Podcasts about coreweave

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Best podcasts about coreweave

Latest podcast episodes about coreweave

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: Databricks at $100BN | Chamath's SPAC Revival: Peak Mania? | OpenAI Staff Cash Out Billions & Sam Altman Will Spend Trillions | CoreWeave's $11B Debt Bet & Nubank's $2.5B Profit Shocker

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Aug 21, 2025 87:58


Agenda: 00:00 – Databricks hits $100B: Bubble or just the beginning? 03:15 – Is Databricks actually undervalued at 25x revenue? 07:40 – Are we on the verge of the biggest IPO wave ever? 11:30 – Can Andreessen's Databricks bet return $30B+? 18:10 – Who really gets rich when mega-unicorns IPO? 19:30 – Is the return of Chamath's SPACs the ultimate bubble signal? 28:00 – Should OpenAI staff be cashing out billions in secondaries? 33:30 – Founder raises $130M… then walks away. Is this the new normal? 36:30 – Nubank's $2.5B profit: The best FinTech in the world? 48:00 – On Running at $15B: Can consumer brands still be VC-backed rockets? 52:00 – CoreWeave takes on $11B in debt: smart bet or ticking time bomb? 1:11:00 – Will AI spend really hit trillions—or is it all hype?  

The Investor Professor Podcast
Ep. 172 - Earnings Season Showdown

The Investor Professor Podcast

Play Episode Listen Later Aug 18, 2025 34:03


In this episode of The Investor Professor Podcast (Ep. 172), Ryan and Cameron dive deep into the latest market movers. They break down Palantir's blockbuster earnings, Alex Karp's bold comments to short sellers, and the stock's meteoric 134% year-to-date rise. The conversation explores Palantir's growing influence as a talent magnet in tech, its valuation risks, and the competitive landscape with Databricks. The hosts also analyze Figma's roller-coaster IPO performance, the challenges of timing IPO investments, and why investor psychology plays such a crucial role in early trading dynamics.The discussion expands to CoreWeave's volatile lockup expiration, employee stock decisions, and how leverage often amplifies risk in frothy markets. Ryan and Cameron also preview upcoming earnings from Home Depot and Target—highlighting the consumer backdrop, Amazon's aggressive expansion into grocery delivery, and what it means for retail. Wrapping up, they touch on Buffett's new bets in UnitedHealth and DR Horton, Michael Burry's surprising long positions (including Mercado Libre), and how Fed policy and Jackson Hole may shape the next market leg. It's a timely mix of earnings, behavioral finance, and market insights that investors won't want to miss.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

Yet Another Value Podcast
SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power

Yet Another Value Podcast

Play Episode Listen Later Aug 18, 2025 60:18


In this episode of Yet Another Value Podcast, host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie breaks down the evolving trends in onsite gas turbines, the shift from diesel generators, and how data centers are racing to scale quickly. They dissect hyperscaler capex forecasts, the sustainability of GPU investments, and the contrasting strategies of CoreWeave and Oracle. The discussion extends to robotics adoption, the future of labor, and whether remote locations like Alaska could become new data center hubs. A timely conversation as AI's infrastructure footprint continues to expand.__________________________________________________________[00:00:00] Andrew introduces the podcast and guest.[00:03:14] Jeremie discusses onsite gas trends.[00:05:00] Andrew raises concerns about turbine demand.[00:10:23] Jeremie outlines backup strategy shifts.[00:13:42] Andrew shifts to hyperscaler capex forecasts.[00:18:24] Jeremie on declining asset efficiency.[00:19:35] Andrew questions depreciation accuracy.[00:27:03] Andrew digs into CoreWeave business risks.[00:32:50] Jeremie frames GPU vs. data center contracts.[00:34:56] Jeremie says Oracle took a CoreWeave-style risk.[00:42:06] Jeremie explains labor and logistics challenges.[00:52:15] Andrew pivots to robotics discussion.[00:56:49] Jeremie sees social value rising post-automation.[01:00:18] Andrew wraps up and plugs SemiAnalysis.Links:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Alles auf Aktien
Die Aktien des Smart Money & Geld verdienen mit dem ewigen Leben

Alles auf Aktien

Play Episode Listen Later Aug 18, 2025 22:29


In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Börsen-Non-Event Alaska, eine hoffnungsvolle Softwarestudie mit 6 Top Picks und einen neuen Chart of Doom. Außerdem geht es um CoreWeave, Salesforce, Siemens Energy, Cisco Systems, Palo Alto Networks, ProSiebenSat.1, Novo Nordisk, AstraZeneca, AbbVie, Siemens Healthineers, Sonova, Medtronic, Haleon, iShares Aging Population ETF (WKN: A2ANH1), Boston Scientific, Glaukos, Exelixis, Sarepta, Swisscanto Healthy Longevity Fund (WKN: A40L0T), Eli Lilly, Abbott, UnitedHealth, Microsoft, Amazon, Nvidia, Meta, Netflix, Coreweave, Oracle, Carvana, TSMC, Roblox, Crowdstrike, Opendoor Technologies, Alibaba, PDD, Petroleo Brasileiro, Teva Pharmaceutical, Robinhood, Northrop Grumman, RTX, Lululemon, Mercadolibre, Talen Energy, GE Vernova, Broadcom, Vistra, Micron, Alphabet, Somnigroup International, Flutter Entertainment. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit 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

The Six Five with Patrick Moorhead and Daniel Newman
EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Aug 18, 2025 79:49


On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week, with special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record! The handpicked topics for this week are:   AI and Technology Industry Updates: NVIDIA, Intel, and ChatGPT-5, plus Elon Musk's recent controversy with Apple's App Store.   Economic Indicators and Market Analysis: Discussion of recent CPI (Consumer Price Index) and PPI (Producer Price Index) data, debate on the reliability and methodology of economic measurements. Observations on inflation trends and their impact on various sectors.   Cisco President and Chief Product Officer Jeetu Patel Goes “Off the Record”: Jeetu Patel discusses Cisco's strong Q4 performance, with product orders up 7% and over $800 million in AI Infrastructure business. He highlights that AI is driving a fundamental shift in networking and that Cisco's in-house Silicon One and security integration are key structural advantages.   Company Earnings and Performance Reviews: Analysis of CoreWeave's financial results and business model. Cisco's continued strength, particularly in AI-related revenues. Examination of Coherent's recent spin-off and market reaction. Lenovo's quarterly results highlight its PC market share and challenges in the data center segment. Applied Materials' earnings and the impact of China-related guidance.   Industry Trends and Strategic Moves: Intel's potential government investment and revised foundry strategy. The importance of traditional enterprise IT in the AI era. Implications of U.S. government actions on chip sales to China. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Emprendeduros
EP. #341 | Qué puede detener esta subida?

