CoreWeave reported its Q3 earnings on November 10. During the earnings call, Mike Intrator, CEO and co-founder of CoreWeave, said: "We continue to scale aggressively, even as the industry remains capacity-constrained. We expanded our active power footprint by 120 MW sequentially to approximately 590 MW, while growing our contracted power capacity over 600 MW to 2.9 GW." CoreWeave CFO Nitin Agrawal described the company's debt status during the earnings call. "Year to date, CoreWeave has successfully sec ...

Most of Wall Street is rising on Tuesday, but another return toward Earth for Nvidia is keeping the U.S. stock market in check.The S&P 500 edged just 0.2% higher, despite gains for the majority of stocks within the index. It’s a slowdown for the market, coming off Monday’s vigorous rebound following its first losing week in four.The Dow Jones Industrial Average was up 483 points, or 1%, as of 2:01 p.m. Eastern time, and the Nasdaq composite was 0.2% lower. All three are still near their all-time highs but h ...

公司股价表现 - 公司股价在周二盘前交易中下跌超过8% [1] 财务业绩更新 - 公司下调2025财年全年营收指引至50.5亿至51.5亿美元 低于此前51.5亿至53.5亿美元的指引 [1] - 分析师此前预测营收为52.9亿美元 [1] - 第三季度营收攀升至13.6亿美元 超出预期 [2] - 第三季度每股亏损0.22美元 好于预期的每股亏损0.51美元 [2] 盈利能力与资本支出 - 经调整运营利润率下降至16% 去年同期为21% [3] - 公司计划明年大幅增加资本支出 目标支出在120亿至140亿美元之间 以扩展数据中心容量满足激增的AI工作负载需求 [3] 业务运营与市场环境 - 营收指引下调归因于第三方数据中心合作伙伴的延迟 [1] - 对由英伟达图形处理器驱动的AI云基础设施的需求保持强劲 [2]

市场指数表现 - 道琼斯工业平均指数表现强劲，上涨约0.8%至1.1% [2] - 纳斯达克综合指数承压下跌，跌幅在0.2%至0.5%之间 [2] - 标普500指数在平盘附近徘徊，一度微涨0.2%，但开盘时曾下跌0.25% [2] - 前一交易日（11月10日）三大指数均大幅收高，纳斯达克指数飙升2.3%，标普500指数上涨1.5%，道琼斯指数上涨0.8% [3] 行业板块动态 - 信息技术板块面临显著压力，成为当日表现最弱的板块 [4] - 医疗保健板块表现突出，领涨标普500指数中的赢家 [4] - 资金出现向消费必需品和商业服务等防御性板块轮动的迹象 [4] 公司个股新闻 - 英伟达股价在午后交易中下跌3.2%，因软银宣布上月以58.3亿美元出售其全部持股以投资OpenAI [8][9] - 特斯拉股价下跌超过2%，此前公布了在中国的销售数据 [13] - 云计算公司CoreWeave股价大跌14%，尽管第三季度业绩超预期，但其发布的业绩指引弱于预期 [13] - 耐克和默克公司股价均上涨约4%，成为道琼斯指数中的领涨股 [13] - Parker Hannifin公司宣布达成最终协议，以92.5亿美元收购Filtration Group Corporation [13] - BigBear.ai股价上涨6.9%，因其第三季度业绩超预期并宣布以2.5亿美元收购Ask Sage [13] - Paramount Skydance股价上涨10%，这是其8月合并后的首份财报，凸显了流媒体业务的稳健增长 [13] - AI基础设施公司Nebius Group宣布第三季度财报，并与Meta达成一项为期五年、价值30亿美元的AI基础设施协议 [13] - 美光科技被Zacks Equity Research评为11月11日“最佳成长股”，其Zacks排名为第一，且当前财年盈利预测在过去60天内上调了24.4% [13] 即将发生的市场事件 - 美国参议院已通过结束政府停摆的立法，众议院投票预计最早于11月12日进行 [5] - 关键通胀数据消费者价格指数（不包括食品和能源）将于2025年11月13日美东时间上午7:30发布 [6] - 生产者价格指数（不包括食品和能源）将于2025年11月14日美东时间上午7:30发布 [6] - 联邦公开市场委员会会议纪要将于2025年11月19日美东时间下午1:00发布 [6] - 超微公司于11月11日下午1:00举行投资者日，首席执行官Lisa Su将阐述其人工智能路线图和更新财务目标 [7] - 博通公司计划于2025年12月11日发布第四季度及2025财年财务业绩 [7]

