Memory chips, GPU accelerators, and AI cloud infrastructure are posting some of the most explosive earnings numbers in semiconductor history, yet the ETF built around them has barely moved this year. That…
Those who bought CoreWeave (NASDAQ:CRWV) are now kicking themselves as the fragile composition of these data center startups gets more obvious. I’d look into MasTec (NYSE:MTZ | MTZ Price Prediction), Vertiv (NYSE:VRT), and nVent Electric (NYSE:NVT)…
CoreWeave (NASDAQ:CRWV) grabbed the spotlight on CNBC’s Stop Trading Tuesday morning, with Jim Cramer calling the company’s latest financing round a genuine watershed moment for AI infrastructure. “My god, there’s so much…
CoreWeave (NASDAQ:CRWV) stock is up 8% in Tuesday morning trading, with shares climbing from an opening price of $69.15 to nearly $75. Meanwhile, Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is…
Last November, Michael Burry published a pointed critique arguing that major AI players were artificially inflating profits by stretching depreciation schedules on GPUs and servers far beyond their real-world usefulness. In his…
Rich Duprey Pre-Market Stock Futures: After a volatile start to the week, futures are trading lower on Tuesday. Markets had plummeted early Monday before the opening bell, only to stage a massive turnaround following…
Last week, stocks generally struggled. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) fell 1.5% from March 6 to March 13, and Invesco QQQ Trust (NASDAQ:QQQ) dropped 1.01% over the same stretch. Yet,…
CoreWeave (NASDAQ:CRWV) has been a quintessential AI growth story, delivering specialized GPU cloud infrastructure that powered the sector’s insatiable compute needs. Yet mounting worries about a ballooning debt load, persistent questions surrounding…
Rich Duprey Before Oracle reported earnings on March 10, the narrative was ugly. Job cuts. AI cash crunch. A stock down 23% year to date. Reddit’s r/stocks was flooded with a thread titled “What…
Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave…
Pre-Market Stock Futures: Futures are trading lower after a solid risk-on Wednesday, when all major indices finished higher. Reports that filtered out of the media that Iran had backchannelled the CIA, looking…
CoreWeave (NASDAQ:CRWV) is adding another high-profile name to its customer roster. Perplexity, the AI-powered search company, has signed a multi-year partnership to run AI inference workloads on CoreWeave’s cloud infrastructure, with CRWV…
Artificial intelligence (AI)-focused cloud infrastructure provider CoreWeave (NASDAQ:CRWV) released its fourth quarter earnings on Thursday, and the market’s reaction was swift and brutal. Shares plummeted 18.5% on Friday, wiping out billions in…
Rich Duprey Live Updates UBS Bullish on Tech12:13pm ETWhile UBS has a bearish view on the broader stock market, the firm remains bullish on pockets of tech. Most recently, UBS analysts have upgraded shares…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reported fiscal Q4 2026 earnings after the close on February 25, 2026, delivering results that cleared both official consensus and the buy-side whisper number. Here are…
