High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.
The neoclouds are taking on significant debt to finance their data center build-outs.
Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head. Datadog (NASDAQ:DDOG) stock is down 22% over the past month and trades at $210.76 […]
A strong earnings report and a broader tailwind in AI helped lift CoreWeave last month.
AI’s rise is putting neocloud cybersecurity in focus.
The AI cloud provider's borrowing rate fell over the past year. The bill got bigger anyway -- and it isn't done growing.
CoreWeave stock has climbed 18.3% over the past month, yet its low overall value score and an earnings multiple profile that screens as undervalued leave investors weighing how much of the AI cloud story is already reflected in the price. The 18.3% gain over the past month shows renewed interest in CoreWeave, which can make short term entries and exits more sensitive to shifts in sentiment. The multibillion dollar Hudson River Trading agreement and a growing set of AI infrastructure...
CoreWeave has shed nearly $70 from its May peak and now carries a $104 billion revenue backlog against a debt load that makes bears nervous. Whether the $85 price level is a gift or a trap depends on three catalysts now taking shape.
Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.
IREN plans $25B-$30B in CapEx for its AI cloud expansion, backed by $14B in existing funding and a push for more GPU financing and prepayments.
Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.
SMCI is betting on the AI buildout, while CoreWeave is betting on what comes after. Only one has the bigger long-term opportunity.
Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.
The executive disposed of 308,000 shares as the stock price has dropped in recent days amid interest-rate fears.
A key executive disposed of shares.
OpenAI doesn't look likely to launch an IPO this year but investors could get a proxy for the ChatGPT developer in the form of SB Energy.
The projection reflects that demand is going nowhere. It does show, however, that NVDA stock still has plenty of room to run.
IPO Edge hosted a fireside chat on Aug. 26 at Nasdaq MarketSite with Brittany Kaiser, Chief Executive Officer of Alpha Compute Corp. (Nasdaq: ALP). The in-person interview was joined by […]
CoreWeave's Rescale expansion opens access to AI-optimized infrastructure for demanding HPC and engineering workloads.
Wall Street is not simply divided on CoreWeave, Inc. (NASDAQ:CRWV). It is using almost incompatible valuation frameworks. Bernstein carries a $74 target and an Underperform rating, while Rosenblatt maintains a $250 target and a Buy. With the shares recently around the high-$80s, one analyst sees downside and the other sees close to a triple. The […]
Nvidia just dropped $20 billion on SpaceX. Which company will be next?
On August 20, CoreWeave, Inc. (NASDAQ:CRWV) announced a major multi-year agreement with Hudson River Trading (HRT). Through the partnership, HRT will leverage CoreWeave’s purpose-built AI cloud platform, including the NVIDIA Vera Rubin platform with Spectrum-X Ethernet networking, to power its next generation of AI-driven trading research and model development at scale. On August 25, CoreWeave […]
Oracle's recent surge looks like a comeback until you stack it against what the rest of the cloud sector did over the same window, and the comparison raises an uncomfortable question about whether this stock deserves its AI infrastructure reputation.
CoreWeave (NasdaqGS:CRWV) is being integrated into Rescale's AI cloud platform to power next generation engineering and AI workloads. The partnership expands CoreWeave's reach into advanced engineering, simulation, and R&D use cases across multiple industries. Rescale customers gain access to AI optimized cloud infrastructure aimed at high performance generative AI and simulation workloads. The move is described as signaling broader enterprise adoption of CoreWeave's AI cloud within the...
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