A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.
The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out. CoreWeave (NASDAQ:CRWV) has fallen 40.57% over the past year, even as Nebius Group…
The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META | META Price Prediction) or Nebius Group (NASDAQ:NBIS) right now? Both now…
Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) closed down 17% Wednesday. The move cracks a narrative that just weeks ago had retail investors trading millionaire screenshots on Reddit. The neocloud…
The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment,…
CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS | NBIS Price Prediction) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US…
Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is…
Simon White, Bloomberg macro strategist, has been making rounds with a thesis that should rattle anyone who lived through 2008. Speaking on Bloomberg Businessweek, White described what he calls “the financialization of…
Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
It really does sound unbelievable: that a 24-year-old former OpenAI researcher could just start a hedge fund worth billions and score a return of 1,000% since inception. Undoubtedly, the man I speak…
During the Lightning Round of CNBC’s Mad Money, Jim Cramer adopted a more defensive stance, characterizing the broader market as “turned ugly.” One of his strongest warnings was reserved for Ondas Holdings (NASDAQ:ONDS), one…
Almost six months ago, our December 2025 piece Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks argued that three names sat in the sweet spot of the…
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a…
Live Updates Mortgage Rates Rise 12:28pm ETMortgage rates ticked higher again this week, reaching their loftiest level since August and adding another headwind to an already strained housing market. The average rate…
