‘Big Short’ Michael Burry Bets Against AI Stars Oracle, Nebius
Michael Burry says he’s shorting Oracle and Nebius, two companies that are betting big on the AI boom.…
Morgan Stanley Destroys Bear Case Against Nebius. Proves The 35% Plunge Was a Huge Mistake
Quick Read Morgan Stanley projects hyperscaler compute capacity to nearly quadruple from 31 to 117 gigawatts by 2028,…
Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?
Quick Read Meta’s plan to sell excess AI compute capacity under Meta Compute sent Nebius and CoreWeave shares…
CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut
Quick Read CoreWeave fell 5% and Nebius dipped slightly on NASDAQ 100 debut day, with traders selling into…
NVIDIA’s $2 billion sprinkler remaking the AI supply chain
These days, it seems that if NVIDIA needs something to be secured, it writes a US$2 billion check.…
Holding the “Golden Shovel” in the Computing Power Era
One of the most eye – catching technology stocks in 2025 is definitely CoreWeave, which went public this…