CoreWeave Earnings Put Debt-Fueled AI Build-Out Under Scrutiny

Why the CoreWeave and Nebius reports are so important to the AI build-out

The financial markets are increasingly concerned about true demand for the computing services that are at the heart of the AI revolution. Anthropic, a leading developer of frontier AI models, is expected to go public next week. It will be valued at around $1.4 trillion, which sounds fantastic. The problem? The expected valuation has dropped […]

CoreWeave Delivers Another Blowout Quarter. Is It Enough To Save the AI Trade?

CoreWeave topped estimates, but balance sheet worries linger.

CoreWeave earnings put debt-fueled AI build-out under scrutiny

CNBC's Seema Mody joins 'The Exchange' to discuss CoreWeave's earning expectations and what investors are hoping to hear.

CoreWeave and Nebius Face Investor Scrutiny as Credit Costs Rise and AI Infrastructure Stocks Slide

The companies building the infrastructure behind the artificial intelligence boom are facing a tougher test of investor confidence, as falling technology stocks, rising borrowing costs and growing political resistance threaten to complicate their expansion plans. CoreWeave is due to report quarterly results on Tuesday, followed by Nebius on Thursday. Their earnings will offer investors an […]