Notícias

CoreWeave has pulled ahead in absolute revenue, but AppLovin's profitability tells a starkly different story.

On Aug. 19, 2026, the AI cloud provider announced a massive debt-to-equity conversion plan, triggering dilution concerns and heavy selling pressure.

Contract renewals could lift margins, Truist says.

The GPU leader continues to invest in companies that buy its chips.

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

A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in the AI infrastructure trade.

Nebius Group built one of the year's most impressive AI cloud runs, then dropped double digits in a single morning. The culprit is a $4.5 billion capital raise that comes with a warning about holders selling shares directly into the open market.

CoreWeave (CRWV) is back in focus after MasterClass chose CoreWeave Cloud and W&B Weave to power and evaluate its AI teaching agents, linking the stock story more closely to real world AI education workloads. See our latest analysis for CoreWeave. CoreWeave’s share price has been volatile, with a 1 day share price return that fell 12.10%, a 30 day share price return of 27.26%, and a year to date share price return of 17.46%, while the 1 year total shareholder return is 0.30%. This suggests...

Can these AI stocks deliver life-changing returns?

Two of the sharpest macro minds in the business landed on opposite sides of the same AI infrastructure stock in Q2, and the actual filings reveal a far messier story than the headlines suggest.

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

Higher Treasury yields and a $35 billion to $39 billion capex plan pressured the AI infrastructure provider as investors rotated to safer bets, today, Aug. 18, 2026.

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.

Nvidia's latest 13F filings have revealed a massive stake in SpaceX; here's which has greater upside potential.

CoreWeave shares dropped sharply Tuesday as geopolitical fears intensified and investors fled high-risk growth stocks.

Issuers sold nearly than $90 billion in convertible bonds in the second quarter, the strongest on record.

IREN's Horizon 1 acceptance turns part of its $9.7B Microsoft AI deal into delivered infrastructure, with three 2026 phases still ahead.

IREN's AI cloud revenue is scaling fast, but a 4.59X forward sales multiple and heavy expansion spending raise the stakes for execution.

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

A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has ever posted.

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.

While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.

NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of its holdings reveal exactly where Jensen Huang thinks the real money flows after the GPU.

CoreWeave’s Q2 results gave Wedbush more to like. Let’s see what’s keeping the bullish case alive.

Appaloosa Management's three biggest Q2 positions span consumer tech, foundry dominance, and speculative AI infrastructure, but at today's prices Tepper's bets carry very different levels of risk for anyone thinking about following his lead.

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

The fund's top 5 positions — including Sandisk at $5.7 billion and Micron at $5.6 billion — all fell sharply in July as the AI trade reversed

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

Neocloud operators are adding new capacity to meet surging cloud demand, but costs are rising in tandem.

Over the past year, the broader market continued to ask only one question: Amidst the AI boom, who is actually making money? First of all, the chipmakers benefited, and then the cloud providers. As of now, investors are increasingly focusing on the infrastructure layer supporting the AI buildout. That’s exactly where CoreWeave, Inc. (NASDAQ:CRWV) benefited. […]