Podcasts about coreweave

On episode 257 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined Ed Zitron to discuss: the ultra-bear case for AI, Nvidia's explosive growth, the economics of OpenAI and Anthropic, whether AI demand can justify the massive hyperscaler CapEx boom, the data center buildout, CoreWeave and the neoclouds, Oracle's AI bet, private credit and debt financing, the warning signs that could finally break the AI spending cycle, the “rot economy,” whether AI is actually improving corporate productivity, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at http://www.fidelity.com/TraderPlus Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fidelity Disclosure: Fidelity Investments and The Compound are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. Dan Nathan sits down with Imran Khan, CIO and founder of Proem Asset Management, to break down one of the wildest weeks in tech earnings. They dig into Nvidia's latest quarter and why the stock keeps trading well below the market multiple despite the growth — and make the bull case for why that's about to change. From there: the increasingly circular web of financing between Nvidia, OpenAI, Microsoft, and CoreWeave, why OpenAI is building a chip to compete with its own biggest investor, and what Imran learned on a recent trip to South Korea about the memory market (Micron, SK Hynix, and the trade that's already up huge). They also unpack Salesforce's surprise post-earnings pop after Marc Benioff and Anthropic's Dario Amodei sat down with Jim Cramer, and close out with the question everyone's asking: are we in an AI bubble, and if so, who's left holding the bag? Articles Referenced Would There Be an AI Revolution If There Were No Nvidia? (WSJ) Nvidia's $279 Billion Supply-Chain Gamble (WSJ) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Bloomberg reported that AI cloud provider Lambda is in talks to raise a $3 billion pre-IPO round. The financing would precede a potential public listing and reflects the capital intensity of building GPU cloud infrastructure. Lambda provides NVIDIA GPU access in the cloud and sells on-premises systems, serving both on-demand and reserved capacity needs. Pre-IPO capital in this sector is often used to secure chips, expand colocation capacity, and improve networking. Competitors include CoreWeave and large clouds such as AWS, Microsoft Azure, Google Cloud, and Oracle Cloud. Founders are evaluating multi-year reservations, vendor diversification, and transparent pricing as they plan AI compute budgets.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

If an AI Crash Happens, It Will Be 5x Worse Than Dot-Com Bubble PoppingIn this episode of Macro, Micro and Small Cap News, we examine two major macro developments pointing to aggressive financial engineering.First, US national debt crosses $40 trillion, pushing 30-year Treasury yields to near 20-year highs. We break down the US Treasury's bond buyback programme and why funding it with short-term T-bills introduces severe rollover risk into the financial system.Second, we analyze the AI earnings bubble and circular funding structures involving Nvidia, hyperscalers, and neocloud providers like CoreWeave. We explore what happens if commercial AI monetization continues to lag behind massive infrastructure capex.We also cover market movements in Gold and Bitcoin, followed by company research on UK-listed small caps: gaming publisher Everplay (EVPL) following the launch of Hell Let Loose: Vietnam, and SaaS provider Cerillion (CER).Special Summer OfferGet 40% off membership to the Sharepickers Investment Club with our Summer Special discount: Discount Code: POD40 (Capital letters, no spaces) Offer Price: £149 (reduced from £249) Expiry Date: 31st August 2026 How to Claim: Visit Sharepickers.com, scroll down to the checkout section, and enter POD40 in the "Have a Coupon" field. Show Notes Macro Story 1: US National Debt Crosses $40 Trillion Contextualizing $40 trillion: servicing costs exceeding $1 trillion annually and debt reaching roughly 120% of US GDP. Surging 30-year Treasury yields reaching ~5.3% and the impact on borrowing costs. US Treasury bond buyback expansion funded via short-term T-bills and the resulting rollover risk. Macro Story 2: The AI Earnings Bubble & Circular Deals The divergence between massive capex spend on data centers/GPUs and realized end-user software revenues. Hyperscaler cash flow pressures in the race for market dominance. Case study of circular vendor financing structures, accounting useful life vs. debt maturities, and index concentration risks. Market Movements: Commodities & Crypto Spiking bond yields driving Gold's rally. Bitcoin price strength, short liquidations, and US administration commentary regarding digital asset purchases. Small-Cap Stock Research Everplay (EVPL): Early SteamDB concurrent user data and estimated gross unit sales for Hell Let Loose: Vietnam, alongside its importance to H2 2026 weighting. Cerillion (CER): Review of H1 performance, the £42.5m Omantel contract, an expanding back-order book (£56m+), £31m cash position with zero debt, and moving average technicals. About The SharePickers Investment ClubThe SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing strictly on the numbers.Learn more at www.sharepickers.com.

