AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
Leopold Aschenbrenner Situational Awareness fund: $45B to fire sale
Leopold Aschenbrenner Photo: Josh Edelson Two years ago, Leopold Aschenbrenner argued he was one of few people in…
Meta stock pops on cloud push to sell excess AI compute power capacity
Shares of Meta popped 10% on Wednesday following news that the company is building out a new cloud…
OpenAI shakes up partnership with Microsoft, capping revenue share payments
CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
AI infrastructure stocks are taking a beating
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S.,…
Debt worries continue to weigh on AI-related stocks
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 15,…
AI is back — it never really went away
Jakub Porzycki | Nurphoto | Getty Images Investors piled back into artificial intelligence names on Monday stateside. Shares…
Citizens upgrades this cloud computing stock on hyperscale outsourcing optimism
Shares of CoreWeave could see a sizable boost over the coming months as demand for hyperscalers ramps up,…
Falling behind in AI is still good for Google
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US,…
Jim Cramer’s top 10 things to watch in the stock market Monday
My top 10 things to watch Monday, Sept. 15 1. President Donald Trump implied in a social media…
Nebius (NBIS) soars on Microsoft (MSFT) AI deal
Nebius, which was spun out from Russian internet giant Yandex, provides graphics processing units or GPUs for training…