Retail investors have begun to pile into speculative bets on small-cap companies in a buildup that resembles the meme stock ...

Will Applied Digital's $7 billion AI lease with CoreWeave position it as the next big player in AI infrastructure, or do we approach with caution?

Nebius Group is an underappreciated player in AI with hidden assets worth billions, yet only trading at $12B market cap.

The re-awakening of the IPO market is certainly notable, signaling renewed investor confidence and a meaningful shift in ...

In today's video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA) and other artificial intelligence stocks with which Nvidia has either a partnership or owns shares. To learn more, check out ...

Crusoe, the startup developing a giant data center for OpenAI’s $500 billion Stargate effort, is raising around $1 billion in a bid to join the race to provide computing power for artificial ...

CoreWeave secures a $25.9 billion revenue backlog, including OpenAI's $11.9 billion deal. Click here to read why I rate CRWV ...

HSBC sees major risks for CoreWeave stock, citing heavy customer concentration, mounting costs, and a bearish $32 price ...

So for now, CoreWeave still looks like a better play on the cloud and AI markets than DigitalOcean. Its business strategy is ...

CoreWeave relies on expensive 9% debt to buy rapidly depreciating GPUs, risking shareholder dilution. Read why CRWV stock is ...

OpenAI and Oracle are jointly developing an additional 4.5 gigawatts (GW) of data centre capacity in the U.S., significantly expanding their ongoing Stargate initiative. This move brings total ...