In this episode of The Canadian Investor Podcast, we break down another busy week of market news and earnings. We start with Moderna, whose stock more than doubled after the company announced positive late-stage trial results for its personalized mRNA cancer therapy developed with Merck. We discuss why the news matters for Moderna, why Merck also benefited, and why biotech investing can be so volatile. We then look at Canadian Tire’s latest quarter, including the strength at SportChek and Mark’s, the stabilization in its financial services segment, and the upcoming Triangle Rewards partnership with Tim Hortons. From there, we discuss Home Depot and Lowe’s, what their results say about the housing and renovation market, and why elevated interest rates continue to weigh on big-ticket home improvement spending. We also revisit Constellation Software after its latest earnings, including organic growth concerns, record capital deployment, and why the company says AI has not materially disrupted its business so far. Finally, we cover Air Canada’s quarter, rising airline costs, CoreWeave’s explosive AI infrastructure growth and balance sheet risk, and Klarna’s latest results after a sharp post-earnings selloff. Tickers discussed: MRNA, MRK, CTC.A.TO, HD, LOW, CSU.TO, AC.TO, CRWV, KLAR, AAPL Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Bloomberg reported that Callosum raised $100 million to build software that matches AI workloads to specific chips. The company targets routing and scheduling so training and inference jobs run on hardware that fits their memory, bandwidth, and cost profiles. The raise comes as enterprises manage heterogeneous fleets across AWS, Microsoft Azure, Google Cloud, and specialized providers like CoreWeave and Lambda. The market includes established schedulers and recent deals such as Nvidia's 2024 agreement to acquire Run:ai and Databricks' 2023 purchase of MosaicML for $1.3 billion. Buyers will evaluate governance, cost allocation, and measurable utilization gains. Founders should pilot across multiple chip families and providers and track throughput per dollar, queue times, and job success rates.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Bloomberg reported that Anthropic is arranging a pre-IPO credit facility expected to exceed $10 billion. The financing would support model training, product development, and working capital ahead of a potential public listing. Anthropic maintains strategic relationships with Amazon, which committed up to $4 billion in 2023, and Google, which invested $300 million and later added about $2 billion through convertible notes. The scale reflects the cost of accelerators, data center capacity, and multi-year cloud contracts required for frontier AI models. Debt-backed infrastructure has gained traction, exemplified by CoreWeave's $7.5 billion financing in 2024. Large facilities typically carry covenants and collateral requirements that influence pricing, service levels, and operating discipline for AI providers.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Aschenbrenner-Paradoxon, die Zeitenwende bei Geely und eine AAA-Idee, die keine Auto-Aktie ist. Außerdem geht es um S&P Global, Sandisk, Micron Technology, Bloom Energy, TSMC, Nebius Group, CoreWeave, STMicroelectronics, Applied Digital, Riot Platforms, SharonAI Holdings, ServiceNow, Autodesk, Adobe, Elastic, Shopify, Workday, Quantum Computing, Ondas Holdings, indie Semiconductor, SoundHound AI, Centrus Energy, SpaceX, Nvidia, OHB, Airbus, Geely Automobile Holdings, Strategy, Tesla, Home Depot, Baidu, Klarna, Xiaomi, Pony AI, Keysight Technologies, SK Hynix, Intel, Redeia, Schroders, Daimler Truck, Mercedes-Benz Group, Porsche AG, Global X Data Center REITs & Digital Infrastructure (WKN: A2QPB0), First Trust Nasdaq Clean Edge Smart Grid Infrastructure (WKN: A3DGK5), Global X European Infrastructure Development (WKN: A40E7B), iShares Global Infrastructure (WKN: A0LEW9), BNP Paribas Easy ECPI Global ESG Infrastructure (WKN: A3EWYS), SPDR Morningstar Multi-Asset Global Infrastructure (WKN: A12EAR). 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Axios reported that Crusoe is in talks about a potential IPO as AI data center demand strains power supplies. Crusoe, founded by CEO Chase Lochmiller and president Cully Cavness, builds modular data centers powered by stranded energy at oilfields. The company raised a $350 million Series C in 2022 and launched Crusoe Cloud to offer Nvidia GPU compute. EPA methane regulations finalized in December 2023 increase incentives for flare mitigation partnerships that can supply Crusoe with power inputs. Competitors such as CoreWeave, Equinix, Digital Realty, Applied Digital, and Iris Energy are expanding capacity through debt, construction, or pivots to AI hosting. Investors would assess site counts, megawatts deployed, utilization, GPU procurement, capex per megawatt, and power sourcing economics if Crusoe files an S-1.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫别再死盯CPI，如何看美联储下半年动作，来自吕执着。昨晚美国7月C P I数据一览，整体C P I同比百分之3.4%，预期百分之3.4，前值百分之3.5，达3月以来最小增幅，环比百分之0.1；核心C P I同比百分之2.5，预期百分之2.5，前值百分之2.6，环比百分之0.2。能源价格环比6月已降百分之5.7，七月再降百分之1.5；食品和住房7月均涨百分之0.1，住房成本仍贡献月度涨幅约三分之二。数据公布后，9月加息概率从近五成降至三成多；美股三大期指全线拉升，纳指100期货涨百分之1；费城半导体指数大涨超百分之3领涨；黄金短线跳水后刷新日内新高；美债收益率全线下行。摩根士丹利首席经济策略师Ellen Zentner原话："符合预期的通胀数据将巩固'无需加息'的论调。9月F O M C会议前还有一轮通胀数据，但除非下轮数据释放截然不同的信号，否则美联储下月很可能维持利率不变。"高盛投资策略主管Matheus Dibo更直接："美联储很可能二零二六全年维持利率不变。"如果只盯着C P I做判断，格局就小了。美联储这盘棋，从来不是单看通胀一个数——就业、经济增长、金融稳定、通胀，四个指标一起看。昨晚 C P I 落地，我正好拿这四条线给大家复盘一遍。就业，先松了。7月非农直接减少2.3万人，市场原本预期新增8万，一个月差了10万人，还是2月以来首次转负。加息最狠的地方，就是往一个还在招人的劳动力市场继续勒紧——现在压根没有勒紧的基础。增长，在降温。美国现在最亮眼的是A I的故事，数据中心、芯片、服务器，看着风光，本质全是吞金兽，极度依赖便宜的钱。利率卡在高位，融资成本下不来，云大厂资本开支一收缩，A I的扩张直接就被拖后腿。再看二季度实际增速百分之1.5，对比一季度的百分之2.1，已经降下来了。经济在放缓，哪来的动能强行加息？金融稳定，最要命的是美债。美债规模奔着40万亿去了，一年光利息支出就近1万亿美元。利率再往上顶，美债价格继续跌，持有美债的银行账面浮亏扩大——二零二三年硅谷银行怎么倒的，导火索就是高利率。债务压力明晃晃摆在台面上，加息的代价只会越来越重。通胀，两股力量在对冲。中东局势顶着油价往上，但很多人漏了一个变量——中国出口。中国制造靠性价比帮老美压着商品端的通胀。油价往上顶、中国制造往下拽，两头对冲。结果昨晚C P I落地：7月同比百分之3.4、环比0.1、核心百分之2.5，全部符合预期，同比还比上月的百分之3.5降了一档。没有爆雷。四条线看下来：就业转弱、增长降温、美债压顶、通胀没爆——全都不支持加息。所以9月加息概率直接从近五成掉到三成多。下半年大概率不加息，这张牌基本打明了。但话说回来，不加息只是给市场喘一口气，不等于所有资产都能无脑涨。真正受益的，是那批对利率高度敏感的成长资产——两块最典型。一块是科技。AI这头吞金兽，融资成本不升就是最大的利好，昨晚费城半导体指数已经抢跑，大涨超百分之3，CoreWeave直接涨百分之22。另一块就是我们熟的医药C X O。C X O是医药里对利率敏感度数一数二的资产：估值锚定D C F，利率不升、贴现率就稳，估值修复有空间；更要命的是，C X O下游的biotech全靠一级市场融资续命，融资环境一回暖，biotech才拿得到钱继续砸研发，C X O们的订单才有的续。所以"不加息"对C X O是估值和基本面的双击。现在大家前怕狼、后怕虎，一会儿怕C P I爆表，一会儿怕联储加息——这种犹豫纠结的环境，反而相对安全。钱袋子的方向，往往是在大多数人不敢动的时候，才真正开始拐弯。最后，6月所有人信心爆棚，回头看是接近（科技）顶部；7月市场一片悲观绝望，回头看是接近（科技）底部。而我们的医药又是相反的走势，在6月份低迷，7到8月份迎来了估值修复，随着业绩的落地，盲目追科技情绪的消退，不知道资金会不会重新审视这段“对立关系”？希望冷静之后，接下来，我们一起追求业绩与共识，共同迎接主升浪。

