Exchange: NASDAQ·Updated 07:50 PM EDT
News
all
press releases
Alibaba CEO Eddie Wu Says Company Is In A ‘Superior Position’ For AI Boom As Q1 Cloud Revenue Surges 45%
Q1 revenue grew 9% to $39.64 billion, but was below Wall Street’s estimate of $39.89 billion, according to Koyfin data.
Stocktwits
More News
Where Will The S&P 500 Go Next? Evercore Sees 9,000, While Ray Dalio Warns Of AI Bubble Risks
According to a CNBC report, analyst Julian Emanuel believes the benchmark index could run to 9,000 in the next 12 months.
Stocktwits
OpenAI’s Greg Brockman Says Hugging Face Incident Was A Window Into Automated Attacks — Warns ‘Threat Actors’ Will Have These Capabilities Soon
During an interview with CNBC, Brockman cautioned that OpenAI is learning that human-written code is full of security vulnerabilities, warning of a “tech debt” that is building over time.
Stocktwits
Dan Ives Says Hyperscaler Earnings, Neoclouds Like CRWV, NBIS Show AI Has Entered Monetization Phase: 'That Was The Validation Sign Investors Needed'
During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.
Stocktwits
Chamath Palihapitiya Sees Palantir As A Potential Winner In 3-Year Shift To Model-Agnostic AI
Chamath Palihapitiya expects this shift to emerge as AI model costs converge, reducing the advantage of being locked into a particular model provider.
Stocktwits
Porter Stansberry Brings Jeff Bezos’ 2004 Transportation Machine Analogy Into CRWV Debate — Michael Burry Weighs In
Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.
Stocktwits
A Guide to Investing in AI ETFs
AI ETFs offer diversified exposure to a fast-growing sector, but wide performance gaps show why fund selection and strategy matter.
Zacks
IBM Makes Massive OpenAI Push, Plans Thousands-Strong AI Practice Weeks After CEO Admitted It ‘Did Not Move Quickly Enough’
IBM Consulting will integrate OpenAI’s frontier models and products into its AI platform while launching a dedicated OpenAI Practice with thousands of consultants and engineers.
Stocktwits
SMCI Stock Eyes 1-Month High As Analysts Lift Targets After Earnings, But Caution AI Server Margins 'Not Sustainable'
SMCI stock surged in pre-market trade to levels not seen since late June.
Stocktwits
CRWV Revenue Could Surge To Over $100B Eventually As AI Compute Gets Cheaper, Morningstar Says
Morningstar analyst Luke Yang expects cheaper GPU compute to expand CoreWeave’s total addressable market by enabling more organizations to train and fine-tune proprietary AI models.
Stocktwits

Advertisement|Remove ads.