CoreWeave posts Q2 results after the bell tonight, and with a $99 billion backlog battling a widening cash burn, the question is whether management's promised margin inflection finally shows up or the…
Thomas Richmond Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI…
NVIDIA just positioned itself as both the supplier and the financier of the AI buildout, pulling Goldman Sachs, BlackRock, and KKR into a $500 billion credit machine. Whether that creates a powerful…
Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not…
After a catastrophic margin call forced Situational Awareness to liquidate near the bottom, two of its former high-conviction AI holdings are now surging back with momentum that is making the forced selling…
Leopold Aschenbrenner watched tens of billions evaporate in days, then got married, and now some of the most powerful names in Silicon Valley are fighting to hand him even more money.
Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward…
CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the…
Alex Sirois CoreWeave has shed a third of its value in three months while its analyst consensus held firm through every dip, and one prominent tech analyst argues the selloff created the exact entry…
CoreWeave and Nebius both court the same hyperscaler clients with NVIDIA hardware at their core, yet their financial blueprints point toward completely opposite fates if GPU pricing shifts or interest rates bite.
Wall Street wasted no time Monday, sending the Nasdaq surging past 25,900 while analysts took aim at some of the market's biggest names with fresh upgrades, downgrades, and new coverage that could…
Four earnings reports next week could either validate or shatter the AI infrastructure trade, and one struggling space economy name is hanging by an even thinner thread.
Oracle stock sits 28% in the red while cloud peers celebrate a banner year, and the gap comes down to one brutal question: can a $638 billion backlog and a mountain of…
Three AI infrastructure stocks are blowing past the Nasdaq's midday gains by a wide margin, and they all share a surprisingly tight connection inside the hyperscaler data center supply chain.
A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back…
