Podcasts about coreweave

Gemini 3 franchit le nouveau record des IA les plus puissantes surtout avec la nouvelle version de Nano Banana. La bulle d'IA éclatera-t-elle en 2025 ou en 2026 ? Du nouveau aussi avec Windows 11 et les annonces de Microsoft à l'occasion de la conférence Ignite 2025   Patreon YouTube Discord Les deux tours Gemini 3, un modèle pour les calmer tous ?  Le retour du Roi ? Quel marché pour Opus ? République bananière : Gemini fait des comics. Google gonfle, comme la bulle, oui mais de quoi ? Le cas NVIDIA. Les cas d'Oracle et Coreweave. Achetez maintenant, ruiné plus tard ? Rallumer le feu Cobalt 200, agents partout, Ignite a du mal à créer l'étincelle. Windows en pleine crise de la quarantaine. Acte 2 pour Yann Le Cun. Starlink et les éruptions solaires. SpaceX continue son hobby, Blue Origin décolle, et Jeff aussi. Jeux vidéo Unreal et Unity se font des bisous. Where winds meet, le jeu qui te met un vent. IA pour les jeux vidéo : en fait, tout le monde s'en fout. Obsédé textuel : les Zork en open source. Participants Une émission préparée par Guillaume Poggiaspalla Présenté par Guillaume Vendé

Once again NVIDIA had a record earnings quarter (Q3FY26), but the strength of their on-going success will be dependent on many factors that may or may not be within their control. Let's explore those broader factors.SHOW: 978SHOW TRANSCRIPT: The Cloudcast #978 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:NVIDIA Earnings (Q3FY2026 - November 2025)WHAT WILL BE THE NEW METRICS AND MILESTONES TO TRACK?Customer Revenues (e.g. CoreWeave, OpenAI)“Alternatives” Revenues (e.g. Google/TPUs, AMD, China, etc.)Customer Success Stories (%ROI, Business Differentiation, Business Acceleration)Growth of Data Centers (e.g. buildouts, zoning approvals, etc.)Electricity Buildouts (e.g. nuclear, coal, alternative, regulatory changes, municipality adoption)Accounting Deep-Dives into NVIDIA (not fraud, but days receivables, inventory buybacks, etc.)$500B in back orders (Oracle, Microsoft, OpenAI, GrokAI)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

之前我们讲美国数据中心基建 (https://www.xiaoyuzhoufm.com/episode/6903fc896e241a8dee4a7f8e?s=eyJ1IjogIjVlYjNlZGMwOWM3MzVmOWNmNGY3ZmVhNCJ9)时，嘉宾很多观点和数据都在播客发出来之后一一被市场验证，比如微软CEO萨提亚·纳德拉称，AI缺的不是GPU是电力。 那期节目中我们梳理了AI巨头们各自找电的路径，最早转型AI的矿工CoreWeave，不仅崛起为云算力租赁的龙头，更将一种高杠杆、高风险的金融玩法带入这个赛道。本期节目我们将关注AI基建的四种常规路径与两种非常规路径，以及一股潜伏已久的关键力量——加密矿工。 另外，我们也会从资本市场的角度，聊聊AI基建的钱从哪儿来，是否正在酝酿一场席卷整个行业的投资泡沫？ 本期节目为《硅谷101 (https://www.xiaoyuzhoufm.com/podcast/5e5c52c9418a84a04625e6cc)》与《Web3 101》串台节目。 【主播】 泓君，硅谷101创始人，播客主理人 【嘉宾】 郑迪，前沿科技投资人（知识星球：22136749） 【赞助商】 本期节目由开源硬件钱包OneKey赞助播出。硬件钱包是保护加密资产最有效的方式之一。加密世界是黑暗森林，每个人都该为自己的资产负责。物理隔离的硬件钱包，能更好保护助记词不被盗窃。 访问OneKey官网 (https://shop.onekey.so/discount/web3101)购买开源硬件钱包，使用折扣码「web3101」可享受95折优惠。 【你将听到】 能源危机下的电力绿洲 03:04 摩根士丹利估算，比特币矿工转产可在未来的两年释放15Gw 05:08 另外三条解决AI能源问题的常规路径（核能，燃气，储能） 10:05 两条有难度的“非常规”路径（训练外迁，柴油） 12:19 市场疑问：“挖矿电”能变成稳定可靠的“AIDC电”吗？ 14:34 未来两年能否攻克B端，成为AI大基建能否持续的关键 16:43 1Gw数据中心500亿美元成本拆解 19:23 当前估值低于建造成本，矿工转型缺乏动力 复刻地产融资游戏 22:54 矿工转AI的两种模式：“卖电/租场地”和“买GPU卖算力” 24:58 Iris Energy：举债买卡的冒险家，困于“重资产”估值陷阱 29:34 生态为王：英伟达的“总包”霸权与AMD的“付费入场” 31:29 未来收益证券化+滚动开发，AI基建越来越像房地产 25:54 GPU证券化：底层资产是“AI金矿”还是“科技次贷”？ 37:03 诺贝尔经济理论也出错？亲历者复盘当年的金融理论失误 40:17 AI产业链已经形成了“铁锁连环”的金融风险 42:47 大厂策略：在高评级市场发债+打造“大而不能倒”格局+与国家战略捆绑 44:10 AI大基建的“终极买单者”——全球债券市场 浪潮中的转型博弈 48:31 行为金融学的囚徒困境：不惜代价搏一张AI船票 52:37 OpenAI的黄金上市时机：2026年上半年 56:34 加密矿场转AI，缺电及算力闲置仍是最大风险 62:24 比特小鹿：处于地缘政治的“灰色地带” 69:19 挖矿转AI成功的公司，都不是挖矿赛道的“优等生” 70:30 两种矿工：囤算力的（如Mara）vs 囤电力的（Iris） 74:43 矿工转型的最优解：挖矿保现金流，闲置电力滚动开发AIDC 76:49 比特币价格与AIDC转型，并非简单的线性关系 【节目中提到的相关公司和术语】 播客中提到的加密矿工： Applied Digital Core Scientific CleanSpark Riot Platforms Cipher Mining Galaxy Digital IREN 比特小鹿/Bitdeer Hut 8 Marathon Digital（MARA） Crusoe Energy Wulf 其他公司： CoreWeave Nebius Oklo GE Vernova (GEV) Blue Energy Anthropic Blue Owl Capital 金融术语： ATM（At-the-Market Offering ，按市价发行/增发） ABS（Asset Backed Securitization，资产支持证券） CDO（Collateralized Debt Obligation，担保债务凭证） REIT（Real Estate Investment，房地产投资信托） 【风险声明】 本期节目不构成任何投资建议，投资有风险，入市需谨慎。 本期节目参与者也均不持有节目中提到的股票。 【后期】 AMEI 【运营】 朱婕 【BGM】 Mumbai - Ooyy First Horizon - ELFL 【在这里找到我们】 收听渠道：苹果｜小宇宙 海外用户：Apple Podcast｜Spotify｜Google Podcast｜Amazon Music 联系我们：podcast@sv101.net Special Guest: 郑迪.

