Anthropic IPO live updates: AI lab’s S-1 filing
Anthropic sees U.S. data center moratoriums as a key risk In its lengthy risk factors statement, Anthropic called…
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…
Investors are buying on Monday despite fear the AI trade nightmare scenario is far from over
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Hello, this is Leonie Kidd,…
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…
CoreWeave stock sinks as bond yields surge near 15%
Vcg | Visual China Group | Getty Images CoreWeave‘s stock and bonds were both hit on Wednesday as…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
Stocks making the biggest moves midday: CCL, FICO, BE, IOVA
Here are some of the companies making headlines in midday trading. Carnival — Carnival’s stock rose 12% after…
Debt-hungry data center companies increased risk bond yields spike
Spools of electrical wires outside a series of assembly tents during a media tour of the Stargate AI…
Anthropic, OpenAI hunt for smaller AI data center deals, sources say
Anthropic and OpenAI are hunting for smaller AI data center deals, sources told CNBC, as the race to…
AI stocks tumble on safety warnings. How to proceed — including 2 names on our shopping list
We are looking at steep premarket declines Monday morning across the data center buildout complex. It comes after…