Tag: Nebius Group NV
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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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Investors are buying on Monday despite fear the AI trade nightmare scenario is far from over
Here are the key things investors need to know to start the trading day.
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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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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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Stocks making the biggest moves midday: CoreWeave, Bending Spoons, Bank of America, Dell, Hewlett Packard Enterprise & more
Here are some of the companies making headlines in midday trading.
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Michael Burry believes the AI bubble ‘may burst’ sooner than he first believed
The famed short seller is switching to puts with expiries in June for his major tech short bets.
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Michael Burry adds to shorts as Nasdaq-100 hits all time high. Why he’s betting against chips
Chinese production capacity could determine whether cyclicality returns to the memory sector after a historic boom.
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Santoli: The S&P 500 is within striking distance of record as bull relies on familiar leadership
Rerun generation, Gen X, seems obsessed with finding parallels between today’s market and past cycles, Mike Santoli writes.
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