The Rundown

The Shaky Economics Behind CoreWeave (And Why Nvidia Stepped In)

Deep Dive: CoreWeave and Nebius Are Roaring Back. Can It Last?

Neocloud companies, specifically CoreWeave and Nebius, have experienced a dramatic stock market resurgence driven by surging AI demand and robust earnings reports. These firms function as GPU landlords, financing massive data center builds to rent computing power to AI labs and hyperscalers. While recent performance hi...

OpenAI’s Revenue Hits $40B, Reddit to Join the S&P 500

Cerebras Stumbles After Earnings Report, Lakers Sell for Record $12.5 Billion

CoreWeave Shares Pop as Revenue Doubles, Cava’s Strong Traffic Growth Ignites Investor Appetite

Nvidia Taps Wall Street for $500B, Anthropic Eyes September IPO

Berkshire Hathaway Puts Cash to Work, Zuck Defends AI in New Manifesto

U.S. Economy Loses Jobs in July, Airbnb Posts Best Quarter In Years

Disney Eyes Free Streaming, Eli Lilly Sells $15B of Weight-Loss Drugs

SpaceX Falls After First Earnings, AMD Drops Despite Data Center Growth

Palantir Revenue Surges 93%, McDonald’s Still Has a Traffic Problem

The US Bails Out the Yen, AstraZeneca Explores a Bristol Myers Mega-Merger

Who's Actually Winning the AI Race? (ft. Alex Heath)

Apple Slides on Chip Shortage, Amazon Soars on Cloud Blowout

Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI

SK Hynix Drops Despite $42B Profit, Ford Bets Big On Gas Guzzlers

Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat

Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership

The AI Spending Boom Faces a Reality Check (ft. John Petrides)

Deep Dive: Did China Break the AI Trade Again?