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AI Infrastructure

SpaceX’s Record IPO Triggers Volatility as Markets, Debt and Index Flows Collide

Nasdaq-100 inclusion next week will force mechanical ETF buying that heightens volatility for SpaceX's multitrillion-dollar valuation.

Nvidia Reports Record Quarter and Authorizes $80 Billion Buyback With Large Dividend Hike

CoreWeave Shares Drop After Q1 Beat on Weaker Q2 Outlook

Amazon’s AWS Momentum and New Logistics Push Bolster $200 Billion AI Bet

CoreWeave Launches $2 Billion Convertible Notes Offering; Stock Drops on Financing Plan

CoreWeave Beats Q3 Revenue but Trims 2025 Outlook on Data-Center Delay