Heavy borrowing by CoreWeave and Oracle to build more AI data center capacity is spooking bond markets and debt insurance ...

CoreWeave shares have plunged 61% from a $187 peak to around $69, wiping out $33 billion in value in six weeks. Investors are ...

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 ...

APLD's 141% surge is fueled by $11B in contracted leases, rising AI data center demand and growing revenue visibility from Polaris Forge.

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

Heavy debt levels make the stock risky, but continued improvements could justify dealing with such dangers. Investors are on the lookout for the next high-performing AI stock. Such predictions are ...

OpenAI became the guy everyone kept running into in 2025, both for good and bad reasons, drawing just as much admiration as ...

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

Applied Digital (NASDAQ: APLD) is rapidly evolving from a prominent data center operator for Bitcoin miners to a ...

Oracle reported a $2.7 billion pre-tax gain from selling its stake in chipmaker Ampere Computing to SoftBank Group Corp., at ...

It feels like circular financing on a planetary scale. Start with the basics. OpenAI lost roughly $5 billion in 2024 on $3.7 ...

Investors are pushing back hard on stock prices tied to artificial intelligence as doubts rise over how long the frenzy can ...