【Data Center Sector Surges Collectively】

$Coreweave(CRWV.US) has secured a $15 billion order and locked in a $3.1 billion AI loan, signaling extremely strong demand. Q1 earnings are about to be released, with analysts expecting record revenue. The stock price has rebounded nearly 100% from its March low.

$Nebius(NBIS.US) will release Q1 earnings on May 13th. The market has priced it in early, leading to a significant rise in sync with CRWV.

$Coherent Corp.(COHR.US)'s latest earnings exceeded expectations. TD Cowen maintains a Buy rating and raised the target price to $395. 6-inch InP capacity is ramping up, with CPO and OCS opening up long-term growth space. Orders are already covered until 2028.

$Applied Digital(APLD.US) stock price broke to a new high, catalyzed by both cloud business spin-off and a $300 million financing. Northland maintains a Buy rating with a target price of $56. The company focuses on HPC/AI data center construction and operation, directly benefiting from computing power demand.