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(Bloomberg) -- Situational Awareness tried selling some of its stakes in privately held companies as it rushed to raise cash to meet a barrage of margin calls from its lenders this week. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Biggest in S

Former OpenAI researcher Leopold Aschenbrenner’s $20-billion AI-focused fund is unwinding public equity bets as the sector’s recent selloff takes its toll.

The fund, launched by the former OpenAI researcher after his dismissal in April 2024, has approached existing investors and lenders for new money, and some investors were offered a chance to buy portfolio assets directly, according to the Financial Times. Publicly traded AI infrastructure names in Situational Awareness’s known long book — including Bloom Energy, CoreWeave and Nebius — were hit hard in the current rout.

Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.

(Bloomberg) -- Executives and investors tied to the AI supply chain were among the biggest insider sellers in the second quarter, taking advantage of a sharp — and volatile — rally in technology stocks.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push

Meta reported its Q2 earnings after the bell on Wednesday.

CoreWeave built the fastest path to $5 billion in cloud revenue history, then watched its stock collapse 40% as its biggest customer announced a move that sent Wall Street scrambling to pick sides.

The AI cloud provider plans to spend about five times its past year's revenue building capacity in 2026.

Galaxy Digital (NASDAQ: $GLXY) is planning to sell $3.5 billion U.S. of junk bonds to help fund the expansion of it...

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

The AI cloud provider's slide has less to do with demand than with what its growth costs.

Micron stock is down 20% over the past month and there are a few factors hitting the memory-chip company.

CoreWeave stock has dropped sharply over the past year, yet current valuation checks and market multiples send a mixed message about how attractive the shares really look at today’s price. CoreWeave has fallen 43.1% over the past year, which puts the recent selloff at the center of the valuation debate. On the upside, a large committed backlog and long term power agreements can support long run revenue expectations, while legal action, high debt levels and customer concentration may weigh on...

CoreWeave has been tanking, but Cathie Wood is buying.

A two-day disposal of 261,797 shares adds to more than $2.3 billion in founder selling since the IPO lockup expired

Meta’s AI cloud ambitions may look like a threat, but they prove CoreWeave’s business model right.

Meta is reportedly planning to sell its excess cloud computing capacity, and that doesn't bode well for Nebius and CoreWeave.

The AI infrastructure darling was flying high until a report surfaced that one of the world's biggest companies might be moving into its neighborhood.

Meta’s unconfirmed plan to build a cloud business faces competition from a well funded rival less than 24-hours later.

In late June 2026, CoreWeave launched ARIA, an AI research agent embedded in Weights & Biases that automates experiment analysis and continuous model improvement, while also expanding its AI cloud footprint in Europe through a renewable-powered co-location deal with Conapto and a multi-exabyte storage partnership with Backblaze. At the same time, investor anxiety has risen as Meta Platforms, a major CoreWeave customer, explores selling its own excess AI compute capacity, intensifying...

CoreWeave’s backlog remains a major demand signal, but the sell-off shows investors are watching customer concentration and future AI compute competition.

The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment, and energy capacity to support AI models. Annual AI infrastructure spending by the major hyperscalers is approaching $750 billion, as they, startups, and ... Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

NVIDIA’s (NASDAQ:NVDA) market cap slipped beneath the $5 trillion mark this month, and the stock has given back roughly a tenth of its value in 30 days. After a parabolic spring, the AI bellwether is taking a breath. Our model reads that breath as a buying opportunity. NVDA stock trades at $192.53, with a market ... Price Prediction: Nvidia Falls Below $5 Trillion, This is Where It’ll End The Year

Meta Platforms is building a cloud business to sell excess AI computing capacity, Bloomberg News reported ‌on Wednesday citing people familiar with the matter. The move ‌could reduce Meta's reliance on advertising revenue and help it take on major cloud ​companies, including Amazon, Microsoft and Alphabet. Meta did not immediately respond to a request for comment.

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

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.

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

Zscaler, Inc. (NASDAQ:ZS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs. Cramer noted the company’s exit from the Nasdaq-100, as he commented: Then we have some real fireworks coming Thursday night. Thursday’s the last trading day before the Nasdaq rebalances, the […]