Podcasts about coreweave

Dan Nathan and Guy Adami welcome Jim Chanos, founder of Chanos and Co, to discuss a wide range of investment and market topics. They delve deep into Chanos' investment strategies, including his focus on short selling and hedging, as well as his views on the AI CapEx and its potential impacts on various industries. Jim also provides insights into specific companies like MicroStrategy and CoreWeave and highlights the implications of excessive reliance on subprime loans in companies like Carvana. The discussion expands to macroeconomic issues, such as the Chinese economy and its trade relationships with the U.S., and the speculative nature of current market conditions. The episode concludes with a look at retail investment behavior and the potential risks in the crypto market. Articles Referenced - Credit Market's Reality Check Follows Decade of Loose Lending (Bloomberg) - The American and Chinese Economies Are Hurtling Toward a Messy Divorce (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Mike Intrator, CEO of CoreWeave, explained why the company's relationship with Nvidia is "symbiotic but not equal," the future of the AI economy, and more as part of a conversation with Barron's editor at large Andy Serwer. This interview was recorded on Jan. 21, 2026, at the World Economic Forum meeting in Davos, Switzerland. Learn more about your ad choices. Visit megaphone.fm/adchoices

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den ASML-Moment, den IBM-Triumph, schlechte Luxus-Perspektiven und endlich mal wieder einen Börsengang. Außerdem geht es um Invesco Nasdaq-100 Swap ETF (WKN: A2QMHS), Jenoptik, Micron, Nvidia, TSCM, AT&T, Amazon, GE Vernova, LVMH, Hermes, Kering, Moncler, Brunello Cuccinelli, DWS, Western Digital, Seagate, Sandisk, CoreWeave, Siemens Energy, Pfisterer, Vorwerk. 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. Der Börsen-Podcast 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 der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Pinterest-Problem, das Comeback der grünen Energien, den Run bei Momentum und die Aktie, die den Dow ins Minus drückt. Außerdem geht es um UnitedHealth, Humana, CVS Health, Micro Technology, Texas Instruments, Corning, Coreweave, iShares USA Momentum ETF (WKN: A2AP36), GM, Boeing, American Airlines, JetBlue, Richtec Robotic, Microsoft, iShares Global Clean Energy (WKN: A0MW0M), Energias de Portugal, Acciona, Rexel, Prysmian, NKT, Siemens Energy, Orsted, Engie, Adidas, Puma, Anta Sports. 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. Der Börsen-Podcast 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 today's episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it. They discuss: - Nvidia's $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints - How restaurant tech is pushing the limits on throughput - A rare-earth deal between private companies and the U.S. government highlighting what are issues of national security Companies discussed: NVDA, CRWV, TOST, SHOP, CAVA, SG, WING, USAR Host: Emily Flippen, Jason Hall, Asit Sharma 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

Gold and silver hit fresh records as the dollar slides, and investor Peter Boockvar sizes up the Fed meeting with a massive earnings week on deck — including whether Big Tech's AI spending holds up. Plus: Nvidia takes a stake in CoreWeave, the latest on the travel trade after this weekend's snowstorm, and a private-credit warning from BlackRock TCP Capital ripples through the space.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.

The Information's Editor-in-Chief Jessica Lessin talks with TITV Host Akash Pasricha about the erupting political debate in Silicon Valley, Sam Altman's internal warnings about ICE, and Anthropic CEO's AI Essay. We also talk with David Levy of Porch Capital about Nvidia's deepening ties to CoreWeave and the future of edge inference, Erin Woo about the massive legal trials facing social media giants, and we get into Pinterest's major layoffs and AI shift with a previous clip of Pinterest CEO Bill Ready.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/social-medias-reckoninghttps://www.theinformation.com/briefings/pinterest-cut-15-staff-part-ai-shifthttps://www.theinformation.com/briefings/openai-ceo-says-ice-going-far-internal-memoSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Ekstase bei den Edelmetallen, schwächelnde Geburtstagskinder und die Nordsee-Pakt-Profiteure. Außerdem geht es um Newmont, USA Rare Earth, Nvidia, Coreweave, Cloudflare, Orsted, Vestas, Intel, United Health, Friedrich Vorwerk, Opendoor, Rocketlab, Intuitive Machines, GameStop, Microsoft, Meta, Tesla, Apple, ASML, SAP, ServiceNow, OHB, Airbus und hier geht's zum wöchentlichen AAA-Newsletter: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ 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. Der Börsen-Podcast 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

Plus: Trump administration to take stake in rare-earth metal company. And quantum-computing company IonQ to acquire chip maker SkyWater Technology. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Israel recovers the body of the last hostage in Gaza. And Nvidia invests $2 billion in CoreWeave to build AI factories. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber discussed the open letter from more than 60 CEOs of Minnesota-based companies including 3M, Target and UnitedHealth. It calls for state and federal officials to de-escalate tensions and work together in wake of the turmoil in Minneapolis — after federal immigration agents fatally shot a U.S. citizen for the second time this month. CoreWeave shares soared on news that Nvidia is investing $2 billion in the cloud computing firm -- as part of an extension of their AI partnership.  Nvidia CEO Jensen Huang and CoreWeave CEO Mike Intrator joined the program exclusively to talk about their companies' alliance and the AI landscape. Also in focus: Winter storm impact, four "Mag 7" companies lead this week's earnings parade, "Squawk on the Street" anchors ring the NYSE opening bell in celebration of the show's 20 years on CNBC.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.

