Seaport Research's Jay Goldberg has some bullish ideas for 2026 - but none are as high-conviction as his longstanding bearish call on Nvidia. That stance has garnered some attention this year, even as ...

APLD's 141% surge is fueled by $11B in contracted leases, rising AI data center demand and growing revenue visibility from Polaris Forge.

The bank kept its buy rating on the stock and $74 target, citing a Microsoft GPU ramp and ample funding options.

CoreWeave (NASDAQ: CRWV) has taken investors on quite the roller-coaster ride in 2025. The stock is up over 125% since its March initial public offering (IPO) but rose as much as 360% in June. That ...

Nvidia (NASDAQ:NVDA) has assembled a strategic portfolio of public investments in AI-focused companies, including chip ...

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

The Trump Billionaires Club, a mobile game built around the TRUMP memecoin, is slated to appear in Apple’s App Store at the ...

However, if you look more closely, it becomes clear that the business model is unsustainable. Running data centres is a business that rewards scale, says Sahm Adrangi of Kerrisdale Capital, which is ...

CoreWeave ( ($CRWV) ) has provided an update. On December 11, 2025, CoreWeave completed a private offering of $2.587 billion in Convertible Senior ...

Neocloud stocks CoreWeave (CRWV) and ​IREN (IREN) are gapping lower in response to Oracle's (ORCL) dismal revenue and outlook ...

CoreWeave Inc (CRWV) stock is trading lower Thursday afternoon, caught in a broader tech sell-off triggered by Oracle's mixed ...

Time has announced that the “architects of AI” are its Person of the Year. Certainly, AI is wrapping up an extraordinary year, and many AI business executives have become household names.