CoreWeave beats on revenue and lifts guidance, easing AI slowdown concerns
CoreWeave's stock has been hammered heading into the neocloud's Q3 earnings report.
CNBC Technology
CoreWeave soars more than 24% for best day since April 2025 after strong Q3 report
Neoclouds such as CoreWeave, Nebius and IREN have come under scrutiny this month as investors assessed the sustainability of the AI trade.
Nvidia shares rebound as Jensen Huang faces scrutiny ahead of earnings
Investors are assessing whether CEO Jensen Huang's affair will have spillover effects on Nvidia's business.
Schumer accuses Trump of defending Nvidia CEO Jensen Huang at cost of national security
Rep. John Moolenaar, R-Mich., the Republican chairman of the Select Committee on China, told CNBC he expects answers about Jensen Huang's relationship.
CoreWeave CEO Intrator tells CNBC he has canceled his planned share sale program
After CoreWeave beat on revenue and upped its forecast, CEO Mike Intrator indicated the company will be fine despite last week's Democratic midterm sweep.
Jensen Huang's affair with alleged Chinese spy further complicates Nvidia’s China problem
The allegations against Jensen Huang have brought new attention to the Nvidia CEO's potential influence over U.S. policy on chip sales to China.
Nvidia's Huang tries to project 'business as usual' in return to office after affair revelation
Nvidia employees described the mood as "sad" as CEO Jensen Huang returned to the office after disclosing an affair.
CoreWeave provides silver lining for neoclouds as Nvidia storm swirls
Huang's close ties to the White House are in the firing line
Investors pivot to defensive stocks as markets enter a ‘state of alert’
Technology stocks have lost momentum while defensive sectors gain ground, as investors reassess risks.
U.S., China should ‘harbor no illusions’ as they cooperate, compete on AI, Bessent says
During Xi's September visit, Washington and Beijing agreed to launch an AI dialogue with a communications channel to help defuse serious incidents.
Anthropic opens Australian retail IPO offering as AI scrutiny intensifies
Anthropic opened its Australia retail IPO offering on Wednesday, allowing individual investors to apply for shares ahead of its planned IPO.
Jim Cramer says Anthropic's explosive growth could justify a record-breaking IPO
"The fact that this deal is on is bullish for tech and the AI trade," CNBC's Jim Cramer said Tuesday.
Jim Cramer: Wall Street is focusing too much on what could go wrong instead of right
Investors shouldn't let mounting market risks overshadow the potential for a rebound, CNBC's Jim Cramer said Tuesday.
Nvidia sells off for second day in fallout from Jensen Huang’s affair with alleged spy
Investors continue to weigh the potential fallout from CEO Jensen Huang's affair with an alleged Chinese spy.
Nvidia board member Stephen Neal could play big role in probe of CEO Jensen Huang
Stephen Neal is the lead independent director on the Nvidia board of directors. His past clients include Theranos fraudster Elizabeth Holmes.
Nvidia hires law firm Wachtell Lipton to lead Jensen Huang affair probe
On Sunday, Huang admitted to having an affair with a woman who has been connected to Chinese intelligence by reports in The New York Times and Financial Times.
Amazon's Ring unveils flying drone and robot to patrol homes and businesses
Amazon's $250 Ring Drone Cam flies from room to room to investigate suspicious activity, and can capture footage at night.
Op-ed: In Nvidia CEO Jensen Huang's alleged China spy scandal, there's plenty of blame to go around
In the AI era, our economic competitiveness, military capabilities, and intelligence edge can be taken down by one man. We aren't prepared. Congress must act.
Anthropic sets IPO price range of $70 to $78, looks to start trading Nov. 19, sources say
Anthropic's IPO is expected to come roughly five months after Elon Musk took SpaceX public in a record offering.
CoreWeave earnings put debt-fueled AI build-out under scrutiny
CoreWeave’s earnings after the bell could calm fears about its debt-fueled AI buildout — or stoke more fear.
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