CoreWeave CEO Andrew Feldman joins to break down the company's latest earnings report that sent the stock tumbling today. Then, Tapestry CEO Joanne Crevoiserat discusses the Coach and Kate Spade parent company's quarterly results. Plus, Rick Caruso joins ahead of the reopening of the Palisades Village after a more than $100 million rebuild following the LA wildfires. 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.

“What are these AI systems attached to that make them such a huge risk?” “Everything.” Today, the Adversary Universe podcast welcomes Natasha Eastman, head of threat intelligence at CoreWeave, to share her perspective on how AI is used in the modern enterprise, the infrastructure needed to support it, and how she sees adversaries both using and attacking it. AI hasn't necessarily given adversaries wholly new capabilities, Natasha explains. It enables them to do things faster, more capably, and with a lower barrier to entry. AI is seen in phishing scams, recon, coding and tooling support, fraud, and language and persona operations. It's allowing threat actors to refine their content and make phishing even harder to detect. When it comes to attacks on AI, supply chain compromise and identity targeting are top of mind. Depending on how agents are configured and who configured them, they can have a phenomenal amount of access to internal and external resources. An attacker who gains control of an employee or agent identity could have unrestricted access to company systems and resources without the right guardrails in place. Our hosts and guest agree: It's the new insider risk. “Everyone's infrastructure that has access to AI capability is a target,” Natasha says. Tune in to hear Adam, Cristian, and Natasha pool their observations on AI threats, share what concerns them most, and offer their advice on what makes a strong AI governance program.

Nvidia, CoreWeave and Wall Street are pouring hundreds of billions of dollars into AI infrastructure. But how does the financial machine behind the AI boom actually work and where are the risks?In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran unpack CoreWeave's extraordinary growth and $100bn+ revenue backlog, Nvidia's role at the centre of the AI ecosystem, and the huge amounts of debt and private capital being used to finance data centres and GPUs.We explain what neoclouds are, why GPUs are increasingly being treated as infrastructure assets, and how firms including BlackRock, Blackstone, Apollo, Goldman Sachs and KKR are helping finance the AI buildout.But there's another side to the story. We explore the “circular financing” concerns surrounding Nvidia and its customers, the growing concentration risk across the AI industry, and what could happen if hyperscalers such as Microsoft, Alphabet, Amazon and Meta begin to slow their enormous AI spending.Finally, we look at the wider macro picture, including the latest US CPI inflation data, Federal Reserve interest rate expectations and why the AI boom itself is beginning to show up in inflation.Is this the financial infrastructure needed to power the next technological revolution or is too much money becoming dependent on the AI boom continuing?(00:00) The $1 Trillion AI Spending Boom(03:51) CoreWeave's Incredible Growth(04:58) The $104BN AI Order Book(08:35) What Is a Neocloud?(11:18) The Huge Cost of AI Infrastructure(16:13) Nvidia's $500BN Wall Street Deal(17:53) How GPUs Became an Asset Class(21:14) Was Michael Burry Wrong on AI?(24:50) How Wall Street Finances AI(27:12) The AI Circular Financing Risk(33:34) Nvidia's Biggest Concentration Risk(37:18) Can the AI Spending Boom Continue?(38:50) How to Invest Beyond Big Tech(40:12) The Next Trillion-Dollar AI Company?(44:30) AI Boom or House of Cards?(45:06) US Inflation Falls Again(47:05) Will the Fed Hike in September?(49:27) What to Expect From Jackson Hole

