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…
Stock market today: Live updates
Traders works on the floor of the New York Stock Exchange (NYSE) at the opening bell in New…
Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
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, Oracle, other AI stocks sink on OpenAI revenue report
Sam Altman, CEO of OpenAI, the developer of ChatGPT, is speaking at the AI company’s developer conference on…
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…
AI data centers are transforming rural land markets, fueling backlash
At a July protest against data centers in Lubbock, Texas, state Agriculture Commissioner Sid Miller took the microphone…
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…