets-price-target-hike-from-top-analyst-1034873082Nvidia's CEO Rakesh remains confident in the company's ability to expand further due to surging AI demand, citing a strong product roadmap as a key driver of growth. He has revised his forecasts for fiscal years 2026 and 2027, projecting $202 billion in revenue and $4.38 EPS, with a new B40 chip aimed at the Chinese market expected to drive growth once trade restrictions are relaxed. Rakesh's price target is based on a 32.7x multiple of FY27 earnings, indicating a fair value given Nvidia's dominant role in powering the global AI boom.
https://markets.businessinsider.com/news/stocks/why-this-top-analyst-thinks-nvidia-stock-nvda-can-keep-rising-1034873080ZTE Corporation has launched an upskilling programme in collaboration with Multimedia University (MMU) in Malaysia, titled "Shaping the Future-Fit Public Services with Cybersecurity in AI Landscape". The programme, which began in May 2025 and will conclude in November 2025, brings together 20 senior government officers from 14 ministries across Malaysia. The initiative is designed to equip participants with advanced competencies in cybersecurity, artificial intelligence, and digital transformation. The programme consists of two phases: a one-month preparatory training at MMU focused on cybersecurity fundamentals and AI-driven public service innovation, followed by a five-month industry attachment hosted in China, where participants will gain hands-on experience with top technology firms. The programme is supported by the Public Service Department (JPA) and aims to develop future-ready public sector talent.
https://www.thestar.com.my/starpicks/2025/07/05/zte-and-mmu-launch-ai-and-cybersecurity-programme-in-chinaTaiwan's Foxconn reported a record second-quarter revenue of T$1.797 trillion, a 15.82% year-on-year increase, driven by strong demand for artificial intelligence products. The company's cloud and networking division saw significant growth due to robust AI demand, with customers including Nvidia. However, smart consumer electronics segment, which includes iPhones, experienced "flattish" year-on-year revenue growth affected by exchange rates.
https://channelnewsasia.com/business/foxconn-reports-record-q2-revenue-cautions-about-geopolitical-and-exchange-rate-risks-5221956IBM's CEO Study reveals that 61% of CEOs worldwide are integrating AI agents into their operations, with 57% in Southeast Asia planning for large-scale deployment. IBM recommends a phased approach to agentic AI adoption, starting small and scaling methodically. The study highlights the need for human oversight to navigate complexities and ensure responsible AI implementation, as AI transforms business landscapes globally, particularly in Southeast Asia.
https://www.manilatimes.net/2025/07/06/business/sunday-business-it/human-oversight-crucial-in-age-of-agentic-artificial-intelligence/2144066Dr. Roman Yampolskiy, a computer scientist and AI safety researcher at the University of Louisville, discussed the risks of artificial intelligence (AI) with Joe Rogan on his podcast. The conversation centered around AI's potential to manipulate and dominate humanity, with Dr. Yampolskiy warning that advanced AI systems could pose an existential threat to human existence.
https://gizmodo.com/joe-rogans-latest-episode-will-make-you-question-everything-about-ai-2000624443Several companies, such as IBM and Microsoft, have partnered with schools to provide job training and education programs for students, including those involved in the justice system. For example, IBM's "New Collar" program offers apprenticeships and vocational training to help individuals develop skills in areas like AI and cybersecurity. Similarly, Microsoft's "Skills for Youth" initiative provides coding classes and mentorship opportunities to young people, with a focus on underrepresented groups. These programs aim to equip students with the skills needed to secure employment and build a stable future.
https://www.twincities.com/2025/07/05/working-strategies-random-thoughts-office-not-work-on-the-job-training/Communications service providers (CSPs) are driving AI innovation with 79% of telecom CEOs worldwide seeing opportunities beyond their sector. IBM's Catherine Lian emphasizes the role of telcos in redefining themselves as digital connectors, embracing AI and public-private partnerships to create smarter cities and interactive media platforms. Singapore-based StarHub is at the forefront of its AI adoption journey, leveraging its Modern Digital Infrastructure (MDI) to enable businesses to move from reactive to predictive, scale seamlessly, and automate intelligently with self-healing capabilities.
https://www.manilatimes.net/2025/07/06/business/sunday-business-it/asean-telcos-to-accelerate-ai-adoption/2144062