U.S. equity benchmarks are positioned to end the week with gains as a two-week ceasefire between the United States and Iran reduces near-term geopolitical tail risks. Market participants, however, retain a degree of caution about the durability of the arrangement.
Below are the stocks that stood out this week for their pronounced price action and news flow.
CoreWeave
Shares of CoreWeave jumped more than 35% over the week, including a move of over 11% on Friday so far, after the company disclosed large AI datacenter lease agreements with Meta and Anthropic. The deal activity has clearly been interpreted by the market as a strong commercial validation for CoreWeave’s infrastructure.
Evercore ISI analyst Amit Daryanani noted that the Anthropic agreement both broadens CoreWeave’s customer base and reinforces confidence in the company’s platform, observing that nine out of ten leading AI companies run infrastructure on CoreWeave. The analyst added that the Anthropic win comes after an approximately $21 billion expansion with Meta announced the prior day, and that recent transactions should indicate CoreWeave’s capacity to secure data center powered shell space.
Cloudflare
Cloudflare experienced notable selling pressure on Friday, off by more than 11% in the session and down over 15% for the week. The decline appears linked to fallout from Anthropic’s Mythos Preview, which reportedly surfaced thousands of previously unknown, high-severity cybersecurity vulnerabilities during early testing. Anthropic has not made the Mythos Preview broadly available, but the reported findings have reverberated across security and cloud-related names.
Palantir
Palantir’s shares have been under pressure in recent sessions, falling more than 11% over the past week, although the stock recovered somewhat from its lows on Friday after a social media mention by former President Trump. The pullback initially followed Anthropic’s introduction of a new product aimed at multi-agent orchestration, which has prompted questions about potential headwinds for some software providers. The stock gained a lift when Trump commented: "Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment."
Amazon
Amazon posted a solid weekly performance, rising over 15% following a bullish annual shareholder letter from CEO Andy Jassy. Evercore ISI analyst Mark Mahaney highlighted multiple datapoints from the letter that bolstered a constructive long-term view on the shares. Among the items cited were AWS’s AI revenue run rate exceeding $15 billion in Q1; AWS’s chip business reaching an estimated revenue run rate of $20 billion or more; Trainium’s potential to add several hundred basis points of operating margin leverage over time; Project Leo having more than 200 satellites in orbit; and the deployment of Amazon Now in India, which the analyst said is driving Prime members to triple their shopping frequency.
Intel
Intel was one of the standout performers this week, climbing in excess of 36% after it disclosed AI-related agreements with Google and with Terafab, a chip production initiative associated with Elon Musk. The company’s announcements included participation in the Terafab project alongside SpaceX, xAI, and Tesla, and a multiyear collaboration with Google intended to advance AI and cloud infrastructure. Market participants have increasingly viewed Intel as a focal company in the buildout of AI infrastructure.
SanDisk
SanDisk returned to the list after a strong run, with the stock rising 33.5% in the last week to reach new highs. The rally was attributed in part to robust memory pricing linked to AI demand. Bernstein analyst Mark Newman raised his price target on SanDisk to $1,250 from $1,000 while maintaining an Outperform rating. Newman wrote that he is raising SNDK estimates significantly on better-than-expected NAND prices and pointed to continued upside surprises in memory pricing, with NAND showing the strongest increases and continued acceleration, as discussed in the firm’s recent memory tracker.
Separately, an investment service note included in market coverage asked whether a $2,000 allocation in Intel is appropriate at present. The note described ProPicks AI as a tool that evaluates companies including INTC across more than 100 financial metrics to identify risk-reward profiles, and cited past ProPicks AI winners such as Super Micro Computer, up 185%, and AppLovin, up 157%.
Overall, AI-driven infrastructure and memory markets remained the primary catalysts for strong gains in chipmakers, datacenter operators, and memory names, while security concerns tied to early testing of new AI systems weighed on cloud and some software firms. Investors appear to be parsing these two narratives as they position portfolios heading into next week.