Emprendeduros

Play Episode Listen Later Aug 15, 2025 25:50


¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, de los aranceles a las exportaciones, del reporte de inflacion y de unas bancarrotas. Nos da los reportes de ingresos de CoreWeave, Circle, Cava, JD y John Deere. Después habla de las ofertas iniciales mas grandes del año, de los deportes y Paramount y del mercado de coches electricos antes de la actualizacion de crypto donde habla del nuevo pump, de la oferta inicial de Crypto y del fraude de la semana. ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

Squawk on the Street
SOTS 2nd Hour: Intel's Bargaining Chip, Buffett Boosts UnitedHealth, & Janus Henderson's Top Tech Picks 8/15/25

Squawk on the Street

Play Episode Listen Later Aug 15, 2025 44:11


The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost:  Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson's top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire's biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave's early investors, as the post-IPO lock-up on shares finally expires today.   Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.   

Chit Chat Money
6 Stocks With Insider Buys This Week; CoreWeave's Collapse; Amazon's New Grocery Venture $AMZN $CRWV

Chit Chat Money

Play Episode Listen Later Aug 15, 2025 63:53


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(02:58) AI's Impact on Software Companies(11:52) Trends in Alcohol Consumption(21:02) Amazon's Grocery Delivery and Instacart's Challenges(30:41) Cava's Earnings and Restaurant Industry Trends(36:14) Analyzing Restaurant Performance Amid Economic Challenges(39:58) Insider Buys(44:29) The Hot IPO Market: Opportunities and Risks(48:25) Bubble Watch: Signs of Market Euphoria(50:50) Adyen's Growth Challenges in a Competitive Landscape(56:19) CoreWeave's Risky Bet*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Alles auf Aktien
Trumps Kapitalismus 2.0 und die 4 ETFs für den Weg zur Million

Alles auf Aktien

Play Episode Listen Later Aug 15, 2025 20:52


In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Buffets Geheimaktie, Enttäuschung bei Deere und einen Ukraine-Geheimtipp. Außerdem geht es um Intel, Nvidia, Amazon, Tesla, Nokia, Berkshire Hathaway, UnitedHealth, Nucor, Lamar Advertising, Allegion, Lennar, D.R. Horton, Bullish, CoreWeave, Apple, Bank of America, T-Mobile, RWE, Talanx, Kyvistar, Adyen, Thyssenkrupp, Hellofresh, 21Shares Crypto Basket Index ETP (WKN: A2TT3D), iShares Core MSCI World ETF (WKN: A0RPWH), Invesco EQQQ Nasdaq-100 ETF (WKN: 801498) und iShares Core Dax ETF (WKN: 593393). 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

Alles auf Aktien
Apples neue KI-Robo-Pläne und der perfekte Gold-Anteil im Depot

Alles auf Aktien

Play Episode Listen Later Aug 14, 2025 22:35


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das spektakuläre IPO von Bullish, die Rallye des Nikkei und durchwachsene Zahlen bei Cisco Systems. Außerdem geht es um Rheinmetall, SAP, Cancom, Nemetschek, Amazon, Coreweave, E.on, Ströer, HelloFresh, Asics, Tencent, Heidelberg Materials, Holcim, CRH, Wienerberger, Strabag, Budimex, Sniezka, Kingspan, Rockwool, Prysmian, Nexans, NKT, Siemens Energy, PKO Bank Polski, Raiffeisen Bank International, Finnair, Metso, Kernel Holding, Ferrexpo, Euwax Gold II (WKN: EWG2LD), iShares Physical Gold (WKN: A1KWPQ) oder den Xetra Gold (WKN: A0S9GB). 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

Squawk on the Street
SOTS 2nd Hour: Goldman's Chief U.S. Economist, Potential Powell Picks, & The Quantum Computing Breakdown 8/13/25

Squawk on the Street

Play Episode Listen Later Aug 13, 2025 42:23


Stocks hitting more record highs: Sara Eisen, David Faber, and Carl Quintanilla discussed the latest on the markets front with Goldman's Chief U.S. Economist… Along with his response to the President's recent post railing against the company and his team's report on tariff costs. Plus: some surprising new names being floated as potential replacements for Fed Chair Powell – hear who they are this hour - along with a deep-dive on the legal landscape for big tech with a former commissioner at the FTC (as AI start-up Perplexity makes a big for Google's Chrome Browser, and Elon Musk threatens to sue Apple over antitrust concerns).  Also in focus: a series of key names on the move… The team discussed Cava and Coreweave's double-digit declines, Paramount-Skydance shares surging on little news, and what to expect from a new entrant at the New York Stock Exchange – Crypto exchange ‘Bullish', set to trade under the ticker BLSH. Plus, hear from the CEO of quantum computing darling ‘Rigetti Computing' – whose shares are up nearly *1,700%* over the last year. Squawk on the Street Disclaimer

Squawk on the Street
Stocks Extend Record Run, CoreWeave Falls Despite Beat, Bullish CEO on IPO 8/13/25

Squawk on the Street

Play Episode Listen Later Aug 13, 2025 42:48


Carl Quintanilla, Jim Cramer and David Faber discussed riding the record rally in stocks, with the S&P 500 and Nasdaq hitting new all-time highs. The anchors also reacted to Treasury Secretary Scott Bessent's suggestion that the Fed should cut interest rates by a half-point in September. CoreWeave's high-flying post-IPO rally takes a detour despite guidance and quarterly revenue above street estimates. Bullish CEO Tom Farley joined the program after ringing the NYSE opening bell. Farley -- former president of the NYSE -- discussed Bullish going public and how the crypto exchange is capitalizing on stablecoins. Also in focus: Elon Musk-Sam Altman battle intensifies, Cava plummets. Squawk on the Street Disclaimer

Saxo Market Call
After US CPI, small caps for the win, for a day at least.

Saxo Market Call

Play Episode Listen Later Aug 13, 2025 19:23


Today we look at the explosive reaction to the US July CPI release, which failed to confirm fears that Trump tariffs would feed into hotter headline inflation - but was this one-off algorithmic squeeze or something more durable? Also, a delving into the different moving parts of inflation, one major category of which could prove deflationary, a look at the macro and FX reaction to the US CPI data, Circle Internet execs doing a money grab, Coreweave dumped as it struggles with costs and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay 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

TD Ameritrade Network
CRWV Constricted Earnings, CAVA Dishes Mixed Report, EAT Serves Beat

TD Ameritrade Network

Play Episode Listen Later Aug 13, 2025 9:45


Cava Group (CAVA) sold off more than 20% overnight but recovered some of those losses after posting a mixed earnings report. Diane King Hall talks about the two points capturing investor attention: revenue and weaker-than-expected guidance. However, Brinker (EAT) dished out stronger earnings, and investors rewarded the stock with a rally. In the A.I. space, Diane notes CoreWeave's (CRWV) "bleed" on its balance sheet being worse than expected. Investors seem to weigh margin pressure over CoreWeave's A.I. growth.======== 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

