Buy the dip in this AI ‘neocloud,’ says Freedom Capital’s Paul Meeks
Nvidia -backed cloud company CoreWeave deserves the benefit of the doubt from investors, according to veteran tech analyst…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
AI capex spending fears spread to bond market following tech jitters
U.S. tech giants’ push to finance a massive artificial intelligence infrastructure boom is testing bond market appetite as…
We’re increasing our Cisco Systems price target after an AI-fueled beat and raise
Cisco Systems shares spiked higher Wednesday evening after the networking company delivered a quarterly beat and outlook raise.…
Once-hot cloud AI play CoreWeave is tanking. A JPMorgan downgrade is adding to the pressure
Near-term supply chain pressures will cap gains for CoreWeave , according to JPMorgan. The bank downgraded CoreWeave, which…
Days of declines won’t keep AI trade down
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov.…
AI is back — it never really went away
Jakub Porzycki | Nurphoto | Getty Images Investors piled back into artificial intelligence names on Monday stateside. Shares…
How small and big investors are picking AI winners
(This is a wrap-up of the key money moving discussions on CNBC’s “Worldwide Exchange” exclusive for PRO subscribers.…
U.S. must win AI race with China so the future is built on American tech
Nvidia CEO Jensen Huang says he’s optimistic that the United States and China can work through trade and…
Why the crazy spending of this AI boom isn’t like the dot-com bubble
If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence…
Citizens upgrades this cloud computing stock on hyperscale outsourcing optimism
Shares of CoreWeave could see a sizable boost in the coming months as demand for hyperscalers ramps up,…
Nebius (NBIS) soars on Microsoft (MSFT) AI deal
Nebius, which was spun out from Russian internet giant Yandex, provides graphics processing units or GPUs for training…