More pain may be coming for the AI trade. Why I’m not giving up on it
You knew it had to happen. The charts foreordained it. I am talking about the collapse in every…
Nvidia’s role as AI financier faces first big test as neoclouds take market hit
Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he…
Gartner analyst warns about AI neccloud build-out
Wall Street research and advisory firm Gartner is standing by its forecast that $3.5 trillion in AI investment…
What’s behind the sell-off in AI neocloud stocks like CoreWeave and Nebius
CoreWeave equity and debt are trying to find their footing after a tweet-fueled sell-off on Wednesday that saw…
Dell Q2 earnings report 2027
Michael Dell, chairman and chief executive officer of Dell Inc., speaks during the Dell Technologies World Annual Convention…
IREN Stock Falls 8% After Q4 Miss; AI Cloud Shift Gains Momentum
IREN said it signed a new multi-year contract with a leading AI lab. CEO Daniel Roberts said 2026…
What to expect from Apple’s September event and what’s driving rally
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
A technical breakout is forming in this crypto-turned-AI play
Iren is running toward a technical breakout level and away from its former life of a bitcoin mining…
Jim Cramer’s top 10 things to watch in the stock market Thursday
My top 10 things to watch Thursday, Dec. 18 1. Stocks were bouncing this morning after a cooler-than-expected…
Ex-Banker Brothers Worth $850 Million After Microsoft AI Deal
For a few years, Daniel and Will Roberts’ Bitcoin-mining venture was a wild ride. The former Macquarie Group…
Stock market today: Live updates
Traders works on the floor of the New York Stock Exchange. NYSE The Nasdaq Composite rose on Monday…
Microsoft Signs $9.7 Billion AI Cloud Deal With IREN
Microsoft Corp. has signed an approximately $9.7 billion deal to purchase AI cloud capacity from IREN Ltd., becoming…