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    • Tiger_commentsTiger_comments
      ·11-09 19:22

      December Rate Hike Odds Near 80%! CPI Tomorrow — Is Wall Street Facing Its Next Big Test?

      Just as Wall Street was recovering from last week's dramatic selloff, another major market catalyst emerged. The latest U.S. jobs report came in much stronger than expected, pushing market expectations for a December Federal Reserve rate hike sharply higher. According to the Bureau of Labor Statistics, the U.S. economy added 165,000 jobs in October, compared with economists' expectations of approximately 65,000. The unemployment rate fell to 4.1%, while average hourly earnings increased 0.4% month over month. Following the report, traders raised their expectations for a December rate hike. By November 9, market-implied odds of a 25-basis-point increase had reached approximately 80%. And the next major test is just around the corner. The U.S. October CPI report will be released on November
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      December Rate Hike Odds Near 80%! CPI Tomorrow — Is Wall Street Facing Its Next Big Test?
    • KentzwKentzw
      ·11-09 17:46

      . AI Stocks Under Pressure: Are CoreWeave and Nebius Buying Opportunities or Value Traps?

      The AI infrastructure sell-off has exposed a question investors can no longer ignore: Can companies renting out computing power turn explosive demand into sustainable profits? $CoreWeave, Inc.(CRWV)$  and $NEBIUS(NBIS)$  are at the centre of this debate. Both companies are benefiting from the enormous demand for AI computing capacity, but their business models and financial risks are different. Their upcoming earnings reports could provide an important test of whether the recent sell-off has created a buying opportunity or revealed deeper problems in the AI infrastructure trade. CoreWeave: Strong demand, but financing is the concern CoreWeave has built a substantial business by providi
      57Comment
      Report
      . AI Stocks Under Pressure: Are CoreWeave and Nebius Buying Opportunities or Value Traps?
    • Ivan_GanIvan_Gan
      ·11-09 17:27

      Post-Midterm Market Volatility: More Bark Than Bite? Two Strategies to Navigate the Swings

      The midterm elections are over, and, as markets expected, Trump has lost control of both chambers of Congress. It is common for a sitting president’s party to lose congressional control in the midterms. While this is bad news for the president, it may not cause much disruption in financial markets—and could have less impact than comments from the Federal Reserve. $Invesco QQQ(QQQ)$ $NASDAQ(.IXIC)$ $E-mini Nasdaq 100 - main 2612(NQmain)$ $ProShares UltraPro QQQ(TQQQ)$ $Cboe Volatility Index(VIX)$ $ProShares Ultra VIX Short-Term Futures ET
      1.43KComment
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      Post-Midterm Market Volatility: More Bark Than Bite? Two Strategies to Navigate the Swings
    • D1aneD1ane
      ·11-09 17:23

      Beyond the AI Hype: CoreWeave vs Nebius — Who Has the Stronger Business Model?

      The recent sell-off in technology stocks has exposed a major weakness in the AI investment story: investors are beginning to question whether the enormous spending on AI infrastructure will generate sufficient returns. For months, the market rewarded companies building data centres, securing GPUs and signing major AI computing contracts. But sentiment is changing. Strong demand is no longer enough. Investors want to know how much it costs to deliver that demand, how businesses will finance expansion and when the investment will translate into sustainable cash flow. This week’s earnings from $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ could provide an important reality check. Both companies are po
      239Comment
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      Beyond the AI Hype: CoreWeave vs Nebius — Who Has the Stronger Business Model?
    • IsleighIsleigh
      ·11-09 14:56

      CoreWeave Has $104B Backlog. Nebius Revenue Grew 454%. So Why Is Wall Street Selling Both? The AI Bubble's Next Big Test.

      $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$   The AI infrastructure trade is under siege. CoreWeave (CRWV) closed Friday at: $46.40. Nebius (NBIS): $129.49. Both rebounded on November 6. But don't let one green day distract us from the bigger picture. In just one month, investors have wiped enormous value off these AI infrastructure companies. And yet their latest reported demand numbers are extraordinary. CoreWeave's revenue backlog: $104 BILLION. Nebius's Q2 revenue growth: +454% YoY. So what's going on? I think Wall Street has moved beyond asking: IS AI DEMAND REAL? The new question is: CAN AI DEMAND TURN INTO PROFITS BEFORE CAPITAL COSTS OVERWHELM SHAREHOLDERS? And this week's earnings could giv
      416Comment
      Report
      CoreWeave Has $104B Backlog. Nebius Revenue Grew 454%. So Why Is Wall Street Selling Both? The AI Bubble's Next Big Test.
    • Tiger_commentsTiger_comments
      ·11-09 19:22

      December Rate Hike Odds Near 80%! CPI Tomorrow — Is Wall Street Facing Its Next Big Test?

