CoreWeave

Leopold Asche

2026-09-11 20:49:42

Aschenbrenner’s hedge fund buys call options on AI-linked stocks again

Leopold Aschenbrenner, a former OpenAI researcher, has again bought call options on AI-related companies through his hedge fund, Situational Awareness, according to Techub News, citing BeInCrypto. The positions include AMD, Bloom Energy, CoreWeave and SK Hynix. The move comes after the fund suffered a sharp drawdown in July this year, when a leveraged bet on AI stocks cut its assets from a peak of more than $45 billion to about $10 billion. This time, the report said, the return to call options caps downside at the premium paid for the contracts. Aschenbrenner is known for a 2024 essay that argued AI could reach human-level intelligence by 2027. His portfolio has been built around companies tied to AI computing capacity and power supply. On Friday, the stocks named in the report traded in different directions: Bloom Energy rose nearly 7%, AMD gained nearly 3%, while SanDisk and CoreWeave fell. It remains unclear whether the new options purchases were funded with remaining cash or newly raised capital.

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US stocks

2026-09-10 13:31:10

U.S. stocks open lower as AI names fall, with CoreWeave down 5.45%

U.S. stocks opened lower, according to data from MSX.COM, with the Dow Jones Industrial Average down 0.49%, the S&P 500 off 0.57%, and the Nasdaq falling 0.9%. The VIX volatility index rose 12.21% at the open. AI-related stocks also moved lower across the board. CoreWeave posted the biggest decline among the names cited, down 5.45%, followed by Tempus AI at 4.35%, Arm at 3.85%, Ambarella at 3.71%, and KLA at 3.63%. Odaily said MSX is a major RWA trading platform that has listed hundreds of RWA tokens tied to popular U.S. stocks and ETF underlyings, including Nvidia, GOOGL, MSFT, AMZN, META, TSM, and AMD.

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US stocks

2026-09-09 08:32:57

CoreWeave jumps 11.72% as AI compute names diverge, while AVAV heads into a key post-merger earnings test

U.S. stocks closed lower on Sept. 8, but AI compute leasing names broke from the broader tape. CoreWeave rose 11.72% to $99.83 even though Palantir’s partnership announcement centered on rival Nebius, which gained 7.73%. The move stood out because the signal was read as demand for the broader rental-compute trade rather than a company-specific order, while chip suppliers Micron and Nvidia both finished in the red. The report also shifts to AeroVironment, which is scheduled to release earnings after 20:00 UTC, with a call at 20:30. According to the source article, this is the first quarter in which AVAV faces a like-for-like year-over-year comparison after its May 2025 BlueHalo acquisition was fully annualized. That matters because the company’s previous triple-digit growth rates, including 133% in fiscal 2026 fourth quarter revenue, were lifted by consolidation base effects, while fiscal 2027 guidance points to roughly 10% growth on a fully comparable basis. The article further examines how the AI compute chain split between rental-capacity providers and chip sellers, and why rare-earth mining is less constrained than refining and magnet production in the U.S. supply chain discussion.

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Gate ETF

2026-09-09 08:58:40

Gate ETF to List Eight 3x Leveraged Products, Launches 60,000 USDT Trading Campaign

Gate ETF said it will list eight new 3x leveraged products at 16:00 on Sept. 9 (UTC+8), according to an official announcement. The lineup includes MINIMAX3L/USDT, MINIMAX3S/USDT, CRWV3L/USDT, CRWV3S/USDT, AAOI3L/USDT, AAOI3S/USDT, KORU3L/USDT and KORU3S/USDT. These products offer 3x long or short exposure to MiniMax, CoreWeave, Applied Optoelectronics (AAOI) and the Direxion Daily MSCI South Korea Bull 3X Shares ETF, KORU. Gate ETF also said it currently supports trading for 420 tokens. Alongside the listings, the platform has opened a trading challenge tied to the new products. Users who trade the newly listed 3x ETFs can share a total reward pool of 60,000 USDT. The campaign includes a 10 USDT ETF fee rebate voucher for the first 1,000 users whose first trade reaches at least 200 USDT, daily check-in rewards for users with at least 1,000 USDT in daily trading volume, a cumulative reward pool of up to 30,000 USDT based on overall trading milestones, and a referral pool totaling 10,000 USDT.

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Dell

2026-09-04 22:44:51

Dell Ships First Nvidia Vera Rubin NVL72 AI Server Racks to CoreWeave

Dell Technologies has delivered the inaugural Nvidia Vera Rubin NVL72 AI server racks to CoreWeave, marking a milestone in AI efficiency and potential cost-energy reduction.

840

U.S. stocks

2026-09-01 13:31:08

AI Stocks Fall at U.S. Open as CoreWeave Drops 3.56%

AI-related stocks moved lower at the opening of U.S. trading, according to data from MSX.COM. The Dow Jones Industrial Average fell 0.67%, while the S&P 500 declined 0.74% and the Nasdaq Composite dropped 1.32%. The VIX volatility index rose 10.74%. CoreWeave fell 3.56%, followed by Arm at 3.19%, Astera Labs at 3.15%, Oracle at 3.08% and SoundHound AI at 3%. The update also identified MSX as a leading real-world asset, or RWA, trading platform. MSX has listed hundreds of RWA tokens, covering popular U.S. stocks and exchange-traded fund token offerings linked to Nvidia, GOOGL, MSFT, AMZN, META, TSM and AMD. The data covers the market opening and does not provide additional details on the reasons for the moves. Odaily reported the market figures and the information about MSX in the supplied news item.

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Galaxy

2026-08-28 14:18:22

Galaxy taps Total Safety for around-the-clock emergency coverage at Helios data center

Galaxy has partnered with industrial safety provider Total Safety to deliver 24/7 fire protection, rescue support, and emergency medical services at its Helios data center in Texas. The site is being converted from a Bitcoin mining facility into an artificial intelligence and high-performance computing hub, and it currently supports 133 megawatts of critical computing load for CoreWeave. The facility sits in a remote part of Dickens County, with the nearest trauma center about 60 miles away, making on-site emergency response a practical requirement rather than an added layer of support. According to the report, on-site medical personnel will be able to assess and stabilize patients before transport, which is expected to ease pressure on local volunteer responders. Under mutual aid agreements, the service can also support local authorities during larger emergencies such as wildfires and severe weather. Galaxy did not disclose the value of the contract, the number of personnel assigned, or the date when the service will be fully rolled out.

890

US stocks

2026-08-28 04:21:13

After Reviewing 141 YouTube Stock Videos, Brian Ferraro Found Just Five Names Repeatedly Backed

Brian Ferraro, host of the Business With Brian channel, used a single-episode review of 21 YouTube investing channels and 141 stock-focused videos to isolate the names that kept coming up: Alphabet, Nvidia, Micron, CoreWeave, and Uber. The episode, titled "21 YouTubers Agree on 5 Stocks. My Entry Points," ran 25 minutes and 19 seconds, was published on Aug. 25, 2026, and had logged 127,000 views. Ferraro said 76 of the 141 videos centered on chips, cloud infrastructure, and AI models, which led him to argue that four of the five names are effectively different expressions of the same AI trade, with Uber as the only relatively separate case. He also disclosed that he holds Nvidia, Alphabet, Micron and Uber, but not CoreWeave, and said Nvidia already accounts for more than 12% of his portfolio, which is his cap. The episode was sponsored by Galaxy Premium Yield, and Ferraro said the price targets discussed were outputs from his own model rather than investment advice. The show then walked through the bull case, the main fear, and his portfolio rules for each stock.

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