David Engle, Author at MarketWise

4 Top Neocloud Stocks: How CoreWeave, Nebius, TeraWulf, and IREN Are Financing the AI Boom

CoreWeave, Nebius, Iren, and TeraWulf are racing to expand AI infrastructure. Here's how their funding strategies could impact neocloud stocks.

By David Engle | August 20, 2026

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Nvidia Has Been the Most Aggressive AI Investor in 2026. Here’s Why That Strategy Could Soon Backfire

Nvidia is investing billions in Intel, SpaceX, and AI startups while helping finance the infrastructure behind the AI boom. Here's what it means for NVDA stock.

By David Engle | August 20, 2026

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IBM’s $240M Together AI Neocloud Deal – What It Means for AI Stocks

IBM's $240 million Together AI deal marks its entry into the neocloud market. Here's what it means for IBM, Nvidia, CoreWeave, Nebius, and investors.

By David Engle | August 14, 2026

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Bitdeer’s $4.7 Billion Data-Center Lease to Cloud Startup Tied to Anthropic AI Deal: Here’s Who Benefits

Anthropic's $10 billion Norway computing-power deal with Volta could benefit Nvidia, Dell, Bitdeer, and other companies powering the next phase of the AI boom.

By David Engle | August 13, 2026

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Does Intel’s $20 Billion Stock Sale Signal a Buying Opportunity or a Warning Sign?

Intel's $20 billion stock offering will fund AI and foundry expansion but dilute shareholders. Is Intel's stock sale a buying opportunity or a warning sign?

By David Engle | August 13, 2026

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Memory Capacity Is Sold Out Through 2027. Why Have Micron, SK Hynix, and Samsung Shares Tumbled?

Micron, Samsung, and SK Hynix memory are sold out through 2027, yet the stocks have dropped by double digits over the past month or so. Here's why.

By David Engle | August 7, 2026

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