AI Narrative Switched, Debt Yields Spike | The Weekly Wrap
CoreWeave’s rising debt yields and fading confidence in AI data-center economics frame a weekly review of Meta, Tesla, SpaceX, Netflix, French bonds and housing.
CoreWeave’s rising debt yields and fading confidence in AI data-center economics frame a weekly review of Meta, Tesla, SpaceX, Netflix, French bonds and housing.
Spoke with an expert about $LEN the other day He told me that Lennar focuses so much on entry level homes that it's got a "here goes the neighborhood" effect Other builders won't build in the same MPC/area This could potentially cut them off from sites in the future
Berkshire now has a $1.3B position in Bending Spoons. Stock is up 38% (to $52) on news that Berkshire bought $330M via private placement at $33/share $BSP https://t.co/oGfvtwcdED
August write-up on Cal Maine $CALM now available to freebie accounts on VIC... Good overview of the situation... at ~$60-65/sh it looks like an asymmetric bet with a 4-6 quarter time horizon https://t.co/60U009ZX53
D.A. Davidson analyst Gil Luria (has a $100 price target and a neutral rating on $CRWV ) says “the equity value is going to be zero” on a podcast released today A bit conflicting there Gil https://t.co/aKJmqVZlZ5
D.A. Davidson analyst Gil Luria (has a $100 price target and a neutral rating on $CRWV ) says “the equity value is going to be zero” on a podcast released today A bit conflicting there Gil https://t.co/ZLEqfmpE8i
Happy 5-year anniversary to those who celebrate. $UPST https://t.co/zK4vPVEjjZ https://t.co/Xog81EWEvl
Short squeezes with high alerts this morning: $GLND and $TGL. We might be getting back into a bit of a short squeeze environment soon. https://t.co/7Pl147oY0i
CoreWeave’s $35 billion to $39 billion 2026 spending plan relies on debt as unsecured yields reach 15%, making its GPU cloud expansion a…
TSOH Weekly Roundup covers Ally’s improving credit and capital returns, Pepsi’s weak beverage brands, and Match Group’s plan to revive…
ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…
Medpace authorized $1 billion of buybacks through 2028 after Q3 revenue rose 8.5% to $716 million; service revenue grew roughly 12% as…
Franco-Nevada, Wheaton and Texas Pacific Land built royalty and streaming businesses by buying fixed shares of mines and wells, tracing the…
Oscar Health raised 2026 operating earnings guidance to $600 million-$800 million after ACA-marketplace expansion drove 60% membership and…
Western Digital and Bloom Energy fell after strong quarterly results, extending the selloff in AI-linked stocks.
Credo’s microVCSEL pivot targets 10–20m data-center links where copper falls short, while microLEDs compete nearer compute on integration,…
HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.
CoreWeave targets 8 GW of active power by 2030, expands into India and builds its AI cloud ecosystem through Google Cloud and partner…
PYPD · long PolyPid, an $80 million Israeli biotech, fell nearly 30% despite solving a clinical problem.
Moody’s Q3 revenue rose 1% as operating margins fell, while shares trade near 30 times forward earnings despite slower growth and a weaker…
MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…
Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…
PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.
Rollins, North America’s largest pest-control provider, gets 75–80% of revenue from recurring contracts but has fallen about 45% year to…
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