AI Infrastructure news

Why is Nebius stock tumbling today?

Dow Jones Futures: Techs Fall As Nvidia Board Mulls Ousting CEO Jensen Huang; CoreWeave Rival Nebius Dives On Results

Techs fell as Nvidia dived on news that it may oust CEO Jensen Huang. AMD extended gains. Will the Nvidia woes sink the new market rally?

Nebius falls 10% as company expects increased 2026 capex spend, issues weak outlook

Nebius' earnings report comes after fellow neoclouds IREN and CoreWeave showed better-than-expected results in the past week.

Nebius Earnings, Revenue Top Estimates. But Neoclouds Sell Off Again.

Nebius stock rose after the AI-focused, cloud company reported a smaller-than-expected Q3 loss while revenue topped expectations.

CoreWeave Just Had Its Best Day Since June 2025 and Says It’s Sold Out Through 2027

CoreWeave's demand story keeps getting stronger, yet the company still loses money, borrows heavily, and leans on one powerful partner. A late-breaking report about that partner turned the rally upside down within hours.

CoreWeave's $4 billion debt plan faces an Nvidia-sized risk

The AI cloud provider's close financial ties to Nvidia are drawing scrutiny despite stronger quarterly results.

CRWV Stock Eyes Best Week Since Nvidia’s Stake Reveal — Is Debt Scare Hiding A Bargain? Morningstar Thinks So

Morningstar sees a buying opportunity, calling debt-yield concerns overblown with over $20 billion available for deployment.

Nebius Group (NBIS) Gets Gartner Backing Through A $13 Million AI Platform Win

Nebius Group (NasdaqGS:NBIS) technology underpins Plurai's new AI agent simulation platform, which has gained recognition from Gartner. Plurai recently raised US$13m in seed funding to roll out its simulation infrastructure, built with…

Thursday's big stock stories: What’s likely to move the market in the next trading session

CoreWeave shares soared on the back of its earnings report, reviving the tech trade and lifting the Nasdaq Composite on Wednesday.

Jim Cramer says investors need to pay attention to CoreWeave. Here's why

Cramer said he's becoming less skeptical of CoreWeave after strong earnings and reassuring comments from its CEO.

CoreWeave just gave a shot in the arm to Micron, Lumentum and the rest of the AI trade

CoreWeave’s improved AI economics and its vow to show some discipline around debt are sparking a broad rally across the chip sector.

Stock Market Today: Major Indexes Pare Earlier Gains But Finish Trading Day Solidly Higher

The Nasdaq composite led the stock market with a nearly 3% romp as CoreWeave's bullish earnings report revived the artificial intelligence trade.

Dow Jones Futures: CoreWeave, Sandisk, Nvidia, AMD, Nebius Lead Bullish Market Move

CoreWeave fueled big AI gains for the new market rally Wednesday, with Nebius, Sandisk, Nvidia, Bloom Energy and AMD key movers.

Tech round-up: A closer look at Anthropic, Nvidia, CoreWeave, and next week

Deirdre Bosa summarizes what's been going on in tech this week: CoreWeave's (CRWV) third quarter earnings and the associated concerns with circular AI financing, Nvidia's (NVDA) Jensen Huang controversy and upcoming earnings results,…

Bloom Energy’s stock is rallying as data-center jitters subside

CoreWeave’s upbeat outlook helped calm nerves around the energy company.

Tech bounce lifts global stocks as dollar gains

Stock markets rose Wednesday on renewed optimism over AI following strong results from data center operator CoreWeave, while the dollar extended a rally on expectations for at least one more Federal Reserve interest rate hike.The dollar…

CoreWeave soars more than 24% for best day since April 2025 after strong Q3 report

Neoclouds such as CoreWeave, Nebius and IREN have come under scrutiny this month as investors assessed the sustainability of the AI trade.

Update: US Equity Indexes Jump as CoreWeave's Strong Quarterly Results, Guidance Boost AI Trade

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Bloom Energy stock surges as CoreWeave earnings spur rally in power stocks

Bloom Energy rode the wave of positive sentiment following CoreWeave's stellar earnings report.

Nebius Group Stocks Jump Nearly 17% Ahead of Thursday Results as CoreWeave Lifts AI Clouds

Nebius reports third-quarter results before Thursday's open, after CoreWeave's beat reset expectations for rented AI capacity.

