A single overnight financing just sent ripples across the entire AI cloud sector, and the names that ran hardest this summer are now paying the steepest price for it.
A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in…
Nebius Group built one of the year's most impressive AI cloud runs, then dropped double digits in a single morning. The culprit is a $4.5 billion capital raise that comes with a…
George Soros just quietly deployed nearly $500 million into five AI infrastructure companies most investors can't name, and the logic behind each pick reveals exactly where the real money in the AI…
A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has…
While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.
NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of…
A Wall Street analyst slashed his Nebius price target by 30% and then reversed the entire cut just seven days later, and the reason has nothing to do with earnings. It all…
Rich Duprey Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings…
Jensen Huang just structured a $500 billion compute fund with a design that one Wall Street CEO compared to the invention of mortgage-backed securities, and that reference alone should make every AI…
Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window…
SpaceX shares pulled back sharply Friday after a massive weekly surge, and the question now is whether the stock can hold a critical price level before the close or hand back everything…
Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger market collapse is coming. With Wall Street overwhelmingly on the other side,…
Nebius just tripled in 2025 and then surged another 34% in a single session, leaving investors who missed it facing a brutal choice between chasing a vertical spike and watching a high-growth…
Alex Sirois CoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below its peak. Whether the leverage and cash burn cancel out the growth…
