Core Insights - The AI boom is significantly impacting corporate balance sheets, with Nebius Group NV indicating that future growth will rely on debt financing rather than just GPU resources [1][2] - Nebius is following a trend seen in major tech companies like Meta and Oracle, which are increasingly using bond markets to finance their AI expansions [2] - Nebius has sold out of its capacity and plans to reach 2.5 gigawatts of contracted power by 2026, necessitating billions in upfront investment [3] Industry Trends - Nvidia is emerging as a key player in financing AI projects, having supported over $100 billion in compute-related initiatives [4] - The AI and data center sectors are projected to constitute over 20% of the global investment-grade bond market by 2030, indicating a shift towards credit as a critical resource for AI development [5] - The competitive landscape of AI is evolving, with a focus not only on hardware capabilities but also on the ability to secure financing for growth [5]

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. The S & P 500 and Nasdaq were down Tuesday as Big Tech was pressured following CoreWeave's quarterly results Monday evening. The AI infrastructure provider disappointed investors after lowering its revenue outlook. Shares of CoreWeave plunged around 14%. Regarding the broader AI trade, Jim said, "I'm getting antsy about the fact that there's too much borrow ...

Core Insights - Nebius Group N.V. reported its unaudited financial results for Q3 2025, ending September 30, 2025 [1] - The company announced a new agreement with Meta to provide AI infrastructure, valued at approximately $3 billion over five years [1] Financial Performance - The financial results for Q3 2025 were released, indicating the company's performance during this period [1] Strategic Developments - The agreement with Meta signifies a significant partnership and investment in AI infrastructure, highlighting the company's growth strategy [1]

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets continued their upward trajectory in the third quarter, with the S&P 500 Index rising 8.12%. A combination of improving economic conditions, solid corporate earnings, and growing expectations for monetary easing drove the strong performance. Against this backdrop, Class A shares of the Fund outperformed the Russell 300 ...

Shares of CoreWeave Inc (NASDAQ:CRWV) declined 8.72% during Tuesday’s pre-market trading session as the Nvidia (NASDAQ:NVDA) backed company trimmed its annual revenue forecast.Data Center Delays To Impact Fourth QuarterOn Monday, the company lowered its 2025 revenue outlook, citing delays at a third-party data center partner. Chief Financial Officer Nitin Agrawal, during its third-quarter earnings call, projected 2025 revenue in the range of $5.05 billion and $5.15 billion, compared to its previous forecast ...

Core Viewpoint - CoreWeave reported a significant year-over-year revenue increase of 134% to $1.36 billion in Q3, surpassing market expectations of $1.29 billion [1] - The company's net loss narrowed from $359 million in the same period last year to $110 million, equating to a loss of $0.22 per share [1] - Operating profit margin was reported at 4%, which is below the market expectation of 6.5% [1] Financial Performance - Q3 revenue reached $1.36 billion, a 134% increase year-over-year [1] - Net loss decreased to $110 million from $359 million year-over-year [1] - Operating profit margin was 4%, lower than the expected 6.5% [1] Future Outlook - The company revised its 2025 revenue forecast down from a maximum of $5.35 billion to a range of $5.05 billion to $5.15 billion, below the market expectation of $5.29 billion [1] - The downward revision is attributed to delays in the development of third-party data centers [1] - The CFO indicated that capital expenditures for 2026 are expected to exceed more than double the 2025 forecast of $12 billion to $14 billion [1]

So let's go inside out on core weave ahead of earnings. Joining us now is Don Gentiel, analyst in residence hyperframe research. Thank you so much for joining us, Don.So I suppose the bar is a little bit high for some of these names given that we've had all these sort of concerns around capex and also AI valuations. But what are your expectations for core. >> Yeah, so this is a long-term play.You know, revenue is going to be bumpy from quarter to quarter. We're going to see that. But what we're going to be ...