MRKT Matrix - Monday, January 26th S&P 500 rises as Apple, Meta gain ahead of earnings (CNBC) Fed to Hold Rates as Political Storm Intensifies Around Powell (Bloomberg) Nvidia invests $2bn in CoreWeave in new data centre push (FT) Microsoft Unveils Latest AI Chip to Reduce Reliance on Nvidia (Bloomberg) Anthropic Sought Billions for Apple Deal, Report Says (The Information) Drugmakers turn to AI to speed trials, regulatory submissions (Reuters) SoftBank Halts Talks to Buy Data Center Firm Switch in Blow to Son's Stargate Ambitions (Bloomberg) Deadly Winter Storm Disrupts Air Travel, Leaves Hundreds of Thousands Without Power (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

In this episode, we discuss NVIDIA's massive $2 billion investment in CoreWeave, a deal aimed at rapidly expanding CoreWeave's AI compute capacity to five gigawatts by 2030, a move that will position them among the world's most energy-intensive AI infrastructure providers. We also explore CoreWeave's strategic pivot from crypto mining to AI infrastructure, its aggressive debt-leveraged expansion, and its ongoing acquisition strategy to build an integrated AI development stack.Chapters00:00 NVIDIA's $2B CoreWeave Investment00:00 AI Box New Feature00:01 CoreWeave's Financial Strategy & Expansion00:06 CoreWeave's Transformation and Acquisitions00:08 NVIDIA's Strategic Partnerships

Enterprise Software Reporter Kevin McLaughlin joins TITV Host Akash Pasricha to discuss OpenAI's aggressive new sales push to lure enterprise customers away from Anthropic and why branding remains their biggest hurdle. We also talk with E-commerce reporter Ann Gehan about OpenAI's premium $60 CPM ad pilot and Synthesia CEO Victor Riparbelli about his company's new $4 billion valuation and the future of interactive, "AI-native" video. Finally, we get into Nvidia's $2 billion investment in CoreWeave and the "Davos of data centers" with our cloud reporter Anissa Gardizy.Articles discussed on this episode: https://www.theinformation.com/articles/openai-seeks-premium-prices-early-ads-pushhttps://www.theinformation.com/articles/openai-aims-lure-businesses-anthropichttps://www.theinformation.com/newsletters/ai-infrastructure/five-takeaways-data-center-davoshttps://www.theinformation.com/newsletters/ai-agenda/openai-doubling-enterpriseshttps://www.theinformation.com/briefings/nvidia-invests-another-2-billion-coreweave-new-dealSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Our 231st episode with a summary and discussion of last week's big AI news!Recorded on 01/16/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Anthropic's new cowork tool integrates Claude code, potentially simplifying multiple computing tasks from editing videos to compiling spreadsheets.Significant funding rounds see Anthropic raising $10B at a valuation of $350B, while XAI raises $20B, underscoring the immense market interest in AI startups.Nvidia faces supply challenges for H200 AI chips due to overwhelming demand from China, despite high costs per unit and its potential impact on U.S. company revenue.Policy debates highlight tensions around U.S. export controls to China, with leaders like Justin Lin from Alibaba and Jake Sullivan, former national security advisor, weighing in on the ramifications for the AI industry's future.Timestamps:(00:00:10) Intro / Banter(00:01:30) News PreviewTools & Apps(00:02:13) Anthropic's new Cowork tool offers Claude Code without the code | TechCrunch(00:09:45) Google's Gemini AI will use what it knows about you from Gmail, Search, and YouTube | The Verge(00:12:45) Google removes some AI health summaries after investigation finds “dangerous” flaws - Ars Technica(00:16:29) Gmail is getting a Gemini AI overhaul(00:18:12) Slackbot is an AI agent now | TechCrunchApplications & Business(00:20:11) Anthropic Raising $10 Billion at $350 Billion Value(00:22:25) Elon Musk xAI raises $20 billion from Nvidia, Cisco, investors(00:24:47) NVIDIA Needs a Supply Chain ‘Miracle' From TSMC as China's H200 AI Chip Orders Overwhelm Supply, Triggering a Bottleneck(00:29:26) OpenAI signs deal, worth $10B, for compute from Cerebras | TechCrunch(00:31:49) CoreWeave in focus as it amends credit agreement(00:34:30) LMArena lands $1.7B valuation four months after launching its product | TechCrunchProjects & Open Source(00:35:54) Nemotron-Cascade: Scaling Cascaded Reinforcement Learning for General-Purpose Reasoning Models(00:43:15) mHC: Manifold-Constrained Hyper-Connections(00:49:53) IQuest_Coder_Technical_Report(00:54:58) TII Abu-Dhabi Released Falcon H1R-7B: A New Reasoning Model Outperforming Others in Math and Coding with only 7B Params with 256k Context Window - MarkTechPostResearch & Advancements(01:01:42) Deep Delta Learning(01:07:47) Recursive Language Models(01:13:39) Conditional memory via scalable lookup(01:18:54) Extending the Context of Pretrained LLMs by Dropping their Positional EmbeddingsPolicy & Safety(01:26:06) Constitutional Classifiers++: Efficient Production-Grade Defenses against Universal Jailbreaks(01:31:00) Nvidia CEO says purchase orders, not formal declaration, will signal Chinese approval of H200(01:32:24) China AI Leaders Warn of Widening Gap With US After $1B IPO Week(01:37:25) Jake Sullivan is furious that Trump removed Biden's AI chip export controls | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and author of The Boock Report, sees "bells ringing" on the AI tech trade with Oracle, CoreWeave, and Nvidia showing tiredness, and warns the question is whether the baton can be passed to other sectors without the market falling apart. His three favorite groups for 2026 are energy (where $60 oil is "one of the cheapest assets in the world" and he sees $70+ minimum), agriculture (fertilizer stocks like Mosaic and Nutrient), and beaten-down consumer staples offering "bond-like dividend yields with equity-like upside." On Venezuela, he disagrees with the oil-for-midterms thesis - it's really about stiff-arming China, Russia, and Iran, and won't impact oil supply for 5-10 years anyway. He's been trimming silver after its vertical move toward $100 but still likes gold driven by central bank buying and dollar diversification. His biggest concern: if we lose the AI trade, its dominance is so large it could take everything down with it.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks: Substack/The Boock Report: https://boockreport.com/Twitter/X: https://x.com/pboockvarTimestamps:00:00 Intro and welcome Peter Boockvar01:18 2025 retro: World markets did really well, fire lit under international markets03:15 Bells ringing on AI tech trade - Oracle, CoreWeave, Nvidia tiredness05:45 China competition in AI - models more applicable, monetizing faster06:30 Bifurcated economy: Manufacturing recession, lower-middle income spending weak07:45 Data center build out - question of when not if it slows08:30 Delta earnings: Premium cabin strong, main cabin no growth09:15 Europe bifurcated too: Germany/France struggling, Spain/Greece doing well11:36 Three favorite groups for 2026: Energy, ag, consumer staples12:15 Energy: Bearish sentiment extreme, contrarian setup, CFTC net longs at 15-year lows13:30 Venezuela: 5-10 years before notable production increase14:15 OPEC production lagging quotas - most running at full capacity15:00 US shale production slowing, rolling over even in Permian15:45 Peak oil demand pushed out - hybrids winning, EV demand delayed16:30 Ag: Fertilizer stocks - Mosaic, Nutrient - down and out value plays17:15 Consumer staples destroyed over 12 months - deep value now17:52 Names: Kimberly Clark, Nestle, Pepsi, ConAgra, Coke, Reynolds18:24 Oil at $60 is one of the cheapest assets in the world - sees $70 minimum19:15 Energy holdings: Exxon, BP, Shell, Canadian Natural Resources, Oxy, Noble, EQT23:44 Venezuela won't impact oil supply for 5-10 years - focused on near-term25:32 Inflation: Conflicting dynamics - services decelerating, goods inflation returning27:00 Next Fed chair will have inflation dilemma - sticky around 3%28:45 Services inflation could rebound in back half of 2026 as apartment supply absorbed29:01 Reaction to Powell subpoena30:09 Powell is done cutting - will be playing 18 holes in June31:28 Last Fed cut was not necessary - took neutral rate below 1%32:30 Need low and stable prices first, then labor market improves35:34 Gold north of $4,600 - levels don't surprise, maybe pace did36:27 Silver at $92 - trimming position, tree needs to take a breather37:30 Gold thesis: Central bank buying, dollar diversification has more legs38:49 2025 lesson: World woke up to opportunities outside mag seven40:22 What not to own: Mag seven, long duration bonds40:46 Japan matters for global rates - JGB yields rising, canary in coal mine42:00 Bullish emerging market local currency bonds - better finances, cheap currencies42:57 EM names: China, Malaysia, Singapore, Mexico, Brazil, Chile, Indonesia43:45 Biggest risk: Losing AI trade and gap up in long-term rates44:24 Optimism: Broadening out continues, international markets, commodity trade has legs45:03 Parting thoughts: Investors need to be flexible in their thinking