      Just as Wall Street was recovering from last week's dramatic selloff, another major market catalyst emerged. The latest U.S. jobs report came in much stronger than expected, pushing market expectations for a December Federal Reserve rate hike sharply higher. According to the Bureau of Labor Statistics, the U.S. economy added 165,000 jobs in October, compared with economists' expectations of approximately 65,000. The unemployment rate fell to 4.1%, while average hourly earnings increased 0.4% month over month. Following the report, traders raised their expectations for a December rate hike. By November 9, market-implied odds of a 25-basis-point increase had reached approximately 80%. And the next major test is just around the corner. The U.S. October CPI report will be released on November
      6.02K1
      Report
      December Rate Hike Odds Near 80%! CPI Tomorrow — Is Wall Street Facing Its Next Big Test?
    • Ivan_GanIvan_Gan
      ·11-09 17:27

      Post-Midterm Market Volatility: More Bark Than Bite? Two Strategies to Navigate the Swings

      The midterm elections are over, and, as markets expected, Trump has lost control of both chambers of Congress. It is common for a sitting president’s party to lose congressional control in the midterms. While this is bad news for the president, it may not cause much disruption in financial markets—and could have less impact than comments from the Federal Reserve. $Invesco QQQ(QQQ)$ $NASDAQ(.IXIC)$ $E-mini Nasdaq 100 - main 2612(NQmain)$ $ProShares UltraPro QQQ(TQQQ)$ $Cboe Volatility Index(VIX)$ $ProShares Ultra VIX Short-Term Futures ET
      1.43KComment
      Report
      Post-Midterm Market Volatility: More Bark Than Bite? Two Strategies to Navigate the Swings
    • KentzwKentzw
      ·11-09 17:46

      . AI Stocks Under Pressure: Are CoreWeave and Nebius Buying Opportunities or Value Traps?

      The AI infrastructure sell-off has exposed a question investors can no longer ignore: Can companies renting out computing power turn explosive demand into sustainable profits? $CoreWeave, Inc.(CRWV)$  and $NEBIUS(NBIS)$  are at the centre of this debate. Both companies are benefiting from the enormous demand for AI computing capacity, but their business models and financial risks are different. Their upcoming earnings reports could provide an important test of whether the recent sell-off has created a buying opportunity or revealed deeper problems in the AI infrastructure trade. CoreWeave: Strong demand, but financing is the concern CoreWeave has built a substantial business by providi
      57Comment
      Report
      . AI Stocks Under Pressure: Are CoreWeave and Nebius Buying Opportunities or Value Traps?
    • D1aneD1ane
      ·11-09 17:23

      Beyond the AI Hype: CoreWeave vs Nebius — Who Has the Stronger Business Model?

      The recent sell-off in technology stocks has exposed a major weakness in the AI investment story: investors are beginning to question whether the enormous spending on AI infrastructure will generate sufficient returns. For months, the market rewarded companies building data centres, securing GPUs and signing major AI computing contracts. But sentiment is changing. Strong demand is no longer enough. Investors want to know how much it costs to deliver that demand, how businesses will finance expansion and when the investment will translate into sustainable cash flow. This week’s earnings from $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ could provide an important reality check. Both companies are po
      239Comment
      Report
      Beyond the AI Hype: CoreWeave vs Nebius — Who Has the Stronger Business Model?
    • IsleighIsleigh
      ·11-09 14:56

      CoreWeave Has $104B Backlog. Nebius Revenue Grew 454%. So Why Is Wall Street Selling Both? The AI Bubble's Next Big Test.

      $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$   The AI infrastructure trade is under siege. CoreWeave (CRWV) closed Friday at: $46.40. Nebius (NBIS): $129.49. Both rebounded on November 6. But don't let one green day distract us from the bigger picture. In just one month, investors have wiped enormous value off these AI infrastructure companies. And yet their latest reported demand numbers are extraordinary. CoreWeave's revenue backlog: $104 BILLION. Nebius's Q2 revenue growth: +454% YoY. So what's going on? I think Wall Street has moved beyond asking: IS AI DEMAND REAL? The new question is: CAN AI DEMAND TURN INTO PROFITS BEFORE CAPITAL COSTS OVERWHELM SHAREHOLDERS? And this week's earnings could giv
      416Comment
      Report
      CoreWeave Has $104B Backlog. Nebius Revenue Grew 454%. So Why Is Wall Street Selling Both? The AI Bubble's Next Big Test.