


Core Viewpoint - Nvidia's holding concept stocks experienced a decline, with Coreweave, Applied Digital, and NEBIUS dropping over 7%, 9.4%, and 9.6% respectively [1] Group 1: Acquisition Details - Coreweave announced the acquisition of AI computing miner Core Scientific, based on a previously established all-stock agreement from July 7, emphasizing that the offer is "best and final" with no modifications [1] - The merger is presented as a secure and valuable path for future development, promising immediate premiums for shareholders and significant long-term growth potential [1] Group 2: Strategic Implications - Coreweave argues that if Core Scientific opts for independent operation, it would face substantial capital expenditures and execution risks [1] - The company is urging shareholders to support the transaction at the special shareholder meeting scheduled for October 30 [1]