COREWEAVE
AI investment cycle may have peaked, Jefferies warns; raises India allocation to 14%
According to a recent Jefferies report, global investment in artificial intelligence appears to be facing a mid-cycle correction. Although US tech giants have ramped up their capital spending, there are growing concerns regarding both financing and profitability. This situation may adversely impact US economic growth. Investors are advised to explore opportunities outside the AI realm, especially in healthcare and biotechnology sectors.
Is Cathie Wood betting on the next stage of the AI boom amid Wall Street’s tech stock crash, buying SpaceX and Nvidia while selling $120 million in Broadcom stock?
Cathie Wood is buying AI stocks while Wall Street is selling them. ARK Invest purchased nearly $49 million in SpaceX and $46 million in Nvidia after Thursday’s tech sell-off wiped out more than $3 trillion in US market value. But it sold $119.7 million in Broadcom and $20 million in CoreWeave. The contrasting trades raise questions about Wood’s AI strategy.
US stocks today: Nasdaq rebounds as chip stocks recover from steep losses, rate fears persist
US stocks rebound as chipmakers recover from Thursday's steep AI-led selloff, lifting the Nasdaq 1.73%. Nvidia, AMD, Intel and Micron lead the recovery, while stronger-than-expected October jobs data revive concerns over a December Fed rate hike. Airbnb rallies after raising its full-year revenue growth forecast, while Atlassian shares decline.
NVDA stock crash: Nvidia’s worst day since the DeepSeek shock - The AI giant fell 9% and is now down for the year
Nvidia stock rebounds 5% after 9.26% crash: Nvidia suffered its worst single-day fall since the January 2025 DeepSeek shock, with shares plunging 9.26% to $181.60 on Thursday and turning negative for 2026. The crash came as Wall Street lost nearly $3 trillion in market value. Friday’s futures pointed to a partial recovery, with Nvidia rebounding in premarket trading as chip stocks attempted to recover.
US stock market today: Dow futures fall 475 points as S&P 500 and Nasdaq futures rebound, Nvidia, Micron and AMD lead chip recovery after $3 trillion AI-driven Wall Street selloff
US stock market futures are mixed today, Friday, Nov. 6, after Thursday’s nearly $3 trillion AI-led selloff, as chip shares attempt a rebound. Dow futures are down 475 points, while S&P 500 futures gain 0.26% to 7,402.50 and Nasdaq futures rise 1.33% to 27,107.75. The Nasdaq plunged 5.52% yesterday; the S&P 500 fell 4.36% and the Dow lost 3.44%.
US stocks suffer worst rout since 2020: Dow plunges 1,800 points, Nasdaq crashes 5.5% as AI fears wipe out $3 trillion
Wall Street experienced a major selloff in technology stocks following recent midterm election outcomes. The Nasdaq Composite recorded its steepest decline in 19 months, while the S&P 500 also fell sharply. Investors are worried about potential regulations impacting AI infrastructure growth amid increasing political resistance. Major chipmakers, including Nvidia, saw significant losses alongside other AI-related companies. Analysts are closely monitoring upcoming economic data to gauge the Federal Reserve's actions.
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Stock markets down today: Dow Jones plunges 1,753 points, S&P 500 drops 4% and Nasdaq enters correction - why Wall Street reversed its post-election rally
Stock markets down today: Wall Street's post-election rally quickly turned into a major sell-off as the Dow plunged 1,753 points and the Nasdaq entered correction territory. Fears that Democratic victories could slow AI data-center expansion triggered heavy losses in Nvidia, AMD, Micron and other technology stocks, wiping out Wednesday's gains.
Nasdaq tumbles over 3% as tech stocks extend selloff after Democrats sweep midterms; Tesla plunges 9%, chipmakers slide
US stocks faced a sharp decline on Thursday, particularly in technology shares, amid concerns over regulatory scrutiny. The Nasdaq Composite fell over 3%, reversing optimism following the Democrats' midterm election victories. Key companies including Nvidia, Advanced Micro Devices, and Tesla were among the hardest hit. Investors expressed worries about the implications of stronger Democratic control on the artificial intelligence industry.
