The Week AI Demand Goes on Trial
From TH's Market Lens Daily · 00:03:09
Show by thomas huo
This show is AI-generated. Alex and Jordan are synthetic voices, and the script is AI-generated from researched news.CoreWeave reports Tuesday after the close, with the options market pricing a move of about 22% either way; consensus is revenue of about $3.54 billion, up roughly 160% on the year, and a loss of about $1.55 a share, against a backlog of about $104 billion.The debt question: CoreWeave expects $860-940 million of interest expense in Q3, roughly four times its $200-260 million of adjusted operating income, and the stock is down 47% in four weeks.Anthropic is reported to start its IPO roadshow this week, with buyers discussing $1.2-1.3 trillion, down from about $2 trillion in early October; nothing is confirmed and the filing still leaves the price range blank.Constellation Energy reports Monday before the open, with earnings of $3.90 expected on revenue of $9.23 billion; October CPI lands Tuesday, with a December Fed rate rise priced at about 80%.
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