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CoreWeave (CRWV), SoftBank, and Nebius (NBIS) earnings: what to watch after a 45% selloff
SoftBank reports first, at 1:30 a.m. ET on November 10. Here's what CoreWeave, Nebius, Applied Materials, and Cisco forecast, and which other AI stocks report.
US reportedly cleared a Chinese firm with an empty office for Nvidia (NVDA) H200 chips
New Matrix was created 17 months ago, and its owners have ties to a blacklisted fund. A Commerce rule on companies owned by blacklisted parties stays paused until January.
Congressman Josh Gottheimer's AI stock buys and his much larger Microsoft (MSFT) trades
Our Capitol tracker shows his October Benchmark and Applied Materials buys, 3,504 disclosed trades since 2017, and AMD purchases that came before the vote.
Berkshire (BRK-B) bought back a record $9.6 billion as profit fell. Its June Alphabet (GOOGL) shares are down about 19%.
Greg Abel leaned into Berkshire's own stock as Geico's underwriting profit sank 45%. The Alphabet shares Berkshire bought in June now sit below its price.
Scottish Mortgage exited Tesla (TSLA) and cut SpaceX (SPCX) to 11.1% of assets. Its report shows what it bought.
Scottish Mortgage sold its last Tesla shares and cut SpaceX to 11.1% of assets. We estimated how much SpaceX stock left the fund and read what came in.
Nvidia (NVDA)-backed Groq reportedly seeks an $8 billion valuation, 2.5 times August's, and faults debt-heavy rivals
The August round priced Groq at $3.15 billion. Its chairman now projects eightfold revenue growth next year and says rivals are carrying too much debt.
What is the Aaronson-Ambainis conjecture? PSI says its system found a proof using an unreleased Anthropic (ANT) model
A research startup says it settled a question open since 2008. Here's what the conjecture says, what it leaves alone, and what still needs checking.
OpenAI reportedly receives $11 billion at a $1.25 trillion valuation
About $11 billion has reportedly been wired to OpenAI. Its CFO calls the price a step up, and Anthropic's IPO talk has fallen to a similar range.
Google (GOOGL) takes over Crusoe's Wyoming data center site as it plans $17 billion in the state
Crusoe's Project Jade became Google's Project Tembo. The two companies are still working together in Texas.
Microsoft (MSFT) reportedly winds down Oracle (ORCL) AI rental. Oracle says older GPUs renew at a 20% premium.
Microsoft reportedly decided its older Oracle capacity no longer fit its needs. Oracle's filings show what's riding on how long that hardware lasts.
CoreWeave (CRWV) bonds now yield over 16% as Microsoft (MSFT) reportedly rethinks neoclouds. Microsoft was 67% of its 2025 revenue.
Investors want more to hold CoreWeave's bonds as its biggest 2025 customer rethinks outside data center deals. Its latest filing leaves the top customer unnamed.
Businesses on Ramp used 37% more AI tokens in a month and paid 8.9% more. Anthropic (ANT) still took share.
AI use is running ahead of AI bills on Ramp. Anthropic's IPO filing helps explain why, and its next hard number is the one it left blank.
Alphabet's (GOOGL) $548 million Qualcomm (QCOM) stake traces back to a startup sale. SpaceX is about 95% of the filing.
Alphabet's new Qualcomm stake sits with GV, which got Qualcomm stock when Qualcomm bought Modular. We traced the shares through both companies' filings.
What is 3D DRAM? TSMC (TSM) is reportedly weighing the memory chip at Nvidia's (NVDA) request.
The Information says the world's largest chipmaker may move into memory. Here's how 3D DRAM differs from HBM, and what Samsung, SK Hynix, and Micron have said.
Anthropic (ANT) IPO talk slides to $1.2 trillion from $2 trillion. One number in its filing is still blank.
One investor now talks about $1 trillion, close to the May funding round. Investors are also waiting on an October figure that the amended filing leaves out.
What is Blacklift? AST SpaceMobile (ASTS) will pay Firefly (FLY) more than $1.3 billion to help build its own rocket
AST SpaceMobile wants up to five BlueBird satellites on every launch. Part of what Firefly gets paid depends on where AST's stock trades next.
Chip stocks just had their second-worst day in records back to 1994. We checked six other 10% drops.
The Philadelphia Semiconductor Index fell 12.25% as Micron and AMD lost more than 17%. The index rose in the next month after five of six earlier drops, but the longer results split by era.
Nvidia (NVDA) CEO Jensen Huang asked to brief House chairmen on a reported Chinese asset the day after earnings
Three House Republican chairmen want Jensen Huang in a closed-door briefing on November 18. Democrats take over committees in January.
The national data center moratorium bill would halt work already underway. Only 22 members of Congress have signed on.
The Sanders and Ocasio-Cortez moratorium bill would stop AI data center work in progress and could limit Nvidia's chip exports. We counted the votes it would need.
Kospi stopped 3 minutes after the open with Samsung down 9.98% and SK Hynix down 11.71%.
The Kospi fell more than 8%, and trading stopped for 20 minutes, its 11th stop this year. The ETF individuals bought most fell 45% in a month.
What is AI R&D acceleration? METR estimates Anthropic's pace of progress has about doubled.
METR's new report puts a number on how fast Anthropic is improving its models. The range is wide, and Anthropic redacted much of the evidence.
Texas Governor-elect Gina Hinojosa asked the state to hold off on Boca Chica land. SpaceX (SPCX) was the reported buyer.
Texas's governor-elect says she asked the state parks agency to take no action during her transition. A reporter heard $26 million floated for the land, and a sale would still need a public vote.
ING Groep (ING) is reportedly auctioning $500 million of data center loans, including Stargate debt
Bids are due Nov. 19, and SpaceX default protection just hit a record. Our bond data shows which AI borrowers were already under the most pressure.
IREN (IREN) beat revenue estimates but pushed its $4 billion target into 2027.
IREN's quarterly revenue topped estimates, but its $4 billion target moved to January or February. Here's what the release says about Microsoft.