A fresh capacity expansion from CoreWeave (NASDAQ:CRWV) is landing alongside a broad rally in AI cloud names, and the group is outpacing large-cap tech by a wide margin. CoreWeave stock is at…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) founder Elon Musk delivered a blunt warning to the companies that rent out AI computing power, and the selling it triggered is concentrated in a narrow…
Edge delivery is setting the pace in the cloud software rebound, and one specialist is pulling well ahead of the group. Fastly (NASDAQ:FSLY) stock is at $24.18, up 8% in afternoon trading.…
Cloud software stocks are rallying, and the biggest gains belong to the companies that keep applications running and secure. Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 6% to $323…
A fresh credit line from Citi is doing little to steady Nebius Group (NASDAQ:NBIS | NBIS Price Prediction), the AI cloud operator that keeps borrowing to build out capacity. Nebius stock 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,…
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…
Cloud software stocks are under heavy pressure as worries about AI financing spread across the sector. High-growth names that posted strong recent results are absorbing much of the selling. Snowflake (NYSE:SNOW |…
CNN’s Fear & Greed Index stood at 46 a week ago, which is Neutral. On October 16, 2026, it reads 28, a few points above Extreme Fear. That’s a big swing in…
Debt worries are back at the center of the AI cloud trade, and the most leveraged name in the group is taking the hardest hit. CoreWeave (NASDAQ:CRWV) stock is off 6%, recently…
A Gartner warning that most neoclouds, the AI providers that rent out graphics processing unit (GPU) capacity, won’t survive as independent companies is pulling the group lower, and IREN Limited (NASDAQ:IREN) stock…
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…
Fastly (NYSE:FSLY) shares gained 15% to $29.04 after Oppenheimer upgraded the edge network operator to Outperform from Neutral. The call highlights how directly Fastly’s traffic-metered business sits in front of fast-growing artificial…
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…
Cloud software’s past-month rally landed mostly on two names, and Cloudflare (NYSE:NET | NET Price Prediction) is the one tied most directly to machine-driven internet traffic. Cloudflare stock is up 28% over…
