Tag: IREN Ltd
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Gartner analyst behind tech rout: AI returns are not yet large enough to justify neocloud build-out
The firm stands behind analysis that sent shockwaves through the market last week.
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The drumbeat to buy battered shares of CoreWeave is growing louder on Wall Street
Analysts are saying the sell-off, which is continuing Friday, are “overblown.”
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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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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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Stocks making the biggest moves premarket: Salesforce, First Solar, Biogen & more
These are the stocks posting the largest moves in early trading.
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AI stock valuations may have peaked. Trivariate Research thinks these shares can keep working
Revenue growth could more than offset anticipated contractions in stock multiples for some key AI stocks over the next few years
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JPMorgan double upgraded a data center stock that struck a deal with Nvidia earlier this year
The investment bank double upgraded the artificial intelligence infrastructure stock to overweight from underweight.
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Cramer’s lightning round: Nuvation Bio ‘is a pure spec’
“Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed.
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Dell surges 9% after lifting fiscal 2027 forecast on AI server strength
Dell sees AI server revenue tripling in fiscal 2027. Six months ago, it was looking for the number to double.
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Cramer’s lightning round: Buy Lockheed Martin
“Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed.
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