Major US stock indexes fell last week with the Dow down 0.94%, Nasdaq down 3.37%, and S&P 500 down 2.68%, amid inflation concerns following October payroll and unemployment data. Investors are focused on upcoming CPI and PPI reports to gauge the likelihood of a Federal Reserve rate hike in December. Earnings from AI-related companies CoreWeave, Cisco Systems, and Applied Materials will also influence market sentiment, especially amid worries about financing and political risks affecting data-center expansions. Market watchers will closely monitor inflation data and corporate earnings to assess support for AI stocks and the potential impact on interest rate decisions.
As of Nov 08, 2026 21:21 WIB, CoreWeave shares on Pluang are up 6.28% at USD 46.40, reflecting strong investor interest despite broader market declines. Applied Materials also shows gains with a 4.22% increase to USD 332.71, while Cisco Systems trades down 1.95% at USD 93.85. Notably, Pluang order activity for CoreWeave is predominantly selling at 79%, contrasting with 100% buying interest in Cisco and Applied Materials, highlighting differing investor sentiment within the tech sector.
CoreWeave's 2032 bonds are yielding above 16%, signaling lender concerns about the company's refinancing ability as it plans $35-$39 billion in 2026 capital spending. The stock and bond markets diverge, with shares rising while bond yields and credit...
Fed Chair Kevin Warsh warned that rising interest rates are impacting AI companies, especially those financing data center expansions with debt. Stocks like CoreWeave and Nebius Group dropped nearly 45-48% in a month due to high borrowing costs and c...
CoreWeave, Inc. shows strong revenue growth with a 158% year-over-year increase forecasted for Q3, but profitability remains a concern with only a 6.5% adjusted operating margin. The company faces high financial risk due to aggressive leverage, with ...
CoreWeave and Nebius, two leading AI cloud providers, saw their stock prices drop by about half in a month due to political risks slowing data center expansions. CoreWeave faces a tougher challenge with high debt and a pending class action, needing s...
Cloudflare and IREN shares surged 20% and 15% respectively following better-than-expected Q3 and Q1 earnings reports that highlighted strong revenue growth and improving profitability in the AI cloud sector. Cloudflare reported a 39% revenue increase...
