CoreWeave rides AI boom while losses pile up
CoreWeave posted another record quarter as AI demand keeps roaring, although its losses are still…
Wall Street
HPE rides the AI big tin rush
Hewlett Packard Enterprise shares went bananas after the data centre kit seller juiced its 2026…
Anthropic joins trillion-dollar IPO circus
Anthropic has lobbed itself into the trillion-dollar IPO scrum as AI outfits keep torching cash…
Chip stocks ride AI bubble fears
Semiconductor stocks have made their strongest start to a year since the dotcom bubble, as…
Marvell keeps the AI networking gravy train rolling
Marvell Technology managed to meet sales expectations while giving the cocaine nose jobs of Wall…
Nvidia’s numbers bore the suits
Nvidia’s latest quarterly results and plans to boost returns failed to impress the cocaine nose…
Microsoft says the AI spendathon is “unprecedented times”
Markets are getting twitchy about Vole’s AI spending, and Microsoft AI CEO Mustafa Suleyman is…
Oracle’s spending spree rattles investors
Rising bill for AI data centres spooks market Oracle opened its books with a thud…
Samsung’s Exynos 2600 looks boxed into Korea
Yield snags and Qualcomm deals keep the chip from travelling far Samsung is still wrestling…
Wall Street worried about Oracle debt
Credit traders see a messy year looming Oracle’s debt started flashing warning lights in November…