Core Viewpoint - CoreWeave, Inc. is under investigation for potential violations of federal securities laws following a significant drop in its stock price after announcing reduced revenue and capital expenditure forecasts due to data center capacity limitations [1][2][3] Company Overview - CoreWeave's business model involves acquiring high-interest debt to purchase advanced AI chips from Nvidia, which are then installed in leased data center server racks and rented out to AI companies [2] Financial Performance - On November 10, 2025, CoreWeave announced a cut in its full-year 2025 revenue and capital expenditure forecasts, attributing this to limitations in data center capacity [2] - Following this announcement, CoreWeave's stock price fell by $17.22 per share, representing a 16.31% decrease, closing at $88.30 per share on November 11, 2025 [3]

RADNOR, Pa., Dec. 24, 2025 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of CoreWeave, Inc. (NASDAQ: CRWV) (“CoreWeave”). CoreWeave’s business model involves using high-interest debt to buy thousands of advanced AI chips from Nvidia, installing them in server racks inside data centers that it leases from third-party landlords, then renting access to the chips to AI co ...

RADNOR, Pa.--(BUSINESS WIRE)-- #classaction--The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of CoreWeave, Inc. (NASDAQ: CRWV) ("CoreWeave†). CoreWeave's business model involves using high-interest debt to buy thousands of advanced AI chips from Nvidia, installing them in server racks inside data centers that it leases from third-party landlords, then renting access to the chips to AI co ...

Core Insights - The article discusses three key companies that are essential players in the AI pipeline, highlighting their potential as long-term investments in the AI sector [2]. Group 1: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is the world's leading third-party semiconductor foundry, crucial for manufacturing advanced AI chips, holding a monopoly in this area [4][6]. - The company has experienced impressive growth in revenue and operating income, particularly due to its dominance in advanced AI chip production [7]. - TSMC's market capitalization is $1.5 trillion, with a gross margin of 57.75% and a dividend yield of 1.07% [5][6]. Group 2: Nvidia - Nvidia is a key designer of AI ecosystem components, particularly known for its parallel processors, which have significantly increased its market value to nearly $4.3 trillion [9][11]. - The company reported $57 billion in revenue for the third quarter, a 62% year-over-year increase, with $51.2 billion coming from its data center segment, up 66% [12]. - Nvidia's CUDA platform enhances its competitive edge by allowing its chips to be programmed for specific tasks, creating high switching costs for customers [14][15]. Group 3: Microsoft - Microsoft Azure is the second-largest cloud infrastructure platform, making it a preferred choice for companies developing AI applications [16]. - The company's diverse software portfolio, including Microsoft 365 and LinkedIn, allows for seamless integration of AI technologies, creating additional revenue streams [18][19]. - Microsoft has a market capitalization of $3.5 trillion, with a gross margin of 68.76% and a dividend yield of 0.71% [17][18].

CoreWeave (CRWV) has seen its share price fall more than 60% from its June record amid growing concerns that the AI infrastructure boom may have peaked. New details reported Tuesday by the Wall Street Journal highlight how fragile the buildout has become as operational delays collide with heavy leverage and tightening credit conditions. Investors are increasingly focused on two core risks with CRWV, according to the story. First, the company relies heavily on high interest debt to finance purchases of ad ...

Without TSMC, the entire tech ecosystem would noticeably suffer.Semiconductors (chips) are the unsung heroes of the tech world, powering everything from smartphones to computers to TVs to car infotainment systems, and much more. Most of the time, these semiconductors are smaller than a grain of rice, yet they are to many electronics what a brain is to the human body.When it comes to bringing chips to life, no company does it better than Taiwan Semiconductor Manufacturing (TSM +0.51%) (also known as TSMC). T ...

Group 1: Nvidia - Nvidia is close to achieving a significant lobbying victory in Washington, with CEO Jensen Huang advocating on Capitol Hill [3][4] - A proposed measure, the GAIN AI Act, which would have restricted Nvidia's ability to sell advanced AI chips to China and other adversaries, was excluded from the must-pass defense legislation [4][5] - President Trump praised Jensen Huang for his leadership at Nvidia, highlighting the importance of energy production for economic growth and the AI industry [5][6] Group 2: Snowflake - Snowflake reported a 29% year-over-year revenue growth to $1.21 billion, exceeding expectations, with adjusted EPS of $0.35 [7] - Despite strong performance metrics, Snowflake's Q4 product revenue guidance of $1.195B to $1.2B disappointed investors, indicating concerns about stabilizing growth rather than acceleration [8] - The company is heavily investing in AI, announcing partnerships with Anthropic, Accenture, and Amazon Web Services, including a $200 million deal with Anthropic [9] Group 3: Social Media Regulations in Australia - Meta's Facebook and Instagram began deactivating accounts of users under 16 in Australia ahead of a new social media ban [10] - Approximately 150,000 Facebook accounts and 350,000 Instagram accounts are expected to be affected by this regulation [10] - Other platforms, including Snapchat, TikTok, and YouTube, must comply with similar regulations, facing potential fines of up to $33 million for non-compliance [11]

