Rain, debt and mixed messages rattle the boom. CoreWeave has managed to torch about $33 billion in market value in six weeks, which is quite a trick even by AI hype standards. The shares have plunged ...

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

Jim Chanos warns of an Nvidia "depreciation time bomb" for CoreWeave and Oracle, predicting massive risks due to short AI ...

The sell-off began when Broadcom released its earnings report, showcasing record sales of $18 billion. However, the company’s revenue forecast for its AI business fell short of Wall Street ...

The data-center provider’s terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays ...

Looking to 2026, the debate among investors is whether to rein in AI exposure ahead of a potential bubble popping or double ...

Intel received major investments from SoftBank, Nvidia, and the US government, but execution risk remains high. Read why INTC ...

IT's been three years since OpenAI set off euphoria over artificial intelligence (AI) with the release of ChatGPT.

Micron Technology is set to report earnings after the market closes Wednesday, with traders expecting a big move in the ...

Nvidia said on Monday it acquired AI software firm SchedMD, as the chip designer doubles down on open-source technology ...

Seaport Research's Jay Goldberg has some bullish ideas for 2026 - but none are as high-conviction as his longstanding bearish call on Nvidia. That stance has garnered some attention this year, even as ...

Discover why Nvidia Corporation’s AI data center growth may stall by 2026. Learn key risks and what this means for NVDA’s ...