Meta’s reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models.

CoreWeave stock continues to fall after the report that Meta could look to sell AI computing capacity. But Wall Street says it may be time to buy CoreWeave.

CoreWeave (NASDAQ:CRWV) stock is down 13% to $86.72 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated today,

The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers,

Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies making news on Wall Street.

Meta Platforms rises on a report it plans to sell excess AI computing capacity.

The sell-off assumes Meta Compute becomes a direct rival, but Meta is monetizing excess capacity while keeping its core training workloads. CoreWeave’s revenue is anchored by a $21B deal running through 2032 with take-or-pay style commitments,

Rough day for CoreWeave (CRWV 12.37%) shareholders. Already drifting lower from its early May peak, as of 12:25 p.m. ET the stock's down 12.7% on Wednesday alone, reaching a new m