Yahoo Finance • 10 days ago

Bernstein's AI slowdown warning has one clear loser

Wall Street has treated AI infrastructure stocks as one interchangeable trade for most of this buildout cycle, rising and falling together on the same demand headlines. The Monday, Sept. 14, sell-off broke that pattern. Bernstein did not... Full story

Yahoo Finance • 11 days ago

CoreWeave Shares Sink After Bernstein Warns Of Slower AI Training

This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV) shares fell 6% Monday as investors weighed the potential impact of slower artificial intelligence model training on data-center demand, according to a Monday investor note... Full story

Yahoo Finance • 11 days ago

CoreWeave appears most exposed if AI model development slows: Bernstein

[Hutto AI Data Center in Texas seen through the heat haze above crops in rural farmland] BackyardProduction/iStock via Getty Images A slowdown in the training of artificial intelligence models could negatively affect data center developer... Full story

Yahoo Finance • 11 days ago

Data Center IPO Wave Reveals A Variety Of New Strategies In Booming Sector

This story was originally published on Bisnow, the newsroom global commercial real estate reads first. To receive daily news and analysis, subscribe to Bisnow's free suite of newsletters. Just four years ago, the data center industry was... Full story

Yahoo Finance • last month

Bank of America makes astounding Csquare stock prediction

Not every company can instill enough confidence in Wall Street's biggest analysts for them to predict near-100% gains in the stock. Csquare (CSQR) just did that in less than a month of going public. The data center operator listed on the... Full story

Yahoo Finance • 2 months ago

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Apple downgraded, HPE upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by Th... Full story

Yahoo Finance • 2 months ago

Catalyst Watch: Inflation reads, AMAT earnings, Google Pixel event, and MLB on Netflix

[Lower Manhattan Cityscape] Art Wager/E+ via Getty Images Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week.... Full story