Giverny Capital Asset Management, LLC, an investment management company, recently published its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

CoreWeave ( CRWV 10.06%) has taken investors on quite the roller-coaster ride in 2025. The stock is up over 125% since its ...

Nvidia (NASDAQ:NVDA) has assembled a strategic portfolio of public investments in AI-focused companies, including chip ...

Technology stocks led a broad market decline on Friday, with the S&P 500 and Nasdaq falling over 1%. Concerns over an AI ...

Slides in Broadcom and Oracle weighed on indexes at the end of a volatile week.

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

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 ...

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

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 ...

CoreWeave Inc (CRWV) stock is trading lower Thursday afternoon, caught in a broader tech sell-off triggered by Oracle's mixed ...

The last time so much wealth was tied up in such obscure overlapping arrangements was just before the 2008 financial crisis.

CoreWeave stock has jumped around following the company’s latest debt deal. On Tuesday, the cloud computing firm upped the ...