Equinix partners with Nvidia, carves niche in AI data center boom
Nvidia CEO Jensen Huang called in to talk with Equinix CEO Adaire Fox-Martin at an Equinix event in…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Nvidia stock rises 7% after blockbuster earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant’s revenue guidance reassured investors that AI demand will remain…
Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
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…
Stock market today: Live updates
Coffee outpacing the AI trade of late Coffee futures are up 13% over the past three months, beating…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
How to best play a vitally important AI infrastructure cog using options
The AI infrastructure trade is no longer just about graphics processing units. As AI clusters get larger, the…
Wednesday’s big stock stories: What’s likely to move the market
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
Stock market news for Aug. 11, 2026
Traders work on the floor of the New York Stock Exchange. NYSE The S&P 500 fell on Tuesday,…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange. NYSE S&P 500 futures were relatively unchanged…