CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.

Shkreli closed his short position in about a week of starting it.

NasdaqGS:IREN is reported to lead CoreWeave in contracted revenue per megawatt of AI infrastructure capacity, underscoring higher monetization efficiency. Investor Stanley Druckenmiller’s Duquesne Family Office has shifted exposure into Bitcoin mining companies, adding institutional attention to operators with scalable power and computing capacity such as IREN. Both developments highlight IREN’s role in the commercial build out of AI infrastructure and high density computing. For a broader...

HRT becomes one of the first customers with wide-scale access to Nvidia's Vera Rubin chips

CoreWeave's revenue gap with Arista has shrunk by half in just two years, but profitability tells a starkly different story.

The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.

CoreWeave expects the contracts it signed in the June quarter to carry higher contribution margins than the ones before them, and the price increase it took in July is not in those numbers yet.

A single overnight financing just sent ripples across the entire AI cloud sector, and the names that ran hardest this summer are now paying the steepest price for it.

CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.

IREN's Horizon 1 acceptance, $9.7B Microsoft deal and contracted demand strengthen its AI cloud push as 2026 capacity targets come into focus.

Mark Cuban dropped four words on X that sent financial media into a frenzy, but no one can agree whether he meant it as a buy signal or a warning about a bubble already forming.

CoreWeave Inc. (NASDAQ:CRWV) has landed a multibillion-dollar agreement with Hudson River Trading, intensifying Wall Street’s race for the newest AI chips from Nvidia Corp. (NASDAQ:NVDA).The multiyear deal gives Hudson River access to Nvidia’s Vera Rubin and B200 systems, according to...

CoreWeave, Inc. (NASDAQ:CRWV) has entered into a multi-year agreement with quantitative trading firm Hudson River Trading (HRT) to supply cloud computing infrastructure for its artificial intelligence research and model development activities.

Hudson River Trading signed a multiyear deal with CoreWeave Inc. to build new trading research and models using the tech company’s artificial intelligence computing services.

CoreWeave has pulled ahead in absolute revenue, but AppLovin's profitability tells a starkly different story.

On Aug. 19, 2026, the AI cloud provider announced a massive debt-to-equity conversion plan, triggering dilution concerns and heavy selling pressure.

Contract renewals could lift margins, Truist says.

The GPU leader continues to invest in companies that buy its chips.

Some AI stocks carry heavy debt. Shares of WhiteFiber plummeted 25% Wednesday after the company made a $270 million offering of convertible debt.

Shares of Nebius Group (NASDAQ:NBIS) were down roughly 14% intraday to about $214 Wednesday morning, and CoreWeave (NASDAQ:CRWV) shares dropped about 4% at roughly $89. However, both stocks are now rebounding alongside the broader Nasdaq Composite. As of 12:30 p.m. ET, Nebius had rebounded to a 7% decline and CoreWeave was slightly up on the ... Nebius Dives 14% and CoreWeave Falls 4% Before Rebounding. Neocloud Stocks Face Volatility as the Nasdaq Whipsaws.

Nebius Group built one of the year's most impressive AI cloud runs, then dropped double digits in a single morning. The culprit is a $4.5 billion capital raise that comes with a warning about holders selling shares directly into the open market.

CoreWeave (CRWV) is back in focus after MasterClass chose CoreWeave Cloud and W&B Weave to power and evaluate its AI teaching agents, linking the stock story more closely to real world AI education workloads. See our latest analysis for CoreWeave. CoreWeave’s share price has been volatile, with a 1 day share price return that fell 12.10%, a 30 day share price return of 27.26%, and a year to date share price return of 17.46%, while the 1 year total shareholder return is 0.30%. This suggests...

Can these AI stocks deliver life-changing returns?

Two of the sharpest macro minds in the business landed on opposite sides of the same AI infrastructure stock in Q2, and the actual filings reveal a far messier story than the headlines suggest.

Revenue surged 112% to $2.6 billion as backlog hit $104.2 billion.

Higher Treasury yields and a $35 billion to $39 billion capex plan pressured the AI infrastructure provider as investors rotated to safer bets, today, Aug. 18, 2026.

The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.

Nvidia's latest 13F filings have revealed a massive stake in SpaceX; here's which has greater upside potential.

CoreWeave shares dropped sharply Tuesday as geopolitical fears intensified and investors fled high-risk growth stocks.

Issuers sold nearly than $90 billion in convertible bonds in the second quarter, the strongest on record.

IREN's Horizon 1 acceptance turns part of its $9.7B Microsoft AI deal into delivered infrastructure, with three 2026 phases still ahead.

IREN's AI cloud revenue is scaling fast, but a 4.59X forward sales multiple and heavy expansion spending raise the stakes for execution.

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has ever posted.

Cloud-computing player CoreWeave recently suggested it could be a lot more than many people have been assuming. The company recently signed a deal renting out Nvidia’s A100 chips at “an attractive price” in a deal lasting into 2029, CoreWeave finance chief Nitin Agrawal said in a call with analysts last week. This means that selling access to old chips could come with high profit margins—as long as the price companies can charge doesn’t go down too much.

While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.

NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of its holdings reveal exactly where Jensen Huang thinks the real money flows after the GPU.

Appaloosa Management's three biggest Q2 positions span consumer tech, foundry dominance, and speculative AI infrastructure, but at today's prices Tepper's bets carry very different levels of risk for anyone thinking about following his lead.

Wells Fargo Flags Strong AI Demand for CrowdStrike and Palo Alto Before Results

The fund's top 5 positions — including Sandisk at $5.7 billion and Micron at $5.6 billion — all fell sharply in July as the AI trade reversed

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

Neocloud operators are adding new capacity to meet surging cloud demand, but costs are rising in tandem.

Over the past year, the broader market continued to ask only one question: Amidst the AI boom, who is actually making money? First of all, the chipmakers benefited, and then the cloud providers. As of now, investors are increasingly focusing on the infrastructure layer supporting the AI buildout. That’s exactly where CoreWeave, Inc. (NASDAQ:CRWV) benefited. […]

Appaloosa Management, led by David Tepper, has opened a new position in CoreWeave (NasdaqGS:CRWV), signaling fresh hedge fund interest in the AI infrastructure provider. The move adds a high profile institutional investor to CoreWeave's shareholder base and brings new attention to companies that support AI workloads. Tepper's position is being watched by investors assessing how capital is flowing between AI chip designers and infrastructure platforms. For readers looking to compare...

Apple's net income margin sits at 27%, while CoreWeave operates at -24%, a stark profitability divergence that complicates any direct comparison.

BofA sees stronger AI pricing and longer GPU lives.

Regulation of different aspects of AI from all levels of government could crimp many companies’ operations. But some are less vulnerable to oversight.

Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings and analyst upgrades say about where these AI infrastructure stocks go next.

Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions.

CoreWeave's latest quarterly results make it clear that strong AI data center demand will ensure healthy long-term growth for the company.