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1. Binding NVIDIA and OpenAI, receiving an additional L of 4 billion USD!$CoreWeave (CRWV.US)$ The stock price doubled in less than two months of listing, with adjusted revenue significantly increasing in the first quarter.
CoreWeave is a cloud infrastructure technology company, with clients including hedge funds and technology giants Meta, IBM, and Microsoft. Just before its listing, it announced a five-year agreement worth 11.9 billion USD with OpenAI to provide artificial intelligence infrastructure. On May 15, reports indicated that CoreWeave reached another agreement valued at 4 billion USD with OpenAI, which will last until 2029, aiming to provide additional cloud computing capacity. Furthermore, as of the end of March 2025, NVIDIA Hold shares of CoreWeave worth nearly 0.9 billion USD, with a shareholding ratio of 7%.
In the first quarter of 2025, CoreWeave's operating loss was 27.47 million USD, compared to a net income of 16.85 million USD in the same period last year; the operating profit margin was -3%, down from 9% in the same period last year; adjusted operating profit was 0.163 billion USD, an increase of 550% compared to 25.04 million USD in the same period last year. CEO Michael Intrator stated in an interview on Thursday: the demand for the products we offer is truly insatiable, in order to meet this demand, CoreWeave is accelerating its investment plan, with total expenditures reaching 23 billion USD this year.
2. Shareholder purchase by the Directors. $Banco Santander (SAN.US)$ The stock has risen over 72% this year, reaching an all-time high.
Banco Santander's business includes retail and commercial banking, wealth management, and insurance services, with a strong market presence in Europe and Latin America. Previously, Banco Santander announced significant progress in its stock buyback plan, having repurchased about 14% of its issued stocks since 2021. This buyback has reached 91.6% of its maximum investment amount, which is part of the bank's Global Strategy to enhance shareholder value and optimize its capital structure.
In addition, Banco Santander announced that Director Belen Romana Garcia purchased 13,383 shares of common stock at a price of 6.405 euros per share on May 8, 2025, highlighting the management's confidence in the company's financial stability and growth prospects.
3. One of the largest energy retailers in the U.S. $NRG Energy (NRG.US)$The stock has increased over 77% this year, with Q1 net income rising over 46% year-on-year.
NRG Energy is one of the largest retail energy providers in the United States, with 6 million customers. The company acquired Vivint Smart Home in 2023, which serves 2 million households. Additionally, NRG is also one of the largest independent power producers in the United States, mainly owning 13 gigawatts of coal, natural gas, and oil generation capacity in Texas.
Recently, NRG Energy announced its Earnings Reports, revealing that its net income for the first quarter of fiscal year 2025 was $0.75 billion, an increase of 46.77% year-on-year; revenue was $8.604 billion, an increase of 14.84% year-on-year, with a basic earnings per share of $3.70.
4、$Netflix (NFLX.US)$ The increase over the year has exceeded 33%, with significant growth in profit margin and active users.
Since April, Netflix's stock price has risen over 27%, far exceeding the 4% increase of the S&P 500 Index, with a year-to-date increase of 33.68%. Barron's Weekly believes that the company does not import physical Commodities, and even the U.S. government's threat to impose high tariffs on foreign films would not have a significant impact; the company could shift production to the U.S. or adjust pricing. The company is Bullish on its "flywheel" model: more users drive more content investment, attracting even more users.
Netflix's profit margin has risen from 4.5% in 2015 to its current 27%, and it could double by the end of this decade. New sources of revenue are also boosting performance. Netflix launched its ad-supported subscription service at the end of 2022, currently boasting 24 million users, with advertising revenue continuing to grow.
On May 14, Netflix stated that its low-priced, ad-supported subscription plan currently has 94 million monthly active users, a significant increase compared to 40 million reported in May 2024 and 70 million in November 2024.
1. Innovation high among US stock giants.
2. New highs in individual US stocks
3. Popular US stocks gain and loss ranking
Editor/joryn
