$CRWV CEO says $NVDA remains a great partner
CoreWeave CEO Michael Intrator said there is “no reason” the company’s partnership with Nvidia will change and called it a wonderful long-standing partner, per Bloomberg.
The comments came after CoreWeave’s quarterly results and amid scrutiny of Nvidia CEO Jensen Huang.
Nvidia holds a significant stake in CoreWeave and is a key GPU supplier for its AI cloud operations.
CoreWeave CEO Michael Intrator said there is “no reason” the company’s partnership with Nvidia will change and called it a wonderful long-standing partner, per Bloomberg.
The comments came after CoreWeave’s quarterly results and amid scrutiny of Nvidia CEO Jensen Huang.
Nvidia holds a significant stake in CoreWeave and is a key GPU supplier for its AI cloud operations.
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Hitbear retweeted
$NVDA is up about 3% PM after 2 losing sessions (−4.3% Monday, −5.47% Tuesday) tied to CEO Jensen Huang's affair with a businesswoman alleged to be a Chinese spy.
Nvidia has hired Wachtell, Lipton, Rosen & Katz to investigate whether company secrets or national security were compsays it has no reason to believe they were.
Huang was in the office on Monday and Tuesday holding meetings ahead of quarterly earnings on Nov. 17.
Separately, Morgan Stanley dropped Nvidia as a top pick, calling Huang's leadership "crucial" to the company's strategic direction.
(CNBC, Reuters)
My take...🧐
With the review still open, the Nov. 17 report is the first real test of whether the governance question stays separate from the business, and the guidance will be the deciding factor.
Nvidia has hired Wachtell, Lipton, Rosen & Katz to investigate whether company secrets or national security were compsays it has no reason to believe they were.
Huang was in the office on Monday and Tuesday holding meetings ahead of quarterly earnings on Nov. 17.
Separately, Morgan Stanley dropped Nvidia as a top pick, calling Huang's leadership "crucial" to the company's strategic direction.
(CNBC, Reuters)
My take...🧐
With the review still open, the Nov. 17 report is the first real test of whether the governance question stays separate from the business, and the guidance will be the deciding factor.
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Michael Burry calls $NVDA a possible short-term “heck of a trade”
“The Big Short” investor said he was shocked by how sharply the market turned on Nvidia after news involving CEO Jensen Huang, with the stock down about 10%.
Burry said he is not tempted as a long-term hold but expects many investors to soon view the pullback as a strong trade opportunity.
He still sees Nvidia’s competitive edge shrinking over the next five years and remains cautious on the longer-term AI thesis.
“The Big Short” investor said he was shocked by how sharply the market turned on Nvidia after news involving CEO Jensen Huang, with the stock down about 10%.
Burry said he is not tempted as a long-term hold but expects many investors to soon view the pullback as a strong trade opportunity.
He still sees Nvidia’s competitive edge shrinking over the next five years and remains cautious on the longer-term AI thesis.
MICHAEL BURRY SAYS $NVDA COULD SOON BE "A HECK OF A TRADE"
"The Big Short" investor Michael Burry said he was "a bit shocked at how the market has turned" on Nvidia, which fell about 10% after news of CEO Jensen Huang's affair.
"I am not tempted as a long-term hold from here, market is going to think this is a heck of a trade fairly soon," he said.
He's still skeptical for the long run:
- He expects Nvidia's competitive edge to shrink over the next five years
- He said Nvidia GPUs "may be economically depreciating waiting in warehouses while GAAP depreciation remains at zero," while stressing he isn't alleging fraud
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Hitbear retweeted
pray for GRACE, not just success. 🙏🏽🤍 hard work matters, but the right connections, God’s mercy & divine favor can open doors your efforts alone never could✨
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Anthropic IPO said to be multiple times oversubscribed
Anthropic’s planned listing has drawn orders several times the available shares, per Bloomberg and market reports.
