Notícias

NVIDIA Corporation (NASDAQ:NVDA) has an argument against rapid hardware obsolescence: older accelerators still command rental prices. For CoreWeave, Inc. (NASDAQ:CRWV), which sells access to computing infrastructure, the harder question is how much of that rent becomes a return. The September 7 settlement of a transaction-based GPU rental benchmark put NVIDIA’s H100 SXM at $3.17 per […]

CrowdStrike recently unveiled Falcon Guardian and SafeMind at Fal.Con 2026, aiming to secure AI agents and expand its share of a massive new market.

David Tepper is moving beyond chips with two surprising AI bets

Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue. Their financing models increasingly look very different. Oracle reported September 10 that remaining performance obligations reached $664 billion after more than $30 billion of new AI cloud contracts. Crucially, $11.36 billion of […]

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

Former OpenAI researcher Leopold Aschenbrenner is betting on AI stocks again just weeks after his fund’s $35 billion collapse.

The cloud-based AI infrastructure services provider still has a bright future.

According to a CNBC report on Friday, Situational Awareness was also active in names like SK Hynix, SanDisk and the Roundhill Memory ETF.

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

The fund, which lost roughly $35 billion in assets after a forced sale this summer, has been active in options markets late last week and early this week

The S&P 500 Index ($SPX ) (SPY ) is up +0.87%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.97%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.77%. E-mini S&P futures (ESU26 ) are up +1.01%, and September E-mini Nasdaq futures (NQU26 )...

CoreWeave's massive debt dwarfs the $104 billion backlog, yet the stock is gaining strength and winning more customers.

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.

Investing.com -- Nvidia Corporation (NASDAQ:NVDA) edged higher in after-hours trading, rising 0.5%, Thursday following a Bloomberg report that Microsoft plans to more than triple its data center capacity.

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

Every investor knows Nvidia won the chip race, but the physical layers that actually keep AI data centers alive belong to a different set of companies, and three of them are quietly outpacing the trade everyone is already crowded into.

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 has been putting in a series of lower highs since April, setting itself up for a compelling option trade.

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?

Michael Burry just quietly closed one of his biggest bearish AI bets, but he insists he has not gone bullish. The reason behind his retreat reveals something uncomfortable about the cost of being right too early.

The launch builds on CoreWeave’s acquisition of Monolith AI, which focused on using machine learning for complex engineering and physics problems.

Hitting the mark would take about a ninth of the growth rate the AI cloud provider just delivered.

One trades at a 20x premium despite massive losses, while the other is profitable but has faced several controversies.

Ramp data shows the effective price that firms pay for AI tokens has fallen 41% since March, complicating a core assumption behind the infrastructure boom.

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.

When a caller inquired about IREN Limited (NASDAQ:IREN) during the lightning round on September 3, Mad Money host Jim Cramer said: If you’re going to do neocloud, you got to do, the only one I like is CoreWeave with Michael Intrator. The others I think are too speculative for me. CoreWeave vs. IREN AI Revenue […]

In an interview with CNBC, CEO Michael Intrator said the company’s long-term offtake agreements and deal-level economics remain central to its operating-leverage strategy.

OpenAI just raised its compute spending target by 25% and still calls itself short on capacity, which puts Oracle's $638 billion backlog and a bleeding cash flow statement on a collision course investors cannot afford to ignore.

CoreWeave strikes a very bullish tone on demand.