Brannin McBee, co-founder and CDO of CoreWeave (CRWV), talks about the company is "second to none" in the AI space after the stock rallied strong on earnings. He addresses how CoreWeave sets up contracts and utilizes its backlog while juggling energy needs and pushback from some public groups. ======== 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

Market update for Thursday August 13, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:The comeback in the AI trade as CoreWeave, Super Micro, and other infrastructure names rallyCerebras earnings and why the stock fell despite strong growth and raised guidanceSuper Micro's monster AI server forecast and Cisco's disappointing AI outlookThe Lakers selling again for a record $12.5 billion amid scrutiny surrounding Mark Walter's business empire

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über den Kurssprung von Vestas, die neue Prognose von TKMS und ein pikantes Detail aus Norwegen. Außerdem geht es um CoreWeave, Meta, Super Micro Computer, Nebius, Rocky Mountain Chocolate, Lumentum, Cerebras Systems, StubHub, Cisco, Coherent, Infineon, Suss Microtec, Siltronic, Siemens Energy, Nordex, E.on, SpaceX, Tesla, Yum! Brands, Yum China, Wendy's, McDonald's, Restaurant Brands International, Cava Group, Sweetgreen, Chipotle, Novo Nordisk, Eli Lilly, Costco, Cooper Companies und Johnson & Johnson. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Josh Kushner & Bob Iger wollen LA Lakers. Goldman kauft ETF-Player Neos. Norwegens Staatsfonds macht 184 Mrd. $ in 6 Monaten. Nelson Peltz will Wendy's kaufe. Vestas hebt Prognose an. Nebius, CoreWeave, Super Micro & Lumentum liefern. TKMS auch. Douglas (WKN: BEAU7Y) hat seit Börsengang 60% verloren. Umsatz sinkt, Online-Marken schrumpfen am stärksten. E-Commerce-Expertin Karo Junker De Neui sieht kein Schnäppchen, sondern eine langfristige Turnaround-Wette. Wo sind die Hebel? Cloudflare (WKN: A2PQMN) gibt KI-Agenten eigene Krypto-Wallets. Stablecoins werden durch KI relevanter. Gleichzeitig: Strategy verkauft Bitcoins, Cold-Wallet-Hack erschüttert Branche. Bitcoin-ETFs profitieren. Diesen Podcast vom 13.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Aug. 12. Former Disney CEO Bob Iger and investor Joshua Kushner are buying the Los Angeles Lakers for $12.5 billion—the highest-ever valuation for any sports team. WSJ sports reporter Andrew Beaton discusses the sale, which he calls a “stunning twist.” Plus, inflation cooled slightly last month to 3.4%. Journal economics reporter Matt Grossman joins to talk about what it could mean for the Federal Reserve. And ticket reseller StubHub reported record revenue, thanks in part to this summer's World Cup. But as retail reporter Hanna Krueger details, both during and well before the World Cup, some fans were disappointed when the tickets they bought on StubHub didn't work and they faced lengthy fights to get their money back. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for Aug. 12. Centrist David Crowley scores an electoral upset in Wisconsin, narrowly defeating Democratic socialist Francesca Hong in a race to secure the Democratic nomination for governor. WSJ's Damian Paletta says Crowley's victory could mark a turning point for progressives. Plus, New York City launches a sweeping investigation into four prediction markets – probing Polymarket, Kalshi, Coinbase and Gemini Titan for alleged deceptive marketing practices and the targeting of minors. And could one of Hollywood's oldest studios be relocating from Tinseltown to Music City? Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The AI buildout has one big beneficiary today and that's neoclouds Coreweave and Nebius. These companies buy and rent out GPUs for AI and they're seing incredible demand for the assets they're building. We discuss the short-term demand and where these stocks face risks long-term. Plus, we discuss Cava's results and what inflation is telling us.Travis Hoium, Tyler Crowe, and Rachel Warren discuss:- Coreweave's Results- Neocloud Financing- Cava's Traffic Growth- Why Restaurants Are Hard- Inflation Eases- Energy's Impact PricesCompanies discussed: Coreweave (CRWV), Nebius (NBIS), Cava (CAVA).Host: Travis HoiumGuests: Tyler Crowe, Rachel WarrenEngineer: Kristi Waterworth 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

Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia's (NVDA) $500B announcement… And the gold rally. In this episode: Sports scandals: WNBA, golf, and college football [0:51] Inflation is still hot—will the Fed do anything about it? [4:57] CoreWeave and Super Micro earnings show AI demand is alive and well [18:18] Nvidia's $500B announcement is great for AI stocks [29:15] What gold's rally says about the Fed's interest rate plans [35:59] Think the U.S. dollar isn't backed by anything? Think again [38:51] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter: https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The traders debate what's driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco reporting Q2 numbers after the close. Then, BofA Securities' U.S. economics head explains why three rate hikes this year could still be in the cards--even on the back of a muted CPI print. Plus, Google's new AI smartphone lineup, a landmark social media trial hitting Meta and the big moves in restaurant stocks catching the attention of our traders today.   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.