The company is offering 825 million shares at $70-$78, targeting up to a $1.4 trillion valuation and as much as $64 billion in the IPO plus a $26 billion private placement, with trading expected around Nov. 19 under ANT.
Heavy early demand for large AI listings often signals strong institutional interest, though final pricing and allocation can still shift.
Anthropic’s planned listing has drawn orders several times the available shares, per Bloomberg and market reports.
The company is offering 825 million shares at $70-$78, targeting up to a $1.4 trillion valuation and as much as $64 billion in the IPO plus a $26 billion private placement, with trading expected around Nov. 19 under ANT.
Heavy early demand for large AI listings often signals strong institutional interest, though final pricing and allocation can still shift.
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Hitbear retweeted
AI can analyse your business information in seconds.
But if that information is wrong, it can help you make the wrong decision with impressive confidence.
Outdated sales figures can distort forecasts. Incomplete customer records can produce misleading insights. Incorrect inventory data can affect purchasing decisions.
Better AI doesn’t automatically mean better decisions.
Sometimes, the real problem is the data you’re feeding it..
But if that information is wrong, it can help you make the wrong decision with impressive confidence.
Outdated sales figures can distort forecasts. Incomplete customer records can produce misleading insights. Incorrect inventory data can affect purchasing decisions.
Better AI doesn’t automatically mean better decisions.
Sometimes, the real problem is the data you’re feeding it..
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Hitbear retweeted
Before trusting AI with business analysis, examine the quality of your data.
Start with five checks:
1. Accuracy: Are your sales, expenses and customer records correct?
2. Completeness: Are important transactions or details missing?
3. Consistency: Are you recording the same information in the same format?
4. Freshness: Are your records updated regularly?
5. Organisation: Can you easily identify and retrieve the information you need?
Poor data can distort forecasts, customer analysis and operational recommendations.
AI can help identify unusual entries, organise records and highlight missing information.
But it shouldn’t be expected to turn unreliable records into unquestionable facts.
Your business needs a data management process before it needs more complicated AI tools..
Start with five checks:
1. Accuracy: Are your sales, expenses and customer records correct?
2. Completeness: Are important transactions or details missing?
3. Consistency: Are you recording the same information in the same format?
4. Freshness: Are your records updated regularly?
5. Organisation: Can you easily identify and retrieve the information you need?
Poor data can distort forecasts, customer analysis and operational recommendations.
AI can help identify unusual entries, organise records and highlight missing information.
But it shouldn’t be expected to turn unreliable records into unquestionable facts.
Your business needs a data management process before it needs more complicated AI tools..
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Hitbear retweeted
Before asking AI to analyse your business performance, ask it to examine your data.
Try this prompt:
“Act as a business data quality analyst. Review the dataset I provide.
Check for:
* Missing records or fields.
* Duplicate entries.
* Inconsistent formats.
* Outdated information.
* Unusual figures that may require investigation.
Explain how these issues could affect business analysis and recommendations.
Separate confirmed errors from potential anomalies. Do not invent missing values or silently correct records.
Finish with a list of actions needed before this data can be used for reliable business decisions.”
AI can help you identify data problems before those problems influence your decisions..
Try this prompt:
“Act as a business data quality analyst. Review the dataset I provide.
Check for:
* Missing records or fields.
* Duplicate entries.
* Inconsistent formats.
* Outdated information.
* Unusual figures that may require investigation.
Explain how these issues could affect business analysis and recommendations.
Separate confirmed errors from potential anomalies. Do not invent missing values or silently correct records.
Finish with a list of actions needed before this data can be used for reliable business decisions.”
AI can help you identify data problems before those problems influence your decisions..
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Hitbear retweeted
🚨 NVIDIA −5,4 %, COREWEAVE NACHBÖRSLICH +8 % UND DIE US-RENDITE KRATZT AN 5 %! 📊🔥
Guten Morgen zusammen und einen schönen Mittwoch! ☕️🙌🏼
🏦 US INFLATION ÜBER DEN ERWARTUNGEN
Die US-Verbraucherpreise stiegen im Oktober um 0,4 % zum Vormonat, erwartet waren 0,3 %. Auch die über den erwarteten 0,2 %.
