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20.11.25 - 18:51
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Stocks & Crypto Slammed As NVDA Erases Post-Earnings Gains (ZeroHedge)
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Stocks & Crypto Slammed As NVDA Erases Post-Earnings Gains
Who could have seen that coming?
Sure enough - as has been the pattern - NVDA's overnight gains have been erased...
That has dragged all the majors back to day-session lows, with Nasdaq now unchanged (from up 2.4% at the highs)...
The plunge was exacerbated by all the majors breaking below key technical support...
Bitcoin is puking...
And it appears crypto was leading the majors lower...
Bitcoin slammed, everything else follows. Daily thing now https://t.co/oz9i6dfOOm pic.twitter.com/vhOAfSdskG
— zerohedge (@zerohedge) November 20, 2025
As we detailed earlier with regard to whether the rally would stick, Goldman's Rich Privorotsky lays out the tactical bull and bear case:
The dream today is NVDA up 10%…GOOG powering on…useful-life comments killing the worst fears around CoreWeave and the debt-fueled AI buildout…sentiment snapping back as crypto, retail and systematic flows all rip and we grind back to the highs. Cherry on t...
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17.11.25 - 17:42
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Key Events This Week: Macro Returns With Payrolls Thursday, FOMC Minutes And Speakers Galore, But Nvidia Earnings Matters Most (ZeroHedge)
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Key Events This Week: Macro Returns With Payrolls Thursday, FOMC Minutes And Speakers Galore, But Nvidia Earnings Matters Most
After the resolution of the US government shutdown, markets face a packed calendar of delayed and scheduled releases this week, although maybe the most important event will be Nvidia's earnings after the closing bell on Wednesday.
According to DB's Jim Reid, one of the most interesting developments last week in the world of tech was the widening out of AI related CDS spreads, something we had been warning about for the past month. For example, Oracle 5yr CDS widened +18bps to 105bps and CoreWeave around +100bps to 630bps last week even as a volatile week for the Mag-7 ended in only a small -1.19% loss. The tights for the year for both were 33bps and 360bp respectively with the CoreWeave contract only starting trading in September. Some of this is concern about AI corporate bond supply over the next few quarters after a surprise surge in recent weeks. However, it seem...
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11.11.25 - 17:36
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3 Things We Learned from CoreWeave′s Blowout Q3 Earnings (24/7 Wall St.)
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CoreWeave (NASDAQ: CRWV) recently reported Q3 earnings that showed negative EPS of 22 cents and revenue of $1.36 billion, which beat analysts' expectations of $1.29 billion. That revenue figure represents a 134% year-over-year gain from $583.9 million a year ago. Here are three major takeaways from the company's Q3 earnings report. 1. Explosive Growth, but ... 3 Things We Learned from CoreWeave's Blowout Q3 Earnings
The post 3 Things We Learned from CoreWeave's Blowout Q3 Earnings appeared first on 24/7 Wall St.....
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11.11.25 - 03:15
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CoreWeave Tumbles After Slashing Revenue Forecast (ZeroHedge)
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CoreWeave Tumbles After Slashing Revenue Forecast
When Coreweave IPOed at the end of March, many wondered just how successful this former cryptocurrency miner turned GPU renter, would be in the long-term. Those questions were magnified after the close, when the stock of Coreweave slumped after the company slashed its annual revenue forecast after suffering a delay fulfilling a customer contract, marking a setback for a company that is racing to keep up with the artificial intelligence boom.
The company's Q3 earnings were solid enough, generating $1.37 billion in revenue, above the median consensus of $1.28 billion, translating in a 22c per share loss (better than the 39c loss expected). But it was its guidance announced during a post-earnings conference call on Monday that slammed the stock 6% lower and back under $100: Coreweave now sees sales in 2025 between $5.05 billion and $5.15 billion, a drop from a range which had previously been as high as $5.35 billion.
The company said that it...
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10.11.25 - 23:48
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CoreWeave Earnings May Show AI Bubble Deflating: Cleo′s Kunst (Bloomberg)
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Sarah Kunst, Cleo Capital managing director and founder, reacts to CoreWeave reporting narrower profit margins in the third quarter. CoreWeave said operating income margin was 4% in the period. That missed an average analyst estimate of 6.5% and was lower than the year-earlier period. (Source: Bloomberg)...
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