Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 54 videos · 14 channels
CoreWeave beat estimates and raised its outlook, but funding capex is the central issue
The Bloomberg guest says near-term pricing and revenue momentum are strong, but with unsecured debt access effectively closed and interest costs high relative to operating profit, the financing mix is shifting toward equity.
Logan says the Fed needs at least two more quarter-point hikes before pausing
She argues the policy rate is still below a mildly restrictive level and frames gradual tightening and clear communication as ways to limit economic disruption while keeping inflation expectations anchored.
Oracle's CFO says five large US data centers are under construction and cost-plus contracts protect margins
Hilary Maxson attributes improved per-gigawatt economics mostly to cost inflation, especially in memory, plus firmer AI compute pricing; contracts with a fixed gross margin percentage turn higher input costs into more gross-profit dollars.
FT says Commerce is delaying adding Megaspeed to the entity list despite Treasury and Pentagon pressure
Megaspeed is tied to a spy scandal involving Jensen Huang and allegations that advanced chips were diverted toward China; Commerce and Justice Department investigations remain active.
Dan Ives expects AI infrastructure spending to stretch out
Ives sees hyperscalers and applied-AI names better positioned than leveraged capacity builders and views Anthropic's reduced IPO valuation as a healthy reset.