CoreWeave has faced a sharp sell-off due to execution delays, high-interest debt, and revised FY25 guidance. Click to read my ...

The bank kept its buy rating on the stock and $74 target, citing a Microsoft GPU ramp and ample funding options.

Seaport Research’s negative view of Nvidia’s stock hasn’t panned out thus far, but analyst Jay Goldberg is emphasizing the ...

However, if you look more closely, it becomes clear that the business model is unsustainable. Running data centres is a business that rewards scale, says Sahm Adrangi of Kerrisdale Capital, which is ...

The massive, multiyear AI infrastructure buildout has created a powerful investment opportunity for long-term investors.

Baidu is finally getting the kind of attention it’s been quietly waiting for, and Wall Street is suddenly piling in.

US stocks retreated on Thursday as investors reassessed the strength of the technology sector. Oracle’s earnings report raised new concerns about the pace of AI ...

US stocks opened mixed on Thursday as Oracle’s troubling earnings report spooked investors despite the Federal Reserve’s dovish rate cut just a day earlier. The S&P 500 fell 0.3%, unable to hold ...

U.S. stock index futures tumbled on Thursday after Oracle's forecasts raised fresh concerns about hefty AI spending and outweighed optimism following a less hawkish tone from the Federal Reserve.

Retail investors are shifting from AI stocks to gold and bonds amid fears of a bubble, as Michael Burry shorts Nvidia and ...

Domestic equities logged a steady rebound today, ending a three-day losing streak. Sentiment improved after the US Federal Reserve cut rates by 25 basis points, giving global markets a lift.

Penny stocks can be a wild ride, offering the chance for big wins if you know where to look. We’ve put together a list of ...