Rising Treasury yields are hitting debt-heavy AI builders where it hurts most, and Oracle's balance sheet puts it squarely in the crosshairs. Here is what the bond market is saying about the…
Nebius has surged over 200% in a year on the back of marquee deals and a $37.5 billion backlog, yet three customers still drive nearly 60% of revenue and a $20 billion…
Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.
Palo Alto Networks' CEO is warning that most AI cloud companies will collapse when GPU scarcity ends, but he carves out a narrow exception for a category of survivors he calls neoscalers.…
A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs,…
Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise…
RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap…
CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing…
A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive…
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the…
Nebius stock shed more than 21% in a single week despite blowout revenue growth, leaving investors torn between a debt-fueled collapse and a generational buying opportunity hiding in plain sight.
Alex Sirois Three under-followed stocks are sitting on tens of billions in contracted backlogs while Wall Street coverage lags behind, and the window to get in ahead of institutional upgrades keeps narrowing.
CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the…
The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may…
Wolfe Research just handed Nebius Group one of the most aggressive growth targets in AI infrastructure, and the building blocks behind it are harder to dismiss than you might expect.
Rich Duprey 
