MarketPulse

revenue backlog

11 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

Nvidia's $2B Bet on AI Cloud Provider Nebius Yields 57% Gain, Analyst Forecasts Tripling Potential

Nebius surges 57% following Nvidia's $2B investment, with $46B customer backlog and potential to triple by 2028 on aggressive AI infrastructure expansion.
NVDAMETAMSFTNBISagentic AIAI data centers
BenzingaBenzinga··Erica Kollmann

Alphabet Hits 52-Week High on $200B Anthropic Cloud Deal

Alphabet hits 52-week high after $200B Anthropic cloud deal is reported, representing 40% of Google's revenue backlog and validating cloud strategy.
MSFTAMZNGOOGGOOGLcloud computingAI infrastructure
The Motley FoolThe Motley Fool··Lawrence Nga

CoreWeave's May Earnings Test: Can It Deliver on $66.8B AI Infrastructure Backlog?

CoreWeave's May 2026 earnings will test whether it can convert its $66.8B backlog into revenue, maintain capital efficiency, and diversify beyond concentrated customers.
CRWVdata centersAI infrastructure
The Motley FoolThe Motley Fool··Harsh Chauhan

CoreWeave's $88B Backlog Signals AI Infrastructure Boom as Meta Inks $21B Deal

CoreWeave secures $21B Meta contract through 2032, boasts $88B revenue backlog. GPU infrastructure provider plans massive capacity expansion amid AI computing surge.
METACRWVcapital expenditureAI data centers
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Bowman Lands $4.9M Wastewater Contract, Boosts Water Backlog Past $20M

Bowman Consulting wins $4.9M Florida wastewater contract, expanding water backlog over $20M with 40-month revenue visibility.
BWMNrevenue backlogwastewater treatment
The Motley FoolThe Motley Fool··Harsh Chauhan

Nebius Secures $12B Meta Deal, Positioning AI Cloud Giant for 4X Growth

Nebius secures $12B Meta contract, building $50B revenue backlog through 2031 with potential 4.7x market cap expansion to $140B by 2028.
NVDAMETAMSFTNBIScloud computingAI infrastructure
The Motley FoolThe Motley Fool··Harsh Chauhan

CoreWeave Stock Plunges 60% Despite $67B Revenue Backlog—Bargain or Value Trap?

CoreWeave stock tumbled 60% despite $67B revenue backlog and $17-19B 2026 revenue targets, offering potential 23% upside for patient investors.
GSGSpAGSpCGSpDCRWVneocloudcapital expenditure
Investing.comInvesting.com··Jeffrey Neal Johnson

CoreWeave's Perplexity Deal Signals Seismic Shift From AI Training to Inference

CoreWeave's Perplexity deal validates shift from AI training to inference workloads. $66.8B backlog and $30-35B 2026 capex support analyst targets of $124.34.
NVDACRWVcloud infrastructureGPU computing
The Motley FoolThe Motley Fool··Harsh Chauhan

CoreWeave Navigates Volatility With Strong Structural Tailwinds in AI Infrastructure

CoreWeave's stock is volatile but backed by strong fundamentals: $56B revenue backlog, four-fold projected growth through 2027, and massive industry demand for AI infrastructure.
NVDAMETACRWVAPLDhyperscalersdata centers
BenzingaBenzinga··Globe Newswire

TOP Ships to Acquire Nine ECO Tankers With $679M Charter Backlog

TOP Ships acquires nine eco tankers for $41M with $679M charter backlog secured through 2028-2029 deliveries, ensuring predictable revenue from long-term contracts.
TOPSrevenue backlogtanker acquisition
The Motley FoolThe Motley Fool··Harsh Chauhan

Vertiv Positioned for Growth as AI Infrastructure Demand Accelerates

Vertiv surges on AI infrastructure demand, posting 27.5% revenue growth and $15B backlog. Company guides 32% growth in 2026 as hyperscalers expand data centers.
VRThyperscalersdata centers