投资者正在放弃 CoreWeave：我看到三倍上涨潜力

I warned against buying this AI chip stock. Now I think it could nearly double

Cerebras has lost roughly 72% of its value since its peak, but contrarian tech investor Paul Meeks says its AI technolog…

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…

CoreWeave 信用与股权双杀：AI 基础设施去杠杆化叙事的可交易信号

CoreWeave’s market confidence erodes as bond yields spike and stock sinks

CoreWeave shares are down 29% in October, and the spreads in its credit default swaps are widening.

汇丰下调 CoreWeave 评级，预警 AI 新云赛道结构性价值毁灭

CoreWeave will see more 'value destruction' ahead on growing structural fears, says HSBC

The bank has a reduce rating on the cloud infrastructure stock.

The AI investing story had a rough week. It may be time to take profits while you still can

Traders and investors are sounding trepidatious about the tech sector following a newsy week.