CoreWeave's Interest Expense Hit $640 Million Last Quarter, 2.4 Times What It Was a Year Ago The AI cloud provider's borrowing rate fell over the past year. The bill got bigger anyway -- and it isn't done growing.
CoreWeave's CEO Dumps Over 300,000 Shares Worth $27.3 Million The executive disposed of 308,000 shares as the stock price has dropped in recent days amid interest-rate fears.
Nvidia's Earnings Reveal a New Buyer Class Outgrowing Microsoft, Google and Amazon For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.
This Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Now Leopold Aschenbrenner got caught when the tide went out, but that doesn't mean his stock picks were bad.
Meet the 3 Stocks Nvidia Has Invested Billions Into Nvidia's investment portfolio has some interesting holdings.
Dan Ives Says the AI Trade Is Only in the "Third Inning." Should Investors Stay Long AI Stocks? The AI megatrend may still be young, but the focus for businesses is shifting from buying chips to monetizing AI across infrastructure, cloud, and software.
CoreWeave Stock Trending as Company Lands Deals With Hudson River Trading, Rescale CoreWeave Inc. (
NASDAQ: CRWV ) is trending Thursday after a busy stretch that included new partnerships with Hudson River Trading and Rescale.
I'd Rather Own Bloom Energy Than Nvidia Right Now. Here's My Case. The niche green energy stock could have more upside potential than the AI leader.
Nvidia Stock Has a New $500 Billion Opportunity in the Artificial Intelligence (AI) Boom Nvidia has partnered with six major financial institutions to help smaller companies finance its AI hardware.
NVIDIA Reveals $21 Billion SpaceX Stake: Signal of Confidence or Circular Financing? NVIDIA's 13F shows a nearly $21 billion SpaceX stake, its second-largest holding, stemming from an earlier xAI investment and raising circular financing questions as SpaceX buys NVIDIA chips.
CoreWeave CFO Nitin Agrawal Sells 10,062 Shares for $924,500 Tax withholding obligations drove this non-discretionary sale, yet Agrawal retains ~280,000 total shares worth $25.13 million, signaling continued confidence in the AI infrastructure provider.
CoreWeave CEO Michael Intrator Sold Over 13,000 Shares for $1.2 Million. What Does This Mean for Investors? The cloud computing AI infrastructure specialist reported a notable insider sale amid a 2% decline in share price over the trailing 12 months.
Neoclouds Shine in AI Build Out Neoclouds -- companies that buy and rent out GPUs for AI -- are seeing incredible demand for the assets they’re building.
Bloom Energy Calls Its Fuel Cells "Lego Blocks." Here's Why That Word Choice Is the Whole Investment Thesis. Bloom Energy stock has surged in recent years as major data center developers like Oracle and Brookfield Asset Management turn to its portable energy solutions..
Arista Networks vs. CoreWeave: What Revenue Trends Tell Investors About These Artificial Intelligence Companies CoreWeave's revenue gap with Arista has shrunk by half in just two years, but profitability tells a starkly different story.
