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Neocloud stocks like CoreWeave are having a moment — and time’s running out to cash in

MarketWatch· Philip van Doorn· Aug 20, 2026 · 6:20 PM
Neocloud stocks like CoreWeave are having a moment — and time’s running out to cash in

The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.

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