Oracle's decision to tap the debt markets has helped revive scrutiny of AI spending. Wall Street analysts highlighted key risks in reports published this week. A growing number of strategists and ...

Adding to the risk around OpenAI is that the company's rise has had ripples beyond the tech sector - with Mortonson pointing to companies like Caterpillar Inc. (CAT) and Cummins Inc. (CMI) in the ...

CoreWeave (CRWV) stock leads AI infrastructure with rapid growth, strong Wall Street support, and unique Nvidia contracts.

CoreWeave is focusing on vertical integration to scale artificial intelligence (AI) cloud infrastructure while controlling costs. Nvidia’s $6.3 billion capacity agreement has reduced CoreWeave’s ...

Nvidia (NASDAQ: NVDA) is the world's largest company, which creates the impression that there isn't much more growth it can gain. And yet, there are several compelling reasons why it's still a great ...

Circle reported encouraging second-quarter financial results. Revenue increased 53% to $658 million, due to strong growth in ...

Nvidia needs to recycle its cash into the AI supply chain, but will other companies struggle to spend and keep up?

Consider that CoreWeave and Nvidia just signed a $6.3 billion cloud computing capacity order. It even includes a guarantee ...

Back in March, CoreWeave unveiled an agreement worth up to $11.9 billion, followed by a $4 billion expansion in May. With ...

Nvidia CEO Jensen Huang gives a comprehensive Year in AI Recap and forward-looking discussion on the explosive growth of AI infrastructure, scaling laws, ...

Meanwhile, the Federal Reserve's policy easing continues to fuel bullish sentiment, though new Fed Governor Stephen Miran's reference to a "third mandate" of moderating long-term rates hinted at ...