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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.
CoreWeave shares dropped sharply Tuesday as geopolitical fears intensified and investors fled high-risk growth stocks.
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.
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.
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
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. […]
Appaloosa Management, led by David Tepper, has opened a new position in CoreWeave (NasdaqGS:CRWV), signaling fresh hedge fund interest in the AI infrastructure provider. The move adds a high profile institutional investor to CoreWeave's shareholder base and brings new attention to companies that support AI workloads. Tepper's position is being watched by investors assessing how capital is flowing between AI chip designers and infrastructure platforms. For readers looking to compare...
Apple's net income margin sits at 27%, while CoreWeave operates at -24%, a stark profitability divergence that complicates any direct comparison.
BofA sees stronger AI pricing and longer GPU lives.
Regulation of different aspects of AI from all levels of government could crimp many companies’ operations. But some are less vulnerable to oversight.
Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings and analyst upgrades say about where these AI infrastructure stocks go next.
CoreWeave's latest quarterly results make it clear that strong AI data center demand will ensure healthy long-term growth for the company.
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.
David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
IREN's Microsoft delivery and NVIDIA Exemplar Cloud status boost its AI credibility, but capital needs and execution risks keep the risk-reward balanced.
CoreWeave sits well below its recent highs with a balance sheet that spooks half of Wall Street, yet something just shifted in the numbers that has bulls calling for a 36% snapback from here.
NBIS enters 2027 with rising profitability, an asset-light model and plans to expand capacity while boosting high-margin revenue.
Nebius and CoreWeave Could Ride a New AI Pricing Surge, Wedbush Says
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