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…
Oracle shares have shed half their value while the company quietly signed a backlog so large it dwarfs what most investors think the business is worth. Here is why the selloff looks…
Oracle and Broadcom both borrowed from the AI buildout in very different ways, and one of those balance sheets looks far more dangerous than the other right now.
Oracle's AI data centers are running behind on pipelines and permits, so the company found an unusual workaround to keep construction on schedule and avoid penalties on hundreds of billions in signed…
Ray Dalio used his appearance at the Milken Institute Asia Summit on Oct. 8 to warn about the stocks leading this market. The Bridgewater Associates founder said equities have absorbed rising interest…
Jim Cramer built his reputation chasing momentum, so when AI stocks cratered and he credited a stock he openly hates for saving his portfolio, it raised a question worth sitting with: what…
CoreWeave carries $35.6 billion in debt, negative free cash flow, and a stock down sharply from its highs, yet one investor keeps buying more shares after every dip. Here is the case…
A $20 billion accounting gap in OpenAI's revenue figures sent shockwaves through chip stocks on October 8, wiping out billions in market value across Nvidia, CoreWeave, Oracle, and others. The twist is…
Oracle's cloud backlog keeps growing and its quarterly results keep beating estimates, yet the stock sits near a 52-week low. Something in that gap is either a serious warning sign or the…
SpaceX is quietly renting computing power to the very companies trying to outcompete its own AI chatbot, and the landlord strategy is pulling in billions. The question is whether Google and Anthropic…
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…
Three AI giants are racing to lock in tens of billions in long-term debt to buy chips that will be obsolete before the loans mature, and only one of them will have…
For 15 years, borrowing was close to a free lunch. Companies locked in 3% debt, homeowners secured sub-4% mortgages, and Washington financed deficits at yields that barely registered. That era is over. …
Nearly every analyst covering a $3 trillion company agrees it belongs higher, yet the stock still trades below its 52-week high. The real question is how much higher, and the answer depends…
Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) just reported earnings that raise the same question: Oracle’s infrastructure arm is growing far faster than AWS, yet AWS still brings in far…
