CoreWeave Stock Falls 16% as Bond Yields Near 15%
CoreWeave (CRWV) closed at $65.78 as Oracle slid 9%, with investors wary of AI companies' growing debt.
Daily Digest
Daily Digest
CoreWeave (CRWV) closed at $65.78 as Oracle slid 9%, with investors wary of AI companies' growing debt.
Gold (XAU/USD) logs a third straight loss and silver slides over 5% after hot US inflation data

They Said Buy tracks stock calls from YouTube creators, pairing exact quotes and links to the precise video moment with what happened to the share price afterward. Revisit the original statement, see the outcome, and put memorable predictions in context.

CoreWeave fell 16% and Oracle 9% as bond yields neared 15%, stoking fears over AI borrowing and pulling the Nasdaq down nearly 2% on Wednesday, Oct. 14.

Modal Labs (US) raised $750M led by Accel at a $15.75B valuation for AI cloud infrastructure.

Brent crude (BZ=F) edged up as Ukraine said Russia hit six energy sites and Italy faulted US diesel relief.

Micron Technology stock slid as much as 5% after China's CXMT flagged denser server memory by year-end, pulling Sandisk and other memory shares lower.
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How do heavily indebted countries actually get out from under their debts? A short walkthrough of currency debasement as the long-term cycle's typical endgame - why governments choose inflation over deflation or default, how reserve currencies buy themselves extra time, and why every debasement quietly transfers wealth from savers to borrowers.

Bumble (BMBL) shares surged 56% after Ithaca Holdings agreed to a $1.3 billion all-cash takeover at $6.05 a share, a 138% premium to the October 9 close.

BlackRock (BLK) reported $15.93 adjusted EPS on $7.75B revenue, but shares faded on inflation worries.

Nasdaq-listed Meta (META) rose 2.2% Tuesday after a 3.4% Monday gain on its Muse Wonder AI models, as Truist lifted its price target to $1,000 from $763.

Soufflé Therapeutics (Boston) closed a $135M Series B led by Juvia Group. It is developing RNA medicines delivered outside the liver, including for muscular dystrophy and heart failure.
Hewlett Packard Enterprise (HPE) rallied 186% this year, but Barclays sees no AI boost yet; Dell fell 10.3%
SpaceX (SPCX) closed at $156.54 as a China memory-chip scare hit AI stocks, though Morgan Stanley sees $300.
Why do recessions look so different from one another? A short walkthrough of the three kinds of economic shocks - supply, demand, and financial - how each one moves output and prices in opposite directions, why supply shocks corner central banks into stagflation, and what the 1973 oil crisis, 2008, and COVID-19 actually had in common.

Netflix is cutting about 6% of its workforce, roughly 1,000 jobs, as product, tech, legal and HR bear the brunt and the stock falls over 40% in a year.

Netflix (NFLX) is trimming 6% of its staff as viewing growth slows, with shares down about 25% this year.

Morgan Stanley (MS) beat Q3 2026 estimates with EPS of $3.03 and $20.34B revenue as equities trading rose 41%, while fixed income fell 7% and shares slipped.

The 10-year Treasury yield (US10Y) rose as September CPI hit 3.7% and core inflation reached 2.6%.

US consumer prices rose 0.6% in September and 3.7% from a year earlier, pushing the 10-year yield to about 5.28% and reviving bets on higher interest rates.

EFY Finance raised a seed round backed by Tether for stablecoin-based cross-border payments in Latin America.
Why do economies sometimes boom or freeze without any change in fundamentals? A short walkthrough of the role of trust and confidence - how optimism becomes a self-reinforcing engine of spending and credit, why "animal spirits" can decouple markets from reality, and why rebuilding confidence after a crisis takes years even when the numbers have already recovered.

Tesla (TSLA) closed at $375.23 as regulators weigh a petition over about 1,000 vehicles speeding near schools

China sanctioned Paraguay's Gustavo Villate and Belize's Francis Fonseca over Taiwan ties, a first against serving allied ministers, raising cross-strait tensions.

Wells Fargo (WFC) shares slipped after Q3 2026 revenue of $21.87 billion missed the $22.3 billion forecast, even as EPS rose 13% to $1.87 on loan growth.

Domino's (DPZ) beat profit estimates, but U.S. same-store sales rose just 0.3% as shoppers cut spending.

Iran rejected Washington's latest ceasefire proposal as Trump signaled renewed strikes after the Nov. 3 midterms, with 12 ships hit near Hormuz in a week.
How do you read the health of any economy in five numbers? A short walkthrough of the five-pillar framework - production, debt, consumption, confidence, and currency - that diagnoses economies as different as ancient Rome, 1970s Britain, 2010s Japan, and today's emerging markets using the same handful of vital signs.

Clueso (US and Bengaluru, YC-backed) raised a $10M Series A for AI that automates product tutorial and training videos.
Brent crude (BZ=F) is up 0.9% on Wednesday after a Houthi missile hit an Aramco office, causing no injuries.
Bank of America (BAC) faces $1.21B in penalties for late reports of over $5B in suspicious transactions.

NY Fed's John Williams says one more Fed rate hike is likely appropriate in late 2026 but none is needed in 2027, a view that diverges from market pricing.

ASML (ASML.AS) reported record €11.7B quarterly sales, and customers are now asking about 2029–2030 orders

UnitedHealth (UNH) beat Q3 2026 earnings with $4.69 adjusted EPS and raised its full-year outlook to at least $20.50 per share, its third increase this year.

Applied Materials (AMAT) fell 7% for a sixth day as Lam Research and KLA lost 4%, with profit-taking and no WFE forecast hitting AI stocks in chip equipment.

Astribot (Shenzhen) raised about $149M for cable-driven humanoid robots with embodied AI.
Kioxia (285A) sank 13% and SoftBank (9984) slid as fears over China's memory chip progress spread

ASML posted record Q3 2026 sales of €11.7 billion and said EUV supply for 2027 and 2028 will trail customer demand, yet its shares fell in New York trading.
Why don't farmers get paid the futures price when they sell their crop? The answer is basis - the gap between the futures contract price and the local spot price. A short walkthrough of cost-of-carry mechanics, how basis shifts from negative at harvest to positive pre-harvest, why farmers hedge at 'futures minus basis', and how the delivery mechanism keeps the two prices tethered together at expiration.

Fair Isaac (FICO) closed near $740 as the top mortgage lender kept FICO scores and a 15% job cut began.
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