How CoreWeave Went From Crypto Mining to Wall Street’s A.I. Bellwether

The blogger who was right about Nvidia is now panning a $25 billion AI company

Jeffrey Emanuel, known for turning Wall Street’s attention to the risk DeepSeek might pose to Nvidia, warns that CoreWeave’s IPO is way overvalued.

MarketWatch - 5d

Winners and losers from the Wall Street sell-off

‘Ignored stocks’ outperform as Big Tech and banks slide

Financial Times - Mar. 12

How Microsoft went from generative AI leader to laggard and what to do with the stock

Microsoft stock is trying to avoid its longest weekly losing streak since 2008. It's no wonder the position has been trying our patience.

CNBC - 4d

Here's how much Capital One would be worth post-Discover deal, according to one Wall Street firm

In a Tuesday note, BTIG analysts upgraded the financial stock to a buy from a hold-equivalent rating.

CNBC - 3h

Senate GOP frets as Wall Street takes dip over tariffs, talk of recession

Senate Republicans expressed new worries about the economy Monday after Wall Street had one of its worst days in years amid a trade war and remarks from President Trump that did not rule out the ...

The Hill - Mar. 11

OpenAI to pay CoreWeave $11.9 billion over five years for AI data centers, services

Ahead of CoreWeave's upcoming IPO, the provider of data centers for AI has signed a five-year deal with OpenAI worth almost $12 billion.

CNBC - Mar. 10

Crusoe Energy sells bitcoin mining unit to focus on 'huge opportunity' in AI

Crusoe Energy is selling its entire bitcoin mining business to NYDIG and will put all its internal efforts into building out AI infrastructure.

CNBC - 5h

The word from U.S. companies to Wall Street in new Trump era is ‘uncertainty’

The “uncertainty” trend comes as President Donald Trump and his administration make sweeping changes at a pace rarely seen in previous administrations — and sometimes then reverse those changes.

MarketWatch - 5d

Chipmakers are finding that good earnings aren't enough to please Wall Street

After investors poured into semiconductor stocks last year, expectations are high, and companies are having trouble making Wall Street happy.

CNBC - Mar. 7

David Sacks sold $200M in crypto-related holdings before taking White House job, ethics memo says

David Sacks, the Trump administration’s AI and crypto czar, sold over $200 million worth of digital asset-related investments personally and through his firm, Craft Ventures, before starting the ...

NBC News - Mar. 14

Trump Wants to Kill Carried Interest. Wall Street Will Fight to Keep It.

President Trump has been trying to eliminate the tax loophole, which benefits Wall Street, but Congressional Republicans may stand in the way.

The New York Times - Mar. 8

Wall Street turmoil rattles retirement savers, turning financial planners into therapists

Turmoil on Wall Street is keeping financial planners’ phones ringing as 401(k) holders watch their retirement account balances fall with the stock markets they’re tied to.

NBC News - Mar. 13

Nvidia Is Still the Most Important AI Company in the World, Even If Wall Street Isn’t Impressed

Jensen Huang announced new chips and robots at the GTC conference.

Inc. - 6d

A Bad Day on Wall Street

Also, Rubio said Ukraine must cede territory in exchange for peace. Here’s the latest at the end of Monday.

The New York Times - Mar. 10

Wipeouts on Wall Street

Plus, Perella Weinberg’s decade-long legal fight finally nears its end and Britain’s biggest grocers waver under private equity

Financial Times - Mar. 11

Bitcoin in the bush - the crypto mine in remote Zambia

Bitcoin miners will go to remote locations to take advantage of cheap electricity.

BBC News - 15h

Stock market opens low following Wall Street's worst day in years

The stock market opened in the red as a major sell off continues prompted by fears of a recession and uncertainty from President Donald Trump's tariffs. NBC News' Brian Cheung reports on what could ...

NBC News - Mar. 11

S&P 500 hits correction territory as Wall Street woes deepen

The S&P 500 index sunk into correction territory Thursday, falling 10 percent in less than a month from a record high. The S&P was down 1.4 percent shortly before 1:30 EST, falling to just more ...

The Hill - Mar. 13

Wall Street Journal: 'Someone should sue' Trump over tariffs

The Wall Street Journal editorial board took a swipe at President Trump's recent tariff threats, alleging the administration is using a 48-year-old law to start a trade war. In a recent op-ed, the ...

The Hill - Mar. 8

Wall Street Journal warns there could be a coming 'Trump recession'

The editorial board of the Wall Street Journal is predicting that a full blown economic recession could be coming after a rough day for investors on Monday. "Stock prices have been richly valued ...