How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the “floor and ceiling” of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's Explained 18:24 - Is There Enough Credit to Fund AI Buildouts? 20:30 - Financial Markets are Like Consumers - they'll find the money 22:16 - Begging for ETF's - Be careful what you ask for 25:20 - Centralized Financial Markets are Swallowing BitCoin 28:24 - How the Fed Controls Liquidity 30:11 - Why is There Stress in the Liquidity Markets? 37:18 - The Linkage Between Liquidty & Function of Economy 39:04 - The Fed is Closer to QE Than Anyone Thinks 39:54 - Today's YouTube Poll 41:14 - What Will Markets Do Today?

How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the "floor and ceiling" of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's Explained 18:24 - Is There Enough Credit to Fund AI Buildouts? 20:30 - Financial Markets are Like Consumers - they'll find the money 22:16 - Begging for ETF's - Be careful what you ask for 25:20 - Centralized Financial Markets are Swallowing BitCoin 28:24 - How the Fed Controls Liquidity 30:11 - Why is There Stress in the Liquidity Markets? 37:18 - The Linkage Between Liquidty & Function of Economy 39:04 - The Fed is Closer to QE Than Anyone Thinks 39:54 - Today's YouTube Poll 41:14 - What Will Markets Do Today?

Het hoge woord is eruit, de cijfers waar iedereen op zat te wachten zijn er. Nvidia heeft een sport gemaakt van het overtreffen van verwachtingen. Omzet en winst zijn hoger dan beleggers en analisten hadden kunnen dromen. En ook de toekomst ziet er volgens Nvidia nog beter uit dat gedacht. Ter vergelijking: ze beweren dat de verkopen tien keer zo hoog gaan zijn als drie jaar geleden. Topman Jensen Huang maakt ook van de situatie gebruik om zich uit te laten over een AI-bubbel. Die ziet hij in ieder geval niet. Hij heeft inzicht in de aankomende groei van alle bedrijven die geld gaan verdienen aan kunstmatige intelligentie. En met hun groei zit het volgens Huang meer dan snor. Maar is Huang wel de juiste persoon om te beoordelen wat een bubbel is en wat niet? Dat hoor je in deze aflevering. We gaan dus uitgebreid in op de cijfers van Nvidia, en we vertellen je ook nog een spannend verhaal over ASML. Voormalig topman Peter Wennink zou hebben voorgesteld informatie van Chinese bedrijven door te spelen aan de Amerikanen, om zo geen exportrestricties op z'n dak te krijgen. En de chipmachinemaker zou een afspraak met de VS hebben geschonden over die exportrestricties.See omnystudio.com/listener for privacy information.

