Bitcoin dropped as much as 7.4% on November 4, below $100K for the first time since June; ether fell as much as 15%, and many altcoins are down 50%+ in 2025
Analysts Warn Market Confidence Is ‘Slipping Fast’ NewsMax.com : Bitcoin Slips Below $100,000 for the First Time Since June Shaurya Malwa / CoinDesk : Dogecoin Falls 5% as Lower-Lows Pattern Aids Bear...
CoreWeave reports Q2 revenue up 207% YoY to $1.21B, vs. $1.08B est., and adjusted net loss up 2,450% YoY to $130.8M, vs. $96.3M est.; CRWV drops 10%+
Earnings Could Be The Next Catalyst Jordan Novet / CNBC : CoreWeave shares drop even as revenue and guidance top estimates Angelica Ballesteros / Insider Monkey : CoreWeave (CRWV) Surges 7.9% Ahead of...
Nvidia reports Q1 revenue up 69% YoY to $44.06B, above $43.31B est., Data Center revenue up 73% to $39.1B, and net income up 26% to $18.78B; NVDA jumps 5%+
Nvidia reported better-than-expected earnings and revenue on Wednesday, as the company's booming data center business recorded year-over-year growth of 73%.
SEC filing: Nvidia says it will record a $5.5B quarterly charge after new US rules to require a license to export the H20 chips to China; NVDA drops ~5%
Nvidia said on Tuesday that it will take a quarterly charge of about $5.5 billion tied to exporting H20 graphics processing units to China and other destinations.
CoreWeave raised $1.5B in its IPO, selling ~37.5M shares at $40 each, down from a planned 49M shares at $47-$55; source: Nvidia anchored with a ~$250M order
but many buzzy tech IPOs remain in the pipeline Thomas Maxwell / Gizmodo : CoreWeave Is at the Center of the AI Revolution, and Its IPO looks Like a House of Cards Helene Braun / CoinDesk : CoreWeave ...
Alphabet expects 2025 capex of ~$75B, vs. ~$58B est., and reports Google Cloud Q4 revenue up 30% YoY to $11.96B, vs. $12.16B est.; GOOG drops 7%+
but investors aren't impressed Neil Rozenbaum / The Motley Fool : Google Earnings: What Went Wrong and Why I'm Buying More Georgia Butler / DatacenterDynamics : Google expects 2025 capex to surge to $...
Vandatrack: retail traders bought a net $562M of Nvidia's stock on January 27, a record, and $360M on January 28, after DeepSeek's AI model sent NVDA crashing
Financial Times :
Nvidia reports Q3 revenue up 94% YoY to $35.1B, vs. $33.2B est., Data Center revenue up 112% YoY to $30.8B, vs. $29B est., and forecasts Q4 revenue above est.
Nvidia (NVDA) reported its Q3 earnings after the bell on Wednesday, beating analysts' expectations on the top and bottom lines …
Nvidia closed up 2.8% at $139.91 for a $3.43T market cap on November 5, surpassing Apple's $3.38T and Microsoft's $3.06T; NVDA is up 850%+ since the end of 2022
Ryan Vlastelica / Bloomberg :
Oracle reports Q1 revenue up 7% YoY to $13.31B, vs. $13.23B est., cloud infrastructure revenue up 45% YoY to $2.2B, and $2.93B in net income; ORCL jumps 10%+
the entry price for a real frontier model from someone who wants to compete in that area is about $100 billion. Let me repeat, around $100 billion. That's over the next 4, [image] @radnorcapital : Lar...