Tag: CoreWeave

CoreWeave's Stock Just Jumped 12% on 'Relentless Demand' — the Debt Market Isn't Buying It

CoreWeave's Stock Just Jumped 12% on 'Relentless Dem...

Allan Ali

Sep 09, 2026

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15

CoreWeave stock jumped 11.7% to $99.83 after CEO Mike Intrator told investors...

A Trading Firm Just Committed $13 Billion to AI Compute — and That Changes Who the Buildout Is For

A Trading Firm Just Committed $13 Billion to AI Comp...

Allan Ali

Sep 04, 2026

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11

Jane Street, a proprietary trading firm, commits roughly $13 billion over fiv...

Investment-Grade AI Debt Is Pricing Like Junk — and That's the Signal Everyone's Missing

Investment-Grade AI Debt Is Pricing Like Junk — and ...

Allan Ali

Aug 22, 2026

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18

Investment-grade AI debt now prices like junk: BlackRock pays 7.53% on a blue...

Nvidia Doesn't Just Sell the GPUs Anymore — It's Bankrolling Its Own Customers

Nvidia Doesn't Just Sell the GPUs Anymore — It's Ban...

Allan Ali

Aug 07, 2026

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23

Nvidia is bankrolling its own customers — backing AI cloud startups Volta at ...

Only One or Two Hyperscalers Will Win — and Wall Street Is Already Picking Them

Only One or Two Hyperscalers Will Win — and Wall Str...

Allan Ali

Aug 02, 2026

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7

Wall Street strategist Matt Maley says only one or two hyperscalers will surv...

CoreWeave Is Betting $6 Billion on Lancaster -- But the Revolt Is Already National

CoreWeave Is Betting $6 Billion on Lancaster -- But ...

Allan Ali

Jul 21, 2026

0

5

CoreWeave Is Betting $6 Billion on Lancaster — But the Revolt Is Already Nati...

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