Forwarded from Walter Bloomberg
$CRWV - HSBC WARNS COREWEAVE IS SPENDING BILLIONS TO DESTROY VALUE
HSBC maintains its Reduce rating on CoreWeave, with a $39 price target implying 36% downside.
The bank estimates CoreWeave's 2026–2030 return on invested capital at 8.9%, below its borrowing costs.
With over $51 billion in debt and slowing AI revenue growth, HSBC warns further investment could destroy shareholder value.
(@WalterBloomberg)
HSBC maintains its Reduce rating on CoreWeave, with a $39 price target implying 36% downside.
The bank estimates CoreWeave's 2026–2030 return on invested capital at 8.9%, below its borrowing costs.
With over $51 billion in debt and slowing AI revenue growth, HSBC warns further investment could destroy shareholder value.
(@WalterBloomberg)
Forwarded from 한투증권 미국/중국전략 정정영
바클레이즈: 코어위브로 AI 사이클 전체를 걱정하는 건 과도
• 2023년 SVB 사태에 비유
=====================
~ "In 2023, markets extrapolated regional bank issues to the US economy," he wrote in a note to investors, referring to the troubles that ultimately took down Silicon Valley Bank in the spring of that year. "It was a mistake. Similarly, investors shouldn't extrapolate recent challenges for CoreWeave debt to a view on the entire AI capex cycle."
~ "So in the most extreme bear scenario — CoreWeave stops spending entirely — we lose about 4-5% of total AI capex. If its spend merely halves, which might be a more realistic downside, the impact is 2%. On a trillion-dollar-plus 2027 estimate, that's $20bn. Not nothing. But not the cycle."
https://www.businessinsider.com/coreweave-bonds-ai-investing-stocks-bonds-crwv-barclays-2026-10
• 2023년 SVB 사태에 비유
=====================
~ "In 2023, markets extrapolated regional bank issues to the US economy," he wrote in a note to investors, referring to the troubles that ultimately took down Silicon Valley Bank in the spring of that year. "It was a mistake. Similarly, investors shouldn't extrapolate recent challenges for CoreWeave debt to a view on the entire AI capex cycle."
~ "So in the most extreme bear scenario — CoreWeave stops spending entirely — we lose about 4-5% of total AI capex. If its spend merely halves, which might be a more realistic downside, the impact is 2%. On a trillion-dollar-plus 2027 estimate, that's $20bn. Not nothing. But not the cycle."
https://www.businessinsider.com/coreweave-bonds-ai-investing-stocks-bonds-crwv-barclays-2026-10
Business Insider
Why Barclays says the market's CoreWeave-induced AI panic is overblown
Barclays compared the CoreWeave panic to Silicon Valley Bank's collapse, which proved to be a contained event, rather than a harbinger of wider distress.
Forwarded from 폐지줍기 연구소
🟢 GRVT 2.0 발표 및 토큰 바이백 선언
https://grvt.io/blog/v2/the-road-to-grvt-2-0-starts-with-the-token
-GRVT는 기존 Perp DEX에서 나아가 예치, 투자, 거래를 하나의 잔고로 하는 앱으로의 확장 선언
-또한 토큰 바이백 구조를 도입하며 '매 월' 진행할 예정이지만 규모 및 시점은 재단의 재량에 맡겨짐
-매출 총이익의 일부로 현재 유통량의 1%에 해당하는 110만 $GRVT를 매수 후 소각 완료
-10월말 Grvt Earn 출시, 11월 Stable Funding Perps 및 Earn 활용 추가, 11월말 GRVT 2.0 출시 및 2027 로드맵 공개 예정
https://grvt.io/blog/v2/the-road-to-grvt-2-0-starts-with-the-token
Forwarded from Zoomer News
Onchain Platform Arkham To Stop Providing Full Transaction History And Filtering To Non-Enterprise Users: Blog
🔗 velo.xyz
🔗 velo.xyz
Forwarded from StockHub (스톡허브) 뉴스
Forwarded from Bithumb 빗썸 공식 채널
[마켓 추가] 카피보보(PYBOBO) 원화 마켓 추가
https://feed.bithumb.com/notice/1655301
https://feed.bithumb.com/notice/1655301
Bithumb 빗썸 공식 채널
[마켓 추가] 카피보보(PYBOBO) 원화 마켓 추가 https://feed.bithumb.com/notice/1655301
대한민국 2등 거래소의 품격과 철학이 보이는 상장이군요
2021년 생각나요
2021년 생각나요
Forwarded from Monitoring The Situation
Qatar, Pakistan, Indonesia, and Turkey sign a defence MOU.
Forwarded from Monitoring The Situation
ICYMI: North Korea to resume propaganda loudspeaker broadcasts toward South Korea
Forwarded from 돈포하 I Dont focus on hype
https://aethir.com/blog-posts/aethirs-tokenomics-update-ath-burns-tied-to-real-activity
$ATH, 11월부터 GPU를 호스팅하여 얻는 수익을 통해 소각을 진행 발표.
2026년 매출 자체는 약 $40m 정도인데,
이 중 어느 정도 소각될지는 정확히 알기 어려운 상황.
Defiliama의 Revenue로 접근하면
30 Days가 $600,000인데 이를 통해 고려하면
연 소각 규모는 $6m 정도.
Mcap이 약 $120m이니 가격 반영에
나쁘지 않은 호재긴 해서 가격이 조금 오른듯?
소각 대시보드가 11월 제공될 예정이라고 하니 지켜볼 생각.
$ATH, 11월부터 GPU를 호스팅하여 얻는 수익을 통해 소각을 진행 발표.
2026년 매출 자체는 약 $40m 정도인데,
이 중 어느 정도 소각될지는 정확히 알기 어려운 상황.
Defiliama의 Revenue로 접근하면
30 Days가 $600,000인데 이를 통해 고려하면
연 소각 규모는 $6m 정도.
Mcap이 약 $120m이니 가격 반영에
나쁘지 않은 호재긴 해서 가격이 조금 오른듯?
소각 대시보드가 11월 제공될 예정이라고 하니 지켜볼 생각.
Forwarded from Walter Bloomberg
US OFFICIAL: RUSSIANS ACCEPTED US PROPOSAL FOR A TRILATERAL MEETING WITH UKRAINE
(@WalterBloomberg)
(@WalterBloomberg)
Forwarded from 方程式新闻 BWEnews
AggrNews: *VISA IN TALKS TO ACQUIRE CRYTPO CUSTODY FIRM FIREBLOCKS FOR AROUND $2.5B: BBG
AggrNews: 消息称Visa正洽谈以约25亿美元收购加密货币托管公司Fireblocks：彭博社
————————————
2026-10-22 20:22:13
AggrNews: 消息称Visa正洽谈以约25亿美元收购加密货币托管公司Fireblocks：彭博社
————————————
2026-10-22 20:22:13