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This week is much more sedate on the earnings front after a busy few weeks, which could be a good or a bad thing depending on your approach. This week we have Cisco Systems, RocketLab, CoreWeave and Applied Materials as the main companies reporting.
Monday Earnings (a.m): Barrick Mining Earnings (p.m.): Simon Property, Rocket Lab, JBS, Hims & Hers Health, Trump Media Tuesday Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
Markets enter a data-heavy week pivoting toward inflation assessment with Wednesday's July CPI report at 8:30am and Thursday's PPI establishing critical price pressure trends as investors evaluate Fed Chair Kevin Warsh's policy trajectory.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the top stories for investors to watch this weekend and next week, including Berkshire Hathaway (BRK-B, BRK-A) quarterly earnings on Saturday, the Consumer Price Index's (CPI's) latest inflation reading on Wednesday, Applied Materials (AMAT) earnings on Thursday, and more.
CoreWeave is due to report earnings after the closing bell Tuesday, with traders expecting a sizable move in the cloud computing provider’s stock in the days that follow.
Wall Street expects second-quarter revenue of about $2.55 billion.
Backblaze's Q2 beat and higher 2026 outlook highlight AI storage growth, with the $335M CoreWeave deal adding multi-year visibility.
(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s
The Japanese technology investment company has vowed to become a leading builder of AI data centers and a major investor in AI-powered robotics.
Diamondback Energy (NASDAQ:FANG) said its second-quarter operational performance and view of global oil inventories support a potential path toward low-single-digit organic production growth in 2027, while management emphasized it intends to retain flexibility amid commodity-market volatility. Chie
AI cloud computing company CoreWeave said on Tuesday it is expanding into Indonesia and adding three new facilities in the country, marking the firm's first data-center presence in the Asia Pacific region. CoreWeave has benefited from a surge in demand for AI cloud infrastructure globally, as tech companies rush to secure the hardware and cloud capacity needed to develop and run AI systems. The company has been investing heavily in its data-center footprint to cater to the demand.
(Bloomberg) -- Volta Infra Holdings Ltd., a new artificial intelligence cloud company, has raised $300 million in venture funding and secured an additional $5 billion worth of financing to help a wider mix of technology companies gain access to costly AI chips. The funding, set to be announced Tuesday, values Volta at $2.4 billion, and was co-led by Andreessen Horowitz and Altimeter Capital. Nvidia Corp. and Michael Dell also participated. Azora, the asset-management firm providing the financing
Backblaze Inc (BLZE) beats Q2 revenue guidance by $2.5M, signs largest contract in company history, and raises full-year 2026 outlook amid accelerating B2 Cloud growth.
CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.
(Bloomberg) -- Loan investors are pushing back for the first time in years, in a shift that will probably translate to higher borrowing costs for everyone from private equity firms to deeply indebted AI companies.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help Reverse Months of Yen LossesIndia’s Family Offices Em
(Bloomberg) -- Situational Awareness tried selling some of its stakes in privately held companies as it rushed to raise cash to meet a barrage of margin calls from its lenders this week. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Biggest in S
(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El
(Bloomberg) -- CoreWeave Inc. is no stranger to shaking off wild stock-market swings like those of the past few days, when its shares plunged to their lowest level in 14 months only to then stage their sharpest rally of the year.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Post Biggest Advance Since April 2025: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMet
CoreWeave is the latest company having to pay up to attract investors into a data center-related debt sale. The AI computing company just revised the terms of its $2.6 billion leveraged loan sale, offering yields of around 5.5 percentage points above benchmark SOFR interest rates, a person familiar with the matter said. "As with any first-of-its-kind financing structure, aspects of the transaction evolved during syndication as investors evaluated the opportunity."
Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.
CoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 bi
(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill
(Bloomberg) -- Executives and investors tied to the AI supply chain were among the biggest insider sellers in the second quarter, taking advantage of a sharp — and volatile — rally in technology stocks.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push
NYU Stern Kerschner Family Chair in Finance Education Aswath Damodaran discusses the AI investment cycle and says smaller companies like CoreWeave are in 'danger territory' when it comes to debt, but does not see a concern for larger companies. He speaks with Emily Graffeo and Romaine Bostick on 'The Close.'