Business & Finance
Neocloud stocks including CoreWeave, Nebius, and IREN have lost more than 30% in October, while credit default swap spreads on Meta, Nvidia, and Oracle hit all-time highs and SK Hynix pulled Solidigm's planned IPO amid market volatility.
Sara Montes de Oca · 11 DAYS AGO
Business & Finance
Silicon Data has partnered with CME Group to develop the first futures contracts tied to AI computing power costs, giving companies a potential tool to hedge against GPU rental-rate volatility. The contracts are still awaiting CFTC approval.
Sara Montes de Oca · 135 DAYS AGO
Business & Finance
SpaceX's pending inclusion in major index funds is alarming passive investors, as the newly public company carries implied volatility nearly three times higher than the iShares bitcoin ETF and holds a $2.7 trillion market cap with no earnings.
Sara Montes de Oca · 139 DAYS AGO
Business & Finance
Amid growing concerns over tariffs, a cooling labor market, and signs of slowing growth, Trump reassured the public that these disruptions are temporary and necessary for long-term prosperity.
Jay Goldberg · 603 DAYS AGO