The Hill - Mar. 11

Stocks look to rebound after rocky week on Wall Street

Wall Street is looking to bounce back this week after the Dow posted its biggest one-week loss since 2023. CBS News MoneyWatch correspondent Kelly O'Grady reports.

CBS News - Mar. 17

Wall Street Journal: Trump aides proposing 'American retreat' in military reorganization

The Wall Street Journal is warning against major changes that reportedly could be coming to U.S. military operations as a cost-cutting measure through President Trump's government reform efforts. ...

The Hill - 4d

Cramer's week ahead: Fed meeting and earnings from FedEx, Micron and General Mills

CNBC's Jim Cramer walked investors through next week on Wall Street.

CNBC - Mar. 14

Wall Street’s No. 2 bull holds his ground. The logic? Trump’s popularity could get worse.

Deutsche Bank is now alone with the second-highest S&P 500 price target on Wall Street.

MarketWatch - Mar. 18

How the G.O.P. Went From Championing Campus Free Speech to Fighting It

President Trump and state politicians are pushing new laws and policies that crack down on curriculum, protests and speakers.

The New York Times - 5d

How Jimmy Butler Went From the Unapologetic ‘Bad Guy’ to the Warriors’ Hero

After a messy split with Miami, Golden State’s new star has found a place where he can be himself.

The New York Times - 1d

Op-ed: The groupthink mind virus has taken over Wall Street and Washington in the worst way

President Trump has called April 2 'the big one,' when retaliatory tariffs are set to hit. Wall Street and Washington are still stuck in wishful thinking.

CNBC - 2d

House GOP will hear from Wall Street deficit hawk as lawmakers struggle over tax cut costs

Politico - 8h

Wall Street stocks slide as sell-off in tech shares picks up pace

Tesla sinks as investors shift away from riskier holdings

Financial Times - Mar. 18

From Southwest to BP, Elliott and other activists are shaking up companies again

Investors like billionaire Paul Singer have more money than ever to throw around, and they are making their presence felt on Wall Street and Main Street.

MarketWatch - Mar. 14

Top Wall Street analysts favor these 3 stocks for the long term

TipRanks' analyst ranking service spotlights favored by the Street's top pros, including Zscaler and Costco Wholesale.

CNBC - Mar. 16

Wall Street sell-off amid economic uncertainty, Trump weighs in on looming government shutdown

Wall Street is looking to rebound on Tuesday after recession fears and confusion about President Trump's tariffs caused a market plunge on Monday. Meanwhile, the clock is ticking on Capitol Hill ...

CBS News - Mar. 11

One of Wall Street's biggest bulls cuts his S&P 500 outlook, blaming Trump's tariffs

Widely followed strategist Ed Yardeni, one of the biggest bulls on Wall Street, lowered his market forecast, saying President Donald Trump’s tariffs raise the risk of stagflation.

NBC News - Mar. 13

Intel pops 14% as chipmaker taps new CEO, Wall Street backs turnaround effort

Intel shares popped more than 14% after announcing Lip-Bu Tan as its new CEO and Wall Street cheered the chipmaker's attempt to turn around its business.

CNBC - Mar. 13

Why this Wall Street strategist says investors should stick with U.S. stocks despite recession fears

Oppenheimer’s John Stoltzfus, the most bullish strategist on Wall Street with a target for the S&P 500 to hit 7,100 by the end of 2025, is standing firm, even as other strategists have cut their ...

MarketWatch - Mar. 14

This Wall Street pro saw the stock-market chaos coming. He says investors should wait to buy again.

When Wall Street strategists were cheering on President Trump’s electoral victory and projecting another rosy year for U.S. stocks, J.P. Morgan’s Michael Cembalest was taking a decidedly different ...

MarketWatch - Mar. 14

Wall Street begins to cut S&P 500 targets as tariff worries rock the stock market. Should investors be concerned?

Only a few months into 2025, the sharp decline of the U.S. stock market has prompted some of Wall Street’s top forecasters to scale back their bullish predictions for the S&P 500.

MarketWatch - Mar. 15

Wall Street Journal: Trump now knows which deputies tried to block his policy

The Wall Street Journal's editorial board has highlighted insight into President Trump's inner circle after a group text chain including top-level security officials and a journalist was ...

The Hill - 3h

Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors

While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.

MarketWatch - Mar. 13

How CoreWeave Went From Crypto Mining to Wall Street’s A.I. Bellwether

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