CoreWeave generated $1.36 billion in third-quarter revenue and reported a revenue backlog exceeding $55 billion, which is more than 10 times its current annualized revenue, providing multiyear visibility into contracted demand. When execution stumbles meet unlimited demand, patient investors get the best entry points.

"Don't just sell because of the bubble," the legendary hedge fund manager said. Stocks soared on Thursday amid renewed confidence in the AI trade.

AI developers’ ambitious spending plans and rapid user adoption indicate the global rally in their stocks will persist despite bubble concerns, according to Fidelity International.

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.

Hardware firms have been the big AI winners, but Goldman flags a handful of stocks that could be the top beneficiaries of AI-fueled productivity gains.

The artificial intelligence (AI) boom has impacted several industries, but tech companies like NVIDIA Corp. (NASDAQ:NVDA) are rewarded handsomely. Companies are investing millions into the AI sector,

Amazon stock has decreased by approximately 10.7% over the last week, driven by concerns regarding decelerating AWS growth, increased competition in the cloud

Nvidia's Q3 earnings report states that all Nvidia AI cloud GPUs are sold out. In today's video, I discuss recent updates affecting Nvidia ( NVDA 1.06%) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.