Stock Market Today: Nasdaq Soars On AI Rally, But This Major Tech Icon Gets Left Out (Live Coverage)

The Nasdaq composite led the stock market with a nearly 3% romp as CoreWeave's bullish earnings report revived the artificial intelligence trade.

Are AI Bulls Back? Looks Like It Thanks To Anthropic, CoreWeave, Nvidia

AI Bulls are back. AI stocks jumped Wednesday, boosted by CoreWeave results and upbeat feedback from Anthropic’s IPO roadshow.

Nvidia, AMD and Broadcom Lead AI Stock Rally as CoreWeave Results Ease Spending Fears

CoreWeave delivers a blockbuster quarter. why memory and chip stocks are moving higher.

Stocks making the biggest moves Wednesday: Corning, CoreWeave, Sandisk, Coherent & more

Follow below as CNBC covers the biggest stock market moves of the day.

Nasdaq surges as CoreWeave leads tech rebound: Live updates

Stocks rose Wednesday, boosted by sharp gains in CoreWeave and a rebound in Nvidia following back-to-back losing sessions for the chipmaker.

Dell Jumps 11% as AI Server Stocks Rebound From a Rough Month; Super Micro Surges 8%, Hewlett Packard Enterprise Advances 6%

After a brutal month that wiped out roughly a third of their value, AI server stocks are snapping back hard. A Texas political threat, a CoreWeave surprise, and two looming earnings reports will decide whether the rebound holds.

Why Micron Stock Popped Today

CoreWeave's good earnings report is great news for Micron stock.

Micron Stock Surges After CoreWeave's AI Earnings Surprise

Wall Street's biggest technology concern faces an unexpected reality check.

CoreWeave CEO Cancels Stock-Sale Plan, Says Data Center Build Plans Not ‘Delayed Or Affected’

In a CNBC interview, CoreWeave CEO Michael Intrator said the company plans to launch an asset-backed debt offering in the next week or two, with an expected interest rate of 7% to 7.5%.

CoreWeave CEO Intrator tells CNBC he has canceled his planned share sale program

After CoreWeave beat on revenue and upped its forecast, CEO Mike Intrator indicated the company will be fine despite last week's Democratic midterm sweep.

Why Sandisk Stock Popped Today

CoreWeave's good earnings report is great news for Sandisk stock.

Why CoreWeave Sparked 'Sigh Of Relief In The AI Market'

CoreWeave stock popped after CEO Intrator touted strong pricing power and sold out data center capacity in Q3 earnings call with analysts.

Wall Street Didn't Understand CoreWeave, Its CEO Said. Now the Stock Is Soaring.

Record demand and a plan to avoid pricey bond debt eased investors’ fears, but CoreWeave still has to prove its profits can outgrow its interest bill.

Jim Cramer's top 10 things to watch in the stock market Wednesday

CoreWeave lifts the AI trade, and my advice to Nvidia.

CoreWeave Surges 16% as Beat-and-Raise Quarter Eases Financing Fears; Nebius Gains 13%, Oracle Advances 5%

Credit markets had flashed distress signals on CoreWeave just days before earnings. Then its CEO made a bold pledge about how the company will pay for its AI buildout, and the neocloud group took notice. Can the promise hold?

University of Alabama Builds Statewide High Performance Computing Center with Dell Technologies

ROUND ROCK, Texas, November 11, 2026--Dell Technologies announced that The University of Alabama (UA) is deploying Dell high performance computing (HPC), AI and data infrastructure at the core of its new High Performance Computing Center.

Here are Wednesday's biggest analyst calls: Nvidia, Apple, CoreWeave, Corning, Unilever, Teradyne & more

Here are Wednesday's biggest calls on Wall Street.

Premarket movers: CoreWeave, Nvidia rally; Fossil, Tandy Leather jump

Investing.com - U.S. stock index futures were mixed on Wednesday, with technology shares leading gains as an upbeat financial outlook from AI cloud infrastructure provider CoreWeave and strong demand for Anthropic's initial public…

Stock Market Today: Tech Futures Jump As CoreWeave Surges On Results; Nvidia Rebounds (Live Coverage)

Tech futures jump Wednesday as CoreWeave surges on earnings. Nvidia stock rebounds premarket.

Dow Jones Futures Rise, Techs Jump On CoreWeave Earnings; Look For This Bullish Market Signal

Futures rose while AI stocks rallied overnight on CoreWeave earnings: The stock market fell on Nvidia and surging Treasury yields.

