Group 1 - CoreWeave has entered a multi-year commercial agreement with Meta to provide AI compute services, with Meta agreeing to pay up to $14.2 billion through December 2031 [1][2] - CoreWeave is pursuing an all-stock acquisition of Core Scientific, which was announced on July 7, leading to a significant drop in Core Scientific's share price from over $18 to under $13 [2] - The acquisition is subject to stockholder approval, with a special meeting scheduled for October 30 to vote on the merger [3] Group 2 - A major shareholder, Two Seas Capital, which owns 6.2% of Core Scientific, is urging investors to vote against the merger, claiming the board did not conduct a thorough market check and that the exchange terms undervalue Core Scientific [4] - Following the merger announcement, Core Scientific's stock experienced an 18% decline, marking one of the worst one-day price drops for an M&A target this century [5] - The decision for Core Scientific shareholders now revolves around whether to accept the merger and align with CoreWeave's AI customer base or to remain independent amid increasing demand for high-density compute capacity [5]