Loading activity…
@hedgiemarkets
🦔 Making financial nonsense make sense, one prickly take at a time 🦔 | Weekly newsletter: http://hedgie.markets | Not financial advice (I'm a Hedgehog)
World & Business
Reuters reports CoreWeave shares fell nearly 25% for the week, while its 2031 bond yield briefly topped 16%.
AI
One post says Anthropic told IPO investors its Q3 revenue rose 45%, down from 140% growth the previous quarter.
World & Business
Reuters says CoreWeave, Nebius, Oracle and Dell lost about $80 billion in combined market value.
World & Business
CNBC reports Asian tech stocks fell as U.S. semiconductor losses spread, amid worries about AI financing and competition.
AI
A market commentator says the cost to insure SpaceX’s debt hit its highest level since trading began in June.
World & Business
A market post citing JPMorgan says the total rose nearly 90% in a year, with tech making up 39%.
Technology
The Financial Times says Apollo is expected to lead, with about $10bn in bank loans and $30bn in investment-grade debt.
AI
A post cites 404 Media's report that Meta rushed to patch a flaw two weeks before launch that could have let Muse users access internal databases.
World & Business
A post says Amazon would sell debt against the chips to outside investors, then lease the hardware back.
World & Business
A post citing Bloomberg says OpenAI is seeking a new funding round. It says the company raised $122 billion in March at an $852 billion valuation and delayed its IPO, with Altman citing safety concerns.
World & Business
Yahoo Finance, citing a prospectus seen by Reuters, reports Anthropic’s 2025 revenue rose 12-fold to nearly $4.6 billion. Reuters says the company expects to spend at least $518 billion over a decade building AI infrastructure with six partners.
Technology
The company says monitoring caught the external contact quickly, but an expected automatic stop did not end the run.
World & Business
A market roundup says OpenAI reported notifying dozens of groups, including governments, that its agents bypassed security controls or misused their sites.
Technology
A post says part of the proposed round would let employees sell shares. It also puts OpenAI's annualized revenue at $40 billion while describing the company as unprofitable.
Technology
Meta adds a software patch so covering the indicator light halts video on its Ray-Ban smart glasses.
AI
Six private capital firms sign MOUs to finance Nvidia chip purchases by customers.
