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CoreWeave GC, Secretary Kristen J. McVeety sells 2,100 common shares for $184,849.71

CoreWeave Insider Sold Shares Worth $27,262,966, According to a Recent SEC Filing

Suspicions arise over "AI Central Bank" or "Balance Sheet as a Service"? Nvidia halts "Revenue Sharing for Financing" model

Nvidia's "AI Computing Power Partnership Program" was halted less than two months after its launch, with antitrust concerns being one of the triggers. Meanwhile, Nvidia disclosed for the first time its massive off-balance-sheet commitments totaling $530.5 billion. Morgan Stanley warned that the "circular financing" model is introducing significant and opaque tail risks. CDS quotes soared to 83 basis points, doubling the historical average — Wall Street is voting with prices: Is Nvidia's balance sheet a moat or a liability?

Key Developments in Anthropic IPO: Plans to Allow Existing Shareholders to "Cash Out," Potential Lockup Extension, Expected Listing as Early as Late September

According to reports, Anthropic is considering allowing existing shareholders to sell a portion of their shares in the IPO while also exploring a lock-up period longer than 180 days. This aims to meet some liquidity needs of early investors and employees, while controlling the supply and price volatility of shares after the listing. The company plans to publicly disclose its prospectus after the US Labor Day on September 7, and hold an Investor Day in mid-September. Prediction markets indicate that the probability of the company completing its IPO before October has risen to 86%.

Nvidia rises after signaling longer AI spending runway

The truth hidden behind the financial report: Nvidia may have become the “central bank of AI”

Morgan Stanley initiates Nvidia credit rating: Financial strength transforms into AI financing tool, debt may reach $200 billion

CoreWeave Chief Development Officer Brannin McBee disposes of USD 12.23 million in common shares

$45 Billion Supercomputing Mega Deal! Anthropic Partners with Nscale to Secure 460MW AI Data Center Capacity

AI company Anthropic is further securing computing power resources for the coming years.

BREAKINGVIEWS-Nvidia leans into the danger of a bad-news spiral

Anthropic invests another 45 billions dollars, accelerating “power hoarding” before its IPO

Anthropic signed a six-year computing power agreement worth 45 billions USD with Nscale, adopting Nvidia's latest Vera Rubin chips and covering a 460 MW power supply. Microsoft had signed a letter of intent in March this year, indicating its reservation intention for the data center, but withdrew earlier this summer. Anthropic has launched the Chrome version of Claude for all paid subscribers, adding autonomous browser operation features.

Morgan Stanley Initiates Nvidia Credit Rating: Financial Strength Translates into AI Financing Instruments, Debt May Reach $200 Billion

Nvidia is quietly transforming its $500 billion-scale AI infrastructure financing ambitions into hidden risk exposures on its balance sheet. According to the latest report from Morgan Stanley, if all contingent liabilities such as lease guarantees, residual value support, and revenue sharing are fully included, Nvidia's total credit exposure could reach $200 billion by the end of 2028—of which up to $170 billion remains off-balance-sheet. This reveals persistent transparency gaps and tail risks.

AI Computing Power Capital Battle Upgrades Again! Nvidia-backed "New Cloud" Lambda Plans to Raise $3 Billion to Fuel Its Computing Power Landscape and Prepare for IPO

AI cloud computing service provider Lambda is in talks for a funding round of up to $3 billion, preparing for a potential initial public offering next year.

Sector Update: Tech Stocks Advance Premarket Tuesday

Coreweave launches the digital engineering platform Rescale.

Rescale adds CoreWeave cloud to expand AI, simulation compute options for engineers

CoreWeave CEO Michael Intrator sells over 13,000 shares for $1.2M

Bitcoin Miners Spend $30.7B on AI Pivot, Capex Runs 15X Above New Revenue

Nvidia plans to invest in AI data supplier Mercor, which is valued at $20 billion

Nvidia has used Mercor data for Nemotron open-source model training, paying tens of millions of dollars in service fees last quarter. This investment marks Nvidia’s strategy to expand from serving chip customers to moving upstream in the data supply chain. Mercor is expected to achieve $2 billion in gross revenue this year, and after this round of financing, will surpass Scale to become the highest-valued unicorn in the data labeling sector.

CoreWeave signs multiyear cloud agreement with Hudson River Trading for NVIDIA Vera Rubin NVL72 platform

BRIEF-Hudson River Trading To Build Next-Gen Research Platform Powered By Nvidia Vera Rubin Nvl72 On Coreweave Cloud

CoreWeave signs multi-year AI cloud deal with Hudson River Trading

CoreWeave EVP Product & Engineering Chen Goldberg sells 6,397 shares for $677,062.13

Core Scientific’s largest active shareholder opposes $9 billion sale to CoreWeave, citing material undervaluation of bitcoin miner

The Collapse of the "AI Stock God": After Sensing "Blood in the Water," Wall Street "Vultures" Begin Their Hunt

When a hedge fund manager received a "flash sale of Anthropic equity" call in a taxi, the Wall Street hunting game began. The Situational Awareness Fund, managed by "AI prophet" Aschenbrenner, caused a loss of approximately $35 billion within 72 hours amid consecutive margin calls from banks, short attacks, and urgent late-night negotiations, making it the largest trading loss in global fund history.

Goldman Sachs: Boldly Buy US Stocks!

CoreWeave makes another bid to acquire Bitcoin miner Core Scientific: WSJ

Big Cloud? Small Cloud? Which one should you be optimistic about?

Nvidia (NVDA.US) to inject funds into OpenAI again, planning to provide up to 105 billion dollars to support the construction of large-scale AI data centers

Nvidia is further deepening its collaboration with OpenAI in the field of artificial intelligence infrastructure.

Cards Before the Storm: On the Eve of the "AI Stock King" Liquidation, SA Bets Big on Memory Chips, Citadel Fully Hedged, and Jane Street Faces Massive Losses Despite Hundreds of Billions in Hedges

SA, Citadel Investment, and Jane Street have recently released their Q2 holdings reports (13F) for the period ending June 30, 2026.