In a market dominated by AI narratives and software-driven growth, it's easy to lump technology companies into a single bucket. But a closer look often reveals very different stories beneath the surface. Two companies that highlight this contrast particularly well are Datadog (DDOG) and CoreWeave (CRWV)—both high-quality software businesses, yet operating in entirely different domains and exhibiting sharply different market behavior.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Today we're breaking down what WallStreetBets is actually paying attention to right now, not based on hype, but based on real price action, trend structure, and objective signals. This video walks through the most talked-about stocks over the last 24 hours and filters them through a professional, rules-based lens instead of vibes, stories, or internet narratives.The goal here is simple. Strip away bias. Strip away opinions. Look at what price is doing and what the market is confirming. That's it.You'll see why stocks like SoFi, Meta, Delta Airlines, and CME Group can stay heavily discussed while still being objectively weak setups. Popular does not mean profitable. Attention does not equal opportunity. If price is trending down, no amount of belief or community conviction changes that.On the flip side, you'll also see why names like CoreWeave, Poet Technologies, PL, and INBS rise to the top. These stocks are not winning because of headlines or hype. They're winning because trend, sector strength, market conditions, and order flow are aligned. That alignment is what creates repeatable edges.Throughout the breakdown, the focus stays on a few core principles. Trends are defined mathematically, not emotionally. Order blocks represent trapped buyers and sellers, not magic lines. Fear and greed data helps contextualize behavior, not predict the future. And most importantly, professional investors do not forecast. They react.Here's what you'll learn in this video:✅ How to objectively rank WallStreetBets stocks by 24-hour momentum✅ Why sell signals matter even when a stock is popular✅ How bullish and bearish trends are defined using the 10, 20, and 50✅ What order blocks actually represent in real market psychology✅ Why buying strength beats buying dips over the long runThere's also a bigger lesson running underneath the entire discussion. You do not need to understand a company's story to trade it effectively. You do not need to love a stock to make money from it. All that matters is whether price is moving up or down and whether the market is confirming that move.This approach is about removing noise and focusing on what actually pays. Fundamentals, narratives, and news can be interesting, but they do not put money in your account. Price does.Everything shown in this video is evaluated the same way, with the same rules, and without favoritism. That's how consistency is built. Not by guessing. Not by predicting. But by letting the market tell you what's working right now.If you're tired of chasing hype and want a clearer way to think about stocks, trends, and risk, this breakdown will sharpen how you look at charts and decision-making going forward.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

The AI boom is hitting real limits. In this episode, the Newcomer team breaks down why data centers are running out of power, what is really happening inside OpenAI after its latest shakeup, and why neocloud players like CoreWeave may be heading toward a financial crunch.Eric Newcomer, Tom Dotan, and Maline Renberg explain the investor panic behind the scenes, the brutal GPU economics, and what these cracks mean for the future of AI infrastructure.

