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Melius joins Wells Fargo in upgrading CoreWeave on cloud demand

Melius Research analyst Ben Reitzes upgraded CoreWeave (CRWV) to Buy from Hold with a price target of $165, up from $128. The company is benefiting from accelerating cloud demand “both right now and well into the future,” the analyst tells investors in a research note. The firm says that as inferencing “explodes, CoreWeave stands to benefit massively.” CoreWeave is usually among the first to get Nvidia’s next-generation artificial intelligence systems, which positions it well to win a large amount of cloud demand over the long term, adds Melius. Wells Fargo also upgraded CoreWeave shares this morning. The stock in premarket trading is up 2% to $136.50.

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