Pomegra
Technology
MAJOR
21m ago6 min read
Asian Chip Stocks Slide as Nvidia Turmoil Hits Taiex
Asian chip stocks sold off sharply on Nov 12: Taiwan's Taiex fell 2.63% as Nvidia's leadership crisis hit TSMC, while SK Hynix slipped 1.8% and Samsung rose.
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CRWV stock news & analysis
Everything Pomegra has published on CRWV: 30 news articles and 14 market briefs, newest first.
Market briefs on CRWV
- Dell Stock Jumps 11% as AI Server Stocks Rebound
Dell (DELL) rallied as Super Micro gained 8% and HPE 6%, easing a month of Texas data center fears.
8h ago
- Memory Stocks Surge: Sandisk Up 16% After CoreWeave Earnings
Micron (MU) rose 11.9% and Seagate (STX) about 10% as CoreWeave's strong results eased AI spending fears.
19h ago
- CoreWeave Stock Dips 0.5% Despite Q3 Earnings Beat
CoreWeave (CRWV) raised its 2026 sales forecast to $13B–$13.3B, but investors stayed wary of AI spending.
1d ago
- Chip Stocks Plunge 12% After Democrats' Midterm Wins
Nvidia (NVDA) fell 9% as Democrats' wins in data-center states fueled fears for the AI infrastructure buildout
3d ago
- CoreWeave Stock Falls 9.9% on Data Center Rule Fears
CoreWeave (CRWV) fell 9.9%; Iren dropped 11.2% and Nebius 6.7% as Democratic wins stoke data-center fears
Nov 5
- Oracle Stock Falls 5.5% on Dilution and AI Debt Worries
Oracle (ORCL) is selling $10B of stock and $10B of bonds to fund AI data centers, on top of $125B in debt
Nov 2
- CoreWeave Stock Sinks 41% on AI Debt Worries
CoreWeave (CRWV) shares slid as AI-related borrowing quadrupled to nearly $500 billion, IO Fund says.
Oct 26
- SpaceX Closes $40B Debt Deal for GPUs as Neocloud Stocks Fall
SpaceX (SPCX) locked in funding for chips arriving in 2027, while Musk warns 200+ AI cloud firms may fail.
Oct 26
- SpaceX Stock Jumps 9% After Q3 Earnings Beat
SpaceX (SPCX) Q3 revenue surged 161% to $14.58B as AI and cloud demand revived the AI trade
Oct 21
- Elice Stock Plunges 32% on KOSDAQ Debut as AI Fears Grow
Elice (0158S0) tumbled despite 400-times retail demand, as AI-debt fears hit data-centre stocks worldwide
Oct 20
- Nasdaq Falls 2.1% on Chip Selloff, Worst Week Since June
Nasdaq (^IXIC) lost 4.5% this week and the S&P 500 fell 1.9%, as AI debt worries and oil near $110 weighed.
Oct 18
- Nasdaq Heads for 4% Weekly Loss as AI Debt Fears Grow
Nasdaq (^IXIC) slid about 2% Friday after a flat open, with the S&P 500 off 1.2% on AI borrowing worries.
Oct 16
- CoreWeave Stock Falls 16% as Bond Yields Near 15%: What It Means
CoreWeave (CRWV) closed at $65.78 as its bond yields neared 15% and Oracle slid 9%. How AI-debt worries hit CoreWeave bonds and shares, in a 60-second brief.
Oct 14
- Ciena Stock Jumps 14% After Bullish Marvell, Nokia Comments
Ciena (CIEN) closed near $445 as Nebius, Astera Labs and CoreWeave also rose on AI buildout hopes.
Oct 6
CRWV news
Technology
NOTABLE
5h ago5 min read
Nebius Q3 2026 Earnings: What NBIS Must Show Thursday
Nebius (NBIS) reports third-quarter 2026 results before the open Thursday, with options pricing a roughly 20% move after a sharp Wednesday rally.
