Seaport Research's Jay Goldberg has some bullish ideas for 2026 - but none are as high-conviction as his longstanding bearish call on Nvidia. That stance has garnered some attention this year, even as ...
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 ...
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 ...
The Essential Cloud for AI™, today announced that Runway, a global AI company building the next frontier of intelligence and human creativity, has signed a contract with CoreWeave to provide AI cloud ...
CoreWeave (CRWV) announced on Thursday that it has signed a deal with artificial intelligence startup Runway to bring its AI ...
AI-driven CapEx is not a bubble but a survival imperative, fueling a winner-take-most dynamic among Big Tech. Check out two ...
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Nvidia and other AI stocks slip after Oracle’s weak earnings spark concerns over AI spending
Nvidia and a range of artificial intelligence–linked stocks fell on Thursday after Oracle delivered underwhelming earnings ...
It is safe to say that since OpenAI first released ChatGPT in October 2022, AI has been the most widely covered and discussed topic in the U.S. By January ...
The last time so much wealth was tied up in such obscure overlapping arrangements was just before the 2008 financial crisis.
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