CoreWeave credit default swaps hit distress levels as investors sour on AI debt
Jonathan Raa | Nurphoto | Getty Images CoreWeave‘s credit stress continued to spiral on Thursday amid a broader…
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…
Michael Burry believes the AI bubble ‘may burst’ sooner than he first believed
Michael Burry attends the premiere of “The Big Short” at Ziegfeld Theatre on November 23, 2015 in New…
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…
Google commits $15 billion for AI infrastructure in ‘Texas of Europe’ Finland
Google on Wednesday said it would invest at least 13 billion euros ($15.1 billion) into AI infrastructure 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…
Nvidia is connecting GPU customers with data centers in the Nordics: sources
Nvidia is playing matchmaker, trying to connect companies with its graphics processing units to data-center operators that have…
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
Leopold Aschenbrenner’s latest regulatory filing shows Situational Awareness loaded up on a group of artificial intelliegence stocks just…
Nebius has tripled in 2026, but it can rise more, Bank of America says
Nebius Group has more than tripled this year due to the artificial intelligence boom, but it still has…