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Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” The Big Short investor disclosed the trade on his Substack last week alongside a short on...
The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.
CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.
AI cloud company CoreWeave edged past Wall Street estimates for quarterly revenue on Tuesday, driven by strong demand for its computing services that power AI systems. So-called neoclouds such as CoreWeave and peer Nebius, which offer hardware and cloud capacity to other technology companies, have seen demand skyrocket as a result of relentless enterprise spending on AI. CoreWeave, whose close ties with Nvidia have made it a key supplier of Nvidia's AI chips, has attracted several high-profile customers so far this year.
Super Micro Computer on Tuesday forecast fiscal 2027 revenue above Wall Street expectations, betting that strong demand for its AI-optimized servers would fuel another year of growth. Shares of the company rose 9% in extended trading following the results. The server maker has been a winner in the race to equip data centers for generative AI, leveraging its close relationships with chipmakers and its reputation for speed-to-market.
It could upend your finances in a serious way.
Will shares of the memory giant regain their recent highs and soar higher?
Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA soaring toward $500 or trigger a demand cliff that bulls are not prepared for.
What comes next for the iconic video streaming giant?
Together AI will use IBM Cloud and Nvidia Blackwell systems to build a large-scale cluster for open-source models.
Digital Realty offers a good blend of AI-driven growth and stable income.
The tech giant's founder made a major stock sale last week, but that shouldn't discourage investors from buying.
NVIDIA just picked a side in the AI cloud wars, and the market responded by punishing one company while rewarding another. Find out why one neocloud surged while a giant stumbled when billions in fresh capital started moving.
These stocks are leaders in their respective industries and have excellent financials to support their high-yielding dividend payments.
Honeywell's CFO took the stage at a high-profile Deutsche Bank summit this morning, and within 75 minutes the stock was in freefall. One comment about future earnings targets appears to have lit the fuse.
Wall Street sees upside ahead for SpaceX, but shareholders will still have to deal with plenty of uncertainty along the way.
Ark Invest's ETFs took profits after the AI stock's impressive week.
AI data centres will be exempt from strict financial crisis-era lending rules despite fears regarding the sector’s debt-fuelled spending.
It's essential to run multiple scenarios before buying the stock.
On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, an effort to build open, collaborative defenses against AI-driven cyberattacks. It is a modest headline next to the numbers coming out of Broadcom’s chip business, but it hints […]
Nvidia launched its 30-billion-parameter Nemotron 3.5 Lightning model.
GitLab, UiPath, and Asana have similar setups that could lead to big post-earnings jumps.
The business is booming amid the AI data center build-out, so what went wrong here?
Friday's Argus upgrade sent SpaceX stock soaring 11%, but Tuesday's tape is telling a different story as post-IPO supply pressures resurface and prediction markets assign a 92.5% chance of a down close.
Moby summary of The Middleby Corporation's Q2 2026 earnings call
Moby summary of Janus International Group, Inc.'s Q2 2026 earnings call
The OpenAI CEO's stake in Reddit has implications for AI that are worth watching.