Alles auf Aktien
Software-Doomsday und die lukrativsten Frontier-ETFs

Alles auf Aktien

Play Episode Listen Later Aug 13, 2025 22:18


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über neue Rekorde an der Wall Street, Trumps Goldman-Bashing, und Circle's freche Aktienverkäufe. Darüber hinaus geht es um 180 Life Sciences Corp, Alphabet, Coreweave, Rigetti Computing, Springer Nature, Patrizia, SAP, Hannover Rück, Confluent, Asana, Atlassian, Hubspot, Samsara, Gitlab, Mongo DB, Fastly, Adobe, Elastic, Twilio und Xtrackers FTSE Vietnam Swap ETF (WKN: DBX1AG), Xtrackers S&P Select Frontier Swap ETF (WKN: DBX1A9), MSCI EFM Africa Top 50 Capped Swap ETF (WKN: DBX0HX). 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

Closing Bell
Closing Bell Overtime: Markets React to Light CPI, CoreWeave Earnings & IPO Buzz 8/12/25

Closing Bell

Play Episode Listen Later Aug 12, 2025 43:35


Kristina Partsinevelos breaks down the day's market theme before Rick Santelli covers bond market moves following a lighter-than-expected CPI report. Daniel Hornung, former Deputy Director for the National Economic Council, shares his economic take, while earnings coverage includes CoreWeave and Cava.Jim Paulsen of Paulsen Perspectives and Sam Stovall of CFRA Research weigh in on market trends, and Nick Del Deo of MoffettNathanson reacts to CoreWeave's results. Tanaya Macheel discusses bullish IPO pricing expectations, and c3.ai CEO Tom Siebel addresses a major revenue miss.

TD Ameritrade Network
EARNINGS ALERT: CRWV & CAVA

TD Ameritrade Network

Play Episode Listen Later Aug 12, 2025 11:44


CoreWeave (CRWV) posted a revenue beat but an EPS miss in its second quarter earnings after the close on Tuesday. Trading on the stock was volatile after hours as investors digested what the report meant for CoreWeave's A.I. outlook. Marley Kayden, Jeff Pierce, and Kevin Green talk about the headwinds and tailwinds they see in the earnings. George Tsilis joins the conversation later on by talking about Cava's (CAVA) earnings report. Shares of the fast casual company dipped more than 20% after the close. ======== 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

TD Ameritrade Network
Dickens: CoreWeave Lacking ‘Defensible Moat,' ‘Diversification' & More

TD Ameritrade Network

Play Episode Listen Later Aug 12, 2025 7:19


Steven Dickens previews CoreWeave (CRWV) earnings, boiling the company down to “access to GPUs” despite it branding itself as a native AI company. He questions whether that is actually a defensible moat for years to come. “There's not enough stickiness, there's not enough diversification.” He also notes that the speed of the refresh cycle in this industry – between 3-5 years – doesn't give CoreWeave or competitors much time to be on the cutting edge.======== 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

TD Ameritrade Network
CRWV Up 300% After IPO, A.I. Guidance Key to Continue Rally

TD Ameritrade Network

Play Episode Listen Later Aug 12, 2025 8:07


CoreWeave (CRWV) has tripled in its stock price ever since its March IPO. While the company has the backing of Nvidia (NVDA) as a shareholder and Microsoft (MSFT) as a key customer, Marley Kayden notes the stock's massive rally can work against it in earnings. Tim Biggam gives investors an example options trade for CoreWeave ahead of its report.======== 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

CNBC’s “Money Movers”
Social Security Commissioner, NYC Republican Mayoral Candidate Curtis Sliwa, The Next Companies Going Public 8/12/25

CNBC’s “Money Movers”

Play Episode Listen Later Aug 12, 2025 43:25


The Trump administration claiming Social Security benefits could be disrupted if the tariffs are over turned. We speak with the Social Security Commissioner about fears of insolvency and how he plans to modernize the system. Then, New York City Republican Mayoral candidate Curtis Sliwa is at the New York Stock Exchange, warnings the President's potential involvement in the race will only help Democratic front runner Zohran Mamdani. Plus, with the success of recent IPOs like Figma and CoreWeave has a new slate of companies looking to take advantage of the opportunity to go public. A look at who's next in the pipeline.

Ransquawk Rundown, Daily Podcast
US Market Open: GBP firmer on jobs data; DXY flat into US CPI and Fed speak

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Aug 12, 2025 2:37


European bourses are modestly firmer, whilst US futures trade on either side of the unchanged mark into US CPI.DXY flat, GBP rises post-data, EUR choppy, and AUD narrowly lag post RBA.USTs/Bunds rangebound into US CPI, whilst Gilts lag after jobs data.Crude is choppy with focus on Russia-Ukraine with Zelensky flagging a fresh Russian offensive ahead of Friday talks.Looking ahead, US CPI (Jul), EIA STEO, OPEC MOMR, Speakers including, Fed's Barkin & Schmid, Earnings from CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

FT News Briefing
CoreWeave's takeover deal hits a speedbump

FT News Briefing

Play Episode Listen Later Aug 7, 2025 11:51


European companies are falling behind US counterparts and CoreWeave's takeover of Core Scientific is facing some pushback. Plus, Boston Consulting Group helped create plans to relocate Gazans to Somalia, and the FT found that Iranian nuclear scientists made a covert visit to Russia last year. Mentioned in this podcast:European earnings lag behind US as trade war saps market revivalCoreWeave's $9bn takeover of Core Scientific faces revolt from top shareholdersBCG consultants modelled relocating Gazans to SomaliaThe covert trip by Iranian nuclear experts to RussiaEmail Swamp Notes your questions: marc.filippino@ft.com Today's FT News Briefing was produced by Fiona Symon, Sonja Hutson, and Marc Filippino. Additional help from Blake Maples, and Michael Lello. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Market Mondays
MM #270: Africa Wants You: Trader Tips, Hidden AI Plays, Trump Tax Insights & BlackRock's Investing Blueprint

Market Mondays

Play Episode Listen Later Aug 5, 2025 125:35


In this episode of Market Mondays, we reflect on our experience in West Africa and discuss the powerful investment and business opportunities emerging across the continent. From infrastructure to entrepreneurship, the future of Africa is being built—and we're seeing it firsthand. We also break down how the latest U.S. job report numbers have negatively impacted the markets, and what investors should prepare for next.We give our analysis on three major companies—CoreWeave, Figma, and Terawulf—following their IPOs, and we each reveal the most disappointing and most surprising stocks of the year so far. Ms. Business joins us to drop gems on marketing, branding, taxes, and what she's bringing to the Invest Fest 2025 stage. Plus, we cover the latest changes to 529 education savings plans and offer practical advice for beginner traders just starting their financial journey.Jay Jacobs, U.S. Head of Equity ETFs at BlackRock, also joins the show to give us a preview of what iShares by BlackRock is bringing to Invest Fest 2025. From two hands-on ETF education workshops to in-depth discussions on investing for retirement, AI, bitcoin, and shifting global markets—this is a must-watch for anyone looking to level up their investment game.Invest Fest Ticket Link (code CPA for 50% off 100 tickets and 10 Vendor Booths): https://investfest.com #MarketMondays #InvestFest2025 #AfricaRising #Coreweave #Figma #Terawulf #MsBusiness #iShares #BlackRock #StockMarket #Investing #529Plans #TradingTips #ETFs #Bitcoin #AIInvesting #FinancialLiteracy #EarnYourLeisureOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Smart Humans with Slava Rubin
Smart Humans: Pre-IPO Briefing on CoreWeave with Sacra's Jan-Erik Asplund

