後藤達也

@goto_finance

「わかりやすく、おもしろく、偏りなく」。経済や投資の話をお伝えしています。2022年に日経の記者をやめ、独立。noteが情報発信の基盤（月500円、下記リンク）。テレ東「WBS」メインキャスター（月火）、日テレ「ZIP!」レギュラー解説（月）、「ReHacQ」MCなど。個人YouTubeも運営（33万人登録）

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World & Business

CoreWeave Stock and Bond Selloff Signals AI Infrastructure Debt Concerns

Reuters reports CoreWeave shares fell nearly 25% for the week, while its 2031 bond yield briefly topped 16%.

60 Sources, 15d ago, updated 15d ago

World & Business

Nvidia and other AI stocks reportedly fell amid CPI and CoreWeave concerns

A finance post says CPI and CoreWeave concerns worsened market sentiment, with Nikkei futures dropping into the 66,400-yen range.

後

1 Source, 20d ago, first seen 20d ago

World & Business

South Korea’s Kospi drops more than 7% at one point in chip-share sell-off

CNBC reports Asian tech stocks fell as U.S. semiconductor losses spread, amid worries about AI financing and competition.

73 Sources, 16d ago, updated 16d ago

Technology

Anthropic reportedly could start IPO marketing the week of Nov. 9

Bloomberg, citing people familiar with the matter, reports the AI company could begin formally marketing its IPO as soon as the week of Nov. 9, lining it up to trade before Thanksgiving on Nov. 26.