IREN (NASDAQ: IREN) reports fiscal Q3 results after the close today. The numbers should look strong, but the real story sits behind them: a Microsoft contract ramp, a freshly energized Sweetwater campus,…
The CBOE Volatility Index (^VIX) is drifting back toward the 17 line as optimism returns to the S&P 500 and capital rotates into stocks. The VIX closed near 18 on Monday after…
CoreWeave (NASDAQ: CRWV) reports first-quarter results Thursday after the close. Critics have called the AI cloud provider’s foundation circular financing on shifting sand. A month-long run of contract wins has started to…
As the AI trade heats up again, the hard-hit neocloud plays might be in a spot to lead the march higher. CoreWeave (NASDAQ:CRWV) shares have shown signs of life in recent months,…
Joey Frenette Reid Hoffman, the LinkedIn co-founder and prolific Silicon Valley investor, is making one of the boldest calls of his career on artificial intelligence. Speaking on “Money And Wealth With John Hope Bryant”…
Live Updates Jamie Dimon's Warning1:32pm ETSpeaking Tuesday at a conference hosted by Norway’s sovereign wealth fund, JPMorgan Chase CEO Jamie Dimon sounded the alarm on ballooning government debt, warning that markets may…
The Nasdaq Composite (^IXIC) is down sharply to start the session, giving back yesterday’s record-setting gains. A Wall Street Journal report revealed that OpenAI fell short of its 2026 sales and user…
The S&P 500 (^GSPC) is pulling back from its latest record run as investors take some profits in this jittery market. OpenAI missed sales and user targets, rippling through tech stocks, while…
Investors seemed to have hit the panic button when it came to shares of CoreWeave (NASDAQ:CRWV), which shed just over 60% of its value at its worst point. More recently, the neocloud…
Joey Frenette AMD (NASDAQ:AMD | AMD Price Prediction) CEO Lisa Su told the Axios AI+ Summit last week that “We’re only in year two of a ‘massive ten-year cycle’ of rapid AI advancements and…
The CBOE Volatility Index (^VIX) is trading near 18.84, below the psychologically sensitive 19 threshold and down 2.4% on the session, pushing the fear gauge below the 20 line even as the…
Live Updates Meta Quest12:56pm ETMeta (Nasdaq: META) is passing along higher memory costs to consumers. According to reports, Mark Zuckerberg’s company is hiking prices on its Quest headset lineup starting April 19th.…
Pre-Market Stock Futures: The futures are trading modestly higher after a wild Wednesday that saw the Nasdaq explode higher to close at an all-time high of 24,016, up a hefty 1.60%, while…
CoreWeave (NASDAQ:CRWV) just secured a $21 billion commitment from Meta, expanding what was already a landmark relationship and cementing CoreWeave as the preferred AI cloud infrastructure partner for the world’s largest social…
The AI infrastructure race keeps accelerating. Tech giants plan to spend more than $630 billion on capital expenditures this year, yet even that pace struggles to meet demand for specialized GPU clusters…
Rich Duprey 
