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…
Stocks making the biggest moves midday: JBL, APP, APO, SPCX, UPWK
Here are some of the companies making headlines in midday trading. Asset managers – A slate of asset…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
Stocks making the biggest moves midday: SPCX, COHR, TEAM, ABNB, TTD
Here are some of the companies making headlines in midday trading. SpaceX — Elon Musk’s rocket company gained…
Stocks making the biggest moves premarket: SPCX, AMD, LLY, DIS & more
Check out the companies making the biggest moves premarket: SpaceX — The Elon Musk-led rocket company fell 11%…
AI jitters: Deutsche says this subsector may offer some protection
A new phase in the AI trade is forcing investors to separate Big Tech’s winners from losers —…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
Apple drops 7%, Amazon surges 12% after earnings
Amazon shares surged on Friday while Apple dropped as investors reacted starkly differently to their June quarter earnings…
Stocks making the biggest moves midday: META, MSFT, MKTX, CROX
Check out the companies making the biggest moves in midday trading: Crocs — Shares tumbled more than 10%…
Leopold Aschenbrenner’s hedge fund is facing steep AI losses
The battered $24 billion hedge fund founded by former OpenAI researcher Leopold Aschenbrenner is unwinding many of its…