Milan Charvat 13h 14 min read
🚨 JENSEN HUANG IS LEAVING NVIDIA! AM I CHANGING MY VIEW ON THE STOCK?
🚨 NVIDIA AT $160? IN MY VIEW, THE MARKET IS OVERREACTING! 🚀 $NVDA
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.
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A recap of a week when so much happened that it's worth a recap :) Nvidia $NVDA has just had one of the worst weeks in its history. Its shares lost nearly $600 billion in market value, the company lost CEO Jensen Huang, and it plunged into a deep correction. The indexes, meanwhile, ended the week in positive territory. But let's take it step by step.
It all started on Sunday.…
Market volatility is extreme.
$AMD after falling 40%, rose 46% (all within 6 weeks) and is down 10% today.
Who's riding this roller coaster?
Nvidia has lost its CEO, and now it's Anthropic's week. But markets will return to $NVDA on Tuesday for earnings. Those won't be affected by Huang's departure for now. The quarter had already closed long before that.
Now, on to $ANT:
The company and its founders want to raise up to $64.4 billion in the IPO and another $26 billion in a private placement. Combined, this would be…
A large gap between the market price and analysts' target prices is often the first signal to attract investors' attention. On its own, however, it proves nothing. Target prices often rely on peak earnings, optimistic commodity prices, or successful clinical trials, so it is necessary to examine…
Biotech has a reputation for being a bet on a single drug that either succeeds or fails. But five companies, led by Amgen and Vertex, are already earning billions and soon face verdicts that could add another source of revenue.
A rocket that has never flown has launches booked worth $515 million. Yet its manufacturer is 56% below its yearly high and rose 26% in a week. Along with it, the market bought up two other battered stocks - one of them posted a profit only on its books.
Instead of a single number, a range from a pessimistic to an optimistic scenario, confidence in the estimate, and warnings that explain what makes it less reliable. The new Bulios Fair Price is available on every stock's detail page.
The founder of the world's most valuable chipmaker stepped down after a scandal that led to an FBI investigation. Nvidia stock has lost a third of its value since its October record, and investors are wondering what will happen to the entire AI boom.
BLACK American bond funds have received a record $542 billion this year from people seeking calm. On Tuesday, the largest of them fell 1.3%, nearly twice as much as the Nasdaq on a day when Nvidia dropped. Yet the statement shows a rising yield.
Sell ratings are rare on Wall Street. Most analysts prefer neutral wording and use the word "sell" only when they are really sure. That makes the five stocks where skepticism prevails all the more interesting. We looked at what's behind it, how many analysts actually share it, and where screener…
BLACK The Claude chatbot people have on their phones is going public on November 19 and aims to raise up to $74 billion. Its revenue grew thirteenfold in a year. Its biggest buyers, meanwhile, are companies it itself owes more than $900 billion for chips and data centers.
Latin America's largest digital bank is earning more than ever, while its shares have lost more than a third of their value since their January peak. The market isn't questioning growth itself, but it has repriced the political, currency and credit risks that come with it. The key question is how…
One injection cut the allergic antibody in six healthy volunteers by 96%. The company that developed it raised $365 million on the stock market and after three weeks is worth $1.6 billion. Its big pharmaceutical partner walked away in February.
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.…
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