AI capex · Stocks & NewsHeating up
US stocks and the latest news related to AI capex.
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- Amazon and Microsoft Can Buy GPUs. But U.S. Construction Is Short 439,000 WorkersMSFT · Yahoo
- CoreWeave stock drops as analyst flags a major AI demand riskCRWV · Yahoo
- Nvidia’s Training Trade Hit a Speed Bump. Intel Could Win From What Comes NextINTC · Yahoo
- CoreWeave Pays SOFR +5.5%. Nebius Pays +2.5%. AI Lenders Are Already Drawing a LineCRWV · Yahoo
- Texas Put AI Data Centers on Notice. Meta and Digital Realty Already Chose Their SideMETA · Yahoo
- Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gainMETA · Yahoo
- Buildots raises $130M to bring AI to the $16T construction industry - and power the global data center buildoutINTC · Yahoo
Delayed data · For reference only · Not investment advice