The first Thursday of the new trading year is here, and the panel is back to break down a wild start to 2026. From record-breaking volume milestones to unusual activity in AI beauty tech and defense drones, the team dives deep into the forces shaping the market this week. In This Episode: The Trading Block: Mark Longo (The Options Insider), Uncle Mike Tosaw (St. Charles Wealth Management), and the Flowmaster Henry Schwartz (Cboe) review a mixed start to the session. While the S&P 500 struggles for direction ahead of the jobs number, small caps (IWM) are off to the races—up 5% year-to-date. 2025 Year in Review: Henry Schwartz provides an exclusive data deep dive into the sixth straight record-breaking year for options. Average Daily Volume (ADV): Nearly 61 million contracts. The 15 Billionth Contract: Henry reveals he tracked down the exact moment the milestone occurred—a spread in CoreWeave on the day after Christmas. Strike Proliferation: The industry has officially topped 2 million individual strikes available for trade. Odd Block: Things get weird with unusual activity in: Caesars Entertainment (CZR): Heavy put volume and long-dated March 33 calls. Oddity Tech (ODD): A massive $640k bet on April 50 calls for this AI-driven beauty company. Vision-Wave (VWA): Bullish drone play with volume 16x the norm following geopolitical defense headlines. Mail Block: The team discusses how to track the growth of new retail accounts and why "buying the dip" continues to be a dominant, albeit debated, strategy. Around the Block: Predictions for the upcoming Supreme Court tariff decision, a preview of financial earnings (JPM, BAC, GS), and why the "Mag 10" equal-weighted index is the new one to watch.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über den 25.000-Punkte-Triumph beim Dax, Trumps Zorn über die Rüstungsbranche und eine wagemutige Berkshire-Kopie. Außerdem geht es um Nvidia, Intel, AMD, Qualcomm, Siemens, Mercedes, Hyundai, Chubb, Progressive, Union Pacific, NextEra, State Street Industrial Select SPDR ETF (WKN: A14QB3), GE Aerospace, Caterpillar und RTX, Apple, Alphabet, Coca-Cola, Bank of America, American Express, Blackstone, Invitation Homes, Chevron, Nvidia, Taiwan Semiconductor Manufacturing Company, AbbVie, Revolution Medicines, CoreWeave, CrowdStrike, Kratos Defense & Security Solutions, AeroVironment, Rocket Lab, SAP, Yaskawa Electric, Serve Robotics, Hesai, Doosan, FANUC, UiPath, Pony.ai, ABB, Intuitive Surgical, Teradyne, Aptiv, Jungheinrich, ARK Artificial Intelligence & Robotics ETF (WKN: A408AX), iShares Automation & Robotics ETF (WKN: A2ANH0), Global X Robotics & Artificial Intelligence ETF (WKN: A2QPBW), Amundi MSCI Robotics & AI ETF (WKN: A2JSC9), L&G ROBO Global Robotics and Automation ETF (WKN: A12DB1), VanEck Medical Robotics and Bionic Engineering UCITS ETF (WKN: A3DT2R), Amundi NYSE Arca Gold BUGS (WKN: ETF191) 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. Der Börsen-Podcast 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

Michael Intrator is the CEO of Coreweave. Brian Venturo is the chief strategy officer at Coreweave. The two join Big Technology Podcast to discuss the company's rapid rise amid the AI boom and the criticisms of its business model. In this episode, we cover what it takes to build so many datacenters in such a short time, what happens to Coreweave if the AI boom flattens out, why the company uses debt to build its infrastructure, and how AI chips depreciate over time. Tune in to hear an in-depth, illuminating interview with the founding team of one of the AI moment's most fascinating and controversial companies. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

The future of AI training is shaped by one constraint: keeping GPUs fed.In this episode, Lukas Biewald talks with CoreWeave SVP Corey Sanders about why general-purpose clouds start to break down under large-scale AI workloads.According to Corey, the industry is shifting toward a "Neo Cloud" model to handle the unique demands of modern models.They dive into the hardware and software stack required to maximize GPU utilization and achieve high goodput.Corey's conclusion is clear: AI demands specialization.Connect with us here:Corey Sanders: https://www.linkedin.com/in/corey-sanders-842b72/ CoreWeave: https://www.linkedin.com/company/coreweave/ Lukas Biewald: https://www.linkedin.com/in/lbiewald/ Weights & Biases: https://www.linkedin.com/company/wandb/(00:00) Trailer(00:57) Introduction(02:51) The Evolution of AI Workloads(06:22) Core Weave's Technological Innovations(13:58) Customer Engagement and Future Prospects(28:49) Comparing Cloud Approaches(33:50) Balancing Executive Roles and Hands-On Projects(46:44) Product Development and Customer Feedback

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Fantasie bei Ölservicefirmen, neue Lebenszeichen beim Bitcoin und die Vermögenspräferenzen der Deutschen. Außerdem geht es um AST Space Mobile, Robinhood, Archer Aviation, Riot Platforms, Coinbase, Jaguar Land Rover, Siemens, Palantir, CoreWeave, Supermicro, Magna, Nebius, Microsoft, Schlumberger, Halliburton, Chevron, Exxon, Conocophilips, Valero und Phillips66, DWS Invest Latin American Equities (WKN: DWS0VM), Nordea Latin American Equity Fund (WKN: A1T8Q4), Amundi Funds Latin America (WKN: A0DNS3), JPMorgan Funds - Latin America (WKN: 972079), Amundi MSCI EM Latin America ETF (WKN: A2H58P). 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. Der Börsen-Podcast 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

CoreWeave (CRWV) started off Monday's session stronger after DA Davidson moved from the bear camp to a neutral one. However, shares lost steam and reversed down during the day. Rick Ducat notes the stock still outperformed the SPX significantly in 2025, but fell short of outperformance in peers like Nebius (NBIS) and Applied Digital (APLD). He turns to key levels to watch and options activity in CoreWeave.======== 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

