IREN称因客户要求导致40亿美元年化收入延期

微软资本开支不及预期引发新云股票下跌

CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations

Shares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partn…

莱茵金属因军备项目停滞下调展望后暴跌16%

Defense giant Rheinmetall plunges 16% after cutting outlook on stalled military contracts

Rheinmetall cut its 2026 outlook for the second time in three months, citing delays to German military projects and arti…

Amazon gives Wall Street mixed financial picture in earnings report

<p>E-commerce company posts high cloud computing sales but gives a cautious sales forecast for the fourth quarter</p><p>…

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 &apos;guppy-level death&apos;

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

亚马逊财报后跌7%，英特尔盘前重挫25%，AI资本开支回报疑虑升温

Amazon falls 7%, Intel plunges 25% in premarket trading, as pressure mounts after earnings

Investors are nervous about the massive AI spending from the tech giants and whether that will pay off.