Bitcoin's slide has the entire market asking the same question: is this the beginning of real trouble, or the setup for the biggest buying opportunity of the year? This week on Market Mondays, we break down the volatility across crypto, AI, and equities as investors brace for major moves. From Peter Thiel unloading all his Nvidia and cutting 76% of his Tesla stake, to MicroStrategy trading below its net asset value, we analyze whether these are smart exits or signals of deeper cracks forming in the system.At the same time, the tech world is flashing warning signs—Meta is down 23%, Palantir is down 16%, and CoreWeave has crashed over 50%. With Nvidia reporting this week, the entire S&P 500 feels like it's tied to a single stock. Are we watching an AI bubble quietly deflate, or a temporary shakeout before the next run? Meanwhile, consumer discretionary is having its worst month in six months and financial stocks are hitting new highs. We break down whether this rotation into safety is healthy, or a setup for a major reversal.We close the episode with the biggest opportunities hiding in the chaos: which distressed assets might actually be long-term winners, why the bond market is having its strongest year since 2020, and what these signals mean heading into Black Friday and 2026. Plus—we share our hot takes on investing that most people don't agree with. If you want clarity on the markets, sentiment, and strategy, this is the episode you need.#MarketMondays #EarnYourLeisure #Bitcoin #Nvidia #AIStocks #Tesla #MicroStrategy #PeterThiel #Finance #Investing #StockMarket #WealthBuilding #FuturesTrading #CoreWeave #Meta #Palantir #SNP500Our Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über gute Chancen auf steigende Aktienkurse, Tristesse beim Bitcoin und drei Deutschland-Reformen, die jetzt auf den Weg gebracht wurden.  Außerdem geht es um: CoreWeave, Microsoft, Oracle, ServiceNow, Meta, Alphabet, Berkshire Hathaway, Uniper, Eon, RWE, Siemens Energy, Lufthansa, Fraport, BMW, Stellantis, Amazon, Intel, Block, Lift, Robinhood, Pinterest, Arista Networks, Roblox, Duolingo, Nu Holdings, Broadcom, Confluent, Micron Technology, Kenvue, Walmart, Keurig Dr Pepper, Freeport McMoran, Las Vegas Sands, BP, Bank of America, Nuccor, D.R. Horten, Chubb, Dominos Pizza, Meta, Nvidia, Figure Technology Solution, Disney, Sunrun, CMS Energy, Merus, Indivior, iShares MSCI EM ETF (WKN: A0RPWJ), Stubhub, CRH, Vistra, Klarna, Bullish, Figma, AMD, Fiserv, American Airline, Trust Financial, XBP Global Holdings, iShares Bitcoin Trust ETF (WKN: A3ERHE). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast „Deffner&Zschäpitz“ hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence.AI stocks face renewed volatility as major tech names correct sharply, while Japan's yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, and Bitcoin slips into a bear trend as whale selling accelerates.Key highlights include:✅ 88% of Americans now living in states in recession✅ US foreclosures up 20%; subprime auto delinquencies worst in 30 years✅ China industrial production & investment disappoint✅ UK unemployment rises to 5%; growth slips to 0.1%✅ AI stocks unwind: Oracle –36%, Tesla –15%, CoreWeave –37%✅ Japanese bond yields break to multi-decade highs✅ Dollar-yen breaks out on fears of Japanese credit risk✅ Precious metals spike but broad commodity supercycle unlikely✅ Copper & uranium driven by AI-linked power demand✅ Bitcoin enters bear market; volatility accelerates✅ Central banks: Fed cut odds fall below 50% due to missing data

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation, we break down the recent sell-off in asset prices — why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordy believes capital could rotate over the next 12–16 months. We also dig into Bitcoin's lackluster performance, whether investors should be worried, and how to interpret the current market environment.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana's growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at SolanaTo10K.com.======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================Timestamps: 0:00 – Intro1:49 – Why assets are selling off with no clear catalyst8:15 – Will markets stabilize into year-end?10:24 – The CoreWeave bottleneck & AI infrastructure limits12:37 – The next big theme: AI + pharmaceuticals18:53 – Innovation waves: humanoids, pharma, bitcoin25:04 – Bitcoin sentiment, distribution & long-term thesis38:32 – Jordi's winners through 2026

1:10 OpenAI、NVIDIA陣營，9月財神10月下旬變瘟神 5:10 CoreWeave財報後破底，蜜月行情飆漲後的估值修正 7:52 再次強調「現金流」的重要性 10:23 CoreWeave的損益報解讀 12:30 更重要的是現金流量表，與猜測公司財務策略 18:00 AI買家隱含違約機率的上升，CDS正在攀升 21:30 軟銀出清NVIDIA補OpenAI錢坑 24:35 軟銀會計作帳-資產表外化，比對微軟就知關鍵差異! 27:20 成立子公司認列大量利益，從權益法轉移成遠期合約的魔法 30:43 AI股的估值評估，與選股操作思維 相關圖表與文章連結: https://www.big-econ.com/index.php?sec=article&ID=4030 -- Hosting provided by SoundOn

Bitcoin mining stock prices were aflame on Thursday, while Bitdeer was putting out fires of its own. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Will, Colin, and Matt don their butchers' aprons to dissect Thursday's market carnage, with some bitcoin miners down double digits on the day. We cover Bitdeer's electrical fire at a facility in Ohio, discuss Lava's controversial custody model changes, Stone Ridge/Nydig's oil and gas expansion, and for this week's cry corner, Jim Cramer yells at CoreWeave's CEO. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining stocks down 5-10% across the board today • Bitdeer down 46% on five-day chart • $20B wiped from mining market cap since October • Riot peaked at $70, started Liberation Day at $2 • Bitdeer fire destroyed two mining units in Ohio • 650B annual revenue by 2029 needed for 10% AI return Timestamps: 00:00 Start 04:19 Market crashing 08:35 Difficulty Report by Luxor 13:11 Bitdeer mining farm in Ohio burning 23:02 Lava goes centralized 31:26 Auradine's new unit announced 38:59 What's NYDIG up to? 42:23 Cry Corner: CORZ delay

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, de los anuncios de la Casa Blanca y del fin al cierre del gobierno. Nos da los reportes de ingresos de CoreWeave, Occidental Petroleum, Tyson Foods, On Holdings, Oklo y Disney. Después habla de la adquisicion de Pfizer y de los nuevos terminos de hipotecas y prestamos de autos. Finalmente contestara unas preguntas de los Emprendeduros. Unete al grupo de inversión: https://www.youtube.com/channel/UCy5-O9CmBVndvL6Kz_BP3-w/join ¡Síguenos en Instagram! Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros Escucha mi Audiolibro: De Novato a Inversionista - El ABC de la Bolsa de Valores https://bit.ly/NovatoInversionista Para mas información sobre nuestro fondo visita: https://emprendedurosventures.com/