Plus: The AI rally is back after Coreweave shares jump off-hours on bumper profits.  But the AI-buildout is hurting some companies' bottom line, with China's biggest company ending its double-digit earnings streak. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Consumer prices increased 3.4% year-over-year. Plus: CoreWeave and Super Micro Computer shares soar after Tuesday's earnings reports. 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer, and David Faber started the hour by breaking down this morning's inflation print, with CPI rising 0.1% in July and the annual inflation rate coming in at 3.4%. The desk then brought in CoreWeave CEO Mike Intrator to discuss his company's strong Q2 results, which sent the stock surging by double digits at the open. Also in AI, SpaceX CEO Elon Musk outlined how AI revenue within the company will exceed all other sources of revenue before year-end. 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.

Bitcoin remains resilient, but the key question is whether the current move has enough real spot demand to continue, with futures activity once again leading the rally. The show also looks at NVIDIA's $500 billion AI financing push and what it means for the ongoing rotation of capital into AI, while CoreWeave's strong earnings add to the momentum. On the macro side, Trump is considering major tax and housing policies ahead of the midterms, while the yen intervention appears to be losing its impact and could force the U.S. and Japan into another response. We also cover the CFTC stepping in to protect Kalshi as its regulatory battle with New York escalates. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew, Ben, and Tom discuss CoreWeave soaring 17% after raising its 2026 CapEx guidance to $35-39 billion and pushing through roughly 25% price increases across its GPU pricing tiers, extending the useful life of its chips and signing an A100 contract through 2029 despite the SKU launching in 2020, Trump reportedly weighing changes to capital gains taxes including exemptions for homes worth $2 million or less and indexing gains to inflation, a discussion of whether eliminating the corporate income tax and capital gains tax in favor of ordinary income treatment would be simpler and more pro-growth, and a New York State Supreme Court judge temporarily blocking Mayor Mamdani's pied-a-terre tax rollout after finding the city improperly shifted the burden of proving primary-residence exemptions onto property owners, with arguments set for August 31.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Greg Foss is back. After stepping away from Twitter and spending time on Nostr, the veteran credit analyst explains what pulled him back: young people reaching for socialism, and credit markets he sees as far less healthy than equities. The credit default swap thesis. Foss walks through his method: take the CDS spread on U.S. government debt, multiply by total obligations including unfunded liabilities, then compare that to Bitcoin's market cap. He flagged his spread number as from memory. Why insurance, not a risk asset. Most holdings are short volatility: when volatility rises, they fall. Foss argues Bitcoin should do the opposite, and credits BlackRock's Larry Fink as one of the few in traditional finance framing it that way. The rate the Fed does not control. Warsh has suggested AI productivity gains leave room to cut. Foss points instead to the 10-year Treasury, set in the open market, which could rise if investors demand more for U.S. credit risk. Credit markets are flashing before equities. A listener asked about widening CDS spreads across AI infrastructure names. Foss compared NVIDIA's vendor financing to Nortel and Lucent in 2000, and pointed to CoreWeave's tight debt service covenant. Banking is a leveraged business. From inside an insolvent Bank of Boston in 1992, Foss saw the math up close: roughly $5 of equity behind every $100 loaned. He argues Bitcoin can act as a safety net against that fragility. Bitcoin mining versus AI data centers. Miners can switch off in seconds and chase stranded energy; AI workloads cannot. Suze raised UK curtailment spending and ERCOT's grid balancing record, and asked whether mining gets built into AI sites. What the ETFs changed. Foss says a Wall Street wrapper was necessary for institutional allocation, while raising the paper Bitcoin question. He runs a 5% of global assets thought experiment, stressing he is not certain it happens. Treasury companies as an evolution, not an endpoint. Foss says he admires Michael Saylor without admiring every lever pulled, notes the premium to underlying Bitcoin has collapsed toward parity, and expects these vehicles to matter less over time. Bitcoin as collateral, and pensions inching in. Foss calls Bitcoin pristine collateral and a natural extension of lending. Dom described recommending it to pension boards years ago and pointed to a Michigan 13F filing adding to its position.

On this episode of The Hot Options Report, we break down the names dominating the options tape, including a rally in Hertz with heavy call activity and another strong move from Intel. We also dig into a monster session for CoreWeave and the intriguing call-selling activity that accompanied the move. Plus, we examine the latest options action in Meta, Apple, Micron, SpaceX, Tesla, NVIDIA and Blue Owl Capital. Which options trades paid off, which ones went up in smoke, and where are traders putting their money now? Find out on this episode of The Hot Options Report.

The latest CPI report came in largely as expected, but inflation is still running above the Fed's target and Kevin Warsh may have a difficult case to make if he wants to keep rates unchanged.Chuck Zodda and Paul Lane break down the July inflation report, why lower energy prices helped keep the headline number contained, and why core inflation may still be too elevated for the Fed to ignore. They also discuss how rising gas prices could affect the next CPI report, why markets now see a greater chance that the Fed stays put in September, and whether the economy could handle a modest rate hike. Plus, they look at CoreWeave's revenue surge, the massive financing needs behind the AI data center buildout, Super Micro Computer's latest earnings, and Todd Lutsky's guidance on last-minute Medicaid planning for nursing home costs.

