But that isn't the end of the good news. In recent weeks, CoreWeave has demonstrated the strength of its business by signing ...

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In this Daily Rip Live segment, Shay Boloor explains why he believes AI is entering its “railroad moment”, where the biggest ...

Citi analysts raised their price target for Nvidia's stock on Tuesday from $200 to $210. As artificial-intelligence infrastructure investments pick up, Nvidia Corp. stands to benefit in a big way, ...

Granted, there are concerns about CoreWeave's customer concentration, as the company is tied closely to OpenAI. Daryanani said that nearly 80% of CoreWeave's revenue last quarter was linked to ...

Despite growing revenue from AI, Micron Technology, Inc. is an overvalued company with a history of insufficient returns.

IonQ leads quantum computing, networking and sensing, with growth underestimated by guidance. Read here for more on IONQ ...

Penciling Out OCI’s Gross Margin Impact; With the emergence of GPU-based infrastructure businesses in our large cap coverage, ...

Overview NVIDIA dominates Artificial Intelligence infrastructure with GPUs powering next-gen AI models.Massive $100B OpenAI ...

This fresh deal promises OpenAI additional computing power needed to train and operate its AI models on top of what CoreWeave already provides the AI giant. The two companies signed an initial ...