Jim Cramer drew a line in the bond market that could upend every major AI trade, and the number he named sits uncomfortably close to where long-term yields already stand. Here is…
Debt-funded AI cloud providers are back under pressure as concerns about borrowing costs spread across the group. First of all, CoreWeave (NASDAQ:CRWV) shares are down 4% to $58.67 in morning trading. Moreover,…
Oracle's cloud revenue is exploding while its stock sits near yearly lows, and the gap between those two realities may represent one of the more unusual setups in large-cap tech right now.
A fresh analyst endorsement is giving CoreWeave (NASDAQ:CRWV) a lift after a stretch in which its debt load dominated the conversation. CoreWeave stock is up 6% to $65.37 in morning trading. Goldman…
Few companies sit closer to the race to power AI data centers than Bloom Energy (NYSE:BE). Bloom Energy shares have climbed 157% year to date (YTD) to $223.03, a run that leaves…
Bond investors are quietly repricing the debt that funds AI's massive buildout, and some of the numbers coming out of quarterly filings suggest the easy money phase may already be over.
IBM has raised its dividend every year since 1916, but the raises have shrunk to a single penny while debt climbs and a weak quarter rattles investors. Whether the cash machine can…
Data centers are reshaping which utility stocks deserve a second look, and one Michigan company just signed agreements with Oracle and Google that could quietly supercharge its earnings growth for years to…
On September 30, 2026, CoreWeave (NASDAQ:CRWV) chief executive Michael Intrator went on CNBC and said data center regulations would not hurt AI demand and that margins were higher than a year ago.…
CoreWeave's bond market flashed a warning that spread far beyond one AI startup, and Oracle shareholders absorbed a nearly 9% loss before the trading day even ended. What happens to Oracle's $664…
Oracle just named Bloom Energy the primary power source for a massive AI campus, yet the stock keeps falling. With shares trading at stratospheric multiples and the next earnings report days away,…
Apple and NVIDIA now sit within striking distance of each other at the top of the market cap rankings, but the reason one trades near its all-time high while the other lags…
An investment boom can create real businesses and still leave shareholders paying too much for them. Artificial intelligence presents just that scenario: chip suppliers collect revenue today, while their customers must turn…
CoreWeave (NASDAQ:CRWV) stock is at $70.37 down 10% in morning trading, as a spike in its bond yields revives questions about how the AI-focused cloud provider pays for its chips. Lenders are…
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…
