CoreWeave and Nebius face substantial CapEx, customer concentration risks, and uncertainty if AI demand cools. Read why both ...

Cloud-computing giant CoreWeave is valued at more than $50 billion, but a heavy debt load represents a major vulnerability.

Investing.com -- Artificial intelligence is consuming capital faster than investors can recalibrate. Bank of America now sees ...

The S&P 500 is highly concentrated in the Mag 7, making diversification beyond Big Tech increasingly attractive for long-term ...

The deals offer Google two key advantages: financial upside through its warrants and, more important, future priority access to cloud capacity. The arrangement strategically avoids a capital-intensive ...