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Nvidia’s Biggest AI Bet Is Crashing Its ‘Secret Portfolio.’ Can It Recover?
Nvidia (NASDAQ:NVDA) has assembled a strategic portfolio of public investments in AI-focused companies, including chip ...
Key Takeaways CoreWeave shares slid Monday after the Nvidia-backed cloud computing company said it would sell $2 billion in ...
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 quietly built a strategic investment portfolio not many investors are aware of targeting companies ...
The CEO of the AI data center provider, which has Nvidia as an investor and a supplier, described the environment as a ...
Oracle flagged new business from Meta and Nvidia in reporting a 438% increase in remaining performance obligations.
Now, let's get back to our question: Where will CoreWeave stock be in five years? If the demand for compute continues as market experts like Nvidia's Huang expect, CoreWeave should see revenue and ...
CoreWeave has faced a sharp sell-off due to execution delays, high-interest debt, and revised FY25 guidance. Click to read my ...
Nvidia holds stock in CoreWeave and has committed to a $6.3 billion investment in the company. CoreWeave builds AI data ...
This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Jessica Mendoza: In the past few months, spending on AI has skyrocketed. Audio: ...
The Nemotron 3 family of open models — in Nano, Super and Ultra sizes — introduces the most efficient family of open models ...
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