"It's an inflection quarter" for CoreWeave (CRWV), says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators. Mark adds that a partnership with Nvidia (NVDA) adds to future prospects. Todd Stankiewicz says the earnings show AI demand isn't going anywhere but CoreWeave faces a key challenge in delivering that demand through debt financing. ======== 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

Alex Coffey discusses CoreWeave's (CRWV) latest earnings which showed revenue doubling year-over-year and a backlog that grew to over $100 billion. However, as Alex explains, not all analysts are turning bullish on the report. Prosper Trading Academy's Scott Bauer offers an example options trade for CoreWeave. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit CNBC.com for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market update for Wednesday August 12, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:July inflation cools to 3.4%CoreWeave's revenue surges and backlog grows to $130 billion Cava's strong traffic growth as customers keep spending on pita chipsLumentum surges on booming AI data-center demand, while On Holding recovers from historic selloffFun Fact: AI computing power is becoming a tradable asset class

Coreweave shares surge after the AI cloud provider posts a beat on both the top and bottom line. Data centre infrastructure firm Super Micro is also up on positive forecasts. Investors await the latest U.S. inflation data with the headline number expected to be 3.4 per cent. There is no clear agreement about the Federal Reserve's next move. Oil inches higher as attacks on shipping in both the Strait of Hormuz and the Bab el-Mandeb raise fears of escalation as well as increase concern over crude supply chains. A top Iranian security official doubles down on Tehran's demands to re-open the Gulf. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über Robotik-Euphorie in China, den Sneaker-Absturz von On und einen Schock-Moment für Monster-Aktionäre. Außerdem geht es um Unitree, CXMT, Adidas, Puma, PNE, Siemens Energy, SÜSS MicroTec, Siltronic, Aixtron, PVA Tepla, Cancom, CoreWeave, Super Micro, Nvidia, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR, Alphabet, Amazon, Microsoft, Meta, SharkNinja, Barry Callebaut, Lindt, Hershey, Mondelēz, State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF (WKN: A1JSHV), iShares Core MSCI World (WKN: A0RPWH), WisdomTree Cocoa (WKN: A1ELLY) und WisdomTree Cocoa 2x Daily Leveraged (WKN: A0V607). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Een kwartaal om door een ringetje te halen! ABN maakte meer winst, zag het rendement op het eigen vermogen toenemen, de buffers stijgen en de kosten zakken. Het was bovendien allemaal veel beter dan waarop analisten hadden gerekend. En de aandeelhouder? Die is blij, want het dividend gaat omhoog. Deze aflevering hebben we het over het succes van ABN. Waar doet de bank het goed en waar kunnen ze het nóg beter doen? Ook gaat het over de buffers van de bank. Die staan er zo goed voor, dat ze op overnamepad kunnen. Moeten ze dat ook doen? Verder duiken we in de wereld van cloudverhuur. We hebben het over een Amerikaanse hit, CoreWeave. De omzet verdubbelde en beleggers duiken op het aandeel. Een klein probleempje: het maakt nog altijd geen winst. Winst was er ook voor het Noorse staatsfonds, de grootste belegger van de wereld. In de eerst helft van het jaar een keurige 186 miljard dollar winst! Ook laten de Noren weten hoeveel aandelen ze precies in SpaceX hebben. Hello Kitty, jawel, komt ook nog voorbij deze aflevering. Je hoort wat de link tussen dit schattige wezentje en president Trump is. Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz revisaron el reporte de CoreWeave, la "neocloud" que crece a gran velocidad gracias a contratos con Meta y Anthropic, aunque financia su expansión con una deuda cada vez más costosa. También analizaron el reporte de Super Micro, que sorprendió con un beneficio muy por encima de lo esperado pese a un miss en ingresos y advirtieron sobre las tensiones de caja y la concentración de clientes detrás de esas cifras. Por último, explicaron los datos de inflación del mes de Julio que salen en línea con las expectativas aliviando la tésis de subida de tasas.

Der Dow Jones gibt nach dem Opening die Gewinne ab, mit dem Nasdaq unter den Tageshochs. Obwohl die Verbraucherpreise im Juli abgekühlt sind, reagieren die Renditen der Staatsanleihen kaum. Im KI-Sektor bestätigen die Quartalszahlen eine enorme Nachfrage, aber auch den gewaltigen Kapitalbedarf: Supermicro überrascht mit einem extrem starken Ausblick, Lumentum schlägt die Erwartungen und profitiert vom Ausbau optischer Infrastruktur, während CoreWeave zwar wachsende Nachfrage meldet, für 2026 aber Investitionen von 35 bis 39 Milliarden US Dollar bei lediglich 12,4 bis 13,2 Milliarden US Dollar Umsatz plant. Ein ähnliches Bild liefert Nebius: Der Umsatz steigt um 454 Prozent und das EBITDA übertrifft die Erwartungen deutlich, gleichzeitig explodieren die Investitionen auf rund 5,65 Milliarden US Dollar, fast das Zehnfache des Quartalsumsatzes. Für Diskussionen sorgt weiterhin Nvidias 500 Milliarden US Dollar Finanzierungspaket: Berichten zufolge könnte Nvidia entgegen der ursprünglichen Darstellung bis zu 25 Prozent einzelner Projekte absichern, womit die Debatte über zirkuläre Finanzierung und die Nachhaltigkeit des KI-Booms an Fahrt gewinnt. Unterm Strich bekommt die Wall Street heute genau das, was sie sehen wollte: nachlassenden Inflationsdruck bei gleichzeitig weiterhin außergewöhnlich starker KI-Nachfrage. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street startet freundlich in den Handel, nachdem die Verbraucherpreise für Juli im Rahmen der Erwartungen lagen und sich gegenüber Juni abgekühlt haben. Damit bleibt die erhoffte Disinflation intakt und das Risiko einer Zinsanhebung der Fed im September nimmt weiter ab, was insbesondere Tech und Wachstumswerten Rückenwind gibt. Bereits vor den Daten führten Halbleiter- und KI-Aktien die Futures an. Im KI-Sektor bestätigen die Quartalszahlen gleichzeitig eine enorme Nachfrage, aber auch den gewaltigen Kapitalbedarf: Supermicro überrascht mit einem extrem starken Ausblick, Lumentum schlägt die Erwartungen und profitiert vom Ausbau optischer Infrastruktur, während CoreWeave zwar wachsende Nachfrage meldet, für 2026 aber Investitionen von 35 bis 39 Milliarden US Dollar bei lediglich 12,4 bis 13,2 Milliarden US Dollar Umsatz plant. Ein ähnliches Bild liefert Nebius: Der Umsatz steigt um 454 Prozent und das EBITDA übertrifft die Erwartungen deutlich, gleichzeitig explodieren die Investitionen auf rund 5,65 Milliarden US Dollar, fast das Zehnfache des Quartalsumsatzes. Für Diskussionen sorgt weiterhin Nvidias 500 Milliarden US Dollar Finanzierungspaket: Berichten zufolge könnte Nvidia entgegen der ursprünglichen Darstellung bis zu 25 Prozent einzelner Projekte absichern, womit die Debatte über zirkuläre Finanzierung und die Nachhaltigkeit des KI-Booms an Fahrt gewinnt. Unterm Strich bekommt die Wall Street heute genau das, was sie sehen wollte: nachlassenden Inflationsdruck bei gleichzeitig weiterhin außergewöhnlich starker KI-Nachfrage. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Investor Steve Eisman of “Big Short” fame delivers an AI bubble warning, coming on the heels of Nvidia's $500 billion financing deal with top firms on Wall Street. The traders make sense of the mega-deals playing out in tech now. Then, economist Joe Lavorgna lays out his expectations for tomorrow's CPI report—and why the former counselor to Treasury Secretary Bessent thinks the Fed should hike interest rates now. Plus, all the headlines from CoreWeave earnings, On Holding's worst day on record and the Options Action ahead of Cisco results. 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.