Smart Humans with Slava Rubin

Play Episode Listen Later Aug 5, 2025 34:17


Recorded 3/18/25Vincent founder Slava Rubin and Sacra's Jan-Erik Asplund break down CoreWeave, the AI infrastructure powerhouse about to IPO at a $35B valuation. They discuss that upcoming IPO, the competitive landscape, and CoreWeave's future prospects. They also analyze the company's rapid growth, its relationship with NVIDIA and its unique market position.‍Since the discussion CoreWeave has gone public and seen its share price rise by 160% as of August 4.

Beurswatch | BNR
Deze 'crazy' ceo zorgt voor krankzinnig populair aandeel

Beurswatch | BNR

Play Episode Listen Later Aug 5, 2025 25:09


Een gevarieerde beursdag, zo kan je hem wel het best omschrijven. Het ging over een vette bek, medicatie, software en over olie. Om te beginnen met oliemaatschappij BP. Dat kwam met goede kwartaalcijfers, die beleggers totaal niet zagen aankomen. Nu alle grote olie- en gasreuzen met cijfers zijn gekomen, maken we de balans op. Wat is het beste aandeel dat je kan hebben? Is dat nu toch BP of moet je gaan voor Shell, ExxonMobil, Chevron, TotalEnergies of Saudi-Aramco?Die andere hoogvlieger is Pfizer. De farmaceut verrast niet alleen met de kwartaalcijfers, dat doet het óók met de outlook. Het verhoogt de winstverwachting. Ondanks de torenhoge importheffingen van Trump en zijn dreigement om de prijzen van farmaceuten aan te pakken.Die vette bek gaat over Yum Brands, de eigenaar van onder meer KFC en de Pizza Hut. Dat heeft het pijnlijk genoeg heel lastig op de thuismarkt. Al kwartalen op rij draaien ze in de VS slecht.Ook vertellen we je alles over Palantir. Dat aandeel deed het al waanzinnig goed, maar blijft maar stijgen. Reden zijn de goede cijfers. We onderzoeken waarom dit bedrijf (dat onder meer de FBI als klant heeft) zo'n beurslieveling is. Verder in deze aflevering: De Zwitsers vliegen naar Trump om te onderhandelen over de tarieven Trump ziet Scott Bessent afhaken: hij wil geen Fed-baas worden TSMC heeft een lek: er zijn bedrijfsgeheimen gestolen Aandeelhouders van NovoNordisk slepen bedrijf voor de rechter See omnystudio.com/listener for privacy information.

Late Confirmation by CoinDesk
THE MINING POD: The Golden Age of Bitcoin Equities is Here w/ Matthew Sigel

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 22, 2025 46:22


VanEck's Head of Digital Assets Research, Matthew Sigel, joins the podcast to discuss bitcoin treasury plays, CoreWeave's $9 billion bid for Core Scientific, and other hot trends in the Bitcoin equities realm.Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsFILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, VanEck's Head of Digital Assets Research Matthew Sigel joins us to talk about Core Scientific's massive $9B CoreWeave acquisition deal, whether Bitcoin treasury companies are getting too crowded with 30+ deals in pipeline, AI infrastructure pivots among miners, and if the crypto equity boom is here to stay.Subscribe to our newsletter! **Notes:**• Core Scientific $9B all-stock deal with CoreWeave• 850MW HPC/AI infrastructure potential capacity • US listed miners hit 31% global hash rate • 30,000+ Bitcoin bought by 15 treasury companies• Meta Planet trading at 5x Bitcoin NAV premium• $150M annual revenue target for Hut 8's AI businessTimestamps:00:00 Start02:55 Coreweave & Core Scientific07:40 Coreweave's BTC mining operation08:52 Volatility & Coreweave's stock price12:25 Fractal Bitcoin13:05 Future of pure BTC miners17:45 American Bitcoin20:54 What's keeping public miner stock prices suppressed?24:02 Too many treasury companies?29:58 International strategies35:45 Gamestop & Semler Scientific39:27 Bit Digital ETH pivot42:49 Cycle narrative

Retire Young Podcast
#1,332 CoreWeave gains 7% and why a strategic plan is paramount in your investment strategy

Retire Young Podcast

Play Episode Listen Later Jul 22, 2025 14:59


Hashr8 Podcast
The Golden Age of Bitcoin Equities is Here w/ Matthew Sigel

Hashr8 Podcast

Play Episode Listen Later Jul 22, 2025 46:22


Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, VanEck's Head of Digital Assets Research Matthew Sigel joins us to talk about Core Scientific's massive $9B CoreWeave acquisition deal, whether Bitcoin treasury companies are getting too crowded with 30+ deals in pipeline, AI infrastructure pivots among miners, and if the crypto equity boom is here to stay. Subscribe to our newsletter!  **Notes:** • Core Scientific $9B all-stock deal with CoreWeave • 850MW HPC/AI infrastructure potential capacity   • US listed miners hit 31% global hash rate  • 30,000+ Bitcoin bought by 15 treasury companies • Meta Planet trading at 5x Bitcoin NAV premium • $150M annual revenue target for Hut 8's AI business Timestamps: 00:00 Start 02:55 Coreweave & Core Scientific 07:40 Coreweave's BTC mining operation 08:52 Volatility & Coreweave's stock price 12:25 Fractal Bitcoin 13:05 Future of pure BTC miners 17:45 American Bitcoin 20:54 What's keeping public miner stock prices suppressed? 24:02 Too many treasury companies? 29:58 International strategies 35:45 Gamestop & Semler Scientific 39:27 Bit Digital ETH pivot 42:49 Cycle narrative

Business of Tech
Microsoft Cuts 9,000 Jobs, Boosts AI Partner Incentives; OpenAI Expands Multi-Cloud E-Commerce Tools

