The 2026 IPO wave, led by AI-focused companies like Coreweave, is drawing comparisons to the late-stage exuberance of the 1999 Internet Boom and the 2021 SPAC surge. Coreweave raised $1.5 billion despite significant losses, and shares have since dropped 40%, signaling investor caution. Major tech IPOs such as SpaceX and Anthropic are valued in the multi-trillions despite ongoing losses and competitive pressures. Insider selling at AMD and Nvidia and large off-balance sheet liabilities at hyperscalers highlight growing market risks amid increasing concentration.
IREN, transitioning from Bitcoin mining to AI cloud infrastructure, secured a $3.4B AI Cloud contract with NVIDIA and a $2.1B NVIDIA investment commitment to scale up to 600,000 GPUs. Despite a recent quarterly revenue miss and a net loss due to mini...
OpenAI has increased its planned spending on compute infrastructure to $750 billion by 2030, a 25% rise from earlier estimates, yet it still reports a significant capacity shortfall. This massive demand highlights the strain on suppliers like Oracle,...
Six AI-related stocks in cloud infrastructure, memory, connectivity, and quantum sectors are poised for significant gains beyond Wall Street expectations in 2027. Companies like CoreWeave, Nebius Group, Micron, IonQ, Rigetti Computing, and Astera Lab...
Michael Burry, famed for predicting the 2008 crash, has updated his portfolio with Lululemon Athletica as his largest holding, making up about 17% of his investments. Despite this confidence, Lululemon's stock dropped 12% after disappointing quarterl...
Oracle's stock surged 5% following Morgan Stanley's price target increase, sparking renewed interest in AI cloud infrastructure. CoreWeave also rose 3%, benefiting from the same momentum. Oracle's strong cloud revenue growth and large AI-related cont...
