Mark Cuban dropped four words on X that sent financial media into a frenzy, but no one can agree whether he meant it as a buy signal or a warning about a…
A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in…
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…
Two of the sharpest macro minds in the business landed on opposite sides of the same AI infrastructure stock in Q2, and the actual filings reveal a far messier story than the…
Eric Bleeker George Soros just quietly deployed nearly $500 million into five AI infrastructure companies most investors can't name, and the logic behind each pick reveals exactly where the real money in the AI…
A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has…
While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.
NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of…
Appaloosa Management's three biggest Q2 positions span consumer tech, foundry dominance, and speculative AI infrastructure, but at today's prices Tepper's bets carry very different levels of risk for anyone thinking about following…
Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings…
David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.
CoreWeave sits well below its recent highs with a balance sheet that spooks half of Wall Street, yet something just shifted in the numbers that has bulls calling for a 36% snapback…
SpaceX shares pulled back sharply Friday after a massive weekly surge, and the question now is whether the stock can hold a critical price level before the close or hand back everything…
CoreWeave just posted its first earnings beat as a public company and the stock surged nearly 20%, but a balance sheet carrying almost nine times more debt than equity raises a question…
CoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below its peak. Whether the leverage and cash burn cancel out the growth…
