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last mo.

CoreWeave Tops $99 Billion Backlog After Nvidia’s $2 Billion Bet

Company-reported contracts and fast revenue growth have investors betting that tight power and GPU supply will keep demand for its AI data-center capacity high.

5 ARTICLES

last mo.

TSMC Stakes U.S. Packaging Push as AI Demand Tightens Capacity

5 ARTICLES

2mo ago

Rigetti Stock Jumps on U.S. Quantum Funding Hopes as Business and Hardware Lag

10 ARTICLES

2mo ago

Palantir’s AIP Drives Blowout Q1 While Investors Wrestle With Valuation and Supplier Risk

7 ARTICLES

2mo ago

TensorWave Raises $350 Million Series B at $1.55 Billion to Scale All‑AMD AI Cloud

6 ARTICLES

2mo ago

MANGOS Emerges as the New Tech Power Group as Three Members Near IPOs

4 ARTICLES

2mo ago

SoundHound Moves to Buy LivePerson as It Raises Revenue and Profitability Targets

7 ARTICLES

2mo ago

Red Cat Stock Surges After Analyst Buy Call as Blue Ops Moves Variant 7 to Full Production

4 ARTICLES

3mo ago

Investment Strategies

CoreWeave Tops $99 Billion Backlog After Nvidia’s $2 Billion Bet

TSMC Stakes U.S. Packaging Push as AI Demand Tightens Capacity

Rigetti Stock Jumps on U.S. Quantum Funding Hopes as Business and Hardware Lag

Palantir’s AIP Drives Blowout Q1 While Investors Wrestle With Valuation and Supplier Risk

TensorWave Raises $350 Million Series B at $1.55 Billion to Scale All‑AMD AI Cloud

MANGOS Emerges as the New Tech Power Group as Three Members Near IPOs

SoundHound Moves to Buy LivePerson as It Raises Revenue and Profitability Targets

Red Cat Stock Surges After Analyst Buy Call as Blue Ops Moves Variant 7 to Full Production

Nvidia’s Warrant Backing Propels Corning Into Major U.S. AI‑Optics Expansion

NuScale Power Has an Approved SMR but No Sales as Shares Tumble

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Investment Strategies

NuScale Shares Jump After Amazon’s SMR Deals Lift Sector

Berkshire Says It Is Not Selling Kraft Heinz for Now

Allbirds Pivots to AI as NewBird AI, Stock Jumps 350% for the Week

Rigetti Launches 108-Qubit Quantum Computer on Amazon Braket and Its Cloud

Nvidia Shares Sit 9% Off Highs as Investors Reassess AI Spending

CrowdStrike Extends AI Security Reach With GovCloud Upgrades and New Alliances

U.S. Wholesale Inflation Jumps in February, Topping Forecasts

Ark’s ARKG Adds $2.1 Million to Tempus AI After Earnings Slide

Arista Targets $11 Billion in 2026 on AI Data-Center Surge

Stocks Slip as Oil Tops $80 and AI Chip Export Risk Weighs on Semis

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Investment Strategies