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…
AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story…
Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious…
Chipmakers grabbed the spotlight during AI's first wave, but the real money in the next phase may flow somewhere most investors are not looking yet. Three ETFs targeting cloud, cybersecurity, and software…
Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.
A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running…
David Moadel NVIDIA just placed a massive bet on one AI cloud company, sending its stock into orbit and pulling two rivals along for the ride. But with credit markets flashing warnings on one…
Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before rotating into Cloudflare, CoreWeave, or Snowflake, investors need to understand which of…
David Moadel Enterprise digital transformation remains the primary driver of demand for public and hybrid cloud services. Companies continue shifting workloads to the cloud, and AI‑driven infrastructure spending has added another layer of momentum.…
Cloud computing ETFs have had a rough start to 2026, and Themes Cloud Computing ETF (NYSEARCA:CLOD) is no exception. The fund is down nearly 19% year-to-date through the end of February, with…