Markets
NOTABLE
7h ago6 min read
STOXX 600 Record Close: DAX Up 1.2% on Earnings
The STOXX 600 closed at a record 663.05 as the DAX rose 1.2%, with strong earnings and easing Mideast tensions lifting European equities.
Technology
NOTABLE
10h ago6 min read
Bloom Energy, Dell Jump on CoreWeave Results: AI Stocks
Bloom Energy rose about 13% and Dell 11% on Nov. 11 after CoreWeave raised 2026 guidance, easing worries over AI data-center funding and power demand.
Technology
MAJOR
17h ago7 min read
AI Stocks Slide as Data-Center Backlash Sweeps Midterms
AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.
Technology
NOTABLE
19h ago6 min read
Micron Technology Stock Jumps as Memory Rally Builds
Micron technology stock rose about 12% as SanDisk and Seagate also surged after CoreWeave said AI demand outpaces capacity and Morgan Stanley backed the dip.
Markets
NOTABLE
20h ago6 min read
Stock Market Today: S&P 500 Hits 7,619 as AI Trade Returns
The S&P 500 rose 1.3% to 7,619 and the Nasdaq gained 1.6% on Wednesday as CoreWeave earnings and Anthropic's IPO outlook revived the AI trade on Wall Street.
Markets
NOTABLE
23h ago5 min read
Bitcoin Falls to $74K as Hot CPI, ETF Outflows Hit
Bitcoin slipped back to about $74,000 after briefly topping $75,000, as hot October inflation and spot ETF outflows pushed Fed rate-hike odds higher.
Technology
MAJOR
1d ago6 min read
CoreWeave Q3 2026: Stock Jumps as Backlog Hits $132.5B
CoreWeave raised 2026 revenue guidance to $13.0-13.3B after Q3 sales of $3.66B beat estimates, sending shares up about 20% as backlog reached $132.5B.
Technology
MAJOR
2d ago5 min read
CoreWeave (CRWV) Q3 2026: Debt and Backlog in Focus
CoreWeave reports Q3 2026 results after the bell as investors weigh $3.5B in expected revenue against heavy debt, interest costs and a $104B backlog.
Technology
MAJOR
2d ago4 min read
Broadcom (AVGO) Jumps 9% as Chip Stocks Rebound
Broadcom (AVGO) climbed 8.8% to $319.48 on Nov. 9 as AI stocks rebounded and the Philadelphia semiconductor index logged its best day since late July.
Markets
MAJOR
2d ago5 min read
Dow Jumps 1,104 Points as Oil Slides, AI Rout Pauses
Wall Street posted its best day since April on Monday, with the Dow up 2.2% as Brent crude fell below $93 and chip stocks rebounded.
Business & Earnings
NOTABLE
3d ago5 min read
Constellation Energy Q3 Earnings: CEG Faces 7.5% Swing
Constellation Energy (CEG) reports Q3 earnings before Monday's open after a 9% midterm-driven slide, with options implying a 7.5% move and guidance in focus.
Technology
MAJOR
3d ago5 min read
CoreWeave Q3 2026 Earnings: A Test for AI Stocks
CoreWeave (CRWV) reports third-quarter results Tuesday after a roughly 50% monthly slide, with debt costs and AI neocloud demand in focus for AI stocks.
Technology
MAJOR
6d ago5 min read
AI Stocks Slide as Democrats Seek Data Center Moratorium
Sanders and top Democrats are pressing for a national data center moratorium, and AI stocks fell sharply on Thursday despite a likely Trump veto.
Technology
MAJOR
6d ago6 min read
Tesla (TSLA) Falls 10.8% as Democratic Sweep Hits AI Stocks
Tesla shares fell 10.77% to $343.69 on Nov. 5 as the Democratic midterm sweep and a 5.5% Nasdaq rout hit AI stocks and clouded Musk's SpaceX merger plans.
