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Elon Musk's SpaceX in talks to supply the Pentagon with computing power: ReportAccording to the report, SpaceX employees have discussed plans to compete more directly with neocloud firms such as CoreWeave by selling co...- Meta, Anthropic in talks for potential $10 billion compute lease dealSuch a deal would help Meta diversify beyond advertising by generating revenue from its infrastructure and competing with neocloud firms su...
- Meta, Anthropic in talks for potential $10 billion compute lease deal: NYTMeta Platforms is reportedly discussing a significant deal to lease computing power to Anthropic. This potential agreement could be valued ...
- AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price riskThe unusual move underscores how deeply the AI boom has entangled cloud providers with the volatile chip market. To lock in supply amid s...
- Why Nebius & CoreWeave stocks tumbled after Meta's AI cloud plans
- Meta stock: Why are Facebook, Instagram, WhatsApp shares are rising today at U. S Stock Market?Meta has poured hundreds of billions of dollars into data centers and AI chips.
- RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...
- Meta, Microsoft lead $850 billion boom in data center leasesTech giants Meta and Microsoft are pouring billions into future data center leases, pushing industry-wide commitments past $850 billion. Me...
- Micron, Anthropic sign AI infrastructure supply agreementMicron Technology has partnered with AI innovator Anthropic, providing integral memory and storage solutions while also investing in its fo...
- Wall Street Week Ahead: Investors see Micron earnings as pulse check of AI rally momentumInvestors are keenly watching Micron Technology's upcoming earnings report for crucial insights into the ongoing AI-driven stock market ral...
- Nasdaq-100 drops Cognizant, adds AI-focused firms Astera, CoreWeave in quarterly reshuffleCognizant Technology Solutions will be removed from the Nasdaq-100 index on June 22 after more than two decades. The reshuffle sees AI-focu...
- US stocks: Oracle shares tumbles 12% as hefty AI spending, debt plans spook investorsOracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating ...
- CoreWeave founders have dumped $2.3 billion in stock since IPOCoreWeave executives and a major investor have sold over $7.8 billion in stock since the company's March 2025 IPO. Despite this, CoreWeave'...
- SpaceX, Anthropic, OpenAI can rewrite history for megacap IPOsInvestors face a key decision on when to buy shares in upcoming mega-tech IPOs like SpaceX, Anthropic, and OpenAI. Historical data shows te...
- Dell shares soar more than 30% on strong earningsFollowing robust financial results, Dell's stock soared, reflecting a successful pivot toward AI servers that has truly paid off, surpassin...
- Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...
- Why Indian investors are looking at space economy ETFs ahead of SpaceX IPO: Subho Moulik of Appreciate decodesIndian investors are eyeing the global space economy ahead of the SpaceX IPO. With no pure-play listed space companies in India, global ETF...
- Nvidia posts record $81.6 bn quarterly revenue on AI spending boomChip giant Nvidia on Wednesday posted record quarterly revenue of $81.6 billion, blowing past Wall Street forecasts as insatiable demand fo...
- Nvidia CEO's foundation buys $108 million of AI computing from CoreWeave, donates it to researchersNvidia CEO Jensen Huang and his wife are donating $108.3 million in computing time from CoreWeave to universities for AI research. This sig...
- CoreWeave tops revenue estimates as AI boom supercharges cloud demandCoreWeave Inc. has surpassed revenue expectations. Strong demand for its high-performance computing services fuels this growth. These servi...
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