Nebius shed nearly a quarter of its value in a single month despite explosive revenue growth, and one resolute Wall Street shop just raised its price target to a level that would…
Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are sliding in early Monday trading after the company disclosed that layoff costs would run meaningfully higher than previously flagged, overwhelming a friendlier signal…
Rumble (NASDAQ:RUM) stock is rising 10% to $7.87 in early Monday trading after a media report tied a marquee artificial intelligence (AI) customer to the six-year compute contract Rumble disclosed in an…
Number That Stops You Cold $517 billion. That is the compute bill Anthropic has lined up ahead of its confidential IPO, according to a September 6, 2026 report from The Information. The…
Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader…
Every investor knows Nvidia won the chip race, but the physical layers that actually keep AI data centers alive belong to a different set of companies, and three of them are quietly…
Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping…
CoreWeave and Nebius are both racing to stack GPU capacity while the 10-year Treasury hovers near its yearly peak, but their debt loads could not be more different. Which neocloud survives a…
Michael Burry just quietly closed one of his biggest bearish AI bets, but he insists he has not gone bullish. The reason behind his retreat reveals something uncomfortable about the cost of…
A former Bitcoin miner now holds billions in contracted AI cloud revenue and a direct NVIDIA investment commitment, but the path to capturing that upside runs through one of the most ambitious…
OpenAI just raised its compute spending target by 25% and still calls itself short on capacity, which puts Oracle's $638 billion backlog and a bleeding cash flow statement on a collision course…
The biggest AI gains of the next two years may come from names most investors overlook entirely. Six stocks spanning cloud infrastructure, memory, connectivity, and quantum each have a credible path to…
Palantir just handed Nebius a coveted sovereign AI label, but traders are punishing one side of the partnership and rewarding the other in ways that reveal exactly where the market thinks the…
A Morgan Stanley price target raise just reignited the AI cloud infrastructure trade, sending Oracle surging on a day when the broader market slipped into the red. Whether the rally reflects genuine…
A single pricing figure buried in IREN's latest earnings report suggests the neocloud's existing contract book may be dramatically undervalued relative to what customers are willing to pay right now.
