- Prior +0.5%; revised to +0.6%
It's a beat on estimates but mostly owes to a jump in energy prices. Here's the breakdown on the month:
It's a beat on estimates but mostly owes to a jump in energy prices. Here's the breakdown on the month:
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CoreWeave jumps 13% on Anthropic deal, powering Claude AI. Meta also boosts cloud deals to $35B.
IOVA's Amtagvi sales jump 61% to $263.5M, but high costs & risks loom. Fortune or ruin?
Solaris Energy Infrastructure: 431% returns but negative FCF margin (-32.7%) & 47.2x P/E.
Industrials up 15.5% on regs, but watch valuations. KTOS at 95.6x P/E, LGIH at 19.5x, BWXT at 50.3x.
US petrol prices surge 21.2% amid Iran conflict, fueling inflation to 3.3%. Fed wary of rate cuts.
CoreWeave's stock jumps 29% on big AI deals, but watch its $50B valuation & losses.
CoreWeave stock jumps 14% on Anthropic deal, but high losses and volatility remain.
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