A compelling supplier comes with a substantial bill Marvell’s reported pursuit of Lumentum captures two sides of the AI infrastructure boom: critical components are becoming more valuable, and buying their manufacturers is becoming expensive. Marvell Technology (NASDAQ: MRVL) shares fell

America’s gas abundance still needs a delivery system An AI campus can have financing, land and a plan for thousands of chips—and still struggle to secure the fuel needed to switch them on. Anthropic’s IPO filing identifies natural gas supply,

The suppliers are becoming investors Nvidia and AMD already supply the computing power behind Meta’s AI ambitions. Now they are putting their own capital behind the expansion. Nvidia (NASDAQ: NVDA) plans to invest $3 billion in Meta’s equity offering, while

A funding plan that stretches into 2027 Meta Platforms (NASDAQ: META) is turning to public investors to help finance an AI expansion that is stretching even its formidable cash generation. The company launched approximately $35 billion in equity offerings Monday,

A tough time to sell another AI stock In July, SK Hynix (NASDAQ: SKHY) raised $26.5 billion in a record U.S. listing for a foreign company. Three months later, its American shares remain below their $149 offering price, and the

A Full Order Book Still Needs Financing An AI cloud can have customers waiting and still struggle to finance its next data center. Nvidia (NASDAQ: NVDA) CEO Jensen Huang described that tension Thursday, telling CNBC in Berlin that neocloud demand

More Than a Merger Trade SpaceX shareholders got an earnings beat and a possible Tesla merger in the same evening. SpaceX (NASDAQ: SPCX) shares jumped roughly 10% after Tuesday’s report, as Musk confirmed that independent board committees were discussing a

Stock buyers see opportunity. Bond traders see trouble. CoreWeave (NASDAQ: CRWV) is becoming one of the most interesting battlegrounds in Wall Street’s increasingly nervous AI trade. After losing more than 40% of its value since October 6, shares fell to

Oracle’s stock is collapsing. Its business isn’t. A company growing cloud infrastructure revenue by 121% and sitting on hundreds of billions in future contracts would normally be one of Wall Street’s favorite investments. Oracle (NYSE: ORCL) has somehow become one

Wall Street is selling the AI boom before demand has slowed More than $1 trillion in market value has disappeared from 20 of the world’s largest AI and semiconductor companies this week. Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD) and Micron