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…
A fresh credit line from Citi is doing little to steady Nebius Group (NASDAQ:NBIS | NBIS Price Prediction), the AI cloud operator that keeps borrowing to build out capacity. Nebius stock is…
NVIDIA now sells something far bigger than chips, and Wall Street is still catching up to what that means for the stock price. One supply constraint is quietly doing more to support…
Ahead of its IPO, Anthropic has committed more than $600 billion to computing. That is more than the entire market value of Intel (NASDAQ:INTC | INTC Price Prediction), which stands at $484.7…
Last night, Chief Financial Officer Bret Johnson told investors on the third-quarter call for SpaceX (NASDAQ:SPCX | SPCX Price Prediction) that “At current pricing, new compute deployments are generating a payback of…
Relief is flowing back into the specialized AI cloud providers that absorbed the biggest damage in last week’s selloff. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is at $176.60, up 3%,…
CoreWeave's bonds and stock are cratering, and the All-In hosts are asking out loud whether the entire AI trade is starting to crack. Before you panic or pile in, there are two…
