Roth Capital analyst Darren Aftahi has turned bullish on Core Scientific Inc (NASDAQ: CORZ), even as its expected deal with CoreWeave (NASDAQ: CRWV) now appears increasingly unlikely. ...

The way the demand comes through the market right now is it's sort of bifurcated in a lot of ways, right. Like you've got one driver of demand that's coming from the most enormous companies in the world, the largest labs in the world. You know, and, you know, your opening ISE, your mistrials or all of them together.And they're they're they are very kind of tech forward kind of thinking about how they're going to do to address this. And then in addition to that, you've got a host of startups, you've got a ho ...

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave Inc. (NASDAQ: CRWV), The Essential Cloud for AI, today commented on the reports published by Institutional Shareholder Services Inc. ("ISS†) and Glass, Lewis & Co. ("Glass Lewis†) regarding CoreWeave's definitive agreement to acquire Core Scientific, Inc. (NASDAQ: CORZ) in an all-stock transaction. CoreWeave disagrees with the recommendations to vote against this transaction. While neither ISS nor Glass Lewis questions the strategic merit of the. ...

A fresh wave of trade tension between the U.S. and China rocked Wall Street on midday Wednesday after President Donald Trump hinted at sweeping restrictions on technology exports powered by American software, sending tech stocks into a sudden tailspin. • CRWV is taking a hit from negative sentiment. See the full breakdown here.According to Reuters, the Trump administration is weighing a proposal that would curb a wide range of software-powered exports to China — from laptops to jet engines — in direct respo ...

周三，英伟达持仓概念股股价走低，截至发稿，CoreWeave(CRWV.US)跌超5.4%，Arm Holdings(ARM.US)跌超2%，Applied Digital(APLD.US)跌超3%，Recursion Pharmaceuticals(RXRX.US)、 Nebius(NBIS.US)跌超5%。英伟达(NVDA.US)跌0.5%。 来源：智通财经网 ...

（原标题：美股异动 | 英伟达(NVDA.US)持仓概念股走低 CoreWeave(CRWV.US)跌超5.4%） 智通财经APP获悉，周三，英伟达持仓概念股股价走低，截至发稿，CoreWeave(CRWV.US)跌超5.4%， Arm Holdings(ARM.US)跌超2%，Applied Digital(APLD.US)跌超3%，Recursion Pharmaceuticals(RXRX.US)、Nebius(NBIS.US)跌超5%。英伟达(NVDA.US)跌0.5%。 ...

周三，英伟达持仓概念股股价走低，截至发稿，CoreWeave(CRWV.US)跌超5.4%，Arm Holdings(ARM.US)跌超2%，Applied Digital(APLD.US)跌超3%，Recursion Pharmaceuticals(RXRX.US)、 Nebius(NBIS.US)跌超5%。英伟达(NVDA.US)跌0.5%。 ...

Core Viewpoint - The proposed acquisition of Core Scientific by CoreWeave is facing significant opposition from shareholders, primarily due to concerns over the valuation of the deal, which is perceived as inadequate given the current market conditions [2][3]. Acquisition Details - CoreWeave's acquisition offer for Core Scientific is valued at $9 billion and is structured as an all-stock transaction [2]. - Institutional Shareholder Services (ISS) has recommended that Core Scientific shareholders reject the acquisition, indicating that the market values Core Scientific higher than the proposed offer [2]. Market Reactions - Following the news of ISS's recommendation, shares of CoreWeave fell approximately 5%, while Core Scientific's shares increased by nearly 3% [2]. - The market's reaction suggests a belief that better investment opportunities may exist for Core Scientific shareholders if the deal is rejected [2]. Shareholder Sentiment - Two Seas Capital, a significant shareholder with a 6.2% stake in Core Scientific, has expressed intentions to vote against the acquisition [2]. - CoreWeave's CEO, Michael Intrator, has stated that the company will not increase its offer, emphasizing that the proposed valuation reflects their assessment of Core Scientific's worth [2]. Implications for AI Market - The outcome of the shareholder vote on October 30 could provide insights into investor sentiment regarding the AI technology market and the perceived value of companies within this sector [2].

Core Viewpoint - Two Seas Capital LP supports the recommendations from leading proxy advisory firms ISS and Glass Lewis for Core Scientific shareholders to vote "AGAINST" the proposed merger with CoreWeave, citing inadequate compensation for shareholders and highlighting Core Scientific's standalone potential [1][2]. Proposed Merger Concerns - Glass Lewis criticized the proposed merger structure, indicating that it does not sufficiently protect Core Scientific shareholders from risks associated with CoreWeave's share price volatility [2][5]. - The absence of price protection mechanisms in the merger agreement leaves Core Scientific shareholders exposed to fluctuations in CoreWeave's stock price, which has shown significant volatility [5][10]. - Two Seas argues that the financial advisors' optimistic valuations of CoreWeave may not align with market realities, suggesting that the merger consideration undervalues Core Scientific [5][6]. Standalone Potential of Core Scientific - Two Seas emphasizes that Core Scientific possesses significant standalone value, particularly in the growing AI sector, and that the proposed merger does not reflect this potential [2][10]. - The analysis indicates that the implied value of the merger consideration has consistently fallen below the valuations provided by financial advisors, suggesting that shareholders may be better off rejecting the merger [10]. Shareholder Recommendations - Two Seas urges shareholders to follow the recommendations of ISS and Glass Lewis by voting against the merger to unlock Core Scientific's full potential [2][10]. - The persistent negative spread between Core Scientific's share price and the implied merger value indicates that investors value the company more highly as an independent entity [10].

Group 1 - CoreWeave, Inc. (NASDAQ:CRWV) experienced a significant decline of 7.17% on Monday, closing at $127.06, following a recommendation from Institutional Shareholder Services (ISS) to reject its proposed merger with Core Scientific Inc. [1][4] - The Board of Directors of Core Scientific stated that the merger represents the best available alternative for shareholders, despite the ISS's opposing stance [2][4]. - Two Seas Capital, a shareholder in both Core Scientific and CoreWeave, expressed concerns that the merger exposes Core Scientific shareholders to the volatility of CoreWeave's share price without adequate protections [3][4]. Group 2 - The opposition from ISS has created uncertainties regarding the future of the merger, which may influence institutional investors who depend on proxy advisory services for voting decisions [4]. - While there is potential for CoreWeave as an investment, there is a belief that other AI stocks may offer better returns with lower risk [5].