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CoreWeave's Q3 results topped expectations but full-year guidance was revised down. Combined with disclosures about delays at third-party data centers, the stock fell more than 6% after hours.
Core Financial Indicators
– Q3 revenue: $1.36B, up 134% year over year, above company guidance and Street expectations.
– Q4 revenue guide: $1.54B, implying growth decelerating to 106% year over year. Partly due to slower-than-expected progress at third-part...
Core Financial Indicators
– Q3 revenue: $1.36B, up 134% year over year, above company guidance and Street expectations.
– Q4 revenue guide: $1.54B, implying growth decelerating to 106% year over year. Partly due to slower-than-expected progress at third-part...
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Nebius will report Q3 earnings on Tuesday, November 11, before the U.S. market opens. The stock jumped nearly 50% on September 9 after the company announced a $17.4–19.4 billion GPU infrastructure services agreement with Microsoft, which materially improved growth visibility for 2026 and beyond.
For Q3, investors will focus on three things: Whether management raises or at least firmly reiterates the 2025 ARR run-rat...
For Q3, investors will focus on three things: Whether management raises or at least firmly reiterates the 2025 ARR run-rat...
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Columns 🔓 CRWV and NBIS | Coreweave & Nebius Group Earnings Playbook | Neutral-Bullish Option Strategies
Hey traders 👋,
This week’s earnings lineup brings two names on my radar — CoreWeave ( $CoreWeave (CRWV.US)$) and Nebius ( $NEBIUS (NBIS.US)$) — both linked to the AI infrastructure boom, but showing different volatility setups heading into earnings.
👋 New to My Community Profile — Options Hunter (Moomoo ID: 106074905)?
(1) If you're new to option trading, checkout these downloadable cheatsheets on getti...
This week’s earnings lineup brings two names on my radar — CoreWeave ( $CoreWeave (CRWV.US)$) and Nebius ( $NEBIUS (NBIS.US)$) — both linked to the AI infrastructure boom, but showing different volatility setups heading into earnings.
👋 New to My Community Profile — Options Hunter (Moomoo ID: 106074905)?
(1) If you're new to option trading, checkout these downloadable cheatsheets on getti...
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The AI sector is heating up, but the big question for investors: are chips driving this rally, or is software innovation taking the lead? Let’s break down some key movers this quarter.
1️⃣ $BigBear.ai Holdings (BBAI.US)$
– Q3 revenue: $33.1M, down 20% YoY.
– Headline: Can BigBear’s recent acquisition reignite growth momentum? The AI software play still faces near-term headwinds, but strategic moves could boost adoption.
2️⃣ $CoreWeave (CRWV.US)$ ...
1️⃣ $BigBear.ai Holdings (BBAI.US)$
– Q3 revenue: $33.1M, down 20% YoY.
– Headline: Can BigBear’s recent acquisition reignite growth momentum? The AI software play still faces near-term headwinds, but strategic moves could boost adoption.
2️⃣ $CoreWeave (CRWV.US)$ ...
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From the pre-market reaction, the Meta contract clearly gave the stock a lift, suggesting investors got what they most wanted on the visibility front. But the slight revenue miss versus Street expectations and the launch of a new ATM equity program will force more trading-oriented money to re-run dilution and near-term FCF math.
Net-net, this is a quarter that tells a very complete growth story while quietly flagging funding pressure ah...
Net-net, this is a quarter that tells a very complete growth story while quietly flagging funding pressure ah...
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Wedbush's Global Head of Tech Research, Dan Ives, on Friday stated that tech stocks will rally into the year-end even as AI valuation concerns grip markets.
Tech Bull Market
Ives stated that the current tech bull market could persist for another two years, identifying the AI Revolution and related capital expenditure as pivotal factors driving this growth.
"We believe tech stocks rip higher into year-end as this tech bull market has 2 more years of runway on the AI Revolution theme/Capex spendin...
Tech Bull Market
Ives stated that the current tech bull market could persist for another two years, identifying the AI Revolution and related capital expenditure as pivotal factors driving this growth.
"We believe tech stocks rip higher into year-end as this tech bull market has 2 more years of runway on the AI Revolution theme/Capex spendin...
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