The index is holding up on Apple sitting 1% off its record while the rest of the market sags: Nvidia is 33% below its high and Bitcoin is down 49%.
% Below All-Time High Apple: -1% S&P 500: -4% Microsoft: -7% Amazon: -7% Meta: -20% AMD: -20% Palantir: -21% Tesla: -22% Google: -28% Gold: -31% Nvidia: -33% SpaceX: -38% Bitcoin: -49% Netflix: -54% Ethereum: -64% Strategy: -79% Dogecoin: -92% TrumpCoin: -99% MelaniaCoin: -99%
CoreWeave is telling investors that 130,000 GPUs rolling off contract in 2027 is an upside event, because customers are already lined up for the capacity.
CoreWeave $CRWV CEO Mike Intrator: “More than 130,000 GPUs come off contract in 2027 as do another approximately 170,000 GPUs in 2028. We already have a robust pipeline of customers competing for this capacity. At current pricing levels, 2027 renewals would generate approaching https://t.co/1rdi7PO6G9
With an index provider cutting it loose and bitcoin sitting below its purchase price, Saylor’s funding machine faces its toughest test yet. A cash cushion buys time, but one signal could decide whether patience pays off.
Which should an investor saving for retirement own right now: Bitcoin (CRYPTO:BTC) or the State Street SPDR S&P 500 ETF Trust (NYSEARCA:SPY)? Bitcoin is known for making wealth, but the matched five-year numbers favor the plain index fund by a wide margin. Bitcoin trades at $64,…
On Monday at 9 a.m. Pacific, Federal Reserve Chair Kevin Warsh will open a conference at the San Francisco Fed with 15 minutes of remarks. He will then spend most of the morning leading panels with Stripe co-founder Patrick Collison, Stanford economist Nick Bloom, and venture ca…
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Michael Burry has spent the past year arguing that the AI boom rests on a flattering accounting choice. In his Substack, Cassandra Unchained, he called the practice of stretching the assumed lives of servers and GPUs “one of the more common frauds of the modern era” and estimate…
One of Nvidia's largest AI chip customers is now publicly lobbying its board, turning an internal succession fight into a customer-confidence problem.
JUST IN: Elon Musk calls for Nvidia to reinstate Jensen Huang as CEO. https://t.co/bsLlJvrAd3
Bernie Sanders has put the payroll tax cap on his to-do list, and high earners could feel it first. But the real story is who pays nothing extra, and why even the boldest fix leaves a gap.
Rocket Lab’s Electron has proved the business can repeat, yet the stock trails the rocket. One delayed vehicle, a flawed tank dome, and a punishing valuation stand between the company and a breakout 2027.
NVIDIA told investors to expect nothing from China, and Jensen Huang called its market share there zero. Chinese procurement records tell a different story, and the gap could matter more than any earnings beat.