Group 1: Healthcare and Legislation - The Democrats' primary goal in keeping the government shut down is to deny President Trump and Republicans any success, particularly in healthcare reform [1] - The Affordable Care Act (ACA) has caused premiums to skyrocket, with a reported 169% increase since its implementation, which is 4.3 times the rate of inflation [1] - There is a call for reforms to the ACA, including the elimination of zero premium policies that have led to fraudulent sign-ups costing billions [1] Group 2: Political Operations and Accountability - The Biden Justice Department's Operation Arctic Frost involved subpoenas for personal phone records of GOP lawmakers, indicating a partisan dragnet targeting Republicans [2] - There are allegations of a conspiracy against President Trump involving various high-profile figures from the Obama administration, with calls for accountability [2] - The use of intelligence agencies and law enforcement to target political enemies is described as a serious crime, with implications for those involved [2] Group 3: Trade and Economic Policy - U.S. Commerce Secretary is in Brussels discussing trade negotiations with the EU, focusing on tariffs and the regulatory environment for tech companies [3] - The Trump administration aims to encourage the EU to embrace digital markets to attract more investment, contrasting with the EU's current regulatory approach [3] - The administration is also working on a model for AI chip sales to Saudi Arabia and the UAE, ensuring that advanced technology remains secure [4] Group 4: International Relations and Military Strategy - The U.S. is increasing military activity near Venezuela as part of a strategy to combat drug trafficking and terrorism linked to the Maduro regime [6] - The administration is applying pressure on Venezuela to change its behavior, with military options on the table if necessary [6] - Ongoing negotiations regarding the Russia-Ukraine conflict are complicated by territorial disputes and the need for security guarantees for Ukraine [6]

Market Overview - Markets will be closed on Thursday for Thanksgiving and will close early on Friday at 1 pm ET, leading to a shortened trading week with lower volumes expected [6] - Major indexes remain under pressure, with the S&P 500 declining 2% last week and 3.5% for November, while the Nasdaq Composite fell 2.7% last week and is down 6.1% month-to-date [6] Federal Reserve Insights - Investor expectations for a December rate cut have surged, with futures markets now assigning nearly a 70% probability for a quarter-point cut at the December 10 Fed meeting, up from about 44% a week earlier [6] - Goldman Sachs Research supports the case for a December cut, anticipating the Fed's proactive approach to managing potential economic risks and forecasting two additional rate cuts in 2026 amid a cooling labor market [4][6] Economic Data and Market Sentiment - The Bureau of Labor Statistics canceled its October consumer price index (CPI) report and postponed November's CPI release until after the Fed's December meeting, adding to market uncertainty [5][6] - Investor sentiment remains cautious, particularly regarding high valuations in AI-linked stocks that have driven much of the year's market gains, with a noted desire for certainty in the current noisy market environment [5][7] Nvidia and AI Chip Sales - Reports indicate that the US government may allow Nvidia Corp. to resume sales of its advanced AI chips to China after a prior suspension due to export controls, although the review is still ongoing [6]

Market Performance - On November 20, 2025, initial market optimism was driven by Nvidia's strong earnings, with Dow futures up 0.5%, S&P 500 futures up 1.1%, and Nasdaq 100 futures up 1.5% before a decline set in, resulting in a 0.9% drop for Nasdaq and a 0.7% drop for S&P 500 [2] - The Dow Jones Industrial Average lost a significant 700-point gain, reflecting underlying uncertainty in the market [2] Tariff Policies - President Trump's tariffs have been a central aspect of his economic strategy, with a notable event being "Liberation Day" on April 2, 2025, which led to a global stock market crash and a decline in the manufacturing sector [3] - Despite the negative impact on jobs, the U.S. trade deficit decreased by nearly 24% in August 2025, narrowing to $59.6 billion due to the tariffs [3] - The administration proposed $2,000 "tariff rebate checks" for Americans, although this would require Congressional approval, highlighting the complexities of tariff revenue allocation [3] Semiconductor Tariffs - Trump has threatened significant tariffs on China and BRICS nations, but there are indications that the implementation of 100% semiconductor tariffs may be delayed to avoid escalating trade tensions and increasing consumer prices [4] - The White House has also opposed the GAIN AI Act, which would restrict sales of advanced AI chips to China, while providing tariff exemptions for the AI sector, indicating a selective approach to tariffs [4] Federal Reserve Relations - The Federal Reserve has faced pressure from Trump, who has publicly criticized Fed Chair Jerome Powell and threatened to dismiss him, causing market volatility [6][7] - Trump's tariffs have reportedly increased inflation expectations, complicating the Fed's monetary policy decisions and leading to a cautious approach to rate cuts [8] Social Security Adjustments - The Trump administration reversed plans to limit Social Security benefits, while the full retirement age is set to shift to 67 in 2026, impacting future retirees [10] - Social Security benefits are expected to increase by 2.8% in 2026, but this is seen as insufficient given rising Medicare premiums [10] International Investments - New agreements with Saudi Arabia were announced, with Crown Prince Mohammed bin Salman pledging up to $1 trillion in investments focused on AI data centers and advanced technology [11] - Despite the positive outlook from these agreements, an analysis suggested that such investments merely offset the economic uncertainty caused by Trump's tariff policies [11] Overall Market Sentiment - The market has adapted to the unpredictability of Trump's policies, often reacting sharply to concrete policy changes while seemingly ignoring inflammatory rhetoric [12] - The ongoing AI boom is providing a narrow foundation for market stability, as investors navigate the complexities of the current economic landscape [12]