Business of Tech

Play Episode Listen Later Jul 17, 2025 15:36


Microsoft is undergoing a significant restructuring, placing artificial intelligence (AI) at the forefront of its strategy. The company has announced the layoff of approximately 9,000 employees, primarily targeting generalist sales roles, as it shifts towards a model that prioritizes technical expertise over traditional relationship-building in sales. This move is part of a broader initiative to enhance its AI offerings, particularly through its Copilot program, which has seen a 50% increase in funding and a 70% rise in partner incentives. Microsoft aims to eliminate product silos and align its go-to-market strategy with customer priorities, emphasizing the importance of AI integration in sales and service delivery.OpenAI is also making waves by diversifying its cloud infrastructure, now utilizing Google Cloud alongside Microsoft, CoreWeave, and Oracle. This strategic shift comes as OpenAI prepares to introduce new features in its ChatGPT platform, including a checkout function for e-commerce, which will allow users to make purchases directly through the chatbot. The company is positioning itself to compete more directly with Microsoft's Office suite by enhancing productivity tools and integrating e-commerce capabilities, signaling a move from being a model provider to an end-user platform.Amazon Web Services (AWS) has launched a new platform called Amazon Bedrock Agent Core, designed to facilitate collaboration among AI agents across organizations. This platform aims to address concerns about job security in the face of AI advancements, as it allows for the construction of interconnected AI agents capable of performing various tasks. Unlike competitors, AWS's offering is designed to be flexible and support multiple AI frameworks, positioning it as a neutral infrastructure provider in the AI landscape.In a rapid-fire segment, several companies have announced new partnerships and product updates. iRACA has teamed up with TD Cynics to extend its secure access services, while cgen.ai has launched a platform to streamline AI workloads. Nutrien has improved its Document AI software, and Cohesity has integrated its data management platform with Microsoft 365 Copilot, enabling users to leverage backup data for informed decision-making. These developments highlight a trend towards enabling service providers to evolve from mere technical support to delivering measurable business outcomes. Four things to know today 00:00 Microsoft Shakes Up Partner Strategy with AI Funding Boost and Workforce Realignment05:42 OpenAI's Cloud Diversification and Agent Ambitions Could Upend SMB Workflows08:35 AWS Launches AgentCore to Build Networks of Interconnected AI Agents11:15 Aryaka, C-Gen.AI, Nutrient, Cohesity Roll Out Innovations Targeting Business Value This is the Business of Tech.     Supported by:  https://timezest.com/mspradio/  All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

Cables2Clouds
Monthly News Update: When Your SD-WAN Gets More Frequent Flyer Miles Than You

Cables2Clouds

Play Episode Listen Later Jul 16, 2025 35:58 Transcription Available


Send us a textThe tech industry's shifting strategies and priorities take center stage in this episode as we examine several major developments reshaping the landscape. We dive into Ingram Micro's recent ransomware attack by the SafePay group, analyzing both the immediate impacts and potential long-term consequences of the four-day operational disruption. The incident raises important questions about security protocols, attack vectors, and the possibility of data exfiltration that could have lingering effects.Next, we explore CoreWeave's massive $9 billion acquisition of CoreScientific, representing a fascinating pivot from cryptocurrency mining infrastructure to AI computing resources. This transaction epitomizes the tech industry's current trajectory – moving away from speculative cryptocurrency ventures toward equally speculative but potentially more productive AI applications. We discuss the diminishing returns of crypto mining versus the still-unprofitable but product-focused world of AI, questioning where this astronomical investment might lead.The networking world sees significant realignment as Arista acquires VeloCloud from Broadcom, bolstering their WAN portfolio after VMware's SD-WAN solution changed hands multiple times in recent years. We compare potential integration approaches with Cisco's historical challenges integrating Viptela, speculating on how Arista might handle this transition while maintaining their commitment to a unified operating system.Perhaps most concerning is Microsoft's continued workforce reduction – cutting 4% of employees while pledging billions toward AI development. This "robbing Peter to pay Paul" approach appears throughout the tech industry as companies bet heavily on AI's future promise while sacrificing present human capital. We contrast these widespread layoffs with contradictory reports claiming robust tech hiring, questioning the true state of industry employment.Join us biweekly for future episodes as we transition to a fortnightly schedule focusing on quality over quantity. Share your thoughts about our schedule change or any topics discussed – we're especially interested in hearing from VeloCloud customers who've experienced the product's journey through multiple corporate owners.Purchase Chris and Tim's new book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Fortnightly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

Closing Bell
CoreWeave CEO On AI Investment; Data Centers In Space? 7/15/25

Closing Bell

Play Episode Listen Later Jul 15, 2025 43:25


Carson Group's Ryan Detrick joins to explain why sentiment is shifting bullish. Neil Dutta of Renaissance Macro weighs in on inflation and Fed speculation. CFRA's Alexander Yokum breaks down regional bank earnings, and CoreWeave CEO Michael Intrator joins from the Pennsylvania Energy Summit. Plus, our Diana Olick explores data centers in space.

Packet Pushers - Full Podcast Feed
NB534: Arista Late to SD-WAN Party but Ready to Dance; CoreWeave Acquires GPUs, Gigawatts for $9 Billion

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Jul 14, 2025 50:31


Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... Read more »

Packet Pushers - Network Break
NB534: Arista Late to SD-WAN Party but Ready to Dance; CoreWeave Acquires GPUs, Gigawatts for $9 Billion

Packet Pushers - Network Break

Play Episode Listen Later Jul 14, 2025 50:31


Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... Read more »

Packet Pushers - Fat Pipe
NB534: Arista Late to SD-WAN Party but Ready to Dance; CoreWeave Acquires GPUs, Gigawatts for $9 Billion

Packet Pushers - Fat Pipe

Play Episode Listen Later Jul 14, 2025 50:31


Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... Read more »

Late Confirmation by CoinDesk
THE MINING POD: CoreWeave / Core Scientific's $9B Deal, IREN's Blackwell Buy, Bit Digital's ETH Treasury

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 11, 2025 45:37


On this week's roundup, we touch on the CoreWeave and Core Scientific acquisition, IREN's new AI GPUs, and more. Get the headlines that matter, right when they hit the wire. Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsFILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Ben Harper from Luxor Technology joins us to discuss CoreWeave's $9 billion acquisition of Core Scientific, IREN's $130 million Nvidia GPU purchase, hashprice hitting $60 for the first time since February, summer hashrate curtailment, and why transaction fees are so low. Plus, why Bit Digital and BIT Mining are becoming altcoin treasury companies. Subscribe to our newsletter! **Notes:**• CoreWeave to acquire Core Scientific for ~$9 billion• Hash price reaches $60 per terahash per day• Bitcoin fees in sats/vb lowest since March 2012• IREN purchases 2,400 Nvidia Blackwell GPUs• Difficulty adjustment expected +7.3%• Bit Digital pivots to Ethereum treasuryTimestamps:00:00 Start01:50 Difficulty Report by Luxor06:00 CRWV < > CORZ deal15:20 Fractal Bitcoin16:00 IREN Blackwell purchase22:14 Transaction update,26:04 Hashrate Futures contracts35:52 Bit Digital/BIT Mining Pivots

