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…
CoreWeave’s Worst-Ever Week Shows AI Traders Are Getting Picky
(Bloomberg) — Money is still pouring in from the race to build out artificial intelligence infrastructure, but traders…
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…
AI is back — it never really went away
Jakub Porzycki | Nurphoto | Getty Images Investors piled back into artificial intelligence names on Monday stateside. Shares…
This stock is both a crypto and AI play. Morgan Stanley sees big gains ahead
Galaxy Digital has room to run as the artificial intelligence and cryptocurrency company capitalizes on industry tailwinds, according…
Quantum stocks surge after JPMorgan investing push into strategic tech
Quantum computing background concept. Blackdovfx | E+ | Getty Images The rally in quantum computing names continued on…
Applied Digital stock climbs 16% as AI demand fuels data center growth
Applied Digital shares jumped 16% on Friday after the company posted strong first-quarter revenue that was boosted by…
The usual flag carriers of the AI boom push S&P 500 to new highs
(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator. See today’s video…
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…