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On August 12, 2026, Nebius Group N.V. (NASDAQ:NBIS)’s cloud business revenue jumped 514% year over year in the second quarter, sending shares up more than 20%. It pushed total quarterly revenue to $582.3 million, ahead of the roughly $572.75 million analysts expected. The results came a day after rival CoreWeave, Inc. (NASDAQ:CRWV) raised its own […]
A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive financing meets a high-flying stock.
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the crushing debt load that shadows the more famous name.
Shares of CoreWeave, Inc. (NASDAQ:CRWV) and Super Micro Computer, Inc. (NASDAQ:SMCI) jumped to their highest levels since June on August 12, 2026, a day after both companies delivered upbeat forecasts that signaled booming demand for AI computing capacity. CoreWeave rose more than 19%, and Super Micro climbed more than 13%. Why This Matters Both companies […]
CoreWeave (NasdaqGS:CRWV) agreed a multi-year AI cloud infrastructure deal with quantitative trading firm Hudson River Trading, announced in late August 2026. The partnership expands CoreWeave’s presence in financial market workloads by providing GPU-based compute capacity for Hudson River Trading’s AI models and trading systems. CoreWeave is also facing greater regulatory scrutiny as new state level rules on energy use and transparency start to affect data center buildout plans. The...
Applied Digital's 1.4 GW contracted IT load and North Dakota power strategy could sharpen its AI edge as it expands campuses amid execution risks.
It's not time to give up on Nvidia yet.
The cloud computing AI infrastructure specialist reported a notable insider sale amid a 2% decline in share price over the trailing 12 months.
CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the single metric that pushed them to a buy.
Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.
Neoclouds -- companies that buy and rent out GPUs for AI -- are seeing incredible demand for the assets they’re building.
David Tepper's hedge fund, Appaloosa Management, recently initiated a position in CoreWeave while also raising its exposure to Meta Platforms.
President Donald Trump said Wednesday that data centers could use "a little public relations help" as opposition to new AI infrastructure projects grows across the U.S. Trump made the remarks during a White House event with cryptocurrency executives and technology...
CoreWeave and Nebius are two of the fastest-growing companies in the market.
BCA Research has a warning for investors chasing the AI cloud boom. In a recent note, strategist Noah Weisberger argued that neocloud companies risk destroying capital because they are using borrowed money to build what could ultimately become a low-margin, commoditized computing service. CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) sit near the center […]
CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.
Shkreli closed his short position in about a week of starting it.
NasdaqGS:IREN is reported to lead CoreWeave in contracted revenue per megawatt of AI infrastructure capacity, underscoring higher monetization efficiency. Investor Stanley Druckenmiller’s Duquesne Family Office has shifted exposure into Bitcoin mining companies, adding institutional attention to operators with scalable power and computing capacity such as IREN. Both developments highlight IREN’s role in the commercial build out of AI infrastructure and high density computing. For a broader...
HRT becomes one of the first customers with wide-scale access to Nvidia's Vera Rubin chips
CoreWeave's revenue gap with Arista has shrunk by half in just two years, but profitability tells a starkly different story.
The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.
Today’s selling in AI cloud is concentrated in the names that ran furthest into the summer, with a fresh financing from one issuer doing most of the damage. Nebius Group (NASDAQ:NBIS) stock is down 4% to $214.80 midday Thursday after pricing a $5 billion convertible note offering overnight. Cloudflare (NYSE:NET) stock is down 3% to ... Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?
CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.
IREN's Horizon 1 acceptance, $9.7B Microsoft deal and contracted demand strengthen its AI cloud push as 2026 capacity targets come into focus.
On Aug. 15, 2026, Mark Cuban posted on X: “Chips as an asset class will be the new crypto.” That is the entire public statement. Cuban did not specify which chips, name an investment vehicle, offer a timeline, or follow up in any interview. The post drew over 1.2 million views within a day and ... Mark Cuban Makes Cryptic Prediction About “Chips As An Asset Class”
CoreWeave Inc. (NASDAQ:CRWV) has landed a multibillion-dollar agreement with Hudson River Trading, intensifying Wall Street’s race for the newest AI chips from Nvidia Corp. (NASDAQ:NVDA).The multiyear deal gives Hudson River access to Nvidia’s Vera Rubin and B200 systems, according to...
CoreWeave, Inc. (NASDAQ:CRWV) has entered into a multi-year agreement with quantitative trading firm Hudson River Trading (HRT) to supply cloud computing infrastructure for its artificial intelligence research and model development activities.
Hudson River Trading signed a multiyear deal with CoreWeave Inc. to build new trading research and models using the tech company’s artificial intelligence computing services.
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