Software Defined Talk
Episode 528: You can't spell Clippy without CLI

Software Defined Talk

Play Episode Listen Later Jul 11, 2025 69:37


This week, we discuss the return of command line tools, Kubernetes embracing VMs, and the steady march of Windows. Plus, thoughts on TSA, boots, and the “old country." Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/W0_6hPybAsQ?si=QfWLvts-ueyATxtz) 528 (https://www.youtube.com/live/W0_6hPybAsQ?si=QfWLvts-ueyATxtz) Runner-up Titles Pool Problems Stockholm Pool Syndrome The Old Country VMs aren't going anywhere Vaya con Dios This is why we have milk Why's he talking about forks? Commander Claude The Columbia Music House business plan Beat this horse into glue Reinvent Command Line “Man falls in love with CLI” Windows is always giving you the middle button CBT - Claude Behavioral Therapy. Rundown TSA tests security lines allowing passengers to keep their shoes on (https://www.washingtonpost.com/travel/2025/07/08/tsa-shoe-policy-airport-security/) KubeCon Is Starting To Sound a Lot Like VMCon (https://thenewstack.io/kubecon-is-starting-to-sound-a-lot-like-vmcon/?link_source=ta_bluesky_link&taid=6866ce8d6b59ab0001f28d23&utm_campaign=trueanthem&utm_medium=social&utm_source=bluesky) Claude Code and the CLI Gemini CLI: your open-source AI agent (https://blog.google/technology/developers/introducing-gemini-cli-open-source-ai-agent/) Cursor launches a web app to manage AI coding agents (https://techcrunch.com/2025/06/30/cursor-launches-a-web-app-to-manage-ai-coding-agents/) AI Tooling, Evolution and The Promiscuity of Modern Developers (https://redmonk.com/sogrady/2025/07/09/promiscuity-of-modern-developers/) Introducing OpenCLI (https://patriksvensson.se/posts/2025/07/introducing-open-cli) Windows Windows 11 has finally overtaken Windows 10 as the most used desktop OS (https://www.theverge.com/news/699161/microsoft-windows-11-usage-milestone-windows-10) Microsoft quietly implies Windows has LOST millions of users since Windows 11 debut — are people really abandoning ship? [UPDATE] (https://www.windowscentral.com/software-apps/windows-11/windows-11-10-lost-400-million-users-3-years) Relevant to your Interests Public cloud becomes a commodity (https://www.infoworld.com/article/4011196/public-cloud-becomes-a-commodity.html?utm_date=20250625131623&utm_campaign=InfoWorld%20US%20%20All%20Things%20Cloud&utm_content=slotno-1-title-Public%20cloud%20becomes%20a%20commodity&utm_term=Infoworld%20US%20Editorial%20Newsletters&utm_medium=email&utm_source=Adestra&aid=29276237&huid=) Nvidia Ruffles Tech Giants With Move Into Cloud Computing (https://www.wsj.com/tech/ai/nvidia-dgx-cloud-computing-28c49748?mod=hp_lead_pos11) Which Coding Assistants Retain Their Customers and Which Ones Don't (https://www.theinformation.com/articles/coding-assistants-retain-customers-ones?utm_source=ti_app&rc=giqjaz) Anthropic destroyed millions of print books to build its AI models (https://arstechnica.com/ai/2025/06/anthropic-destroyed-millions-of-print-books-to-build-its-ai-models/) Sam Altman upstages the critics (https://www.platformer.news/sam-altman-hard-fork-live/?ref=platformer-newsletter) The Ultimate Cloud Security Championship | 12 Months × 12 Challenges (https://cloudsecuritychampionship.com/) Denmark to tackle deepfakes by giving people copyright to their own features (https://www.theguardian.com/technology/2025/jun/27/deepfakes-denmark-copyright-law-artificial-intelligence) Why Automattic CEO Matt Mullenweg went to war over WordPress (https://overcast.fm/+AAQLdsK48uM) How Nintendo locked down the Switch 2's USB-C port and broke third-party docking (https://www.theverge.com/report/695915/switch-2-usb-c-third-party-docks-dont-work-authentication-encryption) CoreWeave to acquire Core Scientific in $9 billion all-stock deal (https://www.cnbc.com/2025/07/07/coreweave-core-scientific-stock-acquisition.html) Valve conquered PC gaming. What comes next? (https://www.ft.com/content/f4a13716-838a-43da-853b-7c31ac17192c) Datadog stock jumps 10% on tech company's inclusion in S&P 500 index (https://www.cnbc.com/2025/07/02/datadog-stock-jumps-sp-500-index-inclusion.html) Jack Dorsey just released a Bluetooth messaging app that doesn't need the internet (https://www.engadget.com/apps/jack-dorsey-just-released-a-bluetooth-messaging-app-that-doesnt-need-the-internet-191023870.html) Unlock the Full Chainguard Containers Catalog – Now with a Catalog Pricing Option (https://www.chainguard.dev/unchained/unlock-the-full-chainguard-containers-catalog-now-with-a-catalog-pricing-option) Oracle stock jumps after $30 billion annual cloud deal revealed in filing (https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html) Docker State of App Dev: AI (https://www.docker.com/blog/docker-state-of-app-dev-ai/) X Chief Says She Is Leaving the Social Media Platform (https://www.nytimes.com/2025/07/09/technology/linda-yaccarino-x-steps-down.html) Meta's recruiting blitz claims three OpenAI researchers (https://techcrunch.com/2025/06/25/metas-recruiting-blitz-claims-three-openai-researchers/) OpenAI Reportedly Shuts Down for a Week as Zuck Poaches Its Top Talent (https://gizmodo.com/openai-reportedly-shuts-down-for-a-week-as-zuck-poaches-its-top-talent-2000622145?utm_source=tldrnewsletter) OpenAI Leadership Responds to Meta Offers: ‘Someone Has Broken Into Our Home' (https://www.wired.com/story/openai-meta-leadership-talent-rivalry/) Sam Altman Slams Meta's AI Talent-Poaching Spree: ‘Missionaries Will Beat Mercenaries' (https://www.wired.com/story/sam-altman-meta-ai-talent-poaching-spree-leaked-messages/) Report: Apple looked into building its own AWS competitor (https://9to5mac.com/2025/07/03/report-apple-looked-into-building-its-own-aws-competitor/) Cloudflare launches a marketplace that lets websites charge AI bots for scraping (https://techcrunch.com/2025/07/01/cloudflare-launches-a-marketplace-that-lets-websites-charge-ai-bots-for-scraping/) The Open-Source Software Saving the Internet From AI Bot Scrapers (https://www.404media.co/the-open-source-software-saving-the-internet-from-ai-bot-scrapers/) Nonsense After 8 years of playing D&D nonstop, I've finally tried its biggest alternative (https://www.polygon.com/tabletop-games/610875/dnd-alternative-dungeon-crawl-classics-old-school) TSA tests security lines allowing passengers to keep their shoes on (https://www.washingtonpost.com/travel/2025/07/08/tsa-shoe-policy-airport-security/) Conferences Sydney Wizdom Meet-Up (https://www.wiz.io/events/sydney-wizdom-meet-up-aug-2025), Sydney, August 7. Matt will be there. SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CFP closes August 3rd (https://www.papercall.io/txlf2025). CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London. 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: Park ATX Free Parking Codes (https://www.austintexas.gov/page/park-atx): FREE15ATX1 and FREE15ATX2 Matt: Careless People (https://en.wikipedia.org/wiki/Careless_People) Coté: Wizard Zines bundle (https://wizardzines.com/zines/all-the-zines/), Julia Evans. Photo Credits Header (https://unsplash.com/photos/grayscale-photo-of-airplane-on-airport-OxJ6RftLbEA)