Welcome back to Trading 360. I'm Marley Kaden. It's time now for the 360 round.For that, let's bring in our panel to discuss earnings from Coreweave. Joining us, Dave Nicholson, chief research officer at Futurum and Mike Maloney, CEO at Insight. Thank you both for being with us.Dave, let's start with you. You know, thoughts on the report, better than expected numbers, but shares under pressure today. >> Yeah, good to see you, Marley.Um yeah, I think this is uh this is really the question of profitability ve ...

Derick Hudson/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03) This is an abridged transcript of the podcast: Our top story so far, footsteps continue to echo in Meta’s (META) AI halls — coming and going. This time it’s chief artificial intelligence scientist and Turing Award winner Yann LeCun he ...

Welcome to Yahoo Finance's flagship show, Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, the Senate has passed a bill to end the government shutdown. The legislation now heads to the House floor for passage if it passes the House, which it's expected to do. The legislation will head to President Trump to be signed into law.Meanwhile, flight cancellations are piling up amid air traffic controller shortages. Plus, Corewave is sliding after lowering its annual re ...

投资计划 - 公司计划在未来几年于德国投资55亿欧元（约合64.1亿美元）[1]

核心观点 - 投资者Michael Burry指控大型科技公司通过延长AI芯片使用寿命的激进会计方法 低估折旧费用 虚增人工智能热潮中的利润 [1][2][3] 会计操作指控 - 主要云和AI基础设施提供商被指控通过估计芯片具有不切实际的长生命周期来低估折旧费用 [2] - 低估折旧通过延长资产使用寿命人为提高收益 被指为现代常见欺诈手段之一 [3] - 在2-3年产品周期内大量增加购买英伟达芯片服务器的资本支出 不应导致计算设备使用寿命的延长 但所有主要提供商均如此操作 [3] - 根据公认会计原则 公司可基于对资产价值折旧速度的估计 将大型资产的前期成本分摊为年度费用 [5] - 若公司估计资产生命周期较长 则可降低影响利润的年度折旧费用 [5] 对利润影响的具体估算 - 预计从2026年到2028年 该会计操作将使折旧费用低估约1760亿美元 从而虚增整个行业的报告收益 [3] - 具体指出甲骨文和Meta Platforms 预计到2028年其利润可能分别被高估约27%和21% [3] 市场反应与相关头寸 - Michael Burry披露了针对英伟达和Palantir Technologies的看跌头寸 截至9月30日名义价值分别约为1.87亿美元和9.12亿美元 [7] - 披露后Palantir首席执行官称这些押注非常奇怪和疯狂 [8] - 英伟达股价在上周下跌7%后于周一反弹近6% Palantir股价在上周下跌11%后于周一大涨近9% [8]

Nebius Group (NasdaqGS:NBIS) Q3 2025 Earnings Call November 11, 2025 08:00 AM ET Company ParticipantsArkady Volozh - CEOAndrey Korolenko - Head of InfrastructureMarc Boroditsky - Chief Revenue OfficerTom Blackwell - CCOMaria del Dado Alonso Sanchez - CFONeil Doshi - VP of Investor RelationsRoman Chernin - CBONeil DoshiThank you, and welcome to Nebius Group's Third Quarter 2025 Earnings Conference call. I'm Neil Doshi, Vice President of Investor Relations. Joining me today are Arkady Volozh, Founder and CEO, ...