"The increasing concerns about the ability of neoclouds Oracle and CoreWeave to be able to finance their data-center buildouts is weighing on the entire AI sector," D.A. Davidson analyst Gil Luria ...
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Nvidia stock price takes another hit as Wall Street debates an AI bubble. Here’s why it’s down today
Some prominent investors who have successful track records of calling other market declines have become vocal critics of the ...
In a letter to shareholders, the board said to move forward with Netflix and that the Paramount deal "provides inadequate ...
Among those with strong views on that theme is prominent investment manager Jim Chanos, best known for past short selling ...
To Mr Chanos, who is perhaps Wall Street’s most experienced short-seller, such pharaonic ambitions immediately ring alarm ...
Operational and execution risks have come into sharper focus, with data center construction delays, revised timelines, and ...
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