Keyword → CoreWeave

Nasdaq-100 Adds CoreWeave, Astera Labs, Rocket Lab in First Rank-Based Rebalance — Drops Zscaler, Cognizant, Charter

The Nasdaq-100 added Astera Labs, CoreWeave, Nebius Group, Rocket Lab, and Teradyne while removing Charter Communications, Cognizant, Insmed, Verisk Analytics, and Zscaler, effective at today's open. It marks the first rebalance under Nasdaq's new rank-based quarterly methodology adopted in May 2026, tilting the index further toward AI infrastructure. The S&P 500 made a separate two-stock swap the same day, triggering forced buying and selling from index funds tracking roughly $800 billion in assets.

Meta Locks In $21 Billion CoreWeave AI Deal, Bringing Total Commitment to $35 Billion Through 2032

CoreWeave announced Thursday an expanded $21 billion long-term agreement to supply AI cloud computing capacity to Meta Platforms through December 2032, raising the two companies' combined deal value to $35 billion and including early commercial deployments of Nvidia's next-generation Vera Rubin GPU platform — cementing Meta's position as one of CoreWeave's largest customers and reinforcing the accelerating race for AI infrastructure.

Meta and CoreWeave Seal $21 Billion AI Cloud Deal Through 2032, Powered by NVIDIA Vera Rubin

CoreWeave and Meta Platforms announced an expanded $21 billion agreement on Thursday to provide AI cloud computing capacity through December 2032, including early deployments of NVIDIA's next-generation Vera Rubin platform, bringing total Meta commitments to CoreWeave to $35 billion and signaling surging long-term demand for AI infrastructure.