Kryštof Jáně 41m 11 min read
CoreWeave $CRWV is striking back after a month of sell-offs. The company's shares lost over 40% in the past month amid concerns about financing AI infrastructure. But in the 3rd quarter, the company beat expectations and raised its full-year outlook.
Anthropic IPO update (ANT)! Anthropic is going public despite nervous markets. According to The Wall Street Journal, the company wants to set its IPO price range later this week. Trading in the shares is expected to begin next Thursday or Friday. The market has just seen one of the biggest Nasdaq sell-offs in recent times, and sentiment around the tech sector remains mostly…
Nvidia shares $NVDA are down roughly 5.9% in after-hours trading to $175 following a report that Jensen Huang admitted to infidelity and the board launched an investigation. Yesterday, CEO Huang sent employees an email in which he openly wrote that he had been unfaithful to his wife. Nvidia's board subsequently launched an independent investigation into whether he was targeted…
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Nvidia's board has hired an outside firm to identify a successor to Jensen Huang. The man who has led the company for 33 years could be out within days. Around $600 billion is vanishing from Nvidia's market value.
Another scandal is brewing around $NVDA. According to the Wall Street Journal, Nvidia's board is preparing to discuss the possible ouster of founder and CEO Jensen Huang, with shares falling about 8% in after-hours trading.
🚨 NVIDIA IS PLUNGING! 📉
Nvidia shares are down nearly 5% in after-hours trading!
📰 The New York Times has another revelation! Jensen Huang allegedly had an affair with a senior Nvidia executive who reports directly to him.…
The AI chip landlord reported record revenue, and its shares gained more than 25% in a single day. But over nine months, it paid banks and creditors $2 billion while earning just $14 million from operations.
Large funds paid 25 EUR per share for a European defense company before its first trade. Today, it lost as much as 23% in a single day and is worth less than half that. A ticket seller from the same wave of debuts is 76% below its offering price - and yet it is reporting a profit.
Berkshire is sitting on $377 billion in cash. Even so, this week it's borrowing billions more in Tokyo, and has to offer lenders more than it did in the spring. Its shares are trading just below an all-time high.
Companies that send more than half their profits to shareholders are often seen as synonymous with stability. But a payout ratio above 50% can mean two entirely different things: a mature business that no longer needs to reinvest every dollar it earns, or temporarily depressed earnings that make…
Goldman Sachs, Citi and 19 other banks have committed $270 million to their own digital dollar. Shares of the company whose digital dollar currently handles most payments in the industry have lost 81% from their peak. Yet for every dollar it earns, it passes 62 cents to someone else.
BLACK A liquid that heals early tooth decay in five minutes without a drill has already been sold to 20 000 US dental practices. Its Swiss maker is now heading for the stock market, and revenue is up 214 %. But it has just $19 million in the bank.
Good morning, investors ☀️
🚨 CoreWeave just beat AND raised, and the AI trade is waking up again.
$CRWV Q3: revenue $3.66B (+168% YoY) vs ~$3.56B est., EPS -$1.27 vs -$1.46 est. FY26 revenue guide raised to $13.0–13.3B (from $12–13B), backlog ~$132.5B. Shares ~+13% pre-market after a 40%+ slide in a month.…
Czech company CSG reported its results and is currently down more than 20% in Amsterdam.
Four large European banks are reporting record profits, returning 80 to 100 % of net income to shareholders and trading at roughly 10 to 13 times this year's earnings. But after a two-year rally in bank stocks, the question remains whether their valuations are still attractive or whether prices…
BLACK US inflation in October came in higher than the market expected, driven by gasoline and electricity - two items Fed rates can't reach. And yet a rate hike is in the works. Who stands to benefit, and who will pay?
UPS, FedEx, Old Dominion and XPO beat estimates, yet three of the four stocks fell after reporting results. This year, the sector is making money on pricing, not volumes. The holiday peak will show who can keep it up and whether UPS can fund its 5.9% dividend.
Nvidia lost a tenth of its value in two days, and investors are asking for the first time what would happen to the company without its founder. A well-known analyst has put a figure on it: Jensen Huang's departure would cost shareholders more than a trillion dollars.
We have the details!
According to an updated filing with the SEC, Anthropic plans to sell 825 million shares for $70 to $78 each. That implies a valuation of around $1.3 trillion to $1.45 trillion, and at the top of the range, the offering would raise up to $64.35 billion for the company.
The shares will trade on Nasdaq under the ticker $ANT.…
It has raised its dividend for 56 years in a row, and its yield has just climbed above 8.5%, the highest in the past decade. It doesn't make cigarettes; it processes tobacco leaf for the companies that do. But right now, both its volumes and profit have slumped, and its banks have loosened its…
The Milan Stock Exchange is offering an unusually diverse mix of stories today: defense companies with record orders, luxury goods with pricing power, regulated networks with high dividends, and energy companies that have benefited from geopolitics this year. However, third-quarter results showed…
The popular investment app now has 4.39 million clients with money deposited and $1.2 billion in its coffers. Stock trading brought in a fifth more, and management decided to return some of the money to shareholders.
Good afternoon, investors 🌤️
🚨 US INFLATION RUNS HOT AGAIN: October CPI beats forecasts
📊 Headline CPI: +0.4% MoM (est. +0.3%, Sep +0.6%)…
Occidental just reported its best numbers in years, and the market barely noticed. The stock is falling along with oil, as if nothing had changed at the company. Either the market is right and the cheap valuation is a trap, or something is being sold here that is no longer a bet on the price of a…
BLACK The Nasdaq 100 shed 6.4% in a single day, while companies in the index reported earnings growth of 31%. It wasn't earnings that drove prices down, but professionals who were forced to sell. And for months, the buyers on the other side were ordinary investors' index funds.
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