Although it generates revenue from a variety of sources, hyperscaler-related revenue is providing a major engine of growth ...

Business professor Erik Gordon said more investors will lose more money in the AI craze than the dot-com bubble as stock ...

CoreWeave Inc.'s stock has shed nearly a third of its value since the AI cloud-computing firm's disappointing quarterly results on Tuesday, with market concerns deepening ahead of an IPO lockup ...

"The backlog surge to $30B+ suggests demand visibility well beyond 2025, but the concentration in mega-customers like OpenAI ...

In Q2 2025, major hedge funds like Bridgewater Associates and Tiger Global Management amplified their stakes in Big Tech, capitalizing on the artificial intelligence boom.

Wall Street's largest hedge funds, Bridgewater Associates, Tiger Global Management and Discovery Capital, increased their ...

Nvidia (NVDA) discloses its stock positions as of June 30, 2025, in an SEC filing. The company increased its stake in CoreWeave (CRWV) during Q2 ...

Now, it’s worth noting Stock Advisor’s total average return is 1,062% — a market-crushing outperformance compared to 185 % ...

CoreWeave faces fierce competition from cloud giants like Microsoft, Google, and Amazon. Read more on what investors can ...

Coatue Management increases investments in AI, semiconductor and cloud companies in Q2. Notable additions include Microsoft ...

CoreWeave reported impressive Q2 2025 results, including strong backlog growth. The company doesn't project progress toward ...

The yen is no longer the most attractive funding currency, and the currency's strength may not necessarily lead to ...