Technology
MAJOR
Nov 56 min read
CoreWeave Hits 52-Week Low Near $48 on Texas Permitting Fears
CoreWeave (CRWV) fell almost 10% to a 52-week low near $48 on Nov. 4, 2026, as Texas data-center permitting worries pulled neocloud and AI stocks lower.
Markets
MAJOR
Nov 56 min read
Trump Media, Tesla, SpaceX Slide as Democrats Take Congress
Trump Media, Tesla and SpaceX shares fell as Democrats won Congress, even as the Dow gained 3% in the stock market on reduced election uncertainty.
Markets
NOTABLE
Nov 45 min read
Sunrun, First Solar Lead Solar Rally After Election
Sunrun, First Solar, Plug Power, Canadian Solar and Nextpower rose 6-8% premarket on Nov. 4 as investors priced in a friendlier Congress for clean energy.
Markets
MAJOR
Nov 45 min read
Nasdaq QQQ Slides as Democrats Sweep 2026 Midterms
Nasdaq QQQ futures fell as much as 2% and S&P 500 futures 1.3% after Democrats won the House and Senate, lifting AI, data center and fiscal policy risk.
Technology
NOTABLE
Nov 35 min read
CrowdStrike (CRWD) Upgrade Gain Fades After Open
CrowdStrike (CRWD) rose 3.4% premarket on a Deutsche Bank upgrade to buy and Palo Alto gained 2%, but both reversed as the Nasdaq slid on Monday, Nov. 2.
Technology
MAJOR
Nov 25 min read
Oracle (ORCL) Falls 5% on $20B Stock and Bond Sale
Oracle shares dropped about 5% after the company filed to raise $20 billion in new equity and debt, reviving investor concern over how the AI buildout is financed.
Technology
MAJOR
Oct 274 min read
CoreWeave, Nebius, IREN: Musk Warns of Neocloud Wipeout
Elon Musk says 200+ AI neoclouds face "guppy-level death" as debt markets close, pressuring CoreWeave, Nebius and IREN shares and CoreWeave bonds near 16%.
Technology
MAJOR
Oct 274 min read
SpaceX's $40B Nvidia Chip Deal and Tesla Merger Review
SpaceX (SPCX) closed a record $40 billion GPU financing for Nvidia chips while its board and Tesla's weigh a merger, reshaping the AI stocks landscape.
Technology
MAJOR
Oct 266 min read
CoreWeave Stock Falls 30% in October on $50B Debt Fears
CoreWeave (CRWV) shares are down about 30% in October as a $50 billion debt load and bond yields above 15% raise doubts over AI infrastructure funding.
Markets
MAJOR
Oct 236 min read
Nasdaq heads for worst week since June on AI debt, oil
The Nasdaq is on track for its worst week since late June, down about 4.5%, as AI financing worries and Brent crude near $110 pressured tech and chip stocks.
Technology
NOTABLE
Oct 206 min read
Elice Plunges 32% in Debut, Dragging CoreWeave, Nebius
Elice fell 32% on its KOSDAQ debut, the worst for a Korean IPO above $100M, and the rout pulled CoreWeave and Nebius lower as AI stocks reassessed risk.
Technology
MAJOR
Oct 206 min read
Micron Technology Stock: Chip Rout Erases $2T in 2026
The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.
Technology
NOTABLE
Oct 205 min read
CoreWeave (CRWV) Upgraded to Buy by Goldman Sachs
Goldman Sachs upgraded CoreWeave (CRWV) to Buy and the stock rose about 6% even as its bonds yield roughly 15%, putting AI stocks' debt model in focus.
Markets
NOTABLE
Oct 194 min read
Nasdaq 100 Futures Rise 1.3% Before Big Tech Earnings
Nasdaq 100 futures rose about 1.3% Monday after a 5.5% weekly drop as investors bought the dip ahead of Meta, Tesla and Netflix earnings in a packed week.