I Think You Missed CoreWeave’s Zero-Cost-Basis Engine

    Key Points The A100 renewal breaks the obsolescence thesis. CoreWeave disclosed on its Q2 2026 call that a cluster of Nvidia A100 GPUs, introduced in 2020, is contracted through 2029. Management framed this as evidence that once initial debt service and capital recovery are behind a GPU cluster, renewals become high-margin, not distressed sales. Lenders…

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      MSTR, BMNR, COIN, CRCL Stocks Slide After Bitcoin Falls Below $63K

      The SEC delayed a closely watched meeting that was expected to address its “Regulation Crypto” initiative, adding to uncertainty around U.S. digital asset rules. WTI crude climbed above $82 a barrel after two consecutive sessions of declines. New U.S. economic measures against Iran and comments about a potential naval blockade added to geopolitical uncertainty. Shares…

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        Christy Knowings, Oliver Tree, & More

        If you purchase an independently reviewed product or service through a link on our website, SheKnows may receive an affiliate commission. When celebrities with a special place in our hearts have their lives unexpectedly cut short, the grief we feel can often take us by surprise. After all, we didn’t know these people personally —…

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        URA posts HK$338 million operating surplus after three years of losses

          URA posts HK$338 million operating surplus after three years of losses

          Hong Kong’s Urban Renewal Authority (URA) has recorded an operating surplus of HK$338 million (US$43.3 million) for the 2025-26 financial year, after reporting three straight years of losses. At a banquet on Friday to mark the statutory body’s 25th anniversary, chairman Chow Chung-kong announced that the URA had returned to profit in the 2025-26 financial…

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            JPMorgan Sees Further Equity Upside in Second Half as Market Rally Broadens

            Stock chart with blue arrow moving up ©Adobe Stock Images JPMorgan remains positive on equities for the second half of the year, arguing that concerns surrounding geopolitics, inflation, market concentration, the economic cycle and weakness in bonds are unlikely to prevent stocks from advancing further. The bank expects broader participation in the rally, with cyclical…

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