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-chinaCoreWeave has successfully implemented a groundbreaking AI platform, making it available to innovators worldwide, with its CTO Peter Salanki leading the effort.
https://markets.businessinsider.com/news/stocks/coreweave-crwv-begins-using-nvidia-s-blackwell-ultra-gpus-1034871611HCLTech has partnered with OpenAI to help global companies adopt generative AI solutions at scale. As part of the collaboration, HCLTech will integrate OpenAI's models into its AI platforms and use ChatGPT Enterprise internally for various tasks. The partnership aims to support the growing demand for AI among large businesses, combining HCLTech's industry experience with OpenAI's advanced AI models and tools.
https://indiatoday.in/business/story/hcltech-openai-collaboration-ai-enterprise-chatgpt-business-sam-altman-vijay-guntur-2750514-2025-07-04A workshop was held in Pakistan bringing together representatives from various sectors including government institutions and private companies. The training focused on project management skills, emphasizing agility, accountability, and technological trends. Experts such as Dr Naveed Elahi, Kamran Ahmad, and Dr Kashif Zafar shared their insights on topics like artificial intelligence, financial oversight, and stakeholder communication. The workshop aimed to enhance the capabilities of senior professionals in managing public policy challenges through cross-sector collaboration and leadership development strategies.
https://www.brecorder.com/news/40371046/nspps-edi-holds-workshop-on-project-managementTaylor's University is investing RM1.2 billion to revamp its campus in Subang Jaya, including new sports facilities and state-of-the-art laboratories. The university aims to prepare students for a tech-driven world by focusing on transformative technologies like artificial intelligence and addressing global challenges such as sustainability and an ageing population. Under the leadership of Vice-Chancellor Prof Barry Winn, Taylor's is prioritizing staff engagement, innovation, and student-centricity, with initiatives like immersive avatar simulations and research collaborations with industry partners. The university has introduced new programs, including allied health courses to address Malaysia's ageing population, and has achieved success with its Impact Labs, which have delivered 230 projects tackling issues such as sustainable tourism and community well-being.
https://channelnewsasia.com/advertorial/institution-nurtures-creative-explorers-not-just-achievers-5197416The ad industry is increasingly incorporating AI skills into job requirements, particularly in project management and operations. Talent acquisition firm Creative Connections' founder Helen Kimber believes that embracing AI as an opportunity can help new entrants to the field succeed. According to Sasha the Mensch's Martens, younger talent is naturally more adept with AI, suggesting a shift towards valuing AI fluency in job seekers.
https://www.adweek.com/agencies/as-ai-advances-staff-level-jobs-at-ad-agencies-decline/