Nasdaq set to confirm correction as AI stocks tumble
The shock selloff comes a day after the Democrats' election victory including in some key data-center states drove concerns about a slowdown in the AI data-center buildout, optimism about which had pushed stock markets to record highs earlier this year.
MU stock crashes 11% today as Nasdaq plunges nearly 4%: Why is Micron stock falling with Nvidia, Intel and Tesla as Wall Street’s tech selloff deepens?
MU stock price today: Micron stock is falling as Wall Street faces a sharp selloff in technology shares. The Nasdaq dropped 3.72% on Thursday, while the Dow and S&P 500 also lost more than 2%. Nvidia and Tesla shares fell sharply, adding to the pressure on chip stocks. Micron faces another problem; a reported halt to its $4.5 billion Taiwan plant has raised fresh questions about its future AI memory production.
NVDA stock price falls below $200: Why is Nvidia stock going down today? Here's what analysts predict next
NVDA stock price today: Nvidia stock has come under fresh pressure amid concerns that data center restrictions could slow AI infrastructure spending. Shares fell below $200, but analysts remain bullish, with average price targets pointing to significant upside ahead of the company's November 17 earnings report.
AI, data-center stocks slip as Democratic sweep clouds expansion plans
Stocks related to AI and data centers are facing a slump in premarket trading as Democrats secure significant wins in the US midterm elections. Investors are wary as possible regulatory changes from Congress loom, jeopardizing the industry's growth prospects. Analysts highlight that many anticipated data center capacity expansions could be at risk due to halts in construction.
US Stock Market today: S&P 500, Nasdaq, Dow Jones jump after midterm elections results, Wall Street investors send direct messages to Donald Trump, Elon Musk, check top stock prices
US Stock Market today: Donald Trump’s social-media company, Trump Media & Technology Group, was one of the market’s bigger losers, down 24.5 per cent. Elon Musk’s businesses also struggled. Tesla fell 3.3 per cent, and SpaceX sank 3.8 per cent.
AI stocks retreat as Democratic sweep puts data centre boom in focus
AI-related stocks came under pressure on Wednesday despite a broader Wall Street rally following the Democratic sweep of Congress. Data centre companies CoreWeave, Iren and Nebius fell, alongside Nvidia and Marvell, as investors weighed concerns over rising power costs, job losses, political scrutiny and debt-funded AI spending.
Tesla stock price today: Why TSLA falls as Democrats’ midterm election win puts Elon Musk’s AI data center plans at risk
Tesla stock (TSLA) fell as Democrats’ midterm victories raised concerns about AI data center expansion, particularly in Texas. Analyst Dan Ives warned that political hurdles could slow planned projects, while Elon Musk floated the idea of space-based data centers as investors weighed the outlook for his AI ambitions.
AI data center stocks dip, renewables surge after Democrat sweep in US midterm elections
The Democratic sweep, which included victories in traditional Republican strongholds and key data-center hubs Texas and Georgia, will usher in divided government in Washington and raises the prospect of greater congressional oversight of industries that benefited from Republican control.
AI data center stocks dip, renewables surge after Democrat sweep in US midterm elections
AI data centre stocks declined while renewable energy and healthcare shares rallied after Democrats won control of Congress in the US midterm elections. Investors assessed the possibility of tighter AI oversight and continued clean energy support. Defence contractors and prison operators fell amid concerns over changing government spending and immigration policies.
Texas and Georgia host the AI data-centre boom and both swung blue; AI cloud stocks fell and solar jumped up to 10% as the fight over who pays for power begins
Data centre stocks fall after Democrats win Congress, but solar shares jump 10% as US election results shake up energy outlook. Texas and Georgia are two important locations for the industry. Both elected Democratic candidates in the midterm elections. Democrats also made gains in traditionally Republican areas, including Kansas.