In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast.  CoreWeave YouTube Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro & Announcements  (4:30)  — CoreWeave Overview (21:25)  — CoreWeave vs. Hyperscalers (34:30)  — Is Today like the 1990s? (40:15)  — CoreWeave Capital Structure (46:18)  — CoreWeave Bull Case (45:17)  — How CoreWeave is Similar to AerCap (52:22)  — CoreWeave Rough Valuation (54:10)  — Outro -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

The Information's Stephanie Palazzolo talks with TITV Host Akash Pasricha about Meta's $2 billion acquisition of AI agent startup Manus and the biggest inflection points of the 2025 AI race. We also talk with SuRo Capital's Willy Lee about the future of Neoclouds like CoreWeave and OpenAI's competitive risks, and Aaron Tilley joins to predict how Apple will reverse its AI slump in 2026. Finally, we get into whether Elon Musk actually met his ambitious 2025 goals for Tesla and SpaceX with our reporter Theo Wayt.Articles discussed on this episode: https://www.theinformation.com/articles/2026-predictions-apple-will-reverse-ai-slumphttps://www.theinformation.com/articles/top-ai-themes-2025-watching-next-yearhttps://www.theinformation.com/briefings/metas-acquisition-values-manus-2-billionhttps://www.theinformation.com/briefings/meta-acquires-manus-ai-agentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

En este episodio de Indie, nos metemos de lleno en lo que muchos prefieren no mirar de frente:la burbuja actual de AI, los múltiplos irreales, las startups con revenue que igual se caen, y por qué esta vez la historia es distinta.Hablamos de empresas públicas y privadas, de márgenes que nunca mejoran, de founders que sí ganaron dinero aunque sus compañías cerraron, y del error de romantizar el fracaso sin autocrítica.En la segunda mitad del episodio aparece una tesis fuerte: la próxima gran ola de oportunidades no es una app, es una nueva capa de distribución dentro de ChatGPT. Un momento temprano, poco hablado y dominado por indie hackers.Un episodio para pensar con calma, lejos del hype y más cerca de cómo se construyen negocios que sobreviven.__Muchas gracias a nuestro Sponsor, Analytics Town por apoyar este episodio!¿Quieres crear un producto basado en inteligencia artificial pero no sabes por dónde empezar?En Analytics Town te ayudamos a diseñar tu nuevo producto y modelo de negocio, desde la estrategia hasta la ejecución del software con módulos de IA.Descubrimos oportunidades para tu empresa y validamos tu idea.Armamos el diseño funcional y el modelo de negocio.Diseñamos y desarrollamos tu producto potenciado con Inteligencia Artificial.Te acompañamos en todo el proceso, desde la idea hasta convertirlo en negocio rentable...Si mencionas que vienes de Indie vs Unicornio, te llevas el primer diagnóstico gratis!

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include: THE DECODE Big Funding Headline: OpenAI's reported mega-round and valuation https://www.reuters.com/technology/openai-discussed-raising-tens-billions-valuation-about-750-billion-information-2025-12-18/ https://x.com/danielnewmanUV/status/2001366643436315110  https://x.com/danielnewmanUV/status/2001362761247527174  https://x.com/PatrickMoorhead/status/2001267663490646200 https://techcrunch.com/2025/12/17/amazon-reportedly-in-talks-to-invest-10b-in-openai-as-circular-deals-stay-popular/  AWS "Circular deal" / Corporate venture logic AI build-out constraints https://www.theverge.com/news/846696/electricity-cost-ai-data-center-democrat-investigation https://www.axios.com/2025/12/17/democrats-data-centers-ai-fight  https://www.politico.com/news/2025/12/12/arizona-city-rejects-data-center-after-ai-lobbying-push-00688543 Marvell Industry Analyst Day highlights https://x.com/MoorInsStrat/status/2000359388264161710  Government "Tech Force" for AI Talent https://www.cnn.com/2025/12/15/tech/government-tech-force-ai  Google works to erode Nvidia's software moat (TPU + PyTorch + Meta) https://www.reuters.com/business/google-works-erode-nvidias-software-advantage-with-metas-help-2025-12-17/ Judge rules Tesla engaged in deceptive marketing for Autopilot and full self-driving features https://techcrunch.com/2025/12/16/tesla-engaged-in-deceptive-marketing-for-autopilot-and-full-self-driving-judge-rules/ Tesla tests autonomous vehicles without safety drivers in Austin, Tx https://techcrunch.com/2025/12/15/tesla-starts-testing-robotaxis-in-austin-with-no-safety-driver/  Adobe Firefly now supports prompt-based video editing, adds more third-party models https://techcrunch.com/2025/12/16/adobe-firefly-now-supports-prompt-based-video-editing-adds-more-third-party-models/ https://youtu.be/SjtULo8qs88?si=quE7pEptW8xph1OI  Google's Opal for vibe coding comes to Gemini https://techcrunch.com/2025/12/17/googles-vibe-coding-tool-opal-comes-to-gemini/ THE FLIP OpenAI - Tulip Bubble and Canary in the Coal mine or The Real AI Deal? https://x.com/danielnewmanuv/status/2001487733823541634?s=46&t=8QBZggR299yC4bcbbox-Xg https://x.com/danielnewmanuv/status/2001366643436315110?s=46&t=8QBZggR299yC4bcbbox-Xg BULLS & BEARS AI infrastructure stocks tumble on debt fears: Oracle, Broadcom, CoreWeave selloff https://www.cnbc.com/2025/12/16/cnbc-daily-open-ai-infrastructure-stocks-are-taking-a-beating.html  Recent Fed rate cut & speculation of another coming soon: https://x.com/danielnewmanUV/status/2001041850669404473 Oracle earnings (Q2) — CapEx reality check https://www.forbes.com/sites/greatspeculations/2025/12/18/whats-happening-with-oracle-stock/ https://finance.yahoo.com/news/oracle-plunges-12-despite-earnings-145626357.html Micron crushes earnings as AI data center demand tightens memory supply https://finance.yahoo.com/news/why-wall-street-expects-micron-183836008.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAKf8aUugkk7hJbCnmiZWS2q5x1WWjD07AUywz6vzxnw6btX2iK0-aNmQBgg3sU67GWZXIKHz74cGnjnzZYeuBDv1A8_Rwp67iIKAtMI1A94LhJTRlcqdnN2_QYPWB_5ZTkO96ZSpFMjMsAwDUBf1yz-RIQnA-78Yk-zhD6VFqr- https://x.com/danielnewmanuv/status/2001404328997712349?s=46&t=8QBZggR299yC4bcbbox-Xg Broadcom earnings (Q4) — custom silicon tension https://finance.yahoo.com/news/broadcom-q4-earnings-beat-estimates-154300300.html Databricks raises $4B at $134B valuation as its AI business heats up https://techcrunch.com/2025/12/16/databricks-raises-4b-at-134b-valuation-as-its-ai-business-heats-up/ Smartphone Prices Set to Jump 6.9% as AI Data Centers Devour Memory Chips: The shortage of DRAM chips used in both AI servers and smartphones could threaten to cut smartphone shipments by 2.1%. To cope, some manufacturers may downgrade cameras, displays, and audio or reuse older components. https://www.cnbc.com/2025/12/16/smartphone-prices-to-rise-in-2026-due-to-ai-fueled-chip-shortage.html  Adobe Earnings https://finance.yahoo.com/news/adobe-q4-earnings-beat-estimates-145000488.html Synopsys Earnings https://finance.yahoo.com/news/synopsys-q4-earnings-surpass-estimates-153300031.html  

Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Oracle hat jetzt endlich TikTok. NVIDIA hat bald vielleicht China-Zulassung. Sonst nutzt Tencent einfach Datasection. Außerdem profitiert CoreWeave von der Citigroup. Carnival profitiert von Kreuzfahrt-Boom. Lamb Weston & Nike profitieren gar nicht. Musk kriegt Geld. Eine katastrophale Übernahme, sinkende Umsätze und ein KGV von 8. Das ist Crocs (WKN: A0HM52). Asics (WKN: 860398) boomt dank Onitsuka Tiger und Novablast. Garmin (WKN: A1C06B) boomt nur bei Fitness. Diesen Podcast vom 22.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Send us a textWelcome to Safe Dividend Investing's Podcast # 254, on December 20th of 2025.  My name is Ian Duncan MacDonald, and I am an author of six investment books. I continue to  working away on my latest book which will be called “Achieving Financial Independence Safely. 200 NYSE Stocks - Analyzed and Scored”. I am now down to the editing and formatting. However, I did add a new chapter to recognize the tremendous impact that AI stocks are having upon the stock market. I have anticipated that the readers of the new book would question why nothing on AI stocks would have appeared in the book.I found it interesting in researching this new chapter on AI stocks how similar an  impact it has had upon the population was to when electricity was first introduced in the late eighteen hundreds. The same fears were there about a technology that you might not be able to control. My books are not get-rich-quick books. They are about taking a little time to carefully seek out financially strong companies with long histories of paying ever rising high  dividends accompanied by rising share prices. Diversification and patience win out in investing. The objective is achieving that steady, reliable income that results in financial independence for the rest of your life. My plan is to release this new book at a greatly reduced price for ten days. If you wish to be informed of this preliminary release date, please email me at imacd@informus.ca.Please, visit my website www.informus.ca if you wish to learn more about me and my writing.Ian Duncan MacDonald Author and Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 New York Telephone - 929-800-2397 imacd@informus.ca

This week in bitcoin mining news, hiccups surface in AI site development and funding, and China crackdown on bitcoin mining in Xinjiang. Subscribe to the Blockspace newsletter! Welcome back to The Mining Pod! Today, Colin and Matt dive into reports of a bitcoin mining crackdown in Xinjiang, China, Hut 8's massive $7B hosting deal with Fluidstack, just-reported summer weather delays at Core Scientific's Denton facility for CoreWeave, and Blue Owl declining to fund a 1 GW AI site for Oracle. And to close the show, veteran crypto reporter Brady Dale, author of the Front Stage Exit newsletter, joins us to talk about a failed vote in Granbury, Texas, to incorporate a new town to expel MARA from its facility in the area. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** Notes: * ~1.3GW/100 EH of mining under pressure in Xinjiang * Hashprice under $40 per PH/s/day * Difficulty adjustment projected at -1% * Hut 8 inks $7B, 15-year hosting deal with Fluidstack * Core Weave faced 60-day construction delays over the summer at CORZ Denton site Timestamps 00:00 Start 05:44 China bans Bitcoin, again! 15:46 Hut 8 hyperscaler deal 21:49 Delays at CoreWeave Denton site 25:26 Oracle funding issues 30:21 Brady Dale goes to Texas

