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CoreWeave’s Nearly $100 Billion Backlog Collides With Investor Doubt as Shares Swing

Heavy capital spending plus large insider stock sales raise execution risk for investors.

Robinhood Stock Climbs After Analyst Upgrades as New Layer‑2 Chain Shows Early Traction

ARK Invest Boosts Circle Stake, Sells Robinhood Shares

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Rocket Lab Agrees to Buy Iridium for About $8 Billion

Adobe Positions Itself as an AI‑First Creative Platform After Topaz Labs Deal

IREN Shortlisted for Reported Anthropic 1.4GW Australia Tender

CoreWeave Shares Slide as Reports That Meta May Resell Idle AI Compute Raise Concentration Fears

Oracle Shares Fall 24% in Nine-Day Slide Over AI Data-Center Buildout

Moderna Repositions as Broad mRNA Company After Investor Day Rally

Nvidia Vera Rubin Ramp and AMD 2nm EPYC Spur Fresh Upside for Data‑Center Compute

Adobe Posts Record Quarter and Raises Guidance as AI Usage Climbs

EA Stock Hits Record High as $55 Billion Take‑Private Deal Remains Pending

Strategy Authorizes Conditional Bitcoin Sales and Formalizes Active Capital Program

Constellation Brands Posts Q1 EPS Beat as Revenue Slides and Beer Sales Show Early Recovery

AST SpaceMobile Confirms August Falcon 9 Launch as Satellite Production Accelerates

Cerebras Beats Q1 Estimates but Lowers 2026 Margins to Rent Systems for OpenAI Rollout

Oracle Shares Plunge After Debt Surge Raises Questions About AI Buildout

Evercore Downgrade Puts Nike's Turnaround on Edge Ahead of June 30 Earnings

Wise Reports Revenue Jump as Pre-Tax Profit Falls on Rising Costs and Buybacks

Prime Day Moved to June Boosts Amazon's Q2 Revenue Outlook