The biggest thing to watch today is CoreWeave's earnings
This earnings season has made one thing clear: AI no longer gets a free pass just because companies are spending money
Big tech plans to pour hundreds of billions into it next year, and the market is already asking: when will that money start paying off? One negative cash-flow report and a stock gets hammered—Alphabet is a case in point
CoreWeave is the most extreme example
Revenue is expected to reach $3.5 billion, a pretty impressive jump, but interest costs are already nearing $900 million a quarter. Financing is getting more and more expensive, and the stock has fallen sharply from its peak
Results are out after the close today. There are two things to watch: can all those orders turn into actual revenue? And can growth outpace interest costs?
The results should make it clear whether AI infrastructure is still holding up. Nvidia will put it to the test again next week.
Put simply, investors used to buy anything with AI in its name. Now companies have to prove they can actually make money. It starts with CoreWeave today
#美股财报季
This earnings season has made one thing clear: AI no longer gets a free pass just because companies are spending money
Big tech plans to pour hundreds of billions into it next year, and the market is already asking: when will that money start paying off? One negative cash-flow report and a stock gets hammered—Alphabet is a case in point
CoreWeave is the most extreme example
Revenue is expected to reach $3.5 billion, a pretty impressive jump, but interest costs are already nearing $900 million a quarter. Financing is getting more and more expensive, and the stock has fallen sharply from its peak
Results are out after the close today. There are two things to watch: can all those orders turn into actual revenue? And can growth outpace interest costs?
The results should make it clear whether AI infrastructure is still holding up. Nvidia will put it to the test again next week.
Put simply, investors used to buy anything with AI in its name. Now companies have to prove they can actually make money. It starts with CoreWeave today
#美股财报季