Nvidia's half-trillion-dollar financing deal with Wall Street's biggest lenders signals a new phase in the AI infrastructure boom. On today's Squawk on the Street, tech investor Byron Deeter breaks down what the deal means for capital markets and the future of AI investment. Plus, we preview two closely watched earnings reports from CoreWeave and Super Micro that could shape sentiment across the tech sector. And GXO Logistics CEO Malcolm Wilson joins the show to discuss how the company is positioning itself to benefit from the rise of artificial intelligence. 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.

Sonali Basak, Chief Investment Strategist at iCapital, assesses the broader market setup and where investors can find opportunity as valuations and macro risks compete for attention. Super Micro and CoreWeave puts the AI infrastructure trade back in focus. Brent Thill of Jefferies reacts to CoreWeave results and explains what they reveal about demand for compute, AI spending and the economics behind the buildout. Our Julia Boorstin has a rare interview with Sony Pictures Entertainment CEO Ravi Ahuja on the state of the media industry, the evolving economics of Hollywood and the power of franchises like Spider-Man. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CoreWeave (CRWV) "will have to beat expectations by a lot" to show they can compete with other companies emphasizing AI compute, argues Brian Mulberry. He sees the company's backlog and revenue growth as a huge plus but the "inside out" CapEx approach as one that remains shaky. Brian turns to CoreWeave's key competitor in Nebius (NBIS) and highlights its "full stack" approach as more capital-aware. ======== 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

US President Trump said, regarding potential escalation with Iran, that it is certainly possible and still has the ability to escalate.US President Trump, responding to Iran's requests for compensation during the conflict, said he was demanding compensation from Iran.RBA maintained rates as expected and kept a hawkish tone, but trimmed its CPI forecasts; AUD saw mild pressure. APAC stocks traded mixed following a lacklustre lead from Wall Street; European equity futures indicate a flat cash market open.DXY traded little changed, 10yr UST futures remained subdued, Crude futures held on to the prior day's spoils after rallying by more than 5%.Looking ahead, highlights include US ADP Employment Change Weekly, Existing Home Sales (Jul), Comments from RBA's Governor Bullock, Supply from Germany & US, Earnings from Supermicro & CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

