CoreWeave delivered $3.66 billion in quarterly revenue, increased its contracted revenue backlog to $132.5 billion, and raised its full-year outlook. Yet the artificial intelligence infrastructure company remains deeply unprofitable, carries nearly $47 billion in debt, and is spending billions more than it generates. With shares down more than 40% over the past month, investors face a difficult question: Is CoreWeave an extraordinary growth opportunity or a warning about the financial costs of the AI revolution? There is something fascinating about a company that can nearly triple its revenue in a single year and still leave investors wondering whether it can afford to keep growing. Ordinarily, that kind of expansion would have Wall Street celebrating. Analysts would be raising price targets, investors would be discussing market dominance, and executives would be congratulating themselves on building the next great technology empire. But artificial intelligence has introduced a rather ...
Wall Street Rallied 1,104 Points—Then Inflation Came in Hot: Why the Fed's Next Move Could Change Everything for Stocks
The Dow surged more than 1,100 points Monday as oil prices collapsed and investors returned to beaten-down technology stocks. But Tuesday morning's inflation report delivered an uncomfortable reminder: Falling energy prices don't automatically mean inflation is under control. With the Federal Reserve considering another interest-rate increase, investors face a market where strong economic growth and expensive money could exist simultaneously. There is something almost theatrical about Wall Street's ability to change its mood overnight. One day, investors are convinced that artificial intelligence is overvalued, the economy is heading toward trouble, and the stock market has finally run out of reasons to keep climbing. The next day, the same investors are enthusiastically purchasing the same companies they couldn't sell quickly enough just a few trading sessions earlier. Apparently, financial certainty has a remarkably short shelf life. On Monday, November 9, 2026, the D...