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CoreWeave Draws Split Calls as Backlog Strength Collides With Delays, Debt and Volatility

Investor focus is on whether a $55 billion backlog can outweigh delivery delays, heavy leverage and valuation risk.

Cramer Flags Credit Risk in Oracle’s AI Data‑Center Bet

Majestic Labs Raises $100 Million to Tackle AI’s Memory Wall With High-Capacity Servers

Marathon Digital Advances $168 Million Deal for Controlling Stake in EDF’s Exaion

Super Micro Computer Climbs 206 Spots on Fortune 500 as AI Infrastructure Deals Fuel Growth