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CoreWeave Shares Slide as Analyst Holds $151 Price Target

Management points to a $99.4 billion backlog as the test of whether heavy capex will convert into profitable cash flow

Nadella Criticizes Anthropic’s Fable 5 Over Strict Safeguards

U.S. Converts CHIPS Funding Into Roughly 10% Stake in Intel as White House Pushes Big Tech to Use U.S. Fabs

Microsoft Secures Norway AI Data Center Capacity After OpenAI Pullback

Intel Joins Musk’s Terafab to Build U.S. AI Chip Capacity

Disney Details OpenAI Sora Deal for 30-Second Character Clips on Disney+

Chevron Chooses West Texas for First Off-Grid Gas Plant to Power AI Data Centers

Qualigen Taps BitGo for $30 Million C10 Treasury Allocation as Shares Jump After Hours

Microsoft to Add Anthropic’s Claude to Office 365 Copilot via AWS

Google Kicks Off Record 3GW Hydropower Deal With Brookfield to Power AI