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In a recent survey by Mostly Media, finance leaders at Rivian, CoreWeave, Fanatics and more share their approaches to inventory management, working capital and forecasting.
Monday Earnings (a.m): Barrick Mining Earnings (p.m.): Simon Property, Rocket Lab, JBS, Hims & Hers Health, Trump Media Tuesday Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker’s ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific shares rallied in premarket trading. The agreement is more substantial than […]
Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]
Markets enter a data-heavy week pivoting toward inflation assessment with Wednesday's July CPI report at 8:30am and Thursday's PPI establishing critical price pressure trends as investors evaluate Fed Chair Kevin Warsh's policy trajectory.
CoreWeave (NasdaqGS:CRWV) has expanded its AI cloud partnership with trading firm IMC, which is scaling up capacity for advanced financial trading workloads. IMC is moving from initial production use of CoreWeave to a materially larger capacity agreement focused on high intensity AI and machine learning tasks. Jane Street is reportedly refinancing about US$11b in debt with an eye on AI investments after previously committing significant capital to CoreWeave. The two trading firms' moves...
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the top stories for investors to watch this weekend and next week, including Berkshire Hathaway (BRK-B, BRK-A) quarterly earnings on Saturday, the Consumer Price Index's (CPI's) latest inflation reading on Wednesday, Applied Materials (AMAT) earnings on Thursday, and more.
CoreWeave is due to report earnings after the closing bell Tuesday, with traders expecting a sizable move in the cloud computing provider’s stock in the days that follow.
The provider of infrastructure for artificial intelligence reported a notable insider sale amid a recent rally in share price.
Wall Street expects second-quarter revenue of about $2.55 billion.
SPCX's $6.7B cloud deal boosts near-term AI revenue visibility, but heavy capex, concentration and reported AI losses keep economics mixed.
Backblaze's Q2 beat and higher 2026 outlook highlight AI storage growth, with the $335M CoreWeave deal adding multi-year visibility.
(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s
CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.
Jane Street is reportedly seeking to refinance roughly $11 billion of debt through a private credit deal involving investors including PIMCO, which could support further investment in artificial intelligence (AI) infrastructure. Private Credit Deal Could Fuel AI Expansion The trading...
Buying this AI infrastructure stock isn't about timing the next report -- it's about recognizing when price and reality fall out of sync.
Nebius has crushed the S&P 500, and these overlooked stocks may join it.
Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.
CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the next earnings report.
Backblaze (BLZE) is back in focus after its second quarter 2026 earnings on 3 August, which combined higher sales, a narrower net loss, raised full year revenue guidance, and a new CoreWeave partnership. See our latest analysis for Backblaze. Backblaze shares have been volatile around the Q2 2026 report and CoreWeave agreement, with the 7 day share price return of 47.43% and year to date share price return of 292.83% pointing to strong recent momentum after a 1 year total shareholder return...
The Japanese technology investment company has vowed to become a leading builder of AI data centers and a major investor in AI-powered robotics.
CoreWeave has shed a third of its value in three months while its analyst consensus held firm through every dip, and one prominent tech analyst argues the selloff created the exact entry point investors needed.
Priority access may reduce a costly deployment risk
In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith turn to Bloom Energy, a stock Bleeker has described as one that got away from him, and which was also a top holding in Leopold Aschenbrenner's Situational Awareness fund. Smith sets it up by pointing listeners to a prior episode discussion of natural gas and behind-the-meter power delivery to data centers. Bleeker then reports Bloom's results: EPS of 78 cents against 41 cents expected, plus one of the most optimistic conference calls he has heard, with behind-the-meter generation clearly having its moment. The stock rose 12% after hours, then gave up the entire gain at the open the next day. Bleeker's explanation is that the move had nothing to do with fundamentals. He argues that Situational Awareness, a fund that had swelled to roughly $45 billion, was known to be running up to four times leverage, and that large trading firms recognized they could push it into a forced unwind. On his telling, shorts were layered across the portfolio early in the week, margin calls followed, and Citadel then bought the whole book in a block trade, after which the shorts came off. He points to the fund's top ten positions all rallying between 19% and 29% that day as evidence, and questions whether Citadel's rate-hike narrative earlier in the week was self-serving. He presents this as his own reading, not established fact. Smith agrees the dynamic is plausible, comparing it to the Icahn and Ackman fight over Herbalife, and predicts Aschenbrenner will have no trouble raising another fund.
CoreWeave's August 11 earnings report could be a important catalyst as investors look for proof that the AI infrastructure boom will continue powering growth.
NBIS has surged 310% in a year as AI expansion accelerates, but rising spending, financing needs and margin pressure raise questions about its next move.
The rapid adoption of AI has created demand for a new type of cloud provider known as the neocloud. Unlike traditional cloud platforms such as Amazon and Microsoft, which offer a broad range of computing and enterprise services, neocloud companies focus almost exclusively on AI infrastructure.Claim 55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and discover new investing
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