Skip to report
Next edition in 2530 min Aug 12, 2026, 12:45-23:00 Lisbon
Premarket Alpha Post-Market Alpha

Daily Alpha · YouTube

· Post-Market Alpha · by Buzzberg Research

68videos
29h 28mruntime
16channels
← Back to the brief
Who was talking 68 videos · 16 channels videos in the window
01 Bloomberg Markets 31videos 02 CNBC 19videos 03 3PRO TV (삼프로TV) 2videos 04 The Block 2videos 05 The David Lin Report 2videos 06 Unchained (Chopping Block) 2videos 07 815 Money Talk (815머니톡) 1videos 08 Bankless 1videos
and 8 more channels show fewer channels
09 CoinDesk 1videos 10 Fernando Ulrich 1videos 11 Market Makers 1videos 12 Milk Road Macro 1videos 13 Monetary Matters 1videos 14 The Compound News 1videos 15 Thread Guy 1videos 16 Wealthion 1videos

GPU useful life

2 videos · 33m

CoreWeave's old-fleet contracts met a direct vendor-financing objection.

5:51
CNBC

CoreWeave says older Nvidia systems retain contracted value

CoreWeave CEO Mike Intrator said 2020-vintage Nvidia architecture remains contracted through 2029 at full freight.

NVDA +0.5% · COREWEAVE —
Open on Buzzberg →
27:50
CNBC

Ed Zitron disputes the quality of AI infrastructure demand

Ed Zitron characterized Nvidia-supported AI infrastructure funding as vendor financing into customers whose unit economics remain uncertain.

NVDA +0.5% · CRWV +5.3% · MSFT -2.1% · GOOGL -1.1%
Open on Buzzberg →

Fed split

2 videos · 9m

PIMCO leans hold while BofA forecasts three hikes.

4:20
Bloomberg Markets

PIMCO leans toward a September hold

PIMCO's Tiffany Wilding leans toward a September hold as shelter categories continue to disinflate.

UGA +1.6% · WTI -0.2%
Open on Buzzberg →
5:15
CNBC

BofA still expects three rate hikes

BofA's Aditya Bhave forecast rate hikes in September, October and December.

Open on Buzzberg →
12:49
Bloomberg Markets

Sherman expects persistent Iranian control of Hormuz

Former U.S. diplomat Wendy Sherman expects Iran to control the Strait of Hormuz for the foreseeable future.

WTI -0.2% · ITA -0.1%
Open on Buzzberg →