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

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 ...

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 ...

At today’s $52B EV, CoreWeave trades at 22–29x forward EV/EBITDA, reflecting strong revenue visibility but limited multiple ...

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 ...

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

In our opinion, the data reminds investors and practitioners that AI hype does not equal budget immunity. While earlier data documented robust intent to invest, the C-suite view presented above ...

SCHOOL TIES: President Donald Trump has escalated his campaign against American universities again, with Harvard leading the way.