The data-center provider’s terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays ...

Discover why Nvidia Corporation’s AI data center growth may stall by 2026. Learn key risks and what this means for NVDA’s ...

OpenAI became the guy everyone kept running into in 2025, both for good and bad reasons, drawing just as much admiration as ...

The ChatGPT maker sparked this generation's tech revolution. Can AI's biggest engine continue to drive its gold rush?

CoreWeave has a massive revenue backlog, which should encourage investors. However, the cloud computing company is a long way ...

The queasiness about the AI trade involves its uses, the enormous cost of developing it, and whether consumers ultimately ...

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 ...

Nvidia (NASDAQ:NVDA) has assembled a strategic portfolio of public investments in AI-focused companies, including chip ...

CoreWeave has faced a sharp sell-off due to execution delays, high-interest debt, and revised FY25 guidance. Click to read my ...

This has led to a balance sheet with more than $10 billion in long-term debt, and this is not cheap debt. CoreWeave is forced to borrow at high interest rates, and it now pays 6 times its gross profit ...

The Trump Billionaires Club, a mobile game built around the TRUMP memecoin, is slated to appear in Apple’s App Store at the ...

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 ...