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CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) became exceptionally direct tests of the AI spending debate on September 14. Michael Burry has pushed back on warnings from frontier AI leaders, arguing that the industry’s over AI risks is overblown and that slowing development would benefit incumbents by restraining competition. AI-linked stocks sold off anyway. […]

Palantir Technologies' (PLTR) AIPCon 11 highlighted growing demand for data sovereignty, with custom

A single line on a balance sheet keeps pulling one investor back to the same stock, and it has nothing to do with AI excitement or analyst ratings. The signal hiding in plain sight changes how this company funds its own growth.

Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise cost disclosure threatens to overpower what should have been a bullish insider signal.

Here's a check of the markets in the first few minutes of trading.

SPCX is betting on compute renting to drive growth, backed by a $13B annualized hosting deal and plans to expand capacity beyond 2 GW by year-end.

A media report naming a marquee AI lab as the mystery customer behind Rumble's massive six-year compute contract is sending one small-cap stock sharply higher while punishing its rented-compute rivals on the same tape.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were declining hours before Monda

Potentially orchestrated headlines and regulatory capture attempts are clouding AI investor sentiment.

Potentially orchestrated headlines and regulatory capture attempts are clouding AI investor sentiment.

Jensen Huang says AI infrastructure spending is still in its early stages, giving CoreWeave and Nebius a major vote of confidence as NVIDIA-backed neoclouds expand.

Palantir’s latest AI move gives Wall Street more to consider

CoreWeave, Nebius and IREN are moving higher as Oracle's results reinforce the AI infrastructure trade.

Nebius has financed about 20% of its planned AI infrastructure expansion through 2030. Its shares fell Thursday despite Truist initiating coverage with a $355 price target.

CRWV is targeting physical AI with field engineering that helps industrial teams build, validate and deploy AI across workflows.

Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means.

NBIS plans $20-$25B in 2026 capex, while more than $9B in customer prepayments could help fund its aggressive AI infrastructure expansion.

Burry Pulls the Trigger on Nvidia and Palantir Put Options as Market Risks Rise

NVIDIA (NASDAQ:NVDA) Chief Executive Officer Jensen Huang said the expansion of generative artificial intelligence, combined with the end of Moore’s law, is driving a major increase in demand for computing infrastructure and semiconductors. Speaking at the Goldman Sachs Communacopia + Technology Co

Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

CoreWeave and Nebius are both racing to stack GPU capacity while the 10-year Treasury hovers near its yearly peak, but their debt loads could not be more different. Which neocloud survives a rate hike without flinching?

Palantir named Nebius its preferred sovereign AI infrastructure partner on Sept. 8, sending shares up 7.7% after the news.

Its own disclosures sketch the three-year range -- and one assumption matters most.

CrowdStrike’s rapid growth and expanding AI opportunity have analysts optimistic, but the cybersecurity stock carries a hefty valuation.

Iren may have multiple gigawatts in its control that investors do not know about.

A high-potential 8.4-gigawatt pipeline is colliding with financial realities.

A former Bitcoin miner now holds billions in contracted AI cloud revenue and a direct NVIDIA investment commitment, but the path to capturing that upside runs through one of the most ambitious infrastructure buildouts in the sector's history.

Palantir named Nebius Group its preferred sovereign AI infrastructure partner, pairing Palantir's software with Nebius' GPU data centers to help enterprises keep data and models within national borders.

Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU slip.

Nebius just auctioned its first Blackwell capacity above any price it has ever charged, and management says it could sell all of 2027 right now but is choosing not to. Whether that restraint makes the stock a buy at these levels depends on signals the market has not priced in yet.