CoreWeave is expected to acquire Core Scientific, while Stifel downgrades AI stocks to Hold amid tariff benefits.

The entities involved

• CoreWeave →

  American cloud computing company

  • CoreWeave is leveraging GPU compute power for AI infrastructure, serving customers like Jane Street.Mon 12:38
  • QuantumScape targets the pre-commercial solid-state battery market while CoreWeave, a leading AI cloud provider, relies on clients like Microsoft.Mon 04:56
• Core Scientific →

  company

  • Core Scientific filed a transaction disclosure with the SEC.Wed 22:10
• Stifel →

  American investment bank

  • China and Stifel are currently top suppliers in the critical minerals market, with their market actions showing a preference for producers located outside of China.Mon 00:03
  • AI stocks are benefiting from Trump-era tariffs, and Brian Schwartz maintained an Outperform rating on Workday on September 5th.Sun 01:33

Related events

• AI slowdown fears drove tech stock losses on September 14, 2026.Sep 14
• CoreWeave's growth is being compared favorably to Apple's mature profile amid a debate over who will capture AI buildout economics.Aug 18
• Nvidia, Hugging Face, OpenAI, CoreWeave, Dell, and Lenovo are leveraging acquisitions, investments, and co-launches to strengthen the AI ecosystem and drive future growth.Sep 4
• CoreWeave is leveraging the AI boom to drive business growth within the AI infrastructure market.Aug 18
• Core Scientific rejected CoreWeave's acquisition offer while simultaneously granting AMD access to its data-center capacity.Aug 9