Tag: CoreWeave Inc
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Here’s how the CoreWeave sell-off is affecting OpenAI vs. Anthropic valuations
The spread is widening between AI leaders OpenAI and Anthropic as a sell-off in CoreWeave leads neocloud stocks lower.
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I watched Nvidia’s Jensen Huang work the room in London. He brought big checks — and a blunt message
Nvidia has a near monopoly over the most powerful AI chips and Huang courts tech execs and world leaders with ease.
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CNBC Daily Open: Warsh holds cards close on Fed policy, but inflation numbers may tip his hand
Kevin Warsh offered markets few clues in his final public appearance before the central bank’s October meeting.
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CNBC Daily Open: Is the AI sector losing its rose-colored glow?
Caution seems to be the name of the game in the AI sector now as investors worry around the amount of money that companies are splashing out on AI.
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What’s behind the sell-off in AI neocloud stocks like CoreWeave and Nebius
Neoclouds share the same business model and many of the same customers.
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Wall Street’s latest AI spook, Netflix layoffs, ‘good debt’ and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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CoreWeave shares are sinking. Buy the dip, Deutsche Bank says
The investment bank has a buy on the cloud infrastructure stock.
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Traders pile into ‘bubble puts’ on CoreWeave as neocloud stocks plunge
As a key corner of the artificial intelligence trade takes a beating on Wednesday, traders are betting it could get even worse.
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CoreWeave shares tumble as bond yields near 15% on concern about AI borrowing binge
Shares of CoreWeave sank 15%, while yields in its bonds blew out further.
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