Hashr8 Podcast
CoreWeave / Core Scientific's $9B Deal, IREN's Blackwell Buy, Bit Digital's ETH Treasury

Hashr8 Podcast

Play Episode Listen Later Jul 11, 2025 45:37


Get the headlines that matter, right when they hit the wire. Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more. FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technology joins us to discuss CoreWeave's $9 billion acquisition of Core Scientific, IREN's $130 million Nvidia GPU purchase, hashprice hitting $60 for the first time since February, summer hashrate curtailment, and why transaction fees are so low. Plus, why Bit Digital and BIT Mining are becoming altcoin treasury companies.  Subscribe to our newsletter!  **Notes:** • CoreWeave to acquire Core Scientific for ~$9 billion • Hash price reaches $60 per terahash per day • Bitcoin fees in sats/vb lowest since March 2012 • IREN purchases 2,400 Nvidia Blackwell GPUs • Difficulty adjustment expected +7.3% • Bit Digital pivots to Ethereum treasury Timestamps: 00:00 Start 01:50 Difficulty Report by Luxor 06:00 CRWV < > CORZ deal 15:20 Fractal Bitcoin 16:00 IREN Blackwell purchase 22:14 Transaction update, 26:04 Hashrate Futures contracts 35:52 Bit Digital/BIT Mining Pivots

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI's SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just the Start | Will Sequoia Part with Shaun Maguire

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Jul 10, 2025 67:29


Agenda: [00:00] The AI Talent Crisis No One's Ready For [03:00] Daniel Gross and Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta [12:00] Meta's AI Talent Magnet: Will It Actually Work? [15:00] Cursor Is Breaking the Market: Can Anyone Compete? [18:30] OpenAI's SBC Bombshell: More Stock Comp Than Revenue [22:00] CoreWeave's Power Play: Buying Their Landlords [26:00] Is Circle Next to Go Shopping with Meme Equity? [28:00] PE Is Back: The Olo Take-Private Explained [35:00] Why Triple, Triple, Double, Double Is No Longer Sexy [41:00] QSBS Hack: The Billionaire's Tax Loophole You're Missing [48:00] Microsoft's AI Layoffs: Salespeople Are Dead, Long Live Engineers [50:00] “If You Need a Week to Learn AI, You Should Be Fired” [53:00] Will Sequoia's Sean Maguire Be Pushed Out? Place Your Bets [57:00] Will There Be a Recession in 2025? Jason Bets $75K It's a No [1:00:00] Is Linda Yaccarino Still CEO of X by Year-End? [1:03:00] Circle and CoreWeave's Meme Rally: Real or Mirage?  

Late Confirmation by CoinDesk
THE MINING POD: How CoreWeave's Neocloud Business Model Works

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 8, 2025 51:41


A look inside CoreWeave's neocloud business model, and how the company went from an ETH miner to a $75 billion business. FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers. We explore CoreWeave's neocloud business model, GPU economics vs bitcoin mining profitability, and what this means for the future of the mining industry.Subscribe to our newsletter! **Notes:**• CoreWeave valued at $75B+ (12x revenue multiple)• 72% of Q1 revenue came from Microsoft/OpenAI• CoreWeave manages 250,000+ GPUs globally• $15B+ in contracted revenue securedTimestamps:00:00 Start04:05 Coreweave overview07:40 Neocloud10:28 Other Neocloud providers12:49 Oracle, OpenAI & Stargate16:20 Crusoe17:58 Hyperscaler street cred21:08 Energy pipeline26:53 Revenue32:51 Capex vs revenue38:03 GPU lifespan41:58 Bull vs Bear49:00 Partner concentration

CNBC's
The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25

CNBC's "Fast Money"

Play Episode Listen Later Jul 8, 2025 43:47


Big banks head lower as investors scoop up beaten down sectors like small caps, healthcare, and airlines. Could the next great rotation in the market be underway? Plus Coreweave shedding some of its gains after the company announced a data deal, and the acquisition is fueling Wall Street pessimism on the name. What one top analyst sees in store for the stock.Fast Money Disclaimer

Motley Fool Money
Dinosaurs Roar for Comcast and CoreWeave Goes Shopping

Motley Fool Money

Play Episode Listen Later Jul 7, 2025 19:51


Andy Cross and Jason Moser discuss: - Jurassic World Rebirth delivers for Comcast - CoreWeave finally gets it done for CoreScientific - Oracle makes a deal with the federal government - Two stocks to look for if the market pulls back Companies discussed: CMCSA, NFLX, CRWV, CORZ, ORCL, IOT, HWM Host: Andy Cross Guests: Jason Moser Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ Tech News Briefing
TNB Tech Minute: Some FTX Customers in Limbo Over Foreign Crypto Crackdown

WSJ Tech News Briefing

Play Episode Listen Later Jul 7, 2025 2:18


Plus: Artificial intelligence company CoreWeave to acquire Core Scientific in $9 billion deal. And, Tesla stock closes down after CEO Elon Musk says he's creating a new political party. Julie Chang hosts. Programming note: Starting this week, Tech News Briefing episodes will be released on Tuesdays and Fridays, and the TNB Tech Minute will be released twice on weekdays, in the morning and afternoon. Learn more about your ad choices. Visit megaphone.fm/adchoices

This Week in Startups
Exits Are Back, QSB Stock & The New America Party? | E2148

This Week in Startups

Play Episode Listen Later Jul 7, 2025 67:09


Today's show:Startup exits are heating up with $67.7B in Q2 activity, QSBS just got a major expansion, and Robinhood is pushing boundaries with tokenized SPVs. In this episode, @Jason and @alex break down what it all means for founders and investors, plus the rise of Elon's “America Party,” TikTok's potential reboot, and why SaaS startups must rebrand around AI to stay competitive. A must-watch for anyone building, investing, or navigating tech in 2025.Timestamps:(04:29) Jason's thoughts on Elon Musk's America Party(10:05) Oracle - Try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twist(15:02) M&A keeps heating up and why a big fintech IPO could be on the way!(20:00) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist⁠(26:32) Unpacking liquidation preferences for non-experts(29:11) AI companies are soaking up the majority of investment dollars but what does that really MEAN?(30:02) MonarchMoney - Get 50% off your first year by going to MonarchMoney.com and using the offer code TWiST(36:26) Why Jason's group chat will love the QSBS expansion but it's not really that big of a deal…(46:27) TikTok seems poised to make a deal… Why Jason thinks they do pose a national security threat.(59:22) Why is CoreWeave picking up Core Scientific, and is now a good time to sell your shares?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:05) Oracle - Try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twist(20:00) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist⁠(30:02) MonarchMoney - Get 50% off your first year by going to MonarchMoney.com and using the offer code TWiST.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