US Equity Futures Rise Pre-Bell With Nvidia, CoreWeave Gaining Amid Tech Sector Rebound

US equity futures were rising pre-bell Wednesday with Nvidia (NVDA), CoreWeave (CRWV) and other AI-r

Stock Futures Rise Amid CoreWeave's Strong Financial Results

US equity markets were tracking in the green in Wednesday's premarket activity as CoreWeave's (CRWV)

Live news: Bitcoin remains under pressure as CoreWeave, Nvidia lead AI rebound

The DRAM ETF jumps 8% and semiconductor stocks gain more than 4%, while bitcoin continues to test its 200-day moving average.

Nvidia’s valuation tumbles to a 15-year low. A bargain or a falling knife?

The AI giant now trades at a discount to the S&P 500, by one measure. Plus, CoreWeave’s answer to its debt problem and a Veterans Day breather for bonds.

CoreWeave's earnings signal a turnaround for the stock, but analysts say it will take time

The stock was up in premarket trading Wednesday following the report, which analysts said may alleviate investors' worst fears about the company.

CoreWeave’s stock pops as new financing playbook eases debt concerns

A third-quarter revenue beat and $9 billion in planned prepayments gave investors renewed confidence in CoreWeave’s business.

CoreWeave Earnings Trigger AI Revival on Wall Street; Asia, Europe Up

Wall Street futures pointed higher pre-bell Wednesday, as traders embraced tech shares after AI-data

Bitcoin stuck under $74,000 as CoreWeave earnings revive AI outlook, Anthropic said to raise IPO valuation

CoreWeave’s revenue surge lifted AI infrastructure stocks and Nasdaq futures, while bitcoin was little changed over 24 hours.

CoreWeave Earnings: 3 Things Investors Need To Know

CoreWeave plunged over the last month, but the company is in a stronger position than investors think.

Asian stocks mixed as CoreWeave lifts chipmakers; hot U.S. inflation weighs

Investing.com -- Asian stocks were mixed on Wednesday as semiconductor shares rallied in Japan, South Korea and Taiwan, while Hong Kong and Chinese technology stocks came under pressure.

CoreWeave beats on revenue and lifts guidance, easing AI slowdown concerns

CoreWeave's stock has been hammered heading into the neocloud's Q3 earnings report.

CoreWeave, Inc. (CRWV) Bond Yields Surged Above 15%: Is Its AI Data Center Expansion Becoming Risky?

Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported that its equity portfolio gained approximately 4% during the first…

CoreWeave Earnings Beat Expectations, Assuaging Market Nervousness

The AI cloud provider’s rapid expansion is paying off as the company handily beat analyst expectations.

Rosenblatt Revamps CoreWeave Stock Price Target For Rest of Year

Explosive AI growth is masking an increasingly expensive problem.

CoreWeave earnings put debt-fueled AI build-out under scrutiny

CoreWeave’s earnings after the bell could calm fears about its debt-fueled AI buildout — or stoke more fear.

CRWV Rallies Ahead Of Quarterly Report: Wells Fargo Calls CoreWeave ‘Highest Quality’ Firm Among Neocloud Peers, Sees Upside

CoreWeave’s report, followed by Nebius’s, will give investors a clearer view of the neocloud sector amid a difficult stretch.

Super Micro CEO Calls a $72 Billion to $82 Billion Outlook “Very, Very Conservative”

Key TakeawaysSuper Micro raised its fiscal 2027 revenue outlook to $72 billion to $82 billion, from $65 billion to $72 billion, and its CEO says even the new range is conservative. To reach the low end, Super Micro needs less revenue…

CoreWeave to Power Wayve's AI Driver Training in Multi-Year Agreement

LIVINGSTON, N.J., November 09, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI®, today announced a multi-year agreement with Wayve, the global leader in embodied intelligence building the AI Driver for autonomous…

Can the AI trade catch a break? Nvidia, Anthropic and CoreWeave may have a say.

After a bruising stretch for tech stocks, investors face fresh questions about leadership, valuations and the cost of the AI boom. Plus, a Taylor Swift encore for one 72-year-old retiree.

CoreWeave confronts 'doom cycle' narrative as neocloud credit risk overshadows growth

Leading neoclouds CoreWeave and Nebius have both lost about half their value in the past month as they get set for earnings reports this week.