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SpaceX's IPO may be the biggest ever, approaching nearly $2 trillion.

The real threat to the tech sector isn't a lack of AI ideas, but a classic economic shock. The overproduction of computing power.

Cathie Wood, chief of Ark Investment Management, likes to take advantage of IPOs. Cathie Wood, founder and CEO of Ark Investment Management, likes to jump into some of Wall Street’s hottest IPOs. In recent years, Wood’s Ark funds have bought shares of newly public companies, including ...

SpaceX’s IPO filing is reshaping how investors value launch, satellite, and AI infrastructure companies including Rocket Lab, AST SpaceMobile, CoreWeave, Firefly Aerospace, and EchoStar.

Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.

By Summer Zhen and Jiaxing Li HONG KONG, May 21 (Reuters) - Hedge fund managers say they are targeting investments this year in companies from AI-linked data centres and printed circuit board (PCB)

Blackstone, already the world’s largest private owner of data centers, will provide an initial $5 billion investment.

WHATS NEWS BUSINESS FINANCE A jury rejected Elon Musk’s claims against OpenAI, finding that he brought his lawsuit against the company and Chief Executive Sam Altman after the statute of limitations expired.

The duo plans to launch the unnamed U.S. company with $5 billion in equity capital from Blackstone, which will be the majority owner.

(Bloomberg) -- For years, there was only one way for mom-and-pop investors to buy into Elon Musk’s vision: shares of Tesla Inc. That’s about to change — and it’s a serious risk for Tesla investors. Most Read from BloombergStocks Fall, Oil Rises as Hormuz Deal Hopes Fade: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil SanctionsUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and

With AI cloud competition heating up, this company that used to own Russia’s biggest search engine is making its case.

By Max A.

Nebius stock soars after quarterly results.

(Bloomberg) -- Cloud computing provider Nebius Group NV reported a 684% jump in first quarter sales on increased demand for its data centers. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyRevenues reached $399 million for the quarter, the Amsterdam-based company said in a st

Nebius stock jumped after the AI computing specialist reported a lower-than-expected, Q1 net income loss while revenue topped expectations.

Nebius Group on Wednesday reported higher-than-expected first-quarter capital spending, driven by investments tied to the ‌procurement of graphics processing units and data center ‌hardware for its core AI cloud business. The company has grabbed a slice of ​the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers. However, analysts have flagged Nebius' heavy capital spending as a major concern as the company aggressively ‌expands its global data ⁠center footprint, putting pressure on margins despite strong revenue growth.

Nvidia (NVDA) stock investors have laughed all the way to the bank over the past three years, as the company has crushed the AI chip space. CoreWeave (CRWV) CEO Michael Intrator, however, just laid out why that incredible level of dominance requires consistent defense. In a recent CNBC ...

Rising oil prices and a sudden halt for technology stocks are slowing Wall Street’s record-breaking run on Tuesday. After coming into the day with a gain of nearly 179% for the year so far, for example, Micron Technology dropped 3.9%. Also weighing on Wall Street was another rise in oil prices as the war with Iran threatens to drag on.

Bank of America just got even more bullish on CoreWeave (CRWV), spearheaded by the market’s insatiable demand for AI infrastructure. On May 6, according to TheFly, BofA raised its price target on the AI cloud giant’s stock to $140 from $120, while maintaining a “Buy” rating, driven by relentless ...

Circle and CoreWeave could grow much larger over the next few years.

Wall Street already knew CoreWeave was growing fast. But after its first-quarter 2026 earnings call, CEO Mike Intrator made something crystal clear: the company is winning business while locking up the AI infrastructure market for years to come. The numbers backing that claim are hard to dismiss. ...

There is a specific kind of conviction that gets tested when a stock falls sharply on earnings. Most analysts either defend their prior call quietly or quietly revise it lower. Every so often, one does neither. One of Wall Street's most closely watched AI infrastructure names just delivered that ...

CoreWeave's latest quarterly report didn't deliver what investors were looking for.

Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.

CoreWeave shares sink as forecast dissapoints.

The AI cloud company topped first-quarter revenue estimates but its second-quarter outlook trailed Wall Street expectations, and it raised the low end of its 2026 capital spending forecast

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

CoreWeave (NASDAQ:CRWV) reported mixed first-quarter results on Thursday as surging demand for artificial intelligence infrastructure drove strong revenue growth, although losses widened significantly due to aggressive expansion spending. The company also increased its capital expenditure outlook for the year, while issuing second-quarter revenue guidance that came in below Wall Street expectations.

CoreWeave (NASDAQ:CRWV) reported what management described as a “transformational quarter” for its first quarter of fiscal 2026, driven by record customer commitments, rapid infrastructure expansion, and new financing milestones intended to lower its cost of capital. Bookings surge lifts backlog to

CoreWeave (CRWV) delivered earnings and revenue surprises of -24.57% and +5.99%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?