WSJ Minute Briefing
Flash Flood Warnings Extend to This Evening in Texas

WSJ Minute Briefing

Play Episode Listen Later Jul 7, 2025 2:40


Plus: Houthis attack a ship in the Red Sea for the first time since President Trump announced a Truce. CoreWeave is set to acquire Core Scientific in a $9 billion deal.  Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Squawk on the Street
Stocks' Record Run, Navarro Slams Fed's Powell, Tesla Slides As Musk Forms a New Political Party 7/7/25

Squawk on the Street

Play Episode Listen Later Jul 7, 2025 45:33


Carl Quintanilla and Jim Cramer discussed what's ahead for stock markets entering a new week at record highs. The anchors also reacted to what Treasury Secretary Scott Bessent told CNBC about President Trump's tariff deadline and to expect "several announcements in the next 48 hours." White House senior trade and manufacturing adviser Peter Navarro joined the program to discuss his op-ed titled "Jerome Powell Is Competing to Become the Worst  Fed Chair in History." Also in focus: Tesla shares slide after Elon Musk announces formation of the new "America Party" -- and Trump says Musk has gone "off the rails," high-flying CoreWeave buys Core Scientific, Oracle offers the federal government a discount.    Squawk on the Street Disclaimer 

Squawk on the Street
SOTS 2nd Hour: More Turbulence for Telsa, New Tariff Deadline, Core AI Deal 7/7/25

Squawk on the Street

Play Episode Listen Later Jul 7, 2025 41:49


Carl Quintanilla, Leslie Picker, and Mike Santoli began the hour by breaking down shares of Tesla moving in reverse after Elon Musk said he is launching a political party. CNBC's Phil LeBeau also joined the show to break down the motives behind Musk's new “America Party” and why the news sent Tesla shares lower. The desk then shifted to the latest news out of D.C., after President Trump moved the tariff deadline to August 1 from July 9, with Treasury Secretary Bessent also teasing that the administration could make “several” trade-related announcements in the next 48 hours. Also in focus: a huge deal in the AI space. CoreWeave announced it will acquire Core Scientific in a $9 billion all-stock deal to strengthen its position in the AI arms race. Squawk on the Street Disclaimer

Investing with IBD
Ep. 327 Here's How To Trade The High-Octane IPO Boom

Investing with IBD

Play Episode Listen Later Jul 2, 2025 60:41


Circle, CoreWeave, eToro, Chime. No, it's not a grade school chant, but a small sampling of the companies that have gone public just this year. Ken Shreve, senior markets writer at IBD, joins the “Investing with IBD” podcast to share tips on how to trade high-octane IPO stocks while managing risk appropriately. He also explains what's behind the new IPO boom and how it compares to the previous SPAC mania and other public debuts in recent years. Learn more about your ad choices. Visit megaphone.fm/adchoices

Late Confirmation by CoinDesk
THE MINING POD: Inside Galaxy Digital's $13 Billion CoreWeave AI Deal w/ Brian Wright

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 1, 2025 44:38


Brian Wright from Galaxy Digital joins the pod to talk about Galaxy's CoreWeave deal, Galaxy Mining's HPC pivot, the Texas Grid, and more!FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Brian Wright, co-head of mining data centers at Galaxy Digital joins us to talk about their massive pivot from bitcoin mining to HPC at the Helios facility. We dive into the company's CoreWeave partnership, scaling from 200MW to a potential 2.5GW, Texas grid dynamics, and transforming rural Dickens County's economy through data center development.Subscribe to our newsletter! **Notes:**• 393MW Core Weave deal worth $300M annually• $11-13M per MW retrofit costs vs bitcoin mining• 2.5GW potential campus capacity planned• 800MW currently approved by Ercot• 80% loan-to-cost financing structure• 15-year guaranteed lease agreement signedTimestamps:00:00 Start01:48 Core Scientific & Coreweave03:45 Potential Coreweave acquisitions05:29 Helios pivot to AI11:52 Site conversion plans13:29 What's unique about Helios?15:51 Fractal Bitcoin17:35 AI accelerating building?18:39 Financing20:26 AI vs mining22:26 Who pays for retrofit?25:57 Transition28:04 Tenants29:25 Dickens County31:55 Employee incomes & training35:01 Politics36:19 Texas bill SB637:15 Interconnect queue38:26 Fiber line infrastructure40:02 Can other miners pivot to AI?41:52 Ending curtailment due to AI

Late Confirmation by CoinDesk
THE MINING POD: CoreWeave Wants to Buy Core Scientific, Riot Sheds Bitfarms Shares, Texas' Mandatory Curtailment Law

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 27, 2025 38:21


CoreWeave is in talks to buy Core Scientific, and Bitcoin's hashrate is taking a hit in the summer heat.FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Luxor CEO Nick Hansen joins Colin to talk about CoreWeave's bombshell proposal to acquire Core Scientific, Riot selling off part of its stake in Bitfarms at a 59% haircut, a new Texas law forcing data center curtailment during grid emergencies, and why Bitcoin's hash rate drop wasn't caused by US strikes on Iran (spoiler: it was just really hot outside).Subscribe to our newsletter! **Notes:**• CoreWeave-Core Scientific deal: $4-6B+ estimated• Riot sells part of its Bitfarms stake• Hash rate dropped from 944 to 808 EH/s• 7% difficulty adjustment coming (potentially largest since Dec 2022)• Texas projects 138GW load by 2030 vs 87GW today• Hashprice currently around $54-56/dayTimestamps:00:00 Start02:26 Difficulty Report by Luxor06:20 CoreWeave to buy Core Scientific16:41 Riot sells Bitfarms Shares22:44 US hashrate peak?25:37 Texas curtailment bill32:25 Cry Corner: Iran Strikes37:02 Zetahash inbound?

On The Tape
Wave of Speculation with Legendary Short Seller Jim Chanos

On The Tape

Play Episode Listen Later Jun 27, 2025 52:36


Dan Nathan and Guy Adami host special guest Jim Chanos on the RiskReversal Podcast. The discussion centers around market speculation, particularly in short selling and the recent trends observed in major indices. Jim comments on the speculative nature of the market post-2021 elections and the cycles of retail trading enthusiasm. They also discuss the complexities of corporate earnings, the potential overvaluation of tech stocks, the implications of AI and crypto booms, and the state of the S&P 500. Specific examples include the speculative highs of companies like CoreWeave, Circle, and Coinbase, and their market valuation volatility. Towards the end, they delve into Tesla's fluctuating market position and the broader economic impact of autonomous driving technology and regulatory adjustments. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media