A volatile week in markets as Mackenzie Sigalos breaks down the big crypto selloff and Steve Liesman explains the Fed's dilemma. Sam Stovall of CFRA and Jose Rasco of HSBC analyze market reactions, while Seema Mody highlights the GPU-driven tech selloff and debates over Oracle and CoreWeave valuations. Futurm's Daniel Newman on how this week fits into the broader AI narrative. Katie Stockton of Fairlead walks through the technical on Nvidia, VIX and more. Courtney Reagan discusses Walmart's new CEO. Finally, Adam Crisafulli of Vital Knowledge previews next week's market catalysts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Will, Colin, and Matt don their butchers' aprons to dissect Thursday's market carnage, with some bitcoin miners down double digits on the day. We cover Bitdeer's electrical fire at a facility in Ohio, discuss Lava's controversial custody model changes, Stone Ridge/Nydig's oil and gas expansion, and for this week's cry corner, Jim Cramer yells at CoreWeave's CEO. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining stocks down 5-10% across the board today • Bitdeer down 46% on five-day chart • $20B wiped from mining market cap since October • Riot peaked at $70, started Liberation Day at $2 • Bitdeer fire destroyed two mining units in Ohio • 650B annual revenue by 2029 needed for 10% AI return Timestamps: 00:00 Start 04:19 Market crashing 08:35 Difficulty Report by Luxor 13:11 Bitdeer mining farm in Ohio burning 23:02 Lava goes centralized 31:26 Auradine's new unit announced 38:59 What's NYDIG up to? 42:23 Cry Corner: CORZ delay

Major US equity indices logged mixed performance this week, with a recent momentum unwind seeing some stabilization on Friday. AI names, retail-investor favorites, most-shorted names, crypto-linked companies, and quantum computing came under some pressure. Among the big stories in the ongoing AI-scrutiny thread were Softbank's sale of its Nvidia stake, a continuing selloff in Oracle with focus on its debt-fueled AI buildout plans, and Coreweave weakness after lowering guidance on delays from a third-party developer.

Een derde van de waarde is verloren gegaan sinds de piek van het aandeel Oracle in september. Toen explodeerde de koers nog na een deal met OpenAI. Dat ging voor 300 miljard dollar aan clouddiensten afnemen, en daar waren beleggers nogal blij mee. Maar in de afgelopen weken lijken ze van gedachten veranderd. Er is wat twijfel geweest over de hoge waarderingen van techaandelen, er is wat gesnoeid in die waarderingen ook. En Oracle komt er niet best uit: die daalt het hardst van allemaal. Zijn ze de enige, of de eerste die het te verduren krijgen? Het antwoord op die vraag hoor je in deze aflevering. Verder hebben we het ook over het dubbele afscheid van de week. Warren Buffett schreef een afscheidsbrief, en de beruchte Michael Burry sluit de deuren van zijn investeringsfonds. We vertellen je welke lessen je van deze 2 gurus moet onthouden. Je hoort over de eerste kwartaalcijfers van CVC Capital sinds hun intrede in de AEX. Die eerste paar maanden zijn niet fantastisch geweest. Het aandeel lijkt dit jaar alleen maar te kunnen verliezen. Terwijl CVC zelf juist nog nooit zo veel geld binnenharkte. En we hebben ook nog twee sappige verhalen voor je. Want twee grote klanten van Nvidia blijken keihard te lobbyen voor wetgeving die Nvidia liever niet van kracht ziet worden. En bij Aston Martin blijkt de bestuursvoorzitter op eigen houtje gesprekken te voeren om het bedrijf van de beurs te laten halen.See omnystudio.com/listener for privacy information.

So a lot of people think AI is a bubble. So we sent Verge senior reporter Liz Lopatto out to report on the AI bubble  — whether it's real, how it might pop, and what all of this means.She's joining the show today to talk about a particular company that sits right in the middle of all of it. That company is called CoreWeave, and Liz has spent considerable time diving into its history, its financials, and the truly fascinating story that all of that tells us about the modern AI boom. Links:  CoreWeave CEO plays down concerns about AI-spending bubble | WSJ Why debt funding is ratcheting up the risks of the AI boom | NYT Inside the data centers that train AI and drain the electrical grid | The New Yorker How a crypto miner transformed Into the multibillion-dollar backbone of AI | Wired CoreWeave signs $14 billion AI infrastructure deal with Meta | Reuters CoreWeave, Nvidia sign $6.3 billion cloud computing capacity order | Reuters Nvidia turned CoreWeave into major player in AI years before saving its IPO | CNBC CoreWeave inks $6.5 billion deal with OpenAI | CNBC ‘Project Osprey:' How Nvidia seeded CoreWeave's rise | The Information For this startup, Nvidia GPUs are currency | The Verge Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder is produced by Kate Cox and Nick Statt and edited by Ursa Wright. Our editorial director is Kevin McShane.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

