Jim Cramer warns AI trade still faces financing risks
CNBC’s Jim Cramer warned Tuesday that investors may be getting ahead of themselves by declaring the artificial intelligence…
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…
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,…
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…
CoreWeave stock sinks as bond yields surge near 15%
CoreWeave’s stock and bonds were both hit on Wednesday as investor fear grew that some technology companies are…
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…
AI debt costs rise as Treasury 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…
Nvidia’s investments grow to $99 billion as chip giant expands its reach
Nvidia has become one of the world’s largest corporate backers of tech companies as the value of its…
CoreWeave (CRWV) Q2 earnings report 2026
CoreWeave shares jumped 14% in extended trading on Tuesday after the AI infrastructure provider reported results than topped…
Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…