Die Rendite zweijähriger US-Anleihen sprang um rund 19 Basispunkte auf 4,73 %, die zehnjährige lag zuletzt bei knapp 4,99 %. Der Markt rechnet für Dezember inzwischen fest mit einer Zinserhöhung. Für einen größeren Schritt um 0,50 Prozentpunkte lag die eingepreiste Wahrscheinlichkeit am Morgen laut Reuters bei rund 15 %.
📉 NVIDIA VERLIERT IN ZWEI TAGEN FAST 10 %
Der Nasdaq schloss gestern 0,74 % tiefer, der S&P 500 verlor 0,38 % und der Dow 0,30 %. Der DAX hielt ein Plus von 0,31 %.
$NVDA fiel erneut 5,4 % und hat damit in zwei Handelstagen 9,6 % verloren. An der Nasdaq standen 238 neue 52 Wochen-Tiefs nur 59 neuen Hochs gegenüber. Beim nächsten Rebound schaue ich darauf, ob diesmal mehr Aktien mitziehen.
☁️ COREWEAVE HEBT DEN AUSBLICK AN
$CRWV meldete 3,66 Mrd. $ Umsatz statt erwarteter 3,55 Mrd. $ und hob die Jahresprognose auf 13,0 bis 13,3 Mrd. $ an. Nachbörslich lag die Aktie zeitweise rund 8 % vorne.
CoreWeave investierte 14,5 Mrd. $ in einem einzigen Quartal. Unterm Strich stand ein Verlust von 709 Mio. $. Jetzt will ich sehen, wie schnell aus dem Ausbau profitables Wachstum wird.
Die Nasdaq Futures lagen am frühen Morgen 1,4 % im Plus. In Asien zog Südkoreas Kospi zwischenzeitlich 2,6 % an, Taiwans Leitindex 3 %.
🇩🇪 SIEMENS ENERGY MELDET REKORDE
4,1 Mrd. € Jahresgewinn und 164 Mrd. € Auftragsbestand. Für das neue Geschäftsjahr peilt Siemens Energy eine Marge vor Sondereffekten von 14 bis 16 % an, nach 12,4 % im abgelaufenen Jahr. Der Strombedarf der Rechenzentren treibt auch die Nachfrage nach Turbinen und Netztechnik.
BITCOIN BLEIBT UNTER 75.000 $
$BTC lag am frühen Morgen bei rund 73.700 $. Aus US Spot Bitcoin ETFs flossen gestern netto weitere 95 Mio. $ ab. Für mich zählt jetzt die Zone bei 72.700 bis 73.000 $. Bricht sie und geraten die Aktienmärkte erneut unter Druck rücken für mich 68.000 $ in den Blick.
🛢️ ÖL ZIEHT WIEDER AN
Brent bei 92,53 $ (+1,1 %) WTI bei 86,71 $ (+0,8 %). Angriffe auf Schiffe rund um Hormus rücken das Risiko für die Ölversorgung wieder in den Vordergrund.
📅 DIE NÄCHSTEN TERMINE
Wegen des Veterans Day pausiert der US-Anleihehandel weitgehend. Der US-Aktienhandel startet regulär um 15:30 Uhr Morgen melden Cisco und Applied Materials am Freitag folgen um 14:30 Uhr die US Erzeugerpreise.
Beim geplanten Börsengang von Anthropic könnten laut Reuters Aktien im Wert von bis zu 64,4 Mrd. $ platziert werden. Die vollständig verwässerte Bewertung könnte bei bis zu 1,4 Billionen $ liegen. Der Handelsstart wird für den 19. November erwartet.
Was setzt sich heute an der Wall Street durch? Die guten CoreWeave Zahlen oder der Zinsdruck?
