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Nvidia's investment portfolio contains some great stock picks.

Nabius and CoreWeave surged in the lead up to their Nasdaq 100 listing, but have fallen in the to days since their inclusions.

Nebius and CoreWeave joined the Nasdaq 100 on June 22, 2026.

SpaceX is reportedly issuing $20 billion in senior unsecured notes and has signed a $6.3 billion AI deal with Reflections AI.

CoreWeave will pay Backblaze $335 million over five years for storage capacity to support AI workloads.

Zscaler Inc. (NASDAQ:ZS) is one of the most promising long-term stocks to buy according to analysts. On June 9, Zscaler expanded its Project AI-Guardian initiative by integrating its Zero Trust Exchange and AI Protect portfolio with a broad ecosystem of technology partners. This collaboration aims to provide a unified security framework for enterprise AI, allowing […]

Applied Digital Corp. (NASDAQ:APLD) is one of the most promising stocks with highest upside potential. On June 18, Applied Digital completed a $1.59 billion private offering of 7.000% senior secured notes due in 2031. The proceeds are designated to fund the development of 150 MW of critical IT load at the company’s Polaris Forge 1 […]

It's difficult for companies to succeed in new, highly competitive businesses and Rumble has stepped into brand-new and risky territory.

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Libby McIlhany, Chief Product Officer and Craig Donovan, Chief Operating Officer, at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how AI is transforming the managed services industry, the company’s […] The post Rise of the Managed Intelligence Provider: Pax8 CPO Libby McIlhany, COO Craig Donovan, Live from Pax8 Beyond

CRWV's AI cloud surge, massive backlog and NVIDIA ties face off against a fast-scaling rival NBIS. Let's see which stock may offer more upside.

The company will provide “multi-exabyte” storage while preserving CoreWeave’s high-performance resources for heavy AI workloads.

It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.

Argentum AI, which is backed by Super Micro Computer, has agreed deals to deploy 47,000 Nvidia GB300 chips.

We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks discussed by Jim Cramer. AI computing infrastructure provider CoreWeave Inc. (NASDAQ:CRWV) is one of Jim Cramer’s favorite stocks. The shares are down by 35% over the past year and are up […]

Dell Technologies recently completed several fixed-income offerings totaling about US$3.0 billion in senior unsecured notes maturing between 2031 and 2037, secured a new US$6.0 billion revolving credit facility, and affirmed a quarterly dividend of US$0.63 per share payable on July 31, 2026. At the same time, Dell is expanding its role in AI infrastructure by launching Vera Rubin–based PowerEdge servers, shipping rack-scale AI systems to partners like CoreWeave, and collaborating with AMD...

Thanks to a string of major AI deals and an expanding cloud platform, IREN has won over Jefferies, which sees more than 30% upside ahead.

CEO Michael Intrator's latest $35.9 million sale adds to a pattern that has rattled investors

Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is usually a bullish catalyst into a textbook sell-the-news reaction. CoreWeave stock isn’t moving alone. Nebius Group (NASDAQ:NBIS) stock is dipping 1% to $283.50, ... CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut

Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply ‌of memory and storage products, and a strategic investment ‌in the IPO-bound AI company's latest funding round. AI developers are racing to secure ​critical components for increasingly expensive data-center buildouts, while memory makers look to tap into the soaring demand for high-bandwidth memory and storage used in training and running advanced AI models. "Our compute strategy depends ‌on getting every layer ⁠of the stack right, and memory and storage are central to how efficiently we can train ⁠and serve Claude," said Tom Brown, Anthropic's co-founder and chief compute officer.

Hut 8, TeraWulf, and Core Scientific have each gained more than 90% YTD pivoting to AI data center landlordship, but valuations and timelines vary widely.

NBIS and CRWV have rallied 34% and 24%, respectively, since the inclusion was announced earlier this month.

This AI company made its market debut about a year ago.

Oracle Corporation (NYSE:ORCL) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the episode, a caller inquired about the stock, and Cramer replied: It’s got so much debt. See, that’s a problem… Like, Vertiv doesn’t […]

Jim Cramer used his June 16 Mad Money Mad Dash segment to make the case that CoreWeave’s contracted revenue pipeline could be even larger than what the Street currently models. “It’s got the best handle in the buildout. And this morning, [a research note] comes up with a piece looking at the debt documents showing ... Jim Cramer: CoreWeave’s Backlog ‘May Be Much Greater’ Than Wall Street Thinks

AI stocks are growing in size, and that's reflected in the June 2026 Nasdaq-100 rebalance.

CoreWeave's MLPerf Training v6.0 results spotlight AI cloud performance, with DeepSeek-V3 trained in 2.02 minutes on 8,192 NVIDIA GB300 GPUs.

At $117.03, CoreWeave (NASDAQ:CRWV) looks fully valued near current levels, with a more attractive risk/reward setup on any macro-induced pullback to $105 or below. The stock has ripped 18.87% in the past week as traders front-run Nasdaq-100 inclusion on June 22, 2026, making this an awkward spot to chase but a dangerous one to short. ... CoreWeave Just Added $32 Billion to Its AI Backlog Ahead of Joining the Nasdaq-100. Is CRWV a Buy at $117?

Michael Burry passed on betting against SpaceX stock, citing pricey options. Here is what the "Big Short" investor said about the company's near-$3 trillion valuation.

NBIS' $9.3B cash reserve and funding flexibility could support its AI cloud buildout as demand exceeds supply and capacity sells out.

CRWV's $31-$35 billion 2026 capex plan reflects surging AI demand, massive backlog visibility and execution risks tied to pricing and supply chains.