加州养老基金减持大型科技，AI估值疑虑加剧新云抛售

新云股票下跌：马斯克称逾200家公司面临金鱼级死亡

Neocloud stocks fall as Elon Musk says more than 200 of them face 'guppy-level death'

Investors are already questioning the debt-fueled expansion of neoclouds and whether the large AI infrastructure build-o…

Elice's huge stock swings show AI's spending boom is getting more investor scrutiny

The AI boom is entering a more unforgiving phase, as investors question whether the billions poured into data centers wi…

投资者质疑新云商业模式，但Nebius称AI算力价格正在上涨

Investors are questioning neoclouds' business model but Nebius says AI computing prices are rising

The comments come as investors scrutinize the debt, borrowing costs and economics of companies building AI infrastructur…

AI建设热潮陷入动荡：新云服务商承压、信用风险上升，Solidigm撤回IPO

Turmoil hits AI build-out as neoclouds face pressure, credit risks mount and Solidigm pulls IPO

Stock slumps, pulled IPOs and rising spreads on credit default swaps this week sets stage for hyperscaler earnings.

AI融资担忧震动华尔街：机构如何调整投资组合

AI funding fears rattle Wall Street. Here's how we're adjusting our portfolio

The rotation out of AI stocks benefited several defensive Club stocks.