---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40502453.md"
description: "【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."
datetime: "2026-05-07T06:37:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40502453.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40502453.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40502453.md)
author: "[官方股单 ](https://longbridge.com/en/profiles/8795959.md)"
---

# 【Data Center Sector Surges Collectively】$Coreweave…


### Related Stocks

- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [APLD.US](https://longbridge.com/en/quote/APLD.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)