The highly leveraged company’s stock dropped 8% Monday after announcing plans to raise another $2 billion via convertible ...

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 ...

Investors are turning to products that pay out if companies go under to shield their portfolios from a potential bust in the ...

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

Nvidia's acquisition of SchedMD is being viewed as a strategic move that strengthens its CUDA-driven software and infrastructure dominance.

New Jersey now has more than 80 data centers, many clustered near Manhattan. Critics worry about their potential to hike ...

CoreWeave is a highly leveraged AI data center operator with debt poised to increase substantially at even higher interest rates. See why CRWV stock is a Sell.

Shares of CoreWeave dropped fast on Monday after the company told investors it plans to raise $2 billion through debt that ...

Within hours, a new liquid market for Meta credit default swaps emerged as banks reacted to a surge in enquiries from ...

Nvidia (NVDA) generated $57B in Q3 revenue with 62% year-over-year growth. Prominent short sellers including Michael Burry and Jim Chanos are betting billions against Nvidia through put options, ...

The third-quarter results from AI infrastructure specialist CoreWeave showcase a company growing at a breathtaking pace.

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 ...