How CoreWeave Went From Crypto Mining to Wall Street’s A.I. Bellwether

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How CoreWeave Went From Crypto Mining to Wall Street’s A.I. Bellwether
CoreWeave, which provides computing power for A.I., was founded by three Bitcoin enthusiasts. The company is now set to make the first prominent A.I. initial public offering.The New York Times - 3d -
The blogger who was right about Nvidia is now panning a $25 billion AI company
Jeffrey Emanuel, known for turning Wall Street’s attention to the risk DeepSeek might pose to Nvidia, warns that CoreWeave’s IPO is way overvalued.MarketWatch - 1d -
How Microsoft went from generative AI leader to laggard and what to do with the stock
Microsoft stock is trying to avoid its longest weekly losing streak since 2008. It's no wonder the position has been trying our patience.CNBC - 10h -
Winners and losers from the Wall Street sell-off
‘Ignored stocks’ outperform as Big Tech and banks slideFinancial Times - Mar. 12 -
Senate GOP frets as Wall Street takes dip over tariffs, talk of recession
Senate Republicans expressed new worries about the economy Monday after Wall Street had one of its worst days in years amid a trade war and remarks from President Trump that did not rule out the ...The Hill - Mar. 11 -
OpenAI to pay CoreWeave $11.9 billion over five years for AI data centers, services
Ahead of CoreWeave's upcoming IPO, the provider of data centers for AI has signed a five-year deal with OpenAI worth almost $12 billion.CNBC - Mar. 10 -
The word from U.S. companies to Wall Street in new Trump era is ‘uncertainty’
The “uncertainty” trend comes as President Donald Trump and his administration make sweeping changes at a pace rarely seen in previous administrations — and sometimes then reverse those changes.MarketWatch - 1d -
Chipmakers are finding that good earnings aren't enough to please Wall Street
After investors poured into semiconductor stocks last year, expectations are high, and companies are having trouble making Wall Street happy.CNBC - Mar. 7 -
David Sacks sold $200M in crypto-related holdings before taking White House job, ethics memo says
David Sacks, the Trump administration’s AI and crypto czar, sold over $200 million worth of digital asset-related investments personally and through his firm, Craft Ventures, before starting the ...NBC News - Mar. 14 -
Trump Wants to Kill Carried Interest. Wall Street Will Fight to Keep It.
President Trump has been trying to eliminate the tax loophole, which benefits Wall Street, but Congressional Republicans may stand in the way.The New York Times - Mar. 8 -
Wall Street turmoil rattles retirement savers, turning financial planners into therapists
Turmoil on Wall Street is keeping financial planners’ phones ringing as 401(k) holders watch their retirement account balances fall with the stock markets they’re tied to.NBC News - Mar. 13 -
Nvidia Is Still the Most Important AI Company in the World, Even If Wall Street Isn’t Impressed
Jensen Huang announced new chips and robots at the GTC conference.Inc. - 2d -
Stock market opens low following Wall Street's worst day in years
The stock market opened in the red as a major sell off continues prompted by fears of a recession and uncertainty from President Donald Trump's tariffs. NBC News' Brian Cheung reports on what could ...NBC News - Mar. 11 -
A Bad Day on Wall Street
Also, Rubio said Ukraine must cede territory in exchange for peace. Here’s the latest at the end of Monday.The New York Times - Mar. 10 -
Wipeouts on Wall Street
Plus, Perella Weinberg’s decade-long legal fight finally nears its end and Britain’s biggest grocers waver under private equityFinancial Times - Mar. 11 -
S&P 500 hits correction territory as Wall Street woes deepen
The S&P 500 index sunk into correction territory Thursday, falling 10 percent in less than a month from a record high. The S&P was down 1.4 percent shortly before 1:30 EST, falling to just more ...The Hill - Mar. 13 -
Wall Street Journal: 'Someone should sue' Trump over tariffs
The Wall Street Journal editorial board took a swipe at President Trump's recent tariff threats, alleging the administration is using a 48-year-old law to start a trade war. In a recent op-ed, the ...The Hill - Mar. 8 -
Wall Street Journal warns there could be a coming 'Trump recession'
The editorial board of the Wall Street Journal is predicting that a full blown economic recession could be coming after a rough day for investors on Monday. "Stock prices have been richly valued ...The Hill - Mar. 11 -
Stocks look to rebound after rocky week on Wall Street
Wall Street is looking to bounce back this week after the Dow posted its biggest one-week loss since 2023. CBS News MoneyWatch correspondent Kelly O'Grady reports.CBS News - 4d -
Wall Street Journal: Trump aides proposing 'American retreat' in military reorganization
The Wall Street Journal is warning against major changes that reportedly could be coming to U.S. military operations as a cost-cutting measure through President Trump's government reform efforts. ...The Hill - 5h -
Cramer's week ahead: Fed meeting and earnings from FedEx, Micron and General Mills
CNBC's Jim Cramer walked investors through next week on Wall Street.CNBC - 6d -
Wall Street’s No. 2 bull holds his ground. The logic? Trump’s popularity could get worse.
