AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has plunged 15% from its peak and closed at $200 yesterday. Multiple AI stocks have pulled back in the past week in the Broadcom (NASDAQ:AVGO)-led AI…
Almost six months ago, our December 2025 piece Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks argued that three names sat in the sweet spot of the…
The market is gearing up for a SpaceX IPO on June 12, and it feels like yesterday that the business confidentially filed for its IPO. That was on April 1 this year.…
At $100.39, CoreWeave (NASDAQ:CRWV) is a hold. The stock has shed 27.24% in a month while investors debate a core question: can the company convert a $99.4 billion backlog into cash before…
Vandita Jadeja Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a…
Omor Ibne Ehsan CoreWeave (NASDAQ:CRWV) at $124.82 screens as a wait-and-see setup over the next 12 months, with a working reference value near $138.56. The stock has whipsawed since its 2025 IPO, with tension between…
Alex Sirois Pre-Market Stock Futures: Futures are trading lower on Tuesday, but the technology tsunami continued on Monday, as all major indices dipped into the red early on news that Iran was halting the…
Live Updates Anthropic IPO1:47pm ETAnthropic, the AI company behind chatbot Claude, has confidentially filed an S-1 with the SEC, setting the stage for what could be one of the most closely watched…
Our CoreWeave (NASDAQ:CRWV) call is built on the collision between explosive AI infrastructure demand and a balance sheet straining under capex. The 24/7 Wall St. price target points to $162.79 over the…
Vandita Jadeja CoreWeave (NASDAQ:CRWV) just booked the largest customer commitment in its short public life and the largest quarterly loss in its short public life, inside the same earnings report. The Q1 2026 release…
Omor Ibne Ehsan CoreWeave (NASDAQ:CRWV) has whipsawed investors with triple-digit revenue growth, a $99 billion backlog, and one of the heaviest capex profiles in the cloud sector. After a 14.58% pullback over the past month,…
Vandita Jadeja The Number CoreWeave (NASDAQ:CRWV) has raised over $20 billion in capital so far in 2026, a financing pace that now defines the investment debate around the AI infrastructure company. The total stacks…
The Number Blackstone (NYSE:BX | BX Price Prediction) is committing $5 billion in equity capital to a new artificial intelligence cloud venture with Alphabet‘s (NASDAQ:GOOG) Google Cloud, according to a Wall Street…
Shares of HIVE Digital Technologies (NASDAQ:HIVE) are up 34% in mid-morning trading Monday, while T1 Energy (NYSE:TE) shares have climbed 20%. The catalyst: a wave of social media buzz around a 13-F…