There was a maritime incident reported in Bab al-Mandab, with Fars reporting that a Saudi ship was reportedly targeted by the Yemeni army.Separately, the UKMTO has received a report of an incident involving a tanker and military forces in the Gulf of Oman.RBA maintained rates as expected and kept a hawkish tone, but trimmed its CPI forecasts; AUD saw mild pressure.US equity futures are muted while European bourses fall on higher energy prices (Brent +2.2%).Fixed income benchmarks fall but on low volumes ahead of US CPI on Wednesday.Looking ahead, highlights include US ADP Employment Change Weekly, Existing Home Sales (Jul), Supply from the US, Earnings from Supermicro & CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The AI trade might have found its canary in the coal mine. Leopold Aschenbrenner—a 25-year-old former OpenAI researcher built Situational Awareness into one of the hottest funds on Wall Street by betting long on the construction and infrastructure side of AI (Micron, CoreWeave) and short on the chips and software everyone else was chasing (Nvidia, Broadcom, Oracle). Then July happened, prime brokers made margin calls, and his entire public stock book got liquidated overnight in a single block trade. This episode uses that blowup as the lens for a much bigger story: how a three-quarters-of-a-trillion-dollar hyperscaler spending pledge is propping up U.S. GDP growth, why OpenAI just quietly cut prices as “tokenmaxxing” dies and Chinese labs undercut on cost, why Mark Zuckerberg picked a fight with OpenAI and Anthropic, how overleveraged Oracle has become, how the most profitable companies in the world are posting negative free cash flow, why hyperscaler bonds are going undersubscribed, and why the length of this year’s tech bond issuance is starting to crowd out the rest of the corporate debt market. It closes with the 2008 parallel: mortgage-backed securities stacked into CDOs stacked into synthetic swaps, and how today’s version runs through corporate bonds, CLOs, hedge fund leverage, and private credit—with Treasuries as the eventual exit ramp when the unwind accelerates. Resources Analysis Atlas: Hyperscaler AI Capex 2026: The $710 Billion Year Inside the Four Spenders J.P. Morgan Asset Management: How AI demand and capex shape investing in tech stocks New York Times: U.S. Economy Slows as Inflation Bites U.S. Bureau of Economic Analysis (BEA): GDP (Advance Estimate), 2nd Quarter 2026 CNBC: OpenAI cuts prices for two of its GPT-5.6 AI models as companies grow sensitive to costs Business Insider: The All-You-Can-Eat AI Era Is Over. It’s Time to Count Calories CNBC: Chinese AI models are gaining ground with U.S. companies as OpenAI, Anthropic costs surge The New York Times: Even China’s A.I. Powerhouses Can’t Figure Out How to Profit Off A.I. CNBC: Meta’s flurry of AI initiatives this month hasn’t helped lift the stock. What will? The Hill: Zuckerberg knocks AI development centralization, control Buttondown: D.A.D.: Zuckerberg Blasts Anthropic and OpenAI for “Centralizing” AI Power Reuters: AI investment boom puts Big Tech’s free cash flow under pressure CNBC: Bets against SpaceX grow to 32% of float as Elon Musk warns short sellers won’t survive Yahoo! Finance: NVIDIA’s rising CDS the talk of Wall Street amid circular financing fears Bloomberg: Big Tech Debt Flood Is Taking Over Risk In Market: Credit Weekly CNBC: Fed meeting recap: Warsh says Fed won’t hesitate to stop inflation, but bond market has doubts CNN: AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say Yahoo! Finance: Hyperscalers Hit $700 Billion in 2026 AI Spending Plans - 24/7 Wall St. Global Finance Magazine: AI’s Financial Circle Game Reuters: Hyperscaler debt binge pushes yields up as investor demand cools UNFTR Resources Video: Situational Awareness: How a 25-Year-Old's Hedge Fund Exposed the Entire AI Bubble. Essay: The Great Unwind. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

We discussed a few things including: 1. His career journey  2. CoreWeave's trajectory 3. AI ecosystem/timeline 4. AI trends, opps and challenges  5. Outlook for 2026-2027 Corey is the Senior Vice President of Product at CoreWeave. In this role. Corey runs the product team focused on the Core AI Cloud, building out infrastructure and platform services for future growth and customer success. Corey resides with his family in New Jersey, working from the CoreWeave headquarters in Livingston. Prior to this role, Corey was the Corporate Vice President for Microsoft Cloud for Industry, developing tailored industry solutions at Microsoft as they transform into successful digital businesses. Previously, he led Microsoft Commercial Solution Areas, owning sales strategy and corporate technical sales across Solution Areas and Teams that include Digital Application Innovation, Azure Infrastructure & IoT, Azure Data & AI, Business Applications, Security and Modern Workplace. His focus also included selling the full value of Microsoft cross-cloud solutions and advancing the technical depth of the Microsoft Solutions team. Earlier, Corey was Head of Product for Azure Compute and the founder of Microsoft Azure's infrastructure as a service (IaaS) business. During that time, he was responsible for products, strategy and technical vision aligned to core Azure compute services. He also previously led program management for multiple Azure services. Earlier in his career, Corey was a developer in the Windows Serviceability team with ownership across the networking and kernel stack for Windows. In his first role at Microsoft in 2003, Corey served as an intern on the Windows team, after graduating from Princeton University, where he earned his Bachelor S.E. in Computer Science. #podcast #AFewThingsPodcast

Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami is joined by Peter Boockvar, CIO of OnePoint BFG Financial, to break down the growing cracks in the Bank of Japan's decades-long rate repression experiment and what a yen reversal could mean for global bond markets. They dig into the historic move in Treasury yields following Kevin Warsh's press conference, rising credit stress in the AI trade (including Meta's off-balance-sheet financing and CoreWeave's blown-out credit default swaps), and why single-stock volatility may be signaling something bigger. They close out with a deep dive on gold — why central banks keep buying even as the metal cools off. Then, Dan Nathan and Guy Adami sit down with Jin Hennig, Managing Director and Global Head of Metals at CME Group, live from CME's New York office. They cover gold's pullback from its 2026 highs, the case for why central bank demand isn't going anywhere, the launch of CME's new 24/7 gold futures product, and what the September Fed meeting could mean for prices. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal MediaThe financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/  The markets are stabilizing after weeks of volatility — equities are regaining strength, sector leadership is rotating back toward growth, and earnings continue to surprise to the upside. At the same time, oil prices remain volatile due to geopolitical tensions, inflation is ticking higher again, and consumer sentiment has dropped to record lows, creating a complex and uneven economic backdrop.In this episode of Today's Market Explained, Brian Kasal and Chris Reardon break down the forces driving today's market movements across asset classes, sectors, and corporate earnings. From blockbuster bank earnings at JPMorgan and Goldman Sachs — boosted by a 26% jump in investment banking revenue following SpaceX's massive $1.74 trillion IPO — to high earnings expectations volatility hitting AI infrastructure suppliers like CoreWeave and Nebius, they explore where leadership is moving next.