CoreWeave (NASDAQ:CRWV) faces a financing test right now. Anthropic is reportedly seeking $80 billion to $100 billion at a valuation around $1.5 trillion, down from earlier talk of approximately $2 trillion. The…
An $895 Billion Promise to Pay Anthropic has committed $895.4 billion to future computing power, equipment leases and other infrastructure agreements, according to its amended IPO filing released November 2, 2026. The…
One Number: A $1.04 Trillion Annual Pace for Hardware Imports America is now importing computers, computer accessories, and semiconductors at a pace of roughly $1.04 trillion a year. That run rate comes…
A $1 Trillion Price Tag $1 trillion. That is what one prospective investor now believes Anthropic may be worth after the latest technology selloff. In October, investors were talking about a valuation…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) trades at $186.64. A forward multiple near 13 only looks cheap if Wall Street’s earnings forecasts hold up through the next phase of the AI expansion.…
Rich Duprey Microsoft is quietly switching off the AI servers it rented from Oracle, and Oracle insists its aging GPUs still command a premium. Which story holds up, and what does it mean for…
A fourth straight weekly loss looks bad, but the S&P 500's record rests on a technicality, and the real damage hit one corner of the market. With CPI and NVIDIA earnings looming,…
A billionaire investor floated a staggering number for Elon Musk's chip venture, and Musk didn't flinch. Only a sliver of the bill has an official price tag, and nobody has said whose…
Anyone planning to request Anthropic shares through a brokerage app this month just got a reason to read the fine print first. Three major investors plan to take part in the offering.…
Credit markets and stock analysts are telling opposite stories about CoreWeave, and only one can be right. A single earnings report on November 10 will decide which side has misread a company…
One Number: 30% of 2028 Capacity at Risk About 30% of the data-center capacity the U.S. plans to add in 2028 could be at risk, according to a UBS estimate reported by…
An unconfirmed report sent TSMC's ADR surging after a brutal selloff, but the real story hides in the gap between patents and production. Nvidia's memory bills and two upcoming dates will decide…
Two ETFs just shattered their own trading volume records in a single session, and one veteran analyst says the pattern is a fear signal Wall Street can't hide. Why do big traders…
Chip stocks just suffered one of their ugliest stretches on record, and a political shift in Washington may be to blame. History offers a surprising clue about what happens next, but a…
OpenAI got its money, but not on the terms it wanted, and the gap between its growth story and investor appetite is landing on two giants. One faces a bookkeeping hit, the…