AI stocks have experienced volatility, with companies like Nvidia, Oracle, Palantir, CoreWeave, and Snowflake at the forefront. The MAGS ETF dropped nearly five percent since late October, while capital spending on AI infrastructure increased. Nvidia announced up to $100 billion in investments in OpenAI, Broadcom and AMD secured major AI chip deals, and CoreWeave expanded its AI cloud services. Palantir and Snowflake outperformed in data management, while Salesforce, ServiceNow, Adobe, Workday, and HubSpot saw declines. OpenAI launched new products and reached a $500 billion valuation. Cloudflare, CrowdStrike, and Arista Networks advanced in their sectors. Meta invested in Scale AI and shifted its AI strategy, while Apple developed new AI features for Siri. The industry is transitioning from training AI models to running applications, with investors monitoring risks and opportunities.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

WSJ's Dan Gallagher takes us inside the little-known company playing a pivotal role in the AI spending boom. And Jessica Mendoza speaks to CoreWeave CEO Mike Intrator at WSJ Tech Live conference about whether the boom could be a bubble. Further Listening: - Is the AI Boom… a Bubble? - The Unraveling of OpenAI and Microsoft's Bromance - Artificial: The OpenAI Story Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Jonathan Goldowsky, Head of Investor Relations at Galaxy Digital, joins us to talk about Galaxy's record-breaking Q3 2025 with $505M in net income and $29.2B in revenue. We discuss the launch of Galaxy One, their new fintech platform, Galaxy's CoreWeave AI data center deal at their Helios campus in Texas, the historic 80,000+ Bitcoin trade, and what Galaxy's pivot to AI infrastructure really means for the company's bitcoin mining arm. **Notes:** • Net income: $505M in Q3 2025 • Total revenue: $29.2B, up 223% YoY • Largest Bitcoin trade ever: 80,000+ BTC sold • Assets on platform: $17B all-time high • CoreWeave deal: 800MW at Helios campus • Mining capacity reduced from 6+ EH/s to 1.5-2 EH/s Timestamps: 00:00 Start 03:24 Galaxy earnings overview 06:09 Galaxy One Launch 07:21 Premium Yield Account 09:03 Current Galaxy One customers 12:05 Staking 13:23 Cleanspark Ad 13:54 AI & HPC (Coreweave) 17:02 Powershell Vs Neocloud 21:13 Capital structure 24:58 Getting past the first build 26:44 New build sites? 28:19 Phasing out BTC mining?

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über Robotikfantasie bei Xpeng, die Weihnachtsüberraschung von FedEx und den Shutdown-Schub für Pharma. Außerdem geht es um Merck, Johnson&Johnson, Amgen, CoreWeave, Nvidia, Softbank, Micron, Oracle, Palantir, Merck KGaA, Siemens Healthineers, UPS, Bayer, Amazon, Alphabet, Microsoft, iShares Core MSCI World ETF (WKN: A0RPWH), Amundi MSCI All Country World ETF (WKN: LYX00C), Vanguard S&P 500 ETF (WKN: A1JX53), iShares Nasdaq 100 ETF (WKN: A0YEDL), Amundi Core Stoxx Europe 600 ETF (WKN: LYX0Q0), Xtrackers MSCI Japan ETF (WKN: DBX1MJ), iShares MSCI China ETF (WKN: A2PGQN), Xtrackers Artificial Intelligence & Big Data ETF (WKN: A2N6LC), Alphabet, Apple, Nvidia und Palantir, Euwax Gold II (WKN: EWG2LD), Xetra Gold (WKN: A0S9GB), Global X Infrastructure ETF (WKN: A40E7B), Vanguard FTSE All World (WKN: A2PKXG), SPDR MSCI All Country World ETF (WKN: A1JJTC), Xtrackers MSCI Emerging Markets ETF (WKN: A12GVR), Vanguard FTSE Emerging Markets ETF (WKN: A2PLTC), iShares EUR High Yield Corporate Bond (WKN: A2DUCZ) und PIMCO Euro Short-Term High Yield Corporate Bond (WKN: A2DLP1). Unter diesem Link könnt ihr euch kostenlos für die Masterclass anmelden: https://form.jotform.com/Product_Unit/masterclass-boersenweisheiten. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Softbank verkauft NVIDIA und kauft OpenAI. CoreWeave verdoppelt Umsatz, fällt aber trotzdem. Fraport ist wieder so viel wert wie 2018, Redcare holt Amazon-Manager und Vodafone wächst. Munich Re enttäuscht und Sea Ltd. kämpft mit TikTok und Alibaba. Rheinmetall (WKN: 703000), Hensoldt (WKN: HAG000) & Co. haben lange nur den Weg nach oben gekannt. Jetzt wird die Luft dünn. Aber die Rüstungsausgaben der europäischen NATO-Länder steigen weiter. Diesen Podcast vom 12.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

The Dow climbed to a record close as optimism over a potential end to the government shutdown lifted sentiment. Tech lagged after SoftBank sold its Nvidia stake and CoreWeave issued a weaker forecast.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