Deutsche Bank is now alone with the second-highest S&P 500 price target on Wall Street.MarketWatch - 3d -
How the G.O.P. Went From Championing Campus Free Speech to Fighting It
President Trump and state politicians are pushing new laws and policies that crack down on curriculum, protests and speakers.The New York Times - 1d -
Wall Street stocks slide as sell-off in tech shares picks up pace
Tesla sinks as investors shift away from riskier holdingsFinancial Times - 3d -
From Southwest to BP, Elliott and other activists are shaking up companies again
Investors like billionaire Paul Singer have more money than ever to throw around, and they are making their presence felt on Wall Street and Main Street.MarketWatch - Mar. 14 -
Top Wall Street analysts favor these 3 stocks for the long term
TipRanks' analyst ranking service spotlights favored by the Street's top pros, including Zscaler and Costco Wholesale.CNBC - 5d -
Wall Street sell-off amid economic uncertainty, Trump weighs in on looming government shutdown
Wall Street is looking to rebound on Tuesday after recession fears and confusion about President Trump's tariffs caused a market plunge on Monday. Meanwhile, the clock is ticking on Capitol Hill ...CBS News - Mar. 11 -
One of Wall Street's biggest bulls cuts his S&P 500 outlook, blaming Trump's tariffs
Widely followed strategist Ed Yardeni, one of the biggest bulls on Wall Street, lowered his market forecast, saying President Donald Trump’s tariffs raise the risk of stagflation.NBC News - Mar. 13 -
Intel pops 14% as chipmaker taps new CEO, Wall Street backs turnaround effort
Intel shares popped more than 14% after announcing Lip-Bu Tan as its new CEO and Wall Street cheered the chipmaker's attempt to turn around its business.CNBC - Mar. 13 -
Why this Wall Street strategist says investors should stick with U.S. stocks despite recession fears
Oppenheimer’s John Stoltzfus, the most bullish strategist on Wall Street with a target for the S&P 500 to hit 7,100 by the end of 2025, is standing firm, even as other strategists have cut their ...MarketWatch - Mar. 14 -
This Wall Street pro saw the stock-market chaos coming. He says investors should wait to buy again.
When Wall Street strategists were cheering on President Trump’s electoral victory and projecting another rosy year for U.S. stocks, J.P. Morgan’s Michael Cembalest was taking a decidedly different ...MarketWatch - 6d -
Wall Street begins to cut S&P 500 targets as tariff worries rock the stock market. Should investors be concerned?
Only a few months into 2025, the sharp decline of the U.S. stock market has prompted some of Wall Street’s top forecasters to scale back their bullish predictions for the S&P 500.MarketWatch - 6d -
Wall Street suffers ‘ugly’ sell-off amid US recession fears, as Musk’s Tesla falls 50% from all–time high – business live
Volatility soars and shares slide after Beijing imposes tariffs on imports of agricultural goods from America. Analysts at investment bank Jefferies remain optimistic about the prospects for the ...The Guardian - Mar. 10 -
Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors
While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.MarketWatch - Mar. 13 -
Investors dumped U.S. stocks at the fastest pace on record last week, according to this Wall Street survey
Institutional investors who trade through Bank of America are pulling money from U.S. stocks at the fastest pace on record, according to a closely followed survey produced by a team of strategists ...MarketWatch - 3d -
Nvidia's CEO did a Q&A with analysts. What he said and what Wall Street thinks about it
Investors have closely watched Nvidia’s week-long GPU Technology Conference (GTC) for news and updates from the dominant maker of chips that power artificial intelligence applications.NBC News - 1d -
Poland, Baltic states recommend leaving land mine treaty, citing threat from Russia
Poland and the three Baltic nations say they want to withdraw from an international convention that bans antipersonnel land mines due to the growing threat from Russia to front-line NATO statesABC News - 3d -
Inside Zoom’s AI evolution: From basic meeting tools to agentic productivity platform powered by LLMs and SLMs
Zoom's CTO explains how the web conferencing vendor’s technology has evolved and expanded into agentic AI capabilities.VentureBeat - 4d -
David Sacks sold $200 million in crypto-related holdings before taking White House job, ethics memo says
The White House memo revealed that AI and Crypto Czar David Sacks divested over $200 million in digital asset-related investments.CNBC - Mar. 14
More from The New York Times
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How Blueprint Founder Bryan Johnson Sought Control Via Confidentiality Agreements
That control is starting to fray as Mr. Johnson, a longevity guru known for performing experiments on his body, faces a backlash over the agreements.The New York Times - 5h -
Trump and China Clash Over Panama Canal in Test of Hong Kong’s Status
Beijing’s threat to stop a tycoon’s sale of his ports business has dealmakers wondering if they can still operate without political interference.The New York Times - 13h -
Law Firm Bends in Face of Trump Demands
Paul, Weiss — one of three law firms targeted by President Trump as part of his retribution campaign — said it resolved the conflict by agreeing to a range of commitments.The New York Times - 7h -
China’s Tax Revenue Declines as Its Leaders Brace for Trump’s Tariffs
Tax revenues have fallen, leaving the government with less money to help consumers or exporters as Beijing braces for President Trump’s tariffs.The New York Times - 7h -
Why the Fed’s Job May Get a Lot More Difficult
President Trump’s plans risk stoking inflation and denting growth, an undesirable combination that economists warn could lead to much tougher trade-offs for the central bank.The New York Times - 1d
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Air travellers face further disruption as Heathrow reopens after fire
Blaze at electricity substation that shuts down Europe’s busiest airport raises questions about resilience of UK infrastructureFinancial Times - 41m -
Trump Attacks Reporting on Musk War Plans Meeting
A planned Pentagon briefing, in which Elon Musk would learn military plans for any potential war with China, did not go forward after reports in The New York Times and The Wall Street Journal.The New York Times - 44m -
Trump Moves Student Loans to SBA the Same Day the Agency Slashes Its Staff
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Heathrow’s shutdown fuels questions about UK’s infrastructure resilience
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Robert Denham, Lawyer Who Steered Companies Through Crises, Dies at 79
Among his rescues was teaming up with Warren Buffett to keep the investment bank Salomon Brothers afloat amid a bid-rigging scandal in the 1990s.The New York Times - 1h