Key Takeaways CoreWeave shares slid Monday after the Nvidia-backed cloud computing company said it would sell $2 billion in ...

The CEO of the AI data center provider, which has Nvidia as an investor and a supplier, described the environment as a ...

Oracle flagged new business from Meta and Nvidia in reporting a 438% increase in remaining performance obligations.

Billionaire Philippe Laffont has his finger on the pulse of big tech trends like artificial intelligence (AI). That's led him ...

Nvidia (NASDAQ:NVDA) has quietly built a strategic investment portfolio not many investors are aware of targeting companies ...

Nvidia holds stock in CoreWeave and has committed to a $6.3 billion investment in the company. CoreWeave builds AI data ...

Despite concerns over an artificial intelligence (AI) bubble, investors continue to bid AI stocks higher. Of those stocks, ...

CoreWeave’s sales are soaring as the AI boom continues. But it’s taking on a lot of debt and racking up steep losses as it opens more data centers. Its stock looks reasonably valued, but I wouldn’t ...

CoreWeave has faced a sharp sell-off due to execution delays, high-interest debt, and revised FY25 guidance. Click to read my ...

Long known for dull back-office software systems, Oracle this year found a renewed purpose as a provider of cloud computing ...

Oracle's credit risk has reached levels not seen since 2008, as the company floods bond markets to fund data centers for ...