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CoreWeave Says Margins Set to Inflect as AI Power Capacity Comes Online

CoreWeave (NASDAQ:CRWV) Chief Financial Officer Nitin Agrawal said the AI cloud company expects margin improvement in the second half of the year as recently added power capacity is converted into deployed GPUs and customer revenue. Speaking in a fireside-style discussion, Agrawal said CoreWeave st

NASDAQ:CRWV
Read CoreWeave Says Margins Set to Inflect as AI Power Capacity Comes Online
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Employees Retirement System of Texas Has $1.36 Million Position in CMS Energy Corporation $CMS

Employees Retirement System of Texas lowered its position in CMS Energy Corporation (NYSE:CMS - Free Report) by 69.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 19,497 shares of the utilities provid

NYSE:CMS
Read Employees Retirement System of Texas Has $1.36 Million Position in CMS Energy Corporation $CMS
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Employees Retirement System of Texas Takes $1.32 Million Position in Vertex Pharmaceuticals Incorporated $VRTX

Employees Retirement System of Texas acquired a new stake in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 2,918 shares of the pharmaceutical

NASDAQ:VRTX
Read Employees Retirement System of Texas Takes $1.32 Million Position in Vertex Pharmaceuticals Incorporated $VRTX
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Employees Retirement System of Texas Sells 151,599 Shares of Petroleo Brasileiro S.A.- Petrobras $PBR

Employees Retirement System of Texas cut its position in Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR - Free Report) by 69.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 65,509 sh

NYSE:PBR
Read Employees Retirement System of Texas Sells 151,599 Shares of Petroleo Brasileiro S.A.- Petrobras $PBR
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Fidelis Capital Partners LLC Purchases 53,949 Shares of Bank of America Corporation $BAC

Fidelis Capital Partners LLC raised its position in Bank of America Corporation (NYSE:BAC - Free Report) by 23.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 279,559 shares of

NYSE:BAC
Read Fidelis Capital Partners LLC Purchases 53,949 Shares of Bank of America Corporation $BAC
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Fidelis Capital Partners LLC Purchases 2,967 Shares of Qualcomm Incorporated $QCOM

Fidelis Capital Partners LLC lifted its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 9.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,357 shares of the w

NASDAQ:QCOM
Read Fidelis Capital Partners LLC Purchases 2,967 Shares of Qualcomm Incorporated $QCOM

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Wells Fargo & Company $WFC Shares Purchased by Fidelis Capital Partners LLC

NYSE:WFC
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Fidelis Capital Partners LLC Boosts Stock Position in Oracle Corporation $ORCL

NYSE:ORCL
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Fidelis Capital Partners LLC Grows Position in Caterpillar Inc. $CAT

NYSE:CAT
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Fidelis Capital Partners LLC Acquires 106,262 Shares of Delta Air Lines, Inc. $DAL

NYSE:DAL
Read Fidelis Capital Partners LLC Acquires 106,262 Shares of Delta Air Lines, Inc. $DAL
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Fidelis Capital Partners LLC Raises Stock Position in Williams Companies, Inc. (The) $WMB

NYSE:WMB
Read Fidelis Capital Partners LLC Raises Stock Position in Williams Companies, Inc. (The) $WMB
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Fidelis Capital Partners LLC Has $9.31 Million Holdings in Johnson & Johnson $JNJ

NYSE:JNJ
Read Fidelis Capital Partners LLC Has $9.31 Million Holdings in Johnson & Johnson $JNJ
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Tesla, Inc. $TSLA Shares Bought by Fidelis Capital Partners LLC

NASDAQ:TSLA
Read Tesla, Inc. $TSLA Shares Bought by Fidelis Capital Partners LLC
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Employees Retirement System of Texas Trims Stock Position in HP Inc. $HPQ

NYSE:HPQ
Read Employees Retirement System of Texas Trims Stock Position in HP Inc. $HPQ
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Employees Retirement System of Texas Has $2.53 Million Holdings in NextEra Energy, Inc. $NEE

NYSE:NEE
Read Employees Retirement System of Texas Has $2.53 Million Holdings in NextEra Energy, Inc. $NEE
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Employees Retirement System of Texas Decreases Stock Holdings in Itau Unibanco Holding S.A. $ITUB

NYSE:ITUB
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The Kroger Co. $KR Stake Reduced by Employees Retirement System of Texas

NYSE:KR
Read The Kroger Co. $KR Stake Reduced by Employees Retirement System of Texas
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Employees Retirement System of Texas Has $2.81 Million Stock Position in Snowflake Inc. $SNOW

NYSE:SNOW
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Employees Retirement System of Texas Has $3.04 Million Stock Holdings in Axis Capital Holdings Limited $AXS

NYSE:AXS
Read Employees Retirement System of Texas Has $3.04 Million Stock Holdings in Axis Capital Holdings Limited $AXS
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Roblox Corporation $RBLX Stock Position Lessened by Employees Retirement System of Texas

NYSE:RBLX
Read Roblox Corporation $RBLX Stock Position Lessened by Employees Retirement System of Texas
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Employees Retirement System of Texas Grows Position in Palantir Technologies Inc. $PLTR

NASDAQ:PLTR
Read Employees Retirement System of Texas Grows Position in Palantir Technologies Inc. $PLTR
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Employees Retirement System of Texas Sells 12,789 Shares of Johnson & Johnson $JNJ

NYSE:JNJ
Read Employees Retirement System of Texas Sells 12,789 Shares of Johnson & Johnson $JNJ
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Cemex S.A.B. de C.V. $CX Shares Purchased by Employees Retirement System of Texas

NYSE:CX
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Employees Retirement System of Texas Sells 12,207 Shares of Everest Group, Ltd. $EG

NYSE:EG
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Employees Retirement System of Texas Reduces Position in eBay Inc. $EBAY

NASDAQ:EBAY
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Visa Inc. $V Shares Sold by Employees Retirement System of Texas

NYSE:V
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Employees Retirement System of Texas Has $5.45 Million Stake in Verizon Communications Inc. $VZ

NYSE:VZ
Read Employees Retirement System of Texas Has $5.45 Million Stake in Verizon Communications Inc. $VZ
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IDEXX Laboratories, Inc. $IDXX Shares Sold by Employees Retirement System of Texas

NASDAQ:IDXX
Read IDEXX Laboratories, Inc. $IDXX Shares Sold by Employees Retirement System of Texas
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Employees Retirement System of Texas Sells 56,753 Shares of American Electric Power Company, Inc. $AEP

NASDAQ:AEP
Read Employees Retirement System of Texas Sells 56,753 Shares of American Electric Power Company, Inc. $AEP
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Employees Retirement System of Texas Acquires 25,518 Shares of United Parcel Service, Inc. $UPS

NYSE:UPS
Read Employees Retirement System of Texas Acquires 25,518 Shares of United Parcel Service, Inc. $UPS

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