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CoreWeave Taps Global Junk Bond Market To Accelerate AI Data Center Push
Simply Wall St.66d agoneutral
CoreWeave Taps Global Junk Bond Market To Accelerate AI Data Center Push

CoreWeave (NasdaqGS:CRWV) has completed its first euro and dollar high-yield bond deals, raising about US$3.5b in new funding. The offerings include the first euro-denominated junk bond from a US AI cloud provider, tapping European high-yield investors. Investor demand was strong, particularly for the euro tranche, despite CoreWeave’s current net losses and heavy capex needs. Proceeds are earmarked to support a faster global buildout of AI data centers and expand the company’s infrastructure...

GuruFocus.com66d agoneutral
CoreWeave Seeks $3.55 Billion in Global Debt for AI Expansion

This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV) is pushing further into global debt markets as it looks to raise the equivalent of $3.55 billion to fund its fast-growing AI infrastructure buildout. The deal includes 2 billion, or about $2.3 billion, in euro notes and $1.25 billion in dollar notes, marking what could be the first euro-denominated junk-bond offering from a US AI infrastructure company.

This AI Prodigy Has Returned 1,000% And Now Manages $20 Billion. Here’s His Most Recent Buys
24/7 Wall St.66d agobullish
This AI Prodigy Has Returned 1,000% And Now Manages $20 Billion. Here’s His Most Recent Buys

It really does sound unbelievable: that a 24-year-old former OpenAI researcher could just start a hedge fund worth billions and score a return of 1,000% since inception. Undoubtedly, the man I speak of is AI investor Leopold Aschenbrenner, an AI investor who’s been letting his fund’s returns do the talking. With a deep understanding of ... This AI Prodigy Has Returned 1,000% And Now Manages $20 Billion. Here’s His Most Recent Buys

Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
24/7 Wall St.66d agobearish
Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse

Wall Street may be turning on AI, as Oracle (NYSE:ORCL) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago. ORCL stock is now up just 2.3% from ... Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse

Bloomberg66d agoneutral
CoreWeave AI Funding Goes Global With First Euro Junk-Bond Deal

(Bloomberg) -- Cloud-computing giants powering the artificial intelligence boom are tapping global debt markets to fund hundreds of billions of dollars needed for data centers, chips and other infrastructure. Junk-rated CoreWeave Inc. is now following their lead.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Vows New Attacks on Iran, Threatens Key Energy TargetsUS Strikes Iran in Trump Escalation

Investing.com66d agoneutral
Super Micro initiated at Neutral as AI boom offset by margin, legal risk

Investing.com -- Super Micro Computer shares were in focus Thursday after Wolfe Research initiated coverage of the AI server maker with a Peer Perform rating, arguing that while the company is well positioned to benefit from surging demand for artificial intelligence infrastructure, a range of operational, financial and regulatory risks could limit upside.

The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?
24/7 Wall St.66d agobullish
The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?

AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) is one of the rare ones doing both. AIQ is up 20.6% year-to-date through June 10, ... The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?

Panic Selling Nvidia? Here’s Why the AI Blueprint Says That’s Your Biggest Mistake
24/7 Wall St.66d agobearish
Panic Selling Nvidia? Here’s Why the AI Blueprint Says That’s Your Biggest Mistake

NVIDIA (NASDAQ:NVDA) has plunged 15% from its peak and closed at $200 yesterday. Multiple AI stocks have pulled back in the past week in the Broadcom (NASDAQ:AVGO)-led AI panic. NVDA has now slipped below the $5 trillion mark as I write this. Reddit lit up with capitulation. Many investors believe the top is in, whereas ... Panic Selling Nvidia? Here’s Why the AI Blueprint Says That’s Your Biggest Mistake