We're mashing up quantum computing, AI infrastructure, and space stocks as we dig into a handful of headline-grabbing earnings reports. From GPU farms on the ground to satellites in orbit, we're asking what's investable now… and what still belongs in the “sci-fi someday” bucket. Emily Flippen, Jason Hall, and Keith Speights: - Break down CoreWeave's latest results, including booming backlog, heavy capex, and whether an AI infrastructure arms race can still reward shareholders. - Compare CoreWeave's reality to “up-and-coming” quantum names like Rigetti, IonQ, D-Wave, and QUBT – and make the case for (or against) taking the tech-giant route with Alphabet or Microsoft instead. - Explain why Rocket Lab's record revenue, rising margins, and growing backlog are bright spots in a bruised space sector – and how government shutdown drama factors into the story. - Dig into AST SpaceMobile's satellite-to-cell strategy, big-name carrier partners, ambitious launch plans, and why 2026 could be a make-or-break year for the stock. Companies discussed: CRWV, RGTI, RKLB, SPCE, ASTS Host: Emily Flippen, Jason Hall, Keith Speights Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Microsoft says it will invest more than $10 billion to expand AI infrastructure in Portugal. And SoftBank sells its stake in Nvidia for $5.8 billion. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on the AI Daily Brief, NLW explores the rise of Kimi K2 Thinking, a new open-source model from China that's outperforming GPT-5 and Claude 4.5 Sonnet on agentic benchmarks—and doing it at a fraction of the cost. We'll look at how this shift is changing the balance of power between closed and open models, why Silicon Valley startups are already adopting Chinese systems, and what it means for the next phase of the AI race. Plus: Meta's new speech model, DeepSeek's dire job-market warning, and CoreWeave's data-center delays.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - ⁠⁠⁠⁠⁠⁠https://rovo.com/⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

One day after a tech sector rebound, the AI trade continues its wild ride. Carl Quintanilla, Jim Cramer and David Faber discussed CoreWeave shares down sharply despite a quarterly revenue beat. CoreWeave CEO Michael Intrator joined the program at Post 9 "First on CNBC" to talk about his company's growth strategy and the AI arms race. The anchors reacted to SoftBank selling its entire $5.8 billion stake in Nvidia. Also in focus: Senate bill passage moves the U.S. a step closer to ending the government shutdown, a Nike "Mad Dash," honoring our veterans. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action.  Also in focus: the state of the AI trade, following yesterday's big rebound - the team checked in with one AI software CEO about key risks ahead, broke down Softbank's big decision to sell its entire Nvidia stake, and got the street's take on new numbers out of AI hyperscaler Coreweave. Plus: hear from the CEO of one AI upstart that's changing the way we do medicine... starting with your doctors office.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On Veterans' Day, remembering those we know and knew that served, we note that the market comeback is nearly complete with only the last shreds of resistance remaining ahead of the recent top, look at some results from Coreweave, Softbank and Rocket Labs, the coming end of the government shutdown, macro data from UK hitting sterling, how AI data center infrastructure ages, some interesting links for the day and more. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Send us a textCoreWeave isn't OpenAI or Nvidia, but it's powering both.We unpack how this lesser-known company became essential to the AI ecosystem, including:What CoreWeave actually does and why it mattersHow $55B in backlog signals explosive demandWhy data centers, not apps, may define the next AI waveWhat an “AI capex bubble” could look likeA fast, insightful breakdown of the infrastructure race behind AI's biggest players.Chapters 02:57 CoreWeave's Financial Performance and Market Position05:52 Understanding CoreWeave's Role in AI Architecture08:34 Customer Relationships and Demand for AI Infrastructure11:33 Competitive Landscape and Capital Requirements14:10 The Bubble Discussion: AI Market Dynamics17:03 National Security and Data Center Infrastructure20:36 CoreWeave's Business Strategy and Future OutlookAdditional ReadingCoreWeave's stock slides on weak guidance even as revenue more than doubles (CNBC)CoreWeave to acquire Core Scientific in $9 billion all-stock deal (CNBC)CoreWeave Q3 EarningsListen to the Market Outsiders podcast, the new daily show with the Management Consulted teamConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

In the first hours of Tuesday's trading session, CoreWeave (CRWV) sold off as much as 15%. David Nicholson still considers the company a "proxy" for the A.I. trade. He likes CoreWeave's strong potential, though admits it faces risk if hyperscalers pull out of their contracts. Mike Maloney also says he's "bullish on the long-term" and makes the case that taking on debt is the best way for CoreWeave to grow. He later explains how the company is "piggy-backing" off their Bitcoin mining roots.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

CoreWeave CEO Michael Intrator discusses the company's data-center delay, plans to diversify its suppliers and working with Nvidia on "Bloomberg Tech." CoreWeave lowered its annual revenue forecast due to a delay in fulfilling a customer contract, citing temporary delays related to a third-party data center developer.See omnystudio.com/listener for privacy information.

The S and P 500 fell pressured by declines in tech following strong gains in the previous session, CoreWeave shares slid 14 percent after the company's guidance disappointed investors hurting the artificial intelligence trade, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

