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Goldman Sachs Says the AI Trade Is Barely Started. The Stocks That Got You Here Will Not Take You There

24/7 Wall Street

9:30 AM | Friday | Sep 4, 2026

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Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the next one.

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9:30 AM | Friday | Sep 4, 2026

Goldman Sachs Says the AI Trade Is Barely Started. The Stocks That Got You Here Will Not Take You There

24/7 Wall Street

Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the next one.

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8:10 AM | Friday | Sep 4, 2026

CoreWeave vs. Nebius: Which AI Infrastructure Stock Is the Better Buy?

The Motley Fool

CoreWeave has greater scale and a solid track record, but its heavy reliance on debt makes its growth more expensive and risky. Nebius is less proven, but its infrastructure-partnership model could let it scale up its AI compute footprint with less capital.

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7:07 AM | Friday | Sep 4, 2026

Jim Cramer: This Health Care Stock Is Pure Spec, The Only Neocloud I Like Is

Benzinga

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Nuvation Bio Inc. (NYSE:NUVB) is a “pure spec.”

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11:35 AM | Thursday | Sep 3, 2026

Sam Altman Sees “Unsustainable Silliness” in AI Compute Spending. These Are the Stocks Traders Are Watching.

24/7 Wall Street

OpenAI CEO Sam Altman said “I am seeing the first signs of what feels to me like unsustainable silliness of random new neoclouds popping up, people claiming that they're going to build gigantic amounts of compute next year that I

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9:00 AM | Thursday | Sep 3, 2026

CoreWeave's Interest Bill Is Nearly 4x Operating Income - That's Not The Big Threat

Seeking Alpha

CoreWeave, Inc. retains my Strong Buy rating, as Q2 revealed a step-change in adjusted operating margin from 1% to 5%. CRWV's forward guidance implies a massive Q4 ramp, with up to 60% of full-year adjusted operating income expected in that quarter. Weighted-average cost of debt fell by 300 basis points despite a hawkish Fed, signaling improved lender confidence and robust capital access.

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3:20 AM | Thursday | Sep 3, 2026

Should CoreWeave and Nebius Group Investors Be Worried About Circular Financing? Here's What the Numbers Say

Fool - Investing News

The neoclouds are taking on significant debt to finance their data center build-outs.

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10:25 AM | Wednesday | Sep 2, 2026

Sam Altman Flags 'First Signs' of a Bubble: Neoclouds on Watch

Benzinga

OpenAI CEO Sam Altman is sounding an alarm on the AI infrastructure boom — and traders in neocloud names like CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS) and IREN Ltd. (NASDAQ:IREN) are taking notice.

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5:56 AM | Wednesday | Sep 2, 2026

Forget Nebius. CoreWeave Has a New Competitor.

The Motley Fool

CoreWeave's competitive threat may come from an unexpected place. The bigger risk is falling AI-compute prices.

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1:00 AM | Wednesday | Sep 2, 2026

Why CoreWeave Stock Gained 18% in August

The Motley Fool

CoreWeave reported another round of triple-digit revenue growth in its second quarter. The stock bounced back from a sell-off in July, benefiting from improving AI sentiment.

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12:45 PM | Tuesday | Sep 1, 2026

CoreWeave Offers So Much at $85

24/7 Wall Street

CoreWeave has shed nearly $70 from its May peak and now carries a $104 billion revenue backlog against a debt load that makes bears nervous.

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