Guten Morgen zusammen und einen schönen Mittwoch! ☕️🙌🏼
🏦 US INFLATION ÜBER DEN ERWARTUNGEN
Die US-Verbraucherpreise stiegen im Oktober um 0,4 % zum Vormonat, erwartet waren 0,3 %. Auch die über den erwarteten 0,2 %.
Die Rendite zweijähriger US-Anleihen sprang um rund 19 Basispunkte auf 4,73 %, die zehnjährige lag zuletzt bei knapp 4,99 %. Der Markt rechnet für Dezember inzwischen fest mit einer Zinserhöhung. Für einen größeren Schritt um 0,50 Prozentpunkte lag die eingepreiste Wahrscheinlichkeit am Morgen laut Reuters bei rund 15 %.
📉 NVIDIA VERLIERT IN ZWEI TAGEN FAST 10 %
Der Nasdaq schloss gestern 0,74 % tiefer, der S&P 500 verlor 0,38 % und der Dow 0,30 %. Der DAX hielt ein Plus von 0,31 %.
$NVDA fiel erneut 5,4 % und hat damit in zwei Handelstagen 9,6 % verloren. An der Nasdaq standen 238 neue 52 Wochen-Tiefs nur 59 neuen Hochs gegenüber. Beim nächsten Rebound schaue ich darauf, ob diesmal mehr Aktien mitziehen.
☁️ COREWEAVE HEBT DEN AUSBLICK AN
$CRWV meldete 3,66 Mrd. $ Umsatz statt erwarteter 3,55 Mrd. $ und hob die Jahresprognose auf 13,0 bis 13,3 Mrd. $ an. Nachbörslich lag die Aktie zeitweise rund 8 % vorne.
CoreWeave investierte 14,5 Mrd. $ in einem einzigen Quartal. Unterm Strich stand ein Verlust von 709 Mio. $. Jetzt will ich sehen, wie schnell aus dem Ausbau profitables Wachstum wird.
Die Nasdaq Futures lagen am frühen Morgen 1,4 % im Plus. In Asien zog Südkoreas Kospi zwischenzeitlich 2,6 % an, Taiwans Leitindex 3 %.
🇩🇪 SIEMENS ENERGY MELDET REKORDE
4,1 Mrd. € Jahresgewinn und 164 Mrd. € Auftragsbestand. Für das neue Geschäftsjahr peilt Siemens Energy eine Marge vor Sondereffekten von 14 bis 16 % an, nach 12,4 % im abgelaufenen Jahr. Der Strombedarf der Rechenzentren treibt auch die Nachfrage nach Turbinen und Netztechnik.
BITCOIN BLEIBT UNTER 75.000 $
$BTC lag am frühen Morgen bei rund 73.700 $. Aus US Spot Bitcoin ETFs flossen gestern netto weitere 95 Mio. $ ab. Für mich zählt jetzt die Zone bei 72.700 bis 73.000 $. Bricht sie und geraten die Aktienmärkte erneut unter Druck rücken für mich 68.000 $ in den Blick.
🛢️ ÖL ZIEHT WIEDER AN
Brent bei 92,53 $ (+1,1 %) WTI bei 86,71 $ (+0,8 %). Angriffe auf Schiffe rund um Hormus rücken das Risiko für die Ölversorgung wieder in den Vordergrund.
📅 DIE NÄCHSTEN TERMINE
Wegen des Veterans Day pausiert der US-Anleihehandel weitgehend. Der US-Aktienhandel startet regulär um 15:30 Uhr Morgen melden Cisco und Applied Materials am Freitag folgen um 14:30 Uhr die US Erzeugerpreise.
Beim geplanten Börsengang von Anthropic könnten laut Reuters Aktien im Wert von bis zu 64,4 Mrd. $ platziert werden. Die vollständig verwässerte Bewertung könnte bei bis zu 1,4 Billionen $ liegen. Der Handelsstart wird für den 19. November erwartet.
Was setzt sich heute an der Wall Street durch? Die guten CoreWeave Zahlen oder der Zinsdruck?
