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HISTORICAL FACTS: 12 - Caught on Camera

Dizzying deal delirium: How the AI bubble bursts

At our Yale Chief Executive Leadership Institute CEO Summit in June, we heard similar admonitions from over 150 top CEOs. They've seen this before.

Fortune · Oct 7, 2025

CoreWeave Deepens AI Push, Targets Manufacturing And R&D Innovation With Monolith Acquisition

CoreWeave Deepens AI Push, Targets Manufacturing And R&D Innovation With Monolith Acquisition

CoreWeave (NASDAQ:CRWV) announced plans to acquire Monolith AI, a UK-based pioneer that applies machine learning to complex physics and engineering problems.

Benzinga · Oct 7, 2025

Insider Sales Jump at Broadcom and CoreWeave: Red Flag Ahead?

Insider Sales Jump at Broadcom and CoreWeave: Red Flag Ahead?

CoreWeave and Broadcom are bringing in big returns for investors in 2025. However, with insider selling surging, should the future of these names be a concern?

MarketBeat · Oct 6, 2025

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NVIDIA Breaks Out to New Highs: What Comes Next?

NVIDIA's stock price breakout is bullish for its direction and the S&P 500. Analysts and technical targets align; a 20% upside lies ahead.

MarketBeat · Oct 2, 2025

Microsoft inks $33 billion in deals with 'neoclouds' like Nebius, CoreWeave — Nebius deal alone secures 100,000 Nvidia GB300 chips for internal use

Microsoft has signed $33 billion in deals with "neocloud" GPU-as-a-service providers to date, underlined by its $19.4 billion spend on neocloud provider Nebius. The move comes as Microsoft seeks to outsource the processing for its own internal workloads, so it can rent its internal datacenter infrastructure out for profit.

Tom’s Hardware · Oct 2, 2025

A $14 Billion Reason to Buy CoreWeave Stock Here

CoreWeave stock jumped after striking a $14.2 billion AI infrastructure deal with Meta, extending its winning streak of hyperscale partnerships.

Barchart · Oct 2, 2025

OpenAI's Deal Machine Is in Overdrive—From CoreWeave To UiPath And Walmart

OpenAI's partnership engine has accelerated dramatically and is reshaping the tech, enterprise and retail landscapes at a dizzying pace.

Benzinga · Oct 2, 2025

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CoreWeave: Why the New King of AI Infrastructure Has Room to Run

CoreWeave: Why the New King of AI Infrastructure Has Room to Run

A landmark agreement with Meta Platforms crowns CoreWeave as the premier provider of specialized cloud infrastructure for the most demanding AI workloads.

MarketBeat · Oct 1, 2025

EXCLUSIVE: September's 10 Most-Searched Tickers On Benzinga Pro — Where Do Apple, Palantir, Opendoor, Tesla Rank?

EXCLUSIVE: September's 10 Most-Searched Tickers On Benzinga Pro — Where Do Apple, Palantir, Opendoor, Tesla Rank?

Each trading day features hundreds of headlines and press releases on Benzinga Pro, a source for traders to see the latest news on the overall market and individual tickers.

Benzinga · Oct 1, 2025

This Nvidia-Backed AI Stock Rallied Hard After Inking a $14B Cloud Deal With Meta Platforms

This Nvidia-Backed AI Stock Rallied Hard After Inking a $14B Cloud Deal With Meta Platforms

Nvidia-backed AI data centre operator CoreWeave shares rose almost 12% on Tuesday after it announced a long-term cloud deal with Meta Platforms.

International Business Times UK · Oct 1, 2025

Stocks Close September on a High Note: Stock Market Today

Stocks Close September on a High Note: Stock Market Today

A little bit of late risk-on behavior was enough to lift stocks into the green on the last day of September.

Kiplinger · Sep 30, 2025

CoreWeave Extends Hot Streak With Meta's $14 Billion Cloud Deal

CoreWeave Extends Hot Streak With Meta's $14 Billion Cloud Deal

CoreWeave Inc. (NASDAQ:CRWV) surged after it disclosed in a regulatory filing that it has entered into a multibillion-dollar agreement with Meta Platforms Inc. (NASDAQ:META) for cloud computing capacity valued at up to $14.2 billion.