Stock market update for November 11, 2025.Follow us on Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über die große Erleichterungsrallye an der Wall Street, Ernüchterung bei CoreWeave und einen Abschiedsbrief von Warren Buffett. Außerdem geht es um Nvidia, Google, Tesla, Paramount Skydance, C3AI, Palantir, Commerzbank, Siemens Energy, Hannover Rück, Randstad, Adecco, ManpowerGroup, Recruit Holdings, ZipRecruiter, DHI, Airbus, Rolls Royce, Hensoldt, Leonardo, Thales, Xtrackers Europe Defence Technologies ETF (WKN: DBX0W8) und Global X Europe Focused Defence Tech ETF (WKN: A416YM). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European bourses firmer across the board, with outperformance in the FTSE 100; US equity futures are modestly lower.NVIDIA slips -1.5% after Softbank sells stake and following poor CoreWeave results.GBP slides on dismal UK jobs, EUR unreactive to ZEW; DXY treads water.Gilts soar post-jobs data which raises the odds of a December BoE cut; USTs cash bond trade shut on account of Veterans' Day.XAU peaks just shy of USD 4150/oz as continued attacks on Russian refineries drive crude benchmarks higher.Highlights include Weekly Prelim Estimate ADP, Speakers including BoE's Dhingra, RBA's Jones.Holidays: US Veterans' Day; Canadian Remembrance Day.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Meer winst en meer omzet. Met die belofte trapte Adyen de beleggersdag vrolijk af. De marges gaan oplopen, tot boven de 55 procent zeggen ze zelf. Beleggers krijgen het kwijl in de mond ervan. En Adyen ziet ook nog eens een buitenkansje: ze kunnen een van de grootste jongens in hun sector worden. Wat daarvoor nodig is, en wat er gebeurt als Adyen die doelen een keer niet haalt, dat hoor je in deze aflevering. Verder gaat het over datacenterbouwer CoreWeave. Dat verlaagt juist de verwachtingen. Niet omdat het vraag tekort komt, maar omdat ze die vraag niet aankunnen. Het bouwen van die datacenters is duur, de chips die erin moeten ook, en de concurrentie zaagt ook nog eens aan de stoelpoten. Dus ze moeten toegeven dat het allemaal wat minder rooskleurig is dan ze eerder dachten. We vertellen je ook over Softbank. De Japanse investeringsbank casht voor een kleine 6 miljard dollar. Ze verkopen namelijk al hun aandelen Nvidia. En je komt ook nog te weten waarom beleggers zich opeens moeten buigen over de vraag: wat is de definitie van een vliegtuigstoeltje bij het raam?See omnystudio.com/listener for privacy information.

Tech stocks seeing a rebound with an end to the government shutdown in sight. How Coreweave's latest results are moving that name, and the action in Semis, software, and more. Plus A Retail Would You Rather, as Walmart and Target gear up for a holiday surge. Who are our traders are sticking with, and the next move in those names.Fast Money Disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Before CoreWeave reported earnings after Tuesday's close, Rick Ducat dove into the A.I. infrastructure company's technicals. While the stock surged since its IPO, Rick points out that CoreWeave (CRWV) still hasn't rallied as much as peers like Nebius (NBIS) and Applied Digital (APLD). He highlights key levels to watch and where investors expect the shares to move through a glimpse at the options front.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

CoreWeave (CRWV) earnings are on deck. Rick Ducat prepares investors and traders for the report with a look at the technical formations on its chart. He looks at the downtrend from its highs around $187, circling the sharper move down over the past couple of weeks. Rick highlights a "big breakdown" on its RSI momentum indicator and larger volume activity around its -1 standard deviation level. Later, Tom White takes a look at an example options strategy for CoreWeave. He demonstrates a bullish call diagonal trade and explains how it takes advantage of different vol. levels.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Don Gentile believes in the long-term thesis for CoreWeave (CRWV) but sees Monday's after-hours earnings report as a volatile one. He urges investors watch the company's handling of power contracts and how it balances capacity constraints. Concentration risk is another concern Don has for the A.I. infrastructure company, though he sees CoreWeave diversifying its portfolio long-term. Tom White takes investors through the options front for CoreWeave.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

APAC stocks traded higher amid the improving US-China trade environment and with hopes of ending the US government shutdown as several Democrats supported Republicans to pass a measure through the procedural vote in a rare Senate session on Sunday.US Senate voted 60 vs 40 to advance the government funding bill through the procedural hurdle, moving it closer towards passage, after 8 Democrats supported the measure in a rare Sunday session.Chinese inflation data over the weekend which printed above forecasts, although factory gate prices remained in deflation.NVIDIA (NVDA) CEO said they have very strong demand in Blackwell chips and asked TSMC (2330 TT) for more wafers to meet strong AI demand.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 1.4% after the cash market closed with losses of 0.8% on Friday.Looking ahead, highlights include Norwegian CPI (Oct), EZ Sentix (Nov), Chinese M2 & New Yuan Loans (Oct), Speech from BoE's Lombardelli, Supply from the UK, Earnings from Hannover Re, CoreWeave & Barrick Mining.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia's own AI chips. It's not the first time. Nvidia's done similar deals with OpenAI, CoreWeave, and xAI, fueling record demand for its GPUs. But is this smart strategy—or circular financing? Some call it vendor financing, others say it's round-tripping—a tactic that helped inflate the dot-com bubble two decades ago. Lance Roberts & Michael Lebowitz unpack how the AI industry may be funding itself, why that's raising eyebrows, and what investors should watch for as the hype builds. 0:19 - Are Tariffs a Tax? 4:03 - Buy-the-Dip'er's Continue their March 8:40 - Michael's Fed re-cap - Stealth QE? 14:08 - Where is All the Liquidity Going? 17:45 - What Will Trigger QE? 19:16 - The Fed's QE Trap 21:13 - Stress in the REPO Market 24:15 - Market Froth & Valuations - the Mag-7 28:57 - Where the Debt is Piling Up in Anticipation of AI Build 33:32 - Nvidia's Infinite Money Loop 37:32 - What If Projections & Expectations Are Not Realized? 42:55 - Looking at CAPE (as Nvidia is 8% of Market) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=PBMx8sckBhk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles Mentioned in Today's Show: "Nvidia Deals: Round Tripping Or Vendor Financing?" https://realinvestmentadvice.com/resources/blog/nvidia-deals-round-tripping-or-vendor-financing/ -------- The latest installment of our new feature, Before the Bell, "Buy-the-Dip Isn't Dead Yet" is here: https://www.youtube.com/watch?v=UU_zCk3hYhs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "6 Moves You Should Make Now Before RMDs Start," is here: https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BuyTheDip #SP500 #MarketBreadth #Investing #PremarketUpdate #Nvidia #ArtificialIntelligence #StockMarket #TechInvesting #FinancialEngineering

Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia's own AI chips. It's not the first time. Nvidia's done similar deals with OpenAI, CoreWeave, and xAI, fueling record demand for its GPUs. But is this smart strategy—or circular financing? Some call it vendor financing, others say it's round-tripping—a tactic that helped inflate the dot-com bubble two decades ago. Lance Roberts & Michael Lebowitz unpack how the AI industry may be funding itself, why that's raising eyebrows, and what investors should watch for as the hype builds. 0:19 - Are Tariffs a Tax? 4:03 - Buy-the-Dip'er's Continue their March 8:40 - Michael's Fed re-cap - Stealth QE? 14:08 - Where is All the Liquidity Going? 17:45 - What Will Trigger QE? 19:16 - The Fed's QE Trap 21:13 - Stress in the REPO Market 24:15 - Market Froth & Valuations - the Mag-7 28:57 - Where the Debt is Piling Up in Anticipation of AI Build 33:32 - Nvidia's Infinite Money Loop 37:32 - What If Projections & Expectations Are Not Realized? 42:55 - Looking at CAPE (as Nvidia is 8% of Market) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=PBMx8sckBhk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles Mentioned in Today's Show: "Nvidia Deals: Round Tripping Or Vendor Financing?" https://realinvestmentadvice.com/resources/blog/nvidia-deals-round-tripping-or-vendor-financing/ -------- The latest installment of our new feature, Before the Bell, "Buy-the-Dip Isn't Dead Yet" is here: https://www.youtube.com/watch?v=UU_zCk3hYhs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "6 Moves You Should Make Now Before RMDs Start," is here: https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BuyTheDip #SP500 #MarketBreadth #Investing #PremarketUpdate #Nvidia #ArtificialIntelligence #StockMarket #TechInvesting #FinancialEngineering

Frontier AI is colliding with real-world infrastructure. Eiso Kant (Co-CEO & Co-Founder, Poolside) joins the MAD Podcast to unpack Project Horizon— a multi-gigawatt West Texas build—and why frontier labs must own energy, compute, and intelligence to compete. We map token economics, cloud-style margins, and the staged 250 MW rollout using 2.5 MW modular skids.Then we get operational: the CoreWeave anchor partnership, environmental choices (SCR, renewables + gas + batteries), community impact, and how Poolside plans to bring capacity online quickly without renting away margin—plus the enterprise motion (defense to Fortune 500) powered by forward deployed research engineers.Finally, we go deep on training. Eiso lays out RL2L (Reinforcement Learning to Learn)— aimed at reverse-engineering the web's thoughts and actions— why intelligence may commoditize, what that means for agents, and how coding served as a proxy for long-horizon reasoning before expanding to broader knowledge work.PoolsideWebsite - https://poolside.aiX/Twitter - https://x.com/poolsideaiEiso KantLinkedIn - https://www.linkedin.com/in/eisokant/X/Twitter - https://x.com/eisokantFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)Blog - https://www.mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) Cold open – “Intelligence becomes a commodity”(00:23) Host intro – Project Horizon & RL2L(01:19) Why Poolside exists amid frontier labs(04:38) Project Horizon: building one of the largest US data center campuses(07:20) Why own infra: scale, cost, and avoiding “cosplay”(10:06) Economics deep dive: $8B for 250 MW, capex/opex, margins(16:47) CoreWeave partnership: anchor tenant + flexible scaling(18:24) Hiring the right tail: building a physical infra org(30:31) RL today → agentic RL and long-horizon tasks(37:23) RL2L revealed: reverse-engineering the web's thoughts & actions(39:32) Continuous learning and the “hot stove” limitation(43:30) Agents debate: thin wrappers, differentiation, and model collapse(49:10) “Is AI plateauing?”—chip cycles, scale limits, and new axes(53:49) Why software was the proxy; expanding to enterprise knowledge work(55:17) Model status: Malibu → Laguna (small/medium/large)(57:31) Poolside's Commercial Reality today: defense; Fortune 500; FDRE (1:02:43) Global team, avoiding the echo chamber(1:04:34) Next 12–18 months: frontier models + infra scale(1:05:52) Closing

OpenAI: reportedly losing $12 billion a quarter.

Core Scientific shareholders voted no on CoreWeave's $9 billion acquisition proposal, and CleanSpark acquired a Texas site for a 285 MW AI site. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! For this week's roundup, we break down Core Scientific shareholders voting NO on the $9B CoreWeave acquisition, CleanSpark's plans for a new 285 megawatt Texas site for AI workloads, and TeraWulf's record 25-year contract with FluidStack. Plus, Ethan Vera from Luxor joins to analyze the ASIC market and where hash rate growth is really coming from. And for this week's cry corner, why the filter soft fork is doomed to fail. Notes:  • Core Scientific shareholders rejected CoreWeave deal • Hashprice dropped to $43.73 per petahash daily • Difficulty adjusted upward 6.3% • Hashrate reached 1.1 zettahash on 7-day average • CleanSpark acquired Texas site with 300 MW pipeline • TeraWulf signed 25-year deal with FluidStack Timestamps: 00:00 Start 02:09 Difficulty Report by Luxor 07:47 ASIC market update 12:01 CORZ deal fails 22:14 CleanSpark data center acquisition 27:51 WULF $9.5B FS extension 33:36 Cry Corner: Fork time?