Big Tech barely moved after the midterms, but Tesla and SpaceX fell up to 5%, and even Tesla missed the solar rally: Did Elon Musk’s big bet on Republicans just backfire?
Tesla and SpaceX shares fell in premarket trading on Wednesday, Nov. 4: Today’s US stock futures pointed to a strong Wall Street opening, with Dow futures up nearly 800 points and S&P 500 and Nasdaq futures also in the green. However, Tesla and SpaceX moved in the opposite direction, falling more than 5% and nearly 8%, respectively, in premarket trading after the Democratic midterm victory. Alphabet, Meta and Microsoft gained, while Nvidia slipped slightly.
Nvidia's web of AI bets: smart strategy or bubble risk?
Nvidia's $3 billion investment in Meta's share sale, announced Tuesday, is the latest addition to a portfolio of stakes, loans and guarantees that has made the chip giant what some analysts describe as the central bank of the artificial intelligence boom. Nvidia also has around $36 billion in cloud backstops and a guarantee of up to $105 billion linked to an OpenAI data center, according to US media.
Nvidia in talks to give credit support for Nscale's deal with Anthropic
Nvidia is in talks to offer AI cloud provider Nscale billions of dollars in credit guarantees to support debt funding for a data center earmarked for Anthropic, The Information reported on Thursday, citing people with knowledge of the talks.
AI giants' funding ambitions test Wall Street's appetite for risk
The heavyweights of the AI industry are facing a reckoning on Wall Street, reflecting concerns over who will bear the cost of the artificial intelligence buildout that has fueled much of this year's stock market gains.
AI bubble bursting or just letting out air? Neoclouds may offer clues
Elon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Despite high demand for AI computing capacity, rising credit costs impact the financial stability of these companies. Research firm Gartner anticipates that more than 80% of neocloud providers may cease independent operations by 2030. Tighter credit conditions could restrain excessive AI spending without affecting overall investment growth.
AI financing driving private credit growth as refinancing risks rise, Moody's says
The ratings agency said AI financing needs now extend beyond data-center construction to land, power, semiconductors, graphics processing units and tensor processing units.
Anthropic's top investors include Amazon, Google, Fidelity Management
Anthropic is preparing for its initial public offering, supported by significant investments from Amazon and Google. The company's valuation has increased significantly through numerous funding rounds over recent periods. Key investors like ICONIQ Capital and Coatue Management have also expressed confidence in its potential. Anthropic's partnerships with technology leaders enhance its resources for advancing AI development.
Musk's warning hits neocloud stocks as debt concerns mount
Shares of neocloud companies have fallen significantly amid concerns about consolidation in the sector. Elon Musk warned that many neoclouds may face closures as they struggle with heavy debt burdens. Research firm Gartner suggested that a high percentage of these companies could cease operations by 2032. Investor anxiety has increased due to mounting losses and a heavy reliance on AI spending.
US stock market today: Why have Nasdaq, S&P 500 slipped to lowest in months? Reasons behind Meta, Tesla, CoreWeave, Intel stock price fall, check top performing stocks
US Stock Market today: Chipmakers Western Digital, Intel, ADM , Sandisk, and Marvell all posted steep percentage losses amid the broader semiconductor selloff.
Neocloud short sellers rack up $6 billion as AI debt fears deepen
Short sellers betting against US neocloud and data centre companies have made about $6 billion in paper profits this month as AI debt fears trigger a sharp selloff. CoreWeave, Nebius, IREN, Applied Digital and Core Scientific face heavy short interest, highlighting growing concerns over debt-fuelled AI infrastructure spending.
Nebius gets $3.5 billion Citi facility for data center growth
Nebius has successfully acquired a substantial $3.5 billion financing facility from Citi, aimed at expanding its operations. This crucial funding will enable the growth of its data centers and facilitate GPU procurement, which are vital for its progress. This development is particularly noteworthy given the recent downturn in AI infrastructure shares, with the initial interest rate set at 2.75% over SOFR and a maturity period of 364 days.
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