This week, we discuss Oracle's AI vibes, Chainguard's EmeritOSS, and GitHub's pricing U-turn. Plus, a robust robot vacuum debate. Watch the YouTube Live Recording of Episode 551 (https://youtube.com/live/TpDLcvAXrqo?feature=share) Runner-up Titles It has CarPlay iPad Range Anxiety an Australian documentary Oracle got popped Intentions I don't feel bad for them Open Source old folks home Spreadsheets love it Robots are going to take care of us The Median User Nobody feels bad for the whales I have a dog I have a Korean microwave We're the Neal Stephenson of podcasts Rundown Ford pulls the plug on the all-electric F-150 Lightning pickup truck (https://www.npr.org/2025/12/15/nx-s1-5645147/ford-discontinues-all-electric-f-150-lightning) AI Investment Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave (https://www.cnbc.com/2025/12/10/oracle-orcl-q2-earnings-report-2026.html) Oracle Shares Drop the Most Since 2001 on Mounting AI Spending (https://www.bloomberg.com/news/articles/2025-12-10/oracle-posts-weak-cloud-sales-raising-fear-of-delayed-payoff) OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips (http://1 https://www.theinformation.com/articles/openai-talks-raise-least-10-billion-amazon-use-ai-chips) S&P 500 falls after nearing record as Oracle disappointment drags down AI stocks (https://www.cnbc.com/2025/12/10/stock-market-today-live-updates.html) Inside The $1T AI Economy (https://x.com/StockSavvyShay/status/2000920959000445220?s=20) Introducing Chainguard EmeritOSS: Sustainable stewardship for mature open source (https://www.chainguard.dev/unchained/introducing-chainguard-emeritoss) Runners Announcing powerful upgrades & a new pricing model for self-hosted runners (https://www.atlassian.com/blog/bitbucket/announcing-v5-self-hosted-runners) GitHub to charge for self-hosted runners from March 2026 (https://devclass.com/2025/12/17/github-to-charge-for-self-hosted-runners-from-march-2026/) GitHub postpones changes to self-hosted runners pricing plans (https://x.com/github/status/2001372894882918548?s=46) Why Git (https://www.youtube.com/watch?v=E3_95BZYIVs)H (https://www.youtube.com/watch?v=E3_95BZYIVs)ub Why? (https://www.youtube.com/watch?v=E3_95BZYIVs) Coursera to buy Udemy, creating $2.5 billion firm to target AI training (https://www.reuters.com/business/coursera-udemy-merge-deal-valuing-combined-firm-25-billion-2025-12-17/) Roomba Maker iRobot Files for Bankruptcy, With Chinese Supplier Taking Control (https://www.nytimes.com/2025/12/15/business/roomba-irobot-bankruptcy.html) Relevant to your Interests Harness raises a $240M Series E at a $5.5B valuation (https://www.axios.com/pro/enterprise-software-deals/2025/12/11/harness-goldman-sachs-series-e-software) A great platform as a product paper, and a fun platform philosophy thereof (https://cote.io/2025/12/12/a-great-platform-as-a.html) Google Launches Managed Remote MCP Servers for Its Cloud Services (https://thenewstack.io/google-launches-managed-remote-mcp-servers-for-its-cloud-services/) Fake Leonardo DiCaprio Movie Torrent Drops Agent Tesla Through Layered PowerShell Chain (https://www.bitdefender.com/en-us/blog/labs/fake-leonardo-dicaprio-movie-torrent-agent-tesla-powershell) Useful patterns for building HTML tools (https://simonwillison.net/2025/Dec/10/html-tools/) Waymo Seeking Over $15 Billion Near $100 Billion Valuation (https://www.bloomberg.com/news/articles/2025-12-16/waymo-seeks-to-raise-funds-at-valuation-near-100-billion) Write your CV or resume as YAML, then run RenderCV, (https://github.com/rendercv/rendercv) (https://github.com/rendercv/rendercv)and get a PDF with perfect typography. No template wrestling. No broken layouts. Consistent spacing, every time (https://github.com/rendercv/rendercv) Roomba Maker iRobot Files for Bankruptcy, With Chinese Supplier Taking Control (https://www.nytimes.com/2025/12/15/business/roomba-irobot-bankruptcy.html) Nonsense The Full Text of Marco Rubio's Directive on State Department Typography, Re-Establishing Times New Roman (https://daringfireball.net/2025/12/full_text_of_marco_rubio_state_dept_directive_times_new_roman) Listener Feedback Sent stickers to Jelle in Belgium Conferences cfgmgmtcamp 2026 (https://cfgmgmtcamp.org/ghent2026/), February 2nd to 4th, Ghent, BE. Coté speaking and doing live SDI (https://www.softwaredefinedinterviews.com) with John Willis. DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026 (https://devnexus.com), March 4th to 6th, Atlanta, GA. Whole bunch of VMUGs, mostly in the US. The CFPs are open (https://app.sessionboard.com/submit/vmug-call-for-content-2026/ae1c7013-8b85-427c-9c21-7d35f8701bbe?utm_campaign=5766542-VMUG%20Voice&utm_medium=email&_hsenc=p2ANqtz-_YREN7dr6p3KSQPYkFSN5K85A-pIVYZ03ZhKZOV0O3t3h0XHdDHethhx5O8gBFguyT5mZ3n3q-ZnPKvjllFXYfWV3thg&_hsmi=393690000&utm_content=393685389&utm_source=hs_email), go speak at them! Coté speaking in Amsterdam. Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026) SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Humble Audiobook Bundle: Shadows, Stars & Screams: Epic Audiobooks (https://www.humblebundle.com/books/shadows-stars-screams-epic-audiobooks-dramas-realm-books) Matt: Termination Shock (https://www.goodreads.com/book/show/57094295-termination-shock) - Neal Stephenson Photo Credits Header (https://unsplash.com/s/photos/electric-vehicle?orientation=landscape&license=free)

Welcome back to The Mining Pod! Today, Colin and Matt dive into reports of a bitcoin mining crackdown in Xinjiang, China, Hut 8's massive $7B hosting deal with Fluidstack, just-reported summer weather delays at Core Scientific's Denton facility for CoreWeave, and Blue Owl declining to fund a 1 GW AI site for Oracle. And to close the show, veteran crypto reporter Brady Dale, author of the Front Stage Exit newsletter, joins us to talk about a failed vote in Granbury, Texas, to incorporate a new town to expel MARA from its facility in the area. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** * ~1.3GW/100 EH of mining under pressure in Xinjiang * Hashprice under $40 per PH/s/day * Difficulty adjustment projected at -1% * Hut 8 inks $7B, 15-year hosting deal with Fluidstack * Core Weave faced 60-day construction delays over the summer at CORZ Denton site Timestamps 00:00 Start 05:44 China bans Bitcoin, again! 15:46 Hut 8 hyperscaler deal 21:49 Delays at CoreWeave Denton site 25:26 Oracle funding issues 30:21 Brady Dale goes to Texas

