MILAN - The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big Tech's spending spree will pay off to the kind of ...

Hourly rental prices for NVIDIA’s four-year-old H100 and six-year-old A100 have risen by roughly 38% and 20%, respectively, ...

The $104.2B multi-year backlog and the increased AI SaaS adoption underscore CRWV's higher capex trends and near-term cash ...

CoreWeave plans to keep renting NVIDIA A100 GPUs through 2029, giving the six-year-old Ampere accelerators a much longer ...

Strong Buy on CoreWeave (CRWV): 2027 ~$250 target as backlog surges and DDTL 5.5 financing boosts enterprise margins. Key ...

In our last Breaking Analysis, we argued that AI can be technologically transformative and still produce a capital bubble.

A viral claim alleges Jane Street lost $15B in July, but the firm's $16.1B revenue quarter and fresh Fitch investment-grade ...

NVIDIA Corp. (NASDAQ: NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed the ...

CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era ...

CoreWeave reported a revenue backlog of $104 billion as of June 30, up 4.6% sequentially and rising 245.5% from the ...

The analysts recently took a look at hardware, energy and other AI-adjacent stocks that were off at least 20% from their 52-week highs, but commanded buy ratings from the BofA analysts who cover them ...

Cathie Wood sold $96M of Roblox and $21M of Palantir in one week, redirecting into SpaceX after its 13.6% post-earnings drop ...