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…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) founder Elon Musk delivered a blunt warning to the companies that rent out AI computing power, and the selling it triggered is concentrated in a narrow…
Elon Musk just predicted mass death for GPU rental companies, and CoreWeave's cratering stock price and distressed bond market suggest lenders may already agree with him.
CoreWeave has $104 billion in contracted revenue, a 25% price increase already in effect, and Wall Street calling for triple-digit upside. One number buried in the financials threatens to unravel all of…
Vandita Jadeja Edge delivery is setting the pace in the cloud software rebound, and one specialist is pulling well ahead of the group. Fastly (NASDAQ:FSLY) stock is at $24.18, up 8% in afternoon trading.…
Short sellers piled into AI data center stocks and walked away with billions in October gains, but a $76 billion funding gap and bond yields near 15% suggest the pain for these…
CoreWeave sits on a backlog that rivals the GDP of a small nation, yet shares just cratered to near their 52-week low. Whether that gap represents the buying opportunity of the AI…
A Gartner forecast just sparked a brutal selloff that wiped nearly half of Nebius Group's value from its peak, yet one Wall Street firm now sees shares more than doubling from here.…
CoreWeave (NASDAQ:CRWV) sold bonds due in 2032 at a 9.625% yield. Last week a widely shared chart showed those bonds yielding about 15%, and Reuters reported that the company’s credit default swaps…
CNN’s Fear & Greed Index rose to 31 on Wednesday, deep in “Extreme Fear” territory. A week ago, it read 30. The increase follows a hot inflation report, new attacks in the…