Rick Ducat uses technical analysis on the chart of CoreWeave (CRWV), highlighting important areas to watch. He paints resistance and support lines, checks volume nodes, which signal high concentrations of trading, and where the stock could be headed next.======== 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

Investors are expressing FOMO big time when it comes to CoreWeave (CRWV). The stock rallied over 20% on Friday after the cloud computing company was tapped by the Department of Energy's Genesis Mission. Jeff Pierce explains why the news is important for CoreWeave while highlighting caution in the company's spending and customer concentration. ======== 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

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über den Rebound von Big Tech, Gerüchte um die Europäische Zentralbank und Aktivistenalarm bei Lululemon. Außerdem geht es um Micron, Oracle, Broadcom, Coreweave, Nvidia, AMD, Lululemon, Tilray, Canopy Growth, Netflix, Warner Bros., Paramount Skydance, Douglas, Rheinmetall, Trump Media and Technology Group, TAE Technologies, Alphabet, Chevron, Goldman Sachs, Equinor, Eni, Cenovus Energy, Lockheed Martin, Nucor, Synopsys und Microsoft. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm 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

Chuck Zodda and Mike Armstrong love to chat about feuding billionaires. Warner is making demands from Larry Ellison in Paramount's bid for a takeover. Luke Kawa (Markets Editor - Sherwood News) joins the show to discuss Micron's guidance and AI's growing appetite for memory chips, OpenAI valuation report, CoreWeave's bonds, and if the rest of the market can pick up the slack during an AI downturn. What to do if you fear you're about to laid off this holiday season. Should more be done to tackle ghost jobs? A billion-dollar question hangs over the new AI search marketing industry.

Jim Cramer is the host of CNBC's Mad Money and author of How To Make Money In Any Market. Cramer joins Big Technology Podcast to talk through hot takes the top tech names: Apple, Amazon, Meta, OpenAI, NVIDIA, Microsoft, Tesla, Coreweave, and more. We discuss whether NVIDIA can hit $10 trillion, whether Tesla needs self driving to work, whether OpenAI can make it, and much more. We talk why Cramer encourages looking at individual stocks vs. index funds and what money is for. Check out Jim's book here: https://www.amazon.com/How-Make-Money-Any-Market-ebook/dp/B0F4RGS9TF/ --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to employment data that had been delayed due to the government shutdown. Job creation in November was stronger than expected, but the unemployment rate rose last month to 4.6%— and October payrolls showed a shedding of jobs. National Economic Council Director Kevin Hassett joined the program with White House reaction to the data. He and the anchors also discussed Hassett in the running to become Fed chair, Fed rate policy and inflation, growth prospects for 2026 and the AI boom. Also in focus: Ford's $19.5 billion hit and EV pullback, Pfizer full-year guidance disappoints, the AI trade and a flashback with CoreWeave's CEO, Comcast update. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant. 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.

The AI sector selloff deepens, with Oracle, Microsoft, Broadcom, CoreWeave, and others under pressure. Plus, watch Robinhood as a new exchange push for 24/7 trading. And later, Elon Musk's fortune jumps on reports of an $800 billion SpaceX IPO, fueling investor interest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vjaceslavs Klimovs, Distinguished Engineer at CoreWeave, reflects on building security programs in AI infrastructure companies operating at massive scale. He explores how security observability must be the foundation of any program, how to ensure all security work connects to concrete threat models, and why AI agents will make previously tolerable security gaps completely unacceptable.  Vjaceslavs also discusses CoreWeave's approach to host integrity from firmware to user space, the transition from SOC analysts to detection engineers, and building AI-first detection platforms. He shares insights on where LLMs excel in security operations, from customer questionnaires to forensic analysis, while emphasizing the continued need for deterministic controls in compliance-regulated environments. Topics discussed: The importance of security observability as the foundation for any security program, even before data is perfectly parsed. Why 40 to 50 percent of security work across the industry lacks connection to concrete threat models or meaningful risk reduction. The prioritization framework for detection over prevention in fast-moving environments due to lower organizational friction. How AI agents will expose previously tolerable security gaps like over-provisioned access, bearer tokens, and lack of source control. Building an AI-first detection platform with assistance for analysis, detection writing, and forensic investigations. The transition from traditional SOC analyst tiers to full-stack detection engineering with end-to-end ownership of verticals. Strategic use of LLMs for customer questionnaires, design doc refinement, and forensic analysis. Why authentication and authorization systems cannot rely on autonomous AI decision-making in compliance-regulated environments requiring strong accountability.

2025 was hella weird. The AI revolution is here whether we asked for it or not. This week, George K and George A reflect on the year and what it means for 2026.At AWS re:Invent, George A watched a machine create a custom fragrance and marketing campaign in real-time from a voice prompt. What does that portend for product prototyping, and scaled manufacturing?Could voice and natural language finally replacing typing as the primary interface? We're watching the biggest shift in human-computer interaction since the mouse.Worldwide AI adoption isn't hype anymore—it's happening and doing so unevenly. Some enterprises are getting serious and some are still noodling. The tools are maturing. The question shifted from "if" to "how do we do this responsibly."There are serious questions to answer. GPU lifecycles. The Magnificent Seven's circular financing models. The human cost of moving this fast. But that's the work—building technology that serves us instead of the other way around.The revolution came. Now comes the interesting part: what we actually build with it.2026 is going to be wild. We remain up to the challenge.Mentioned: Brookings Institution, “New data show no AI jobs apocalypse—for now” Discussed in further detail with Ethan Mollick on Your Undivided Attention Reid Hoffman's interview with Wispr Flow founder/CEO Tanay Kothari More on Coreweave's financing model at The Verge

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

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

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

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

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