"CoreWeave exists because Nvidia wants it to exist," said an analyst describing how the chipmaker aims to pressure cloud ...

Nvidia's stock price has been fueled by Big Tech’s spending on its AI chips, with Microsoft spending roughly 47%.

Bloomberg estimates that Microsoft spends roughly 47% of its capital expenditures directly on Nvidia’s chips and accounts for nearly 19% of Nvidia’s revenue on an annualized basis.

AT&T Inc.'s $5.75B Lumen deal offers minimal impact and distracts from growth. Click for my updated look at T stock and why I ...

Nebius Group N.V. surged +90%, but with high multiples and RSI 79, it's overpriced. Click for our NBIS stock update and a ...

All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. But ...

US stocks stumbled Wednesday as bond yields continued to climb, putting pressure on equities as Wall Street fretted about the ballooning US debt while Republican leaders aimed to ready President Trump ...

Nvidia's (NVDA) rise has been fueled by Big Tech’s spending on its AI chips. Tesla (TSLA ... data center capacity from cloud provider CoreWeave (CRWV), which spends billions of dollars on ...

Meanwhile, CoreWeave’s first earnings report this month showed solid revenue growth and customers like Microsoft Corp. have recently pledged to keep spending heavily on AI computing. The bullish ...

CoreWeave Inc.’s rally is running so hot it’s leaving analysts’ stock predictions in the dust. Citi Research more than ...