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Bitcoin miner Iren, which has moved to the AI compute business, is falling on earnings but it could be a buying opportunity, according to one Wall Street firm.
Nvidia's investment portfolio has some interesting holdings.
The Information reported on the plans on Thursday and added that the company is also weighing lockup periods longer than the customary 180 days for at least some holders after it lists.
CoreWeave, Inc. (NASDAQ:CRWV) stock should have been under pressure following news that NVIDIA Corporation (NASDAQ:NVDA) is reportedly hiking prices for its GPUs by roughly 17%. With GPUs at the heart of CRWV’s infrastructure, expensive chips should have automatically compressed the company’s margins. Truist says this doesn’t have to be true. On August 24, Truist Securities […]
The AI megatrend may still be young, but the focus for businesses is shifting from buying chips to monetizing AI across infrastructure, cloud, and software.
Nvidia is offering minimum revenue guarantees to help neoclouds secure financing, while gaining a share of rental revenue.
CFO Colette Kress has a different view than critics who accuse the chip giant of ‘circular financing,’ per her comments on the earnings call.
Truist’s reasoning centers on a pricing move most investors overlooked.
Nvidia is expecting another quarter of massive revenue growth, while its valuation has fallen to historically low levels.
AI spending is minting new winners faster than most investors can track, and three stocks sitting at the intersection of memory, custom silicon, and GPU cloud infrastructure may be the clearest bets on where the next wave of capital flows.
AI data center demand is driving CRWV and APLD, but their differing models, capital needs and risks could shape which offers more upside.
Investors should keep CoreWeave and Iren on a watch list rather than in a portfolio right now.
A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs, however, are not small.
Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.
Evercore sees another beat-and-raise quarter ahead.
RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap that could stop the Maysville data center before it starts.
CoreWeave’s multibillion-dollar deal with Hudson River Trading adds a major AI customer and strengthens the case for its growing cloud infrastructure business.
Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the market can still trust at these levels.
CoreWeave expanded its partnership with Rescale to support AI and simulation workloads.
CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing that expansion raises serious questions about whether growth alone can carry the weight.
NVIDIA's 13F shows a nearly $21 billion SpaceX stake, its second-largest holding, stemming from an earlier xAI investment and raising circular financing questions as SpaceX buys NVIDIA chips.
Nebius has faced an intense selloff over the past week, with investors viewing the mammoth debt offering as adding to the company’s debt liabilities.
RUM Group has inked a $13.7 billion GPU deal with an unnamed U.S. cloud customer.
SpaceX's blockbuster listing cracked open the 2026 IPO window, and Anthropic and OpenAI are already circling the runway. One ETF positions investors across the entire cohort, but its five-year track record reveals a tension that could define the next rebalance.
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.
Tax withholding obligations drove this non-discretionary sale, yet Agrawal retains ~280,000 total shares worth $25.13 million, signaling continued confidence in the AI infrastructure provider.
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