Shares of Coreweave jumping more than 8% yesterday. The AI cloud provider announcing new tools to help programmers develop AI agents. In an interview on Mad Money, the company's CEO brushed off concerns about those circular deals in the AI sector.>> The largest uh tech companies in the world are purchasing this infrastructure because they have demand. There's nothing circular about that. It's a fundamental uh infrastructure buildout that's taking place.And when you have such a massive scale investment in in ...

Two companies capture the boom-or-bubble split better than any chart. Nvidia proves there’s real money in AI now, with record data-center revenue ($46.7 billion in Q2 2025 revenue ) and guidance that’s turned once-surreal numbers into baseline expectations — even if growth showed its first signs of cooling after an unprecedented run. Oracle, meanwhile, shows how frothy the future bets can get — a backlog inflated by a reported five-year, $300 billion deal with OpenAI that doesn’t even start until 2027 and a ...

HIVE Digital Technologies (HIVE) shares rallied 25.2% in the last trading session to close at $5.57. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 67.3% gain over the past four weeks.HIVE stock witnessed a price rise, which might be the result of of strong September 2025 production results, wherein it produced 267 BTC—an 8% monthly and 138% yearly increase—at an average rate of 9 BTC/day and 19.4 EH/s hashr ...

Kaito. Photo by BeInCrypto Oracle's stock price tanked after a new report on its profit margins, and there are serious possible implications for AI. Crypto's market cap also declined afterward, but it's hard to predict the full fallout. LLM developers and various AI infrastructure interests are currently engaged in a huge wave of circular financing, but one collapse could cause more problems. The AI bubble may be in danger of popping soon. Oracle Stock and AI Fortunes Recently, Oracle Corp, an American ...

With IREN Limited (IREN) executing a bold transformation, its identity is swiftly shifting from a pure-play crypto miner into a serious contender in artificial intelligence (AI) infrastructure. Amid this, in a stunning vote of confidence, Roth/MKM recently catapulted its price target for IREN stock from $35 to $82. That price target leap suggests the stock could nearly double. With IREN rapidly advancing from crypto mining into high-powered AI cloud operations, and already accelerating GPU deployments, th ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Renowned investor and "Shark Tank" personality Kevin O'Leary said Wednesday that artificial intelligence data centers and Bitcoin (CRYPTO: BTC) mining are “competing” for scarce electricity in North America. O’Leary Says US Doesn’t Have Much Power During an interview with Moneywise, O’Leary weighed in on the power situation in the region, noting that there isn’t much left on U.S. grids. “Because of the ...

CoreWeave stock is flying. Here's why.Shares of CoreWeave (CRWV 0.72%) are soaring this week, up 14.7% as of market close on Thursday. The jump comes as the S&P 500 and the Nasdaq-100 were up 1.1% and 1.6%, respectively.The artificial intelligence (AI) cloud provider announced on Tuesday that it has signed a major deal with Meta Platforms. The deal will be worth up to $14.2 billion and lasts roughly six years, ending Dec. 14, 2031. Meta does, however, have the option to "materially expand" its commitment th ...

Core Points - CoreWeave (NASDAQ: CRWV) experienced a significant stock increase of 32.8% in September, driven by strong demand for its AI cloud services [1] - The company announced over $20 billion in new contract value in September, in addition to nearly $16 billion already contracted with a customer [1][8] - CoreWeave expanded its agreement with OpenAI by up to $6.5 billion, bringing the total value of the contract to over $22 billion [3][4] - A new agreement worth approximately $14.2 billion for AI cloud infrastructure was also announced, expanding the existing relationship with Meta Platforms [4][5] - CoreWeave Ventures was launched as a new initiative to support AI technology development, with two acquisitions already announced [6] - The company reported a revenue backlog exceeding $30 billion as of the end of Q2, with a market cap nearing $70 billion and over $10 billion in total debt [7]

IREN Limited (NASDAQ:IREN) is one of the Best WallStreetBets Stocks to Invest In. On September 24, Bernstein analyst Gautam Chhugani maintained a bullish stance on the company’s stock, giving a “Buy” rating and increasing the price objective to $75 from the prior target of $20. The analyst’s rating is backed by a combination of factors demonstrating IREN Limited (NASDAQ:IREN)’s strategic advancements and growth potential. As per the analyst, the company is distinguishing itself among Bitcoin miners as it i ...

Group 1 - Investors are witnessing a significant ramp-up in artificial intelligence (AI) capital spending, with major companies like OpenAI, Oracle, and SoftBank announcing new U.S. data center sites under the Stargate program, targeting nearly 7 gigawatts of capacity and over $400 billion in investments over the next three years [1] - CoreWeave disclosed a multibillion-dollar contract with OpenAI, indicating a strong spending backdrop that is creating potential investment opportunities in the AI sector [2] - CoreWeave and Oracle are identified as direct beneficiaries of the rising demand for AI infrastructure, with CoreWeave being a pure-play AI cloud company and Oracle providing a scaled enterprise platform with high demand for its cloud infrastructure [3] Group 2 - CoreWeave's revenue surged to approximately $1.21 billion in Q2 2025, up from $395 million a year ago, with a reported revenue backlog of $30.1 billion and significant wins across AI labs and enterprises [5] - CoreWeave's contracts with OpenAI have expanded significantly, with a total contract value of roughly $22.4 billion for 2025, indicating strong demand visibility if deployments proceed as planned [6] - Despite strong adjusted EBITDA, CoreWeave remains unprofitable on a GAAP basis, reporting a net loss of about $291 million in Q2, highlighting the gap between GAAP losses and non-GAAP profitability [7] Group 3 - Customer concentration risk exists for CoreWeave, as OpenAI constitutes a growing portion of its backlog, and the company's buildout requires substantial ongoing capital [8] - Both CoreWeave and Oracle present interesting opportunities for small positions, but their valuations and concentration risks warrant caution [9]