Data-center operator CoreWeave is a stock-market darling. Bears see its finances as emblematic of an AI infrastructure bubble

November 8, 2025

BlackRock’s $40 billion deal highlights the unstoppable AI data center gold rush, as CEO Larry Fink pushes back on AI bubble fears

October 15, 2025

With markets on edge over AI bubble fears, chip stocks shudder as investors send Nvidia down 3% despite 56% growth in data center revenue