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Nvidia’s newest rack-scale AI system just moved from a single test to a full cluster, and the timing matters for investors.

All three major US stock indexes were up in late-morning trading Thursday, a day after the Federal R

On this episode of Stock Movers: - Generac (GNRC) shares are jumping after the company and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028. - CoreWeave (CRWV) is the most actively traded stock in the premarket as it kicked off a fresh round of fundraising that includes a $3 billion convertible bond issue and a vehicle for potential share sales. - Lockheed Martin (LMT) shares are moving on news the Pentagon and Lockheed Martin have struck a framework agreement for a multi-year production contract for the Joint Advanced Tactical Missile, or JATM.

The Federal Reserve will announce its policy decision on Sept. 16, with expectations of a rate hike amid elevated inflation and CPI prices. Kevin Gordon, Head of Macro Research and Strategy at the Schwab Center for Financial Research, and Yahoo Finance Senior Business Reporter Ines Ferré join Yahoo Finance Executive Editor Brian Sozzi to discuss the potential consequences of a rate hike.

Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.

Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.

The cloud-based AI infrastructure services provider still has a bright future.

Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

CoreWeave and Nebius are both racing to stack GPU capacity while the 10-year Treasury hovers near its yearly peak, but their debt loads could not be more different. Which neocloud survives a rate hike without flinching?

OpenAI doesn't look likely to launch an IPO this year but investors could get a proxy for the ChatGPT developer in the form of SB Energy.

The Information reported on the plans on Thursday and added that the company is also weighing lockup periods longer than the customary 180 days for at least some holders after it lists.

Nvidia made its fortune selling the AI boom — now it's helping finance the next chapter.

Nvidia is expecting another quarter of massive revenue growth, while its valuation has fallen to historically low levels.

Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the market can still trust at these levels.

SpaceX's blockbuster listing cracked open the 2026 IPO window, and Anthropic and OpenAI are already circling the runway. One ETF positions investors across the entire cohort, but its five-year track record reveals a tension that could define the next rebalance.

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.

The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.

Hudson River Trading signed a multiyear deal with CoreWeave Inc. to build new trading research and models using the tech company’s artificial intelligence computing services.

Some AI stocks carry heavy debt. Shares of WhiteFiber plummeted 25% Wednesday after the company made a $270 million offering of convertible debt.

Revenue surged 112% to $2.6 billion as backlog hit $104.2 billion.

The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

Cloud-computing player CoreWeave recently suggested it could be a lot more than many people have been assuming. The company recently signed a deal renting out Nvidia’s A100 chips at “an attractive price” in a deal lasting into 2029, CoreWeave finance chief Nitin Agrawal said in a call with analysts last week. This means that selling access to old chips could come with high profit margins—as long as the price companies can charge doesn’t go down too much.

Wells Fargo Flags Strong AI Demand for CrowdStrike and Palo Alto Before Results

Nvidia Corp. has agreed to spend as much as $105 billion to support a massive new data center campus in Ohio set to be leased by OpenAI, according to a financial filing, marking the latest tie-up between two dominant forces driving the AI boom.

Jain exercised options and sold shares to cover tax withholding from a vesting event, retaining close to 148,000 shares and 270,000 options outstanding.

This filing reports the exercise of vested options and tax withholding obligations.

Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp.

Target stock is holding near highs, but Walmart is struggling as investors prepare for a parade of earnings reports in the retail sector.