stockrow
AI infrastructure stocks face pressure from data-center construction risks, borrowing costs, regulatory uncertainty, and reliance on capital markets. CoreWeave’s raised revenue forecast briefly lifted sentiment, but its shares fell after NVIDIA’s reported CEO resignation. NVIDIA’s data-center revenue surged, and CoreWeave is deploying its Vera Rubin platform, though rising memory costs may squeeze margins. Analysts see further upside but have cut price targets, while investors weigh demand and valuation against financing exposure and leadership uncertainty.
The one-page fundamentals report for every US stock
Ten years of financial statements and ratios on a single page, free to read and Excel-ready, with a screener that emails you when a list changes.
-
One-page report. Price, valuation, growth, margins, dividends and insiders — one screen per company.
See Apple’s report -
10 years, Excel-ready. Annual statements back ten years. Download any statement as a spreadsheet.
Apple income statement -
Screener with alerts. Filter every US stock on 600+ metrics, save the screen, get an email when the list changes.
Open the screener
Market map S&P 500, sized by market cap, shaded by year-to-date change
Latest news
Nvidia named CFO Colette Kress interim CEO after Jensen Huang’s departure, with Jim Cramer and other investors expressing confidence in her experience and the company’s leadership bench. The board is considering internal and external candidates for a permanent successor. Nvidia shares fell sharply after the announcement, while some analysts warned that replacing Huang could disrupt leadership and investor confidence. Kress’s first major test will be the company’s upcoming earnings report.
Persistent inflation could force the Federal Reserve to raise rates again, posing a greater 2027 investment risk than Nvidia. October CPI rose 0.4% monthly after September’s 0.6%; core CPI increased 0.3% for a third straight month. September PCE inflation was 3.6% year over year, with core PCE at 3.1%, both above the Fed’s 2% target. Fed officials warn stubborn services and healthcare inflation requires attention. Goldman Sachs expects rate hikes in December and March 2027, with cuts delayed until December 2027.
Semiconductor stocks gave back much of their early-week rally, with a 62-stock basket losing more than $650 billion in value from Wednesday through Friday. Nvidia fell 13% for the week, while rising Treasury yields removed a cushion for chip shares. Hot inflation data and Fed comments pushed markets toward expecting rate hikes, lifting the 10-year yield about 30 basis points. The broader market showed signs of narrowing leadership, though equal-weight S&P 500 stocks have outperformed the standard index since October, and Apple, Berkshire Hathaway and Eli Lilly hit record highs. Investors are watching Nvidia’s upcoming earnings for clues on AI demand and its outlook.
Jensen Huang resigned as Nvidia CEO, president and board member, effective immediately, following reports of relationships under scrutiny and an investigation involving a woman suspected of ties to Chinese intelligence. CFO Colette Kress is interim CEO while the board searches for a successor. Nvidia’s board expressed confidence in Kress and said operations and product plans would continue uninterrupted. Elon Musk said hiring Huang at Tesla or SpaceX would be an honor, without making a formal offer. Donald Trump praised Huang and suggested former Apple CEO Tim Cook as a replacement. Nvidia shares recorded their longest weekly losing streak since 2012, while retail discussion surged.
13 November
- Exclusive-Ex-Nvidia CEO misled top lawyer on affair with Chinese businesswoman, sources say
- Fed says it's monitoring the data center build-out for risks to the financial system
- Nvidia's competitors pounce, and what GPU rental prices say about the AI race
- Fed on Track to Raise Interest Rates Next Month And Maybe Again in January
- US producer prices rise moderately in October, but inflation broadens out
- Fed's Collins says more rate hikes are coming, Bloomberg Television reports
- PPI report: Inflation shows signs of broadening in red-hot wholesale prices, keeping pressure on Fed to hike rates
- Cerebras stock surges on Q3 results, outlook raise, hyperscaler deals
- Jensen Huang scandal trail leads to Alibaba, the king of free Chinese AI: Chart of the Day
- Nvidia CEO Jensen Huang resigns: Is the stock now a 50% bargain?
12 November
18 more from 12 November →- SpaceX and Tesla Talks on Record Merger Are Said to Progress
- The Strait of Hormuz was the biggest game changer for markets in 2026
- ‘I’m a Piece of Sh--’: Jensen Huang’s Last Hours as Nvidia CEO
- What Applied Materials (AMAT) Said on Its Q4 Earnings Call
- AI Trade Barometer: Anthropic’s IPO Is Reportedly Six-Times Oversubscribed
- Stock Market Today, Nov. 12: Nvidia Shares Slide on Reports of CEO Jensen Huang's Resignation
- The Bank of Nvidia just lost its banker — here’s where the AI trade is exposed
- Anthropic’s IPO Is About Six Times Oversubscribed
- US starts 2027 fiscal year with record October budget deficit of $404 billion
11 November
- Inside Anthropic’s blockbuster IPO: What we know about the AI giant’s plans
- Nvidia's stock dives as board weighs move to oust Jensen Huang
- CoreWeave stock surges as Q3 revenue beats estimates, company raises full-year outlook
- Billionaire venture capitalist Vinod Khosla says judge AI by usage, not stock prices
- Wall Street thinks the Fed made a 'mistake' — and now more hikes are coming
- A Major Catalyst Could Send Amazon Stock to New Highs
- Energy prices matter way more for inflation than they used to: Fed report
- Arista Networks: 3 Key Takeaways for Long-Term Investors