Investor Says Neocloud Business Model Raises Concerns
Amati Global Investors' Mikhail Zverev says neocloud providers' business model is worrying, citing a mismatch between long-duration assets and shorter-duration financing.
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IREN Shares Fall as AI Infrastructure Concerns Weigh on Neocloud Stocks
IREN shares were down 5.30% at $28.94 at publication. The article cites concerns about AI infrastructure spending, credit risk and rising rate-hike expectations; Gartner’s warning did not name IREN specifically.
Goldman upgrades Palantir to buy
Goldman Sachs raised Palantir to buy from neutral, citing its positioning in bespoke software, sovereign AI and broader enterprise demand for AI tools. The stock was up 1.6% after the note.
Goldman upgrades Palantir to buy
Goldman Sachs upgraded Palantir to buy from neutral, saying the company is positioned to benefit from growth in bespoke software and sovereign AI. The stock was up 1.6%.