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 ...
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.
US stocks opened mixed today. The Dow hit 47,939.87. The S&P 500 inched to 6,853.95. The Nasdaq slipped to 23,498.96. Markets ...
Trump grants Nvidia permission for 25% cut on sales of H200 AI chips to Chinese market, potentially restoring billions lost.
US stocks fell on Monday as Wall Street awaited the Federal Reserve's final policy meeting of the year, while the deal drama ...
CoreWeave, Inc. is rated a Sell due to high valuation, mounting debt, execution risks and negative FCF. Learn more about CRWV ...
Nvidia holds stock in CoreWeave and has committed to a $6.3 billion investment in the company. CoreWeave builds AI data ...
Applied Digital (Nasdaq: APLD) and CoreWeave (Nasdaq: CRWV) reported earnings showing two companies attacking AI ...
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