Last November, Michael Burry published a pointed critique arguing that major AI players were artificially inflating profits by stretching depreciation schedules on GPUs and servers far beyond their real-world usefulness. In his…
Rich Duprey Pre-Market Stock Futures: After a volatile start to the week, futures are trading lower on Tuesday. Markets had plummeted early Monday before the opening bell, only to stage a massive turnaround following…
Last week, stocks generally struggled. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) fell 1.5% from March 6 to March 13, and Invesco QQQ Trust (NASDAQ:QQQ) dropped 1.01% over the same stretch. Yet,…
CoreWeave (NASDAQ:CRWV) has been a quintessential AI growth story, delivering specialized GPU cloud infrastructure that powered the sector’s insatiable compute needs. Yet mounting worries about a ballooning debt load, persistent questions surrounding…
Rich Duprey Before Oracle reported earnings on March 10, the narrative was ugly. Job cuts. AI cash crunch. A stock down 23% year to date. Reddit’s r/stocks was flooded with a thread titled “What…
Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave…
Pre-Market Stock Futures: Futures are trading lower after a solid risk-on Wednesday, when all major indices finished higher. Reports that filtered out of the media that Iran had backchannelled the CIA, looking…
CoreWeave (NASDAQ:CRWV) is adding another high-profile name to its customer roster. Perplexity, the AI-powered search company, has signed a multi-year partnership to run AI inference workloads on CoreWeave’s cloud infrastructure, with CRWV…
Artificial intelligence (AI)-focused cloud infrastructure provider CoreWeave (NASDAQ:CRWV) released its fourth quarter earnings on Thursday, and the market’s reaction was swift and brutal. Shares plummeted 18.5% on Friday, wiping out billions in…
Rich Duprey Live Updates UBS Bullish on Tech12:13pm ETWhile UBS has a bearish view on the broader stock market, the firm remains bullish on pockets of tech. Most recently, UBS analysts have upgraded shares…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reported fiscal Q4 2026 earnings after the close on February 25, 2026, delivering results that cleared both official consensus and the buy-side whisper number. Here are…
Joel South Live Updates Market Reaction 4:55pm ETCoreWeave shares are now down roughly 5% after hours, and the conference call is the next catalyst. Management has held back 2026 guidance, which means the market…
Eric Bleeker A now-staple name in the AI world, CoreWeave (NASDAQ:CRWV) is sitting on a massive $55.6 billion revenue backlog, nearly double what it had just one quarter earlier. This figure alone makes it…
David Beren CoreWeave (NASDAQ:CRWV) gained 6.77% this week, closing at $96.04 on February 13. That performance stands in sharp contrast to the S&P 500 (NYSEARCA:SPY), which dropped 1.29% over the same period. Year to…
Eric Bleeker Oracle (NYSE:ORCL | ORCL Price Prediction) looked like it was destined to be the next $1 trillion company last year before things made an abrupt turn. The stock has nearly halved since…
