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REVEALED: 5 | Vintage Vibes

Why Oracle keeps sparking AI-bubble fears

Oracle's stock, already in a deep slump, is still stumbling, and jarring investors.

Axios

Cathie Wood Keeps Buying the Dip in CoreWeave Stock. Should You?

Down almost 62% from all-time highs, Cathie Wood continues to purchase shares of CoreWeave in December 2025, as the AI infrastructure company continues to grow rapidly.

Barchart

3 Tech Stocks Down Over 60%—Which One Is Worth Buying?

Figma, CoreWeave, and The Trade Desk are down 60% or more from their 52-week highs. One name stands out for its capability to recover.

MarketBeat

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Democratic senators investigate data centers’ effects on electricity prices

Elizabeth Warren, Richard Blumenthal and Chris Van Hollen demand answers from tech firms including Google and Amazon

The Guardian - US

Coreweave Stock Update: Dramatic Share Price Drop Echoes Fear of AI Bubble

Shares of CoreWeave have slid sharply in recent weeks, turning the once-highflying AI infrastructure company into a focal point for growing fears that Wall Street's enthusiasm for artificial intelligence may have run ahead of fundamentals.

International Business Times

Global selloff in stocks signals AI bubble may be ending in the healthiest way possible

Investors are selling off individual stocks of companies that seem to be overextended, but they are broadly bullish on stocks as a whole.

Fortune

20 Billionaires Who Gained Combined $460B Through AI Investments in 2025

AI investments created a $500B windfall in 2025 -- 20 billionaires, led by Larry Ellison, saw massive gains as Nvidia, Oracle and CoreWeave fueled the AI boom.

GOBankingRates

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How Fast Does an AI Chip Depreciate, and Why Does It Matter for Nvidia Stock?

Concerns over how quickly AI chips lose value have sparked a heated debate on Wall Street, as their depreciation rates directly impact hyperscaler earnings and play a critical role in Nvidia’s long-term growth trajectory.

Barchart

CoreWeave CEO: Despite seesawing stock, IPO was ‘incredibly successful’ after challenges of Liberation Day tariff timing

At Fortune Brainstorm AI in San Francisco, CoreWeave CEO Michael Intrator defended the company’s debt-heavy strategy and argued Wall Street is still catching up to its new cloud model.

Fortune

CoreWeave Joins Nebius, SMCI, IREN In Convertibles Frenzy — Bulls Beware

AI infrastructure might be the hottest trade on the screen, but the way it's being financed is a lot less glamorous.

Benzinga

5 Tech Stocks Insiders Are Selling (But Smart Investors Are Loading Up)

Insiders are selling tech stocks after the massive rally in 2025. Some are up by 300% or more, providing attractive exits for execs. Investors shouldn't follow.

MarketBeat

CoreWeave Stock Slips To Start The Week: What's Sparking The Sell-Off?

CoreWeave Inc (NASDAQ:CRWV) shares are trading lower Monday after the company announced a proposed offering of convertible senior notes.

Benzinga

Dan Ives Is Betting Big on CoreWeave Stock as an AI Winner. Should You Buy CRWV Too?

CoreWeave’s record backlog, accelerating hyperscaler demand, and rising analyst optimism keep the stock in focus as a top-tier AI infrastructure play heading into 2026.

Barchart

This Under-$100 Growth Stock Is a Smart Buy With 80% Upside Potential

A 134% revenue surge and a $55.6 billion backlog show CoreWeave’s AI cloud is booked solid for years.

Barchart

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MarketBeat

NVIDIA’s 13F Reveals 2 Q3 Winners—And 1 Painful Miss

See which NVIDIA investments won and lost in Q3. Neo-clouds delivered starkly different returns, with one dictating the overall portfolio's direction.

Fortune

‘It’s not just the hyperscalers’ free cash flow anymore.' Debt related to OpenAI's computing needs is moving credit markets.

All that extra debt is moving credit markets. 'It's not just the hyperscalers' free cash flow anymore.'

Barchart

As Founder Ray Dalio Warns the Market Is in a Bubble, Bridgewater Associates Just Bought CoreWeave Stock

Down by over 60% from all-time highs, CoreWeave stock offers significant upside potential for shareholders, despite concerns about an AI bubble.

Benzinga

Cathie Wood Makes Massive Google Stock Purchase Amid AI Chip Shakeup — Ark Loads Up On Meta, Sells Palantir And AMD Shares

On Tuesday, Cathie Wood-led Ark Invest made significant trades. These trades were executed across multiple Ark ETFs and focused on tech as well as cryptocurrency-related companies.

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news in one place.

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Benzinga

CoreWeave (CRWV) Stock Is Sliding Tuesday: Here's The News Unsettling Investors

CoreWeave Inc (NASDAQ:CRWV) shares are trading lower on Tuesday afternoon, caught in the crossfire of a potential shift in the AI hardware market. Here’s what investors need to know.

Benzinga

Cathie Wood Drops $32 Million On CoreWeave Stock, Buys Bitcoin Dip Via ARKB — Ark Invest Also Picks Shares Of This George Soros-Backed Company

On Monday, Cathie Wood-led Ark Invest executed significant trades, notably acquiring shares in CoreWeave Inc. (NASDAQ:CRWV), ARK 21Shares Bitcoin ETF (BTS: ARKB), Bullish (NYSE:BLSH), and Kodiak AI Inc. (NASDAQ:KDK). These trades reflect Ark’s strategic positioning in emerging technologies and digital assets.

Tom’s Hardware

Wall Street warns of rising AI debt risk as stocks slide on wobbly investor confidence — analysts warn of 'systemic risk' as Nvidia share price creaks

Wall Street analysts are growing increasingly concerned about the interconnected revenue relationships of many of the top AI and tech companies and their rapidly expanding debts, financing enormous infrastructure projects. This has investors worried, and stocks are sliding as concerns are rising.

Barchart

Burry Calls ‘Fraud’ on Hyperscalers: 4 Pins Set to Pop the AI Bubble and the ‘Big Short’ Math on Big Tech

Here's a closer look at the accounting concerns Michael Burry is calling out on AI hyperscalers, and 4 points of concern for bubble-watchers.

Fortune

5 stocks to buy—and 5 to avoid—if 2026 brings a downturn

Plus the outlook for Bitcoin, gold, and the IPO market in the year ahead.

Barchart

CoreWeave Plunges 50% in a Single Month. Is This a Red Flag for CRWV Stock or a Dip Worth Buying?

CoreWeave just had its worst week ever, which some see as a sign of “exhaustion” in the AI trade.

Euronews

Is the AI bubble about to burst, and what's driving analyst jitters?

AI stocks face bubble fears, but analysts say surging demand and infrastructure bottlenecks — not speculation — are the real issue.

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