We’re heading into our last full working week of the year, so the news flow is likely to start quieting down. (Be on the ...
The massive, multiyear AI infrastructure buildout has created a powerful investment opportunity for long-term investors.
Nvidia (NASDAQ:NVDA) has assembled a strategic portfolio of public investments in AI-focused companies, including chip ...
This data center builder appears undervalued based on its construction pipeline and recent lease agreements made with ...
CoreWeave has faced a sharp sell-off due to execution delays, high-interest debt, and revised FY25 guidance. Click to read my ...
The Palo Alto, California-based company sold 34.6 million shares at $14 apiece, compared with its marketed range of $12 and $14 per share. The IPO valued Wealthfront at $2 billion.
However, if you look more closely, it becomes clear that the business model is unsustainable. Running data centres is a business that rewards scale, says Sahm Adrangi of Kerrisdale Capital, which is ...
CoreWeave Inc (CRWV) stock is trading lower Thursday afternoon, caught in a broader tech sell-off triggered by Oracle's mixed ...
Nvidia (NASDAQ:NVDA) has quietly built a strategic investment portfolio not many investors are aware of targeting companies ...
"attachment_1412056" align="aligncenter" width="3000"] A laptop and a computer monitor display a detailed stock market ...
For CIOs, CTOs and CFOs, the decision is less about whether to use neoclouds and more about where they fit within the broader ...
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