Did CoreWeave Acquire a Gold Mine?
CoreWeave just announced a $9 billion all-stock deal to acquire Core Scientific…
Nick Rokke
Senior Analyst
Latest from Nick Rokke - Page 2
Softbank Leans In
Softbank’s Masayoshi Son has quietly shaped more of the modern tech world than most people realize…
Oracle’s AI Bet Is Paying Off – and It’s Just Getting Started
Wall Street is waking up to the fact that this company has been wildly mispriced…
AI Demand Surges Faster Than Anyone Expected: Who’s Using AI and Why
For months, skeptics have claimed that AI is a bubble. But the exact opposite is happening…
Meta Goes Nuclear: Why Big Tech’s Green Facade Signals a Massive Boom
The AI megatrend – and the U.S. power grid – is looking for new energy…
Wall Street’s Semiconductor Blind Spot
We’re still in the early innings of the largest and most explosive infrastructure buildout in history.
Three Signs the Market Has Bottomed
Right now, the market is sending very clear signs that the bottom is in…
Tariffs Are Here – And the Market’s Reaction Has Been Swift
Today, we turn to senior analyst Nick Rokke with an update on the markets in the aftermath of President...