Benzinga · Sep 30, 2025

Top Insider Buys and Sells From September: Buy, Sell, or Hold?

Top Insider Buys and Sells From September: Buy, Sell, or Hold?

September insider trades spotlight Freshpet, Smithfield, Datadog, and CoreWeave. See which insider buys and sells hint at Q4 2025 upside—or caution.

MarketBeat · Sep 29, 2025

How much of the AI boom is underpinned by Nvidia's own balance sheet? Investors increasingly are asking.

How much of the AI boom is underpinned by Nvidia's own balance sheet? Investors increasingly are asking.

While not a huge fraction of Nvidia's revenues, circular deals raise the spectre of past technology bubbles.

Fortune · Sep 28, 2025

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Tom’s Hardware · Sep 27, 2025

Nvidia CEO bets $100 billion on OpenAI becoming a multi-trillion-dollar company — Jensen outlines his view on OpenAI's path to becoming one of the biggest companies in the world

Nvidia CEO Jensen Huang believes OpenAI is on track to become a multi-trillion-dollar company, citing explosive growth and scale as the foundation for what could be the fastest rise to that valuation in the industry’s history.

Barchart · Sep 26, 2025

CoreWeave Just Scored a $6.5B OpenAI Win. Should You Buy CRWV Stock Now at $120?

CoreWeave is down despite the AI infrastructure firm doubling down on its partnership with OpenAI. CRWV stock continues to face material headwinds in 2025.

MarketBeat · Sep 26, 2025

3 Reasons CoreWeave Could Be the Hottest AI Stock in Q4

CoreWeave shares are rebounding fast, with fresh OpenAI and NVIDIA deals plus analyst upgrades lining Q4 up to be a breakout quarter.

Fortune · Sep 25, 2025

Google backs $3 billion deal with Bitcoin miner as Big Tech looks to crypto for compute

Bitcoin miners have increasingly courted AI companies, which require large amounts of computing power to stay competitive.

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Tom’s Hardware · Sep 25, 2025

CoreWeave deal with OpenAI now worth $22.4 billion — another $6.4 billion of AI data center capacity added

CoreWeave expands partnership to provide OpenAI with compute capacity.

Benzinga · Sep 25, 2025

CoreWeave Expands Agreement With OpenAI To Train Next-Gen Models

CoreWeave Inc (NASDAQ: CRWV) shares are volatile Thursday morning after the company announced an expanded agreement with OpenAI.

Benzinga · Sep 25, 2025

Nvidia's Growth Story Is No Longer Bulletproof, Ed Yardeni Warns

One of Wall Street's loudest bulls just hit the brakes on Nvidia Corp. (NASDAQ: NVDA), raising questions over its slowing growth and head-scratching billion-dollar bets, even as the AI titan crossed a $4.4 trillion market cap.

Barchart · Sep 24, 2025

This Analyst Thinks CoreWeave Stock Can Jump 50%. Should You Buy CRWV Now?

CoreWeave scales rapidly in AI compute, balancing growth potential with steep operating costs and losses.

Benzinga · Sep 23, 2025

Applied Digital's AI Run Sends This ETF Into Overdrive

Applied Digital Corp (NASDAQ:APLD) has become one of Wall Street’s hottest tickets as it quickly evolved from crypto-focused data centers into what it now refers to as “AI Factories.”

Benzinga · Sep 23, 2025

What's Going On With CoreWeave (CRWV) Stock Tuesday?

CoreWeave Inc (NASDAQ:CRWV) shares are in the spotlight Tuesday morning following a major announcement from NVIDIA Corp (NASDAQ:NVDA) and OpenAI.

Barchart · Sep 23, 2025

Nvidia Is Partnering Up With OpenAI. Should You Buy, Sell, or Hold NVDA Stock Here?

Nvidia will invest up to $100 billion in OpenAI as the artificial intelligence giant aims to aggressively expand its data center footprint.

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