CoreWeave has faced a sharp sell-off due to execution delays, high-interest debt, and revised FY25 guidance. Click to read my ...

This has led to a balance sheet with more than $10 billion in long-term debt, and this is not cheap debt. CoreWeave is forced ...

CoreWeave has built its business around offering GPU-dense cloud tools for enterprises developing AI applications. The company said Runway will rely on its infrastructure to train and deploy more ...

Oracle (NYSE:ORCL) fell more than 10% on Thursday after the company posted quarterly revenue that came in below Wall Street expectations. The company reported sales of $16.06 billion for the period, ...

OpenAI has been one of the headline partners for NVIDIA. In September 2025, the two companies announced an investment ...

The Fed cut its policy rate by 25 basis points, as expected, to a range of 3.5-3.75% while stating that it would carefully ...

Indeed, about three-quarters of General-Purpose-Technology (GPT) booms share a similar pattern of colossal over-investment, ...