美股盘中速递：Coreweave 涨 6.70%

U.S. Stock Market Midday Update

Coreweave rose 6.70%, up 158.52% year-to-date. According to recent key news:

1. On August 28, Cantor Fitzgerald rated CoreWeave as "Outperform" with a target price of $116, driving the stock price up. Analysts believe the company has significant opportunities in the AI market, despite execution risks.

2. On August 28, CoreWeave announced an all-stock acquisition of Core Scientific for $9 billion, which is expected to enhance high-performance computing capabilities and serve as a short-term catalyst for the stock price.

3. On August 28, CoreWeave's backlog increased to $30.1 billion, with contracts from OpenAI contributing nearly half, further boosting market confidence. The sustainability of growth in AI infrastructure has sparked debate.

Top Stocks by Trading Volume in the Industry

Snowflake rose 18.43%, with a trading volume of $4.82 billion. Based on recent key news:

1. On August 28, Snowflake raised its full-year revenue forecast for fiscal 2026 to $4.395 billion, exceeding market expectations of $4.34 billion, leading to a rise in stock price.

2. On August 28, Snowflake reported its second-quarter earnings, with adjusted earnings per share of $0.35, surpassing analysts' estimates of $0.27, resulting in a significant stock price increase.

3. On August 28, multiple brokerages raised their target prices for Snowflake, with the highest reaching $285, enhancing market confidence. The cloud computing industry is performing strongly overall, driven by AI demand.

MongoDB rose 6.47%, with a trading volume of $1.467 billion. Based on recent important news:

1. On August 27, MongoDB raised its annual profit forecast, leading to a substantial increase in stock price. The company's second-quarter performance exceeded expectations, and it raised its full-year guidance, driving the stock price up by 29.92%. Data source: Benzinga Pro.

2. On August 27, several analysts raised their target prices for MongoDB. Analysts expressed optimism about the company's performance and raised their target prices, further boosting the stock price. Data source: Benzinga Pro.

3. On August 27, MongoDB announced an increase in its customer base. The number of customers grew to 59,900, indicating strong market demand and boosting investor confidence. Data source: Benzinga Pro. The software industry is performing strongly, with limited macroeconomic impact.

Shopify rose 2.63%, with a trading volume of $370 million. Based on recent key news:

1. On August 26, Shopify partnered with Royal Mail to provide streamlined fulfillment services for retailers. This collaboration allows Shopify users to access Royal Mail's parcel services directly within the platform, enhancing logistics efficiency and driving the stock price up

2. On August 25, Shopify reported a 26% increase in total merchandise volume over the past 12 months, reaching $327 billion. This growth demonstrates market potential and boosts investor confidence, leading to a rise in stock prices.

3. On August 28, analysts rated Shopify as a "Moderate Buy," but it was not included in the top recommended stocks list. Nevertheless, its strong historical performance supports the rise in stock prices. Technology innovation companies are leading, and the market is experiencing significant volatility.

Stocks Ranked Among the Top by Market Capitalization in the Industry

CloudFlare rose 3.46%, with a market capitalization of $74 billion. According to recent key news:

1. On August 27, Cloudflare announced new features for its Zero Trust platform aimed at supporting enterprise security adoption of generative AI applications. This initiative has boosted market confidence in the company's innovation capabilities, driving up stock prices.

2. On August 27, a report from Simply Wall St indicated that Cloudflare's stock price may be overvalued, but its innovative security solutions aligned with market demand provide room for future value appreciation.

3. On August 25, market analysis showed that Cloudflare was not included in the top five stocks recommended by leading analysts, despite currently receiving a "Moderate Buy" rating. Technology innovation companies are leading, and the market is experiencing significant volatility