AI cloud stocks are falling again as investors rethink how much the biggest tech spenders will keep paying for outside computing power. CoreWeave (NASDAQ:CRWV) stock recently traded at $54.34, down 11%. The…
Satya Nadella described a business model he called no business at all, named no company, and watched a handful of AI cloud stocks drop after hours. The comment may have been positioning,…
Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly…
Chamath Palihapitiya just revealed where most AI revenue actually comes from, and the answer raises serious questions about how stable the entire AI supply chain really is for investors holding chipmakers, cloud…
Chris Lange Satya Nadella drew a sharp line between the AI customers Microsoft wants and the ones it will tolerate, and the distinction reveals something uncomfortable about how the biggest names in cloud infrastructure…
One neocloud keeps raising its prices while rivals slash theirs, and the logic behind that defiance runs deeper than most investors realize.
Debt worries have swept through AI cloud stocks over the past month, and CoreWeave (NASDAQ:CRWV) has taken one of the heaviest hits, falling far below a level it held just weeks ago.…
CoreWeave reached $5 billion in annual revenue faster than any cloud company before it, but its interest expense is growing faster than its operating income. What happens in the next two quarters…
Alex Sirois CoreWeave and Nebius both have more GPU demand than they can handle, but they are financing that growth in ways that could not be more different, and one of those approaches depends…
Anthropic’s S-1 mentions AI could affect jobs in the technology, finance, law, and consulting sectors. Last year, CEO Dario Amodei said unemployment in the US could be affected enough that the national…
A fresh capacity expansion from CoreWeave (NASDAQ:CRWV) is landing alongside a broad rally in AI cloud names, and the group is outpacing large-cap tech by a wide margin. CoreWeave stock is at…
Corporate bond sales just shattered a pandemic-era record, and the borrowing binge fueling AI hardware is starting to crack the credit markets in ways that could flip the entire trade on its…
CoreWeave and NVIDIA both rode the same AI demand wave to record quarters, but one collected cash while the other collected debt. The difference between selling the shovel and renting the mine…
Bitcoin (CRYPTO:BTC) fell below $80,000 today, driven by investor anxiety about AI spending. The top cryptocurrency slipped as much as 1.4%, hitting under $79,300, and was trading at $79,859 in early New…
Applied Digital just posted the strongest quarter in its history, yet the stock cratered more than 30% immediately after. One analyst still sees nearly 400% upside from here, and the reasons behind…
