Core Scientific stock has seen a modest trim to its fair value estimate, from $27.65 to $26.82 per share, even as Street sentiment turns more constructive following the termination of the CoreWeave ...

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 ...

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 ...

Microsoft consumer artificial intelligence chief Mustafa Suleyman says he will stop development outright if advanced AI ever ...

On December 11, 2025, CoreWeave completed a private offering of $2.587 billion in Convertible Senior Notes due 2031, which are unsecured obligations guaranteed by its subsidiaries. The proceeds, ...

Nvidia (NASDAQ:NVDA) has quietly built a strategic investment portfolio not many investors are aware of targeting companies ...

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Bitcoin price dropped to lows of $89,500 on Thursday before seeing a slight bounce, but remained weak as Oracle shares fell ...