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Hitbear retweeted
CoreWeave just beat and raised. 📈
Revenue $3.66bn, up 168%. 2026 outlook lifted, and $37–39bn going on data centres this year.
It doesn't make chips. It buys them. That's my aisle: $AMD $MU $NVDA $VRT
But $846m in interest in one quarter. Trust the spend, or worry about the oro 👇
etoro.tw/4stD9No
Your capital is at risk.
$CRWV
Revenue $3.66bn, up 168%. 2026 outlook lifted, and $37–39bn going on data centres this year.
It doesn't make chips. It buys them. That's my aisle: $AMD $MU $NVDA $VRT
But $846m in interest in one quarter. Trust the spend, or worry about the oro 👇
etoro.tw/4stD9No
Your capital is at risk.
$CRWV
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China Renaissance upgrades $AAPL to Buy with $425 target
China Renaissance raised Apple to Buy from Hold and set a $425 price target, per TipRanks.
The firm had previously cut the stock to Hold in August with a lower target. The new level sits well above recent trading near $350 and the broader analyst average around $340-345.
Single-broker upgrades often reflect shifting views on product cycles or regional demand, though they move the consensus only modestly.
China Renaissance raised Apple to Buy from Hold and set a $425 price target, per TipRanks.
The firm had previously cut the stock to Hold in August with a lower target. The new level sits well above recent trading near $350 and the broader analyst average around $340-345.
Single-broker upgrades often reflect shifting views on product cycles or regional demand, though they move the consensus only modestly.
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$PEP to cut about 1,000 jobs amid weak sales
PepsiCo is eliminating roughly 1,000 roles across its North American food and beverage operations to simplify structure and speed decisions, per Bloomberg and Reuters.
The cuts follow softer volumes in the region and a lowered full-year earnings outlook after third-quarter results showed beverage volume down 2% and food volume flat.
Consumer companies often trim costs when core markets slow, though the scale remains modest relative to the overall workforce.
PepsiCo is eliminating roughly 1,000 roles across its North American food and beverage operations to simplify structure and speed decisions, per Bloomberg and Reuters.
The cuts follow softer volumes in the region and a lowered full-year earnings outlook after third-quarter results showed beverage volume down 2% and food volume flat.
Consumer companies often trim costs when core markets slow, though the scale remains modest relative to the overall workforce.
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Gold steadies near $4,035 after hot CPI selloff
Spot gold edged up 0.1% to about $4,036 an ounce after falling roughly 2.6-3% on hotter-than-expected October US CPI data, per Reuters.
The inflation print and hawkish Fed comments from officials including Christopher Waller and Lorie Logan have traders fully pricing a 25-basis-point rate hike in December, lifting yields and the dollar.
Higher interest rates raise the opportunity cost of holding non-yielding bullion, limiting any immediate rebound.
Spot gold edged up 0.1% to about $4,036 an ounce after falling roughly 2.6-3% on hotter-than-expected October US CPI data, per Reuters.
The inflation print and hawkish Fed comments from officials including Christopher Waller and Lorie Logan have traders fully pricing a 25-basis-point rate hike in December, lifting yields and the dollar.
Higher interest rates raise the opportunity cost of holding non-yielding bullion, limiting any immediate rebound.
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Hitbear retweeted
Asia just ignored the CPI. Mostly.
Wednesday open:
Nikkei +0.1%
Topix +0.65%
Kospi -0.22%
Kosdaq -2.1%
Wall St: Nasdaq -0.74%, Nvidia -5%.
Big caps are holding. Small-cap tech cracked first.
Kospi's 7-day foreign selling streak ended Tuesday, but Goldman calls it technical, not conviction.
Wednesday open:
Nikkei +0.1%
Topix +0.65%
Kospi -0.22%
Kosdaq -2.1%
Wall St: Nasdaq -0.74%, Nvidia -5%.
Big caps are holding. Small-cap tech cracked first.
Kospi's 7-day foreign selling streak ended Tuesday, but Goldman calls it technical, not conviction.
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