Summary of Rumble Update Call Company and Industry Overview - **Company**: Rumble - **Industry**: Technology, specifically focusing on video platforms, AI infrastructure, and decentralized financial tools Key Points and Arguments 1. **Transformational Milestones**: Rumble announced three significant milestones: - Acquisition of Northern Data, positioning Rumble as a leader in AI infrastructure with over 22,000 GPUs and nine data centers [3][5] - Tether's $150 million GPU purchase agreement, providing immediate revenue scale and validating Rumble's platform [3][6] - Tether's $100 million advertising commitment to enhance creator monetization on Rumble [3][7] 2. **Market Positioning**: Rumble is redefining itself from a video platform to a comprehensive tech ecosystem that competes with major players like Microsoft, Google, and Amazon [4][8] 3. **User Engagement**: Rumble has 47 million monthly active users and an advertising ecosystem capable of handling over a billion ad requests daily [4][5] 4. **Future Plans**: Rumble aims to expand into web tools and a productivity suite, including email and file storage, to further enhance its ecosystem [5] 5. **Strategic Alignment with Tether**: The partnership with Tether is seen as a strategic alignment that will provide Rumble with the necessary infrastructure and financial backing to grow aggressively [6][11] 6. **Advertising and Revenue Growth**: The $100 million advertising commitment from Tether is expected to significantly boost creator growth and platform monetization [7][36] 7. **Seasonal User Trends**: Rumble experienced a seasonal decline in users during the summer months due to creator inactivity, but anticipates a rebound as creators return to the platform [35] 8. **Creator Acquisition Strategy**: With Tether's advertising support, Rumble plans to aggressively pursue new creators, changing the dynamics of creator acquisition and profitability [36][37] Additional Important Content 1. **Decentralization Vision**: Both Rumble and Tether emphasize the importance of decentralization and freedom in technology, aiming to create an open infrastructure that counters the control of big tech [11][12][13] 2. **Global Financial Inclusion**: Tether's CEO highlighted the role of stablecoins in facilitating remittances and financial access for underserved populations, aligning with Rumble's mission to empower creators and communities [24][30] 3. **Long-term Growth Mandate**: Rumble's focus is on aggressive growth while maintaining a commitment to a free and open internet, contrasting with traditional big tech models [8][15] 4. **Non-Custodial Wallet**: The upcoming Rumble Wallet will be a non-custodial wallet, allowing users to engage in various financial transactions beyond just tipping creators [23][24] 5. **Market Dynamics**: The call addressed the need for a counterbalance to the centralization of information and financial systems, advocating for a technology ecosystem that empowers individuals [30][31] This summary encapsulates the key insights and strategic directions discussed during the Rumble Update Call, highlighting the company's ambitions and the transformative partnerships that are set to redefine its market presence.

Bitdeer Technologies (NasdaqCM:BTDR) Q3 2025 Earnings Call November 10, 2025 08:00 AM ET Company ParticipantsJeff LaBerge - VP of Capital Markets and StrategyYujia Zhai - Head of Investor RelationsHaris Basit - Chief Strategy OfficerChris Myers - Equity Research AssociateConference Call ParticipantsJohn Todaro - AnalystMike Grondahl - AnalystGreg Lewis - AnalystBrian Kinstlinger - AnalystNick Giles - AnalystDylan Heslin - AnalystBill Papanastasiou - AnalystMike Colonnese - AnalystOperatorThank you for stand ...

Bitdeer Technologies (NasdaqCM:BTDR) Q3 2025 Earnings Call November 10, 2025 08:00 AM ET Company ParticipantsJeff LaBerge - VP of Capital Markets and StrategyYujia Zhai - Head of Investor RelationsHaris Basit - Chief Strategy OfficerChris Myers - Equity Research AssociateConference Call ParticipantsJohn Todaro - AnalystMike Grondahl - AnalystGreg Lewis - AnalystBrian Kinstlinger - AnalystNick Giles - AnalystDylan Heslin - AnalystBill Papanastasiou - AnalystMike Colonnese - AnalystOperatorThank you for stand ...