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 Pre-Market Stock Futures: Futures are trading lower this morning after negotiations with Iran failed over the weekend, and President Trump indicated the U.S. will block the Strait of Hormuz. This comes as…
CoreWeave (NASDAQ:CRWV) stock is surging 12% in Friday’s session, climbing from a prior close of $92 to $103, after the company announced a multiyear agreement with Anthropic to provide cloud computing capabilities…
Live Updates Oil Prices 12:39pm ETWTI Crude and Brent Crude are both trading higher today, inching closer to the $100-per-barrel level once again. According to reports, the energy index rose by nearly…
Some tech stocks are struggling today, particularly in the software sector. However, CoreWeave (NASDAQ:CRWV) stock is bucking the trend with help from Meta Platforms (NASDAQ:META | META Price Prediction). CRWV shares rose…
Think of AI as the new electricity — every hyperscaler needs more of it right now, or risk falling behind. Meta Platforms (NASDAQ:META | META Price Prediction) alone spent $72 billion on…
Rich Duprey Pre-Market Stock Futures: Futures are trading lower this morning, as many on Wall Street feel the temporary ceasefire may be just that. But what a difference a day can make. After it…
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 
