Workflow
Performance
icon
Search documents
CoreWeave (CRWV) Earnings Call Presentation
2025-07-07 13:10
Transaction Overview - CoreWeave will acquire Core Scientific in an all-stock transaction at a fixed exchange ratio of 0.1235 CoreWeave share per Core Scientific share[9] - The acquisition is expected to result in CoreWeave owning less than 10% of the combined entity at close[9] - The deal is expected to close in Q4 2025, subject to regulatory approval and customary closing conditions[9] Financial Impact and Synergies - The acquisition is projected to immediately eliminate over $10 billion in future lease overhead for existing contractual sites[9] - CoreWeave anticipates over $500 million in fully ramped, annual run rate cost savings by the end of 2027 through streamlined operations[9, 22] - The transaction is expected to be leverage neutral, while providing access to diverse financing sources at a more attractive cost of capital[9] Assets and Capacity - Core Scientific's assets include over $760 million in fixed assets and right-of-use assets, and over $770 million of cash and liquid digital assets[10] - Core Scientific has a current portfolio of 1.3GW of power capacity with over 1GW of potential expansion gross power available[10] - Core Scientific has approximately 500MW of mining data center gross power capacity, which can be optionally converted to HPC[11] Strategic Benefits - The acquisition will give CoreWeave direct control over approximately 1.3GW+ of gross power, with the majority already under CoreWeave contract[18] - CoreWeave can unlock approximately $5B of committed capex for more efficient financing[25] - CoreWeave will gain greater control over a critical power footprint and optionality for future power capacity[15]
X @The Economist
The Economist· 2025-07-04 17:40
Britain’s prime minister has had a particularly brutal time in office of late. But what about his government’s first year as a whole? We deliver our verdict https://t.co/ZhTc0F3tDl ...
Stay Ahead of the Game With Helen of Troy (HELE) Q1 Earnings: Wall Street's Insights on Key Metrics
ZACKS· 2025-07-04 14:16
Wall Street analysts expect Helen of Troy (HELE) to post quarterly earnings of $0.91 per share in its upcoming report, which indicates a year-over-year decline of 8.1%. Revenues are expected to be $399.33 million, down 4.2% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a company's earnings announcement, it is crucia ...
X @Ansem
Ansem 🧸💸· 2025-07-04 12:28
you have to construct a portfolio of 50% stocks 50% crypto limited to 10 assets for the next 10 years & you cannot sell anything until year 5your goal is to outperform the average S&P returns by average of 10%+ each yearwhich assets do you pick and why ...
X @Ansem
Ansem 🧸💸· 2025-07-04 12:28
you have to construct a portfolio of 50% stocks 50% crypto limited to 10 assets for the next 10 yearsyour goal is to outperform the average S&P returns by average of 10%+ each yearwhich assets do you pick and why ...
富士康研究院:硅光子学观点-基于 MicroLED 的芯片间光互连(C2C)
2025-07-04 03:04
Foxconn Research Institute:SiliconPhotonic Viewpoint_Optical Interconnection by MicroLED(C2C) Original Article by SemiVision Research (Foxconn, Nvidia ,Avicena LightBundle) MAY 04, 2025 ∙ PAID SEMI VISION 8 Share 16 At this year's #OFC25 conference and in recent discussions on optical interconnect technologies, optimizing the power efficiency, bandwidth, and transmission range of short-reach interconnects within data centers has become a core topic, driving the emergence of several innovative architectures. ...
摩根士丹利:中国房地产_主要开发商 6 月销售降幅如预期加深
摩根· 2025-07-04 01:35
CRIC preliminary sales data show that contracted sales of 30 major developers we track recorded a deeper decline in June, dropping 32% y-y on average. We expect their sales to stay sluggish in 3Q owing to weakened resident sentiment, reduced landbank, and reactive policy rollout. Developers posted deeper sales decline in June, as expected: The top 50 and top 100 developers' attributable sales recorded declines of 26% and 26% y-y (vs. -9% and -10% in May), widening the YTD sales decline to -11% and -11% y-y ...
TBLA Stock Rises 37% in 3 Months, Outperforms Industry: Time to Buy?
ZACKS· 2025-07-03 16:50
Key Takeaways TBLA stock has jumped 36.5% in 3 months, outperforming its industry, sector and the market. TBLA is expanding into display and commerce formats via its Realize platform to tap a $55B market. Revenues were $1.8B in 2024 and are expected to be $1.89B in 2025, with growing profit and strong cash flow.Shares of Taboola.com Ltd. (TBLA) have rallied 36.5% in the past three months, zooming past its industry, sector and the Zacks S&P 500 composite in the same time frame.TBLA is now trending above i ...
华安医药生物基金悲喜交加:收益率问鼎第一,但规模只有3577万元!
Sou Hu Cai Jing· 2025-07-03 13:20
这是一个喜悦与悲伤交织的时刻。 2025年上半年,华安医药生物股票型基金问鼎股票型基金的收益率第一名,其中,华安医药生物股票发起式A(022690.OF)收益率达到了66.42%;华安 医药生物股票发起式C(022691.OF)的收益率达到了66.07%。 | 序号 | 证券代码 | 证券名称 | 基金管理人简称 | 区间回报率 2025年上半年 | | 基金份额 2024-12-31 | 其金份额 2023-03-31 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 单位]% | | [单位 亿份 | [单位]亿份 | | 1 | 022690.OF | 华安医药生物股票发起式A | 华安基金 | | 66.44 | 0.1430 | 0.1447 | | 2 | 006603.OF | 嘉实互融精选股票A | 嘉实基金 | | 60.26 | 4.1359 | 3.9173 | | 3 | 020458.OF | 平安医药精选股票A | 平安甚金 | | 58.80 | 0.1131 | 0.5995 | | 4 | 009414 ...
Nano Labs Has Purchased About US$50 Million BNB, Expands Digital Asset Reserves to around US$160 Million
GlobeNewswire News Room· 2025-07-03 12:30
HONG KONG, July 03, 2025 (GLOBE NEWSWIRE) -- Nano Labs Ltd (Nasdaq: NA) (“we,” the “Company” or “Nano Labs”), a leading Web 3.0 infrastructure and product solution provider in China, today announced the purchase of 74,315 Binance Coin (BNB) tokens through the OTC (Over-The-Counter) format at an average price of approximately US$672.45, with a total transaction value of about US$50 million. Following this transaction, the Company’s cumulative reserve of mainstream digital currencies, including Bitcoin and BN ...