Debt worries are back at the center of the AI cloud trade, and the most leveraged name in the group is taking the hardest hit. CoreWeave (NASDAQ:CRWV) stock is off 6%, recently…
On September 30, 2026, CoreWeave (NASDAQ:CRWV) chief executive Michael Intrator went on CNBC and said data center regulations would not hurt AI demand and that margins were higher than a year ago.…
A Gartner warning that most neoclouds, the AI providers that rent out graphics processing unit (GPU) capacity, won’t survive as independent companies is pulling the group lower, and IREN Limited (NASDAQ:IREN) stock…
CoreWeave (NASDAQ:CRWV) stock is at $70.37 down 10% in morning trading, as a spike in its bond yields revives questions about how the AI-focused cloud provider pays for its chips. Lenders are…
CoreWeave sits on a backlog that dwarfs its closest rival, yet the stock has shed nearly 18% in a month and carries a debt load that would make most CFOs sweat. Whether…
CoreWeave's $104 billion backlog and a Street-high price target suggest massive upside, yet the stock keeps sliding as losses widen and debt piles up. One analyst sees a tripling ahead while others…
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is at $214.99, down 3% in morning trading, even as a new Buy rating sits on the AI cloud provider. That decline extends a…
Neocloud stocks are making a move today, but not in a positive direction. CoreWeave (NASDAQ:CRWV) stock trades at $81.94, down 7%; that drop leads a selloff concentrated in the companies borrowing heavily…
Nebius has already signed tens of billions in AI compute contracts, crushed revenue estimates, and handed investors a triple-digit return this year, but its balance sheet carries threats that could unwind everything…
Pre-Market Stock Futures: Futures are tumbling this morning as yields surge higher and oil rises again. After two solid days to start the first full trading week of the 4th quarter, the…
Nebius stock is surging on an AI deal with no disclosed price tag, and the reason the market barely blinked at the mystery price reveals exactly how investors are betting on the…
CoreWeave carries a backlog that dwarfs its closest rival and revenue growth that towers over legacy cloud giants, yet the stock still trades far below its 52-week high. Here is why the…
Nebius has surged 181% this year on a tidal wave of AI demand, a blockbuster Meta deal, and a $37 billion backlog, but a closer look at its financing structure reveals how…
Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.
Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS | NBIS Price Prediction), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80…
