The highly leveraged company’s stock dropped 8% Monday after announcing plans to raise another $2 billion via convertible ...

APLD's 141% surge is fueled by $11B in contracted leases, rising AI data center demand and growing revenue visibility from Polaris Forge.

However, if you look more closely, it becomes clear that the business model is unsustainable. Running data centres is a business that rewards scale, says Sahm Adrangi of Kerrisdale Capital, which is ...

Investors are turning to products that pay out if companies go under to shield their portfolios from a potential bust in the ...

The massive, multiyear AI infrastructure buildout has created a powerful investment opportunity for long-term investors.

New Jersey now has more than 80 data centers, many clustered near Manhattan. Critics worry about their potential to hike ...

CoreWeave is a highly leveraged AI data center operator with debt poised to increase substantially at even higher interest rates. See why CRWV stock is a Sell.

CoreWeave saw strong revenue growth, but lowered its guidance due to a delay. The delay should not affect its long-term trajectory. However, the company continues to burn through cash as it builds out ...

Shares of CoreWeave dropped fast on Monday after the company told investors it plans to raise $2 billion through debt that ...

Within hours, a new liquid market for Meta credit default swaps emerged as banks reacted to a surge in enquiries from ...

Nvidia (NVDA) generated $57B in Q3 revenue with 62% year-over-year growth. Prominent short sellers including Michael Burry and Jim Chanos are betting billions against Nvidia through put options, ...