CoreWeave has raised over $20 billion in 2026 through loans and investments, including a $3.1 billion GPU-backed loan tied to major customer contracts. This financing reflects growing confidence in GPUs as critical infrastructure for AI workloads. Despite a $740 million net loss and rising debt of $17.3 billion, CoreWeave's revenue surged 111.7% year-over-year to $2.08 billion in Q1. The company aims to scale GPU power to 8 GW by 2030, backed by a $99.4 billion revenue backlog and key partnerships with NVIDIA and Meta. Investors remain cautious about the heavy debt load and customer concentration risks, making execution on revenue crucial for the company's future.
The Invesco PHLX Semiconductor ETF (SOXQ) has returned 49% year-to-date and 125% over the past year by focusing on semiconductor companies that supply hardware for AI and hyperscaler data centers. The fund avoids software vendors and infrastructure r...
Nebius Group CEO Arkady Volozh highlighted how even a few percentage points increase in borrowing costs could severely impact the economics of AI infrastructure buildout. Despite strong Q1 revenue growth of 279.6% year-over-year, Nebius missed revenu...
The Invesco S&P 500 Momentum ETF (SPMO) has consistently outperformed the S&P 500 by owning the top 100 momentum stocks from the index, rebalancing twice a year. Over the past decade, it returned 457% compared to the S&P 500's 262%, while also managi...
US export controls on Nvidia’s AI chips aimed to slow China’s tech progress but instead accelerated China’s push for semiconductor independence. China’s self-sufficiency in AI chips rose to 41% in 2024 and is expected to reach 85% by 2028, reducing r...
Bitget, the world's largest Universal Exchange, has introduced the UEX Jumpstart Program, offering a total prize pool of 430,000 USDT to encourage users to explore trading across crypto futures, precious metals, stocks, and CFDs. Running from May to ...
