Debt Pressures CoreWeave as Huang and Bank of America Stay Optimistic
Credit markets pressure CoreWeave on financing risks. Nvidia’s Huang rejects a rescue while Bank of America raises revenue forecasts.
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‘Yikes’: CoreWeave Stock Tanks 16% as Bond Yields Hit 15%, CEO Calls Market ‘Irrational’
CoreWeave shares plunge after bond yields hit 15%. Musk replies “Yikes,” CEO calls the market irrational as AI debt concerns grow.
Nebius Gets Aggressive Upgrade as BNP Raises Target to $399 From $260
Nebius jumped in focus after BNP raised NBIS to Outperform and set a $399 target, up from $260, citing stronger AI-cloud growth.
Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
Palantir and Nebius Team Up So Companies Can Own Their AI, Not Rent It
Companies get greater control over AI models, data, and computing as Palantir integrates Nebius cloud directly into its software platform.
Nebius Shares Drop on $4.5 Billion Convertible Notes Offering and Exchange Deals
Shares fall in premarket on dilution fears as funds target AI data centers and GPUs.