Rising Treasury yields are hitting debt-heavy AI builders where it hurts most, and Oracle's balance sheet puts it squarely in the crosshairs. Here is what the bond market is saying about the…
Oracle's recent surge looks like a comeback until you stack it against what the rest of the cloud sector did over the same window, and the comparison raises an uncomfortable question about…
Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise…
Nebius Group built one of the year's most impressive AI cloud runs, then dropped double digits in a single morning. The culprit is a $4.5 billion capital raise that comes with a…
Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.
Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two AI cloud darlings are not moving in lockstep today and the reason…
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…
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 
