Sector$GS9:56 AM ETdeveloping · v3

Goldman Sachs Upgrades CoreWeave; Microsoft Scraps Nscale Data Center Plan

By BORSA NewsroomPublished Oct 19, 2026, 9:56 AM EDTUpdated Oct 19, 2026, 9:56 AM EDT

Goldman Sachs upgraded CoreWeave to buy, lowered target to 106. Microsoft shelved a UK data center with Nscale. Nscale filed for a $3B IPO. Firmus Grid pulled its IPO. Neocloud sector under pressure.

Sentimentbearish 35

Bearish · 35 of 100

Impact30

low · stays off the top drivers

Confidence80%

high confidence · 3 wires

Eventdeveloping

v3 · alerted to followers

WHAT WE KNOW

Goldman Sachs upgraded CoreWeave to buy, target 106.
CoreWeave stock rose 1% to 62.31.