Ark bought more CoreWeave shares, and Goldman upgraded the stock, citing stronger computing prices. But its debt, costly bond borrowing, and funding and demand risks leave the report divided, with no clear change to its prospects.
Higher prices for its computing services could support better returns. Yet bonds yielding above 16% and more than $51 billion in debt and obligations point to financing strain. CoreWeave says its backlog covers those obligations, leaving promise and risk in the same report.
Palantir partnered with Knox Systems to speed software deployment for government and defense customers. Ark's share sales are investor trades, while the partnership may help Palantir reach federal buyers faster.
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