Notícias

(Bloomberg) -- Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Bloc

Nebius' new business model is an attempt to overcome a huge hurdle.

Is Meta a customer or a competitor? Or is it both?

The neocloud company's stock has plunged, but its business model hasn't suddenly broken.

The stakes are high as hundreds of billions of dollars flow into AI data centers.

A report stating that Meta Platforms intends to sell its excess cloud computing capacity doesn't bode well for CoreWeave.

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

These stocks are capitalizing on the growth of the emerging neocloud industry.

CoreWeave has nearly doubled Datadog in quarterly revenue, but profitability tells a starkly different story.

Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.

CBRS teams up with AMD on a disaggregated AI inference platform targeting ultra-low latency, high throughput and up to 5X better efficiency.

Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.

Nvidia’s new Spectrum-6 platform shows the AI race is no longer just about chips, but about the networking that ties them together.

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

Alphabet's AI Spending Surge Ignites Nebius, CoreWeave, and IREN Stocks

Wall Street is growing more bullish on CoreWeave as analysts see continued strength in AI infrastructure demand.

CBRS' CrowdStrike pact brings wafer-scale AI inference to real-time cyber defense, widening its enterprise reach as cloud growth accelerates.

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.

For a retirement portfolio that needs a single, defensible AI infrastructure play, NVIDIA (Nasdaq: NVDA) remains a frontrunner. The stock trades at $212.06, and reports that the company is silently acquiring long-haul dark fiber across the U.S. only sharpen the bull case. Dark fiber is unlit optical cable already in the ground but not yet ... NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.

AI infrastructure demand supports major upside targets

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

Baird's bullish call sends CoreWeave and Nebius stocks higher

Cathie Wood named SpaceX her favorite stock and says Elon Musk's company could become the most important in history.

CoreWeave stock inches higher as Truist initiates coverage with a 'Buy' rating. Here’s why the investment firm is bullish on CRWV shares.

A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.

Investing.com -- Galaxy Digital Inc. plans to raise approximately $3.5 billion through its first junk-bond sale to finance a data center connected to CoreWeave Inc., according to a company filing.

The revised projection is $150 billion above OpenAI’s February target, reflecting expanded cloud capacity and hardware requirements as it trains and operates larger AI systems.

The proposed private offering would help finance a 260 MW critical IT project leased to CoreWeave at Galaxy Digital’s Helios campus in West Texas.