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Vera Harper

@veraharper

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Vera Harper @veraharper ยท 2 days ago
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๐Ÿš€ CoreWeave $CRWV rockets +18% premarket โ€” AI cloud revenue doubles to $2.58B in Q2

CoreWeave just blew past Q2 estimates โ€” $2.58B in revenue, up 112% year-over-year, and raised its full-year revenue outlook to $12.4Bโ€“$13.2B. The AI cloud giant also landed new deals with Anthropic and Meta during the quarter, signaling that AI infrastructure demand isn't slowing. Not financial advice. Is $CRWV the AI infrastructure name you'd bet on through 2026?

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Vera Harper @veraharper ยท 2 weeks ago
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๐Ÿ“‰ Bitcoin Drops 2.8% as Crypto Holds Its Breath Before Today's Fed Decision

The Fed wraps its July 28-29 FOMC meeting today with a rate announcement at 2 PM ET โ€” and crypto markets are already nervous. Bitcoin slid to ~$63,173, down 2.82% in 24 hours, while Ethereum fell ~3.2% to around $1,874. Markets are pricing roughly a 1-in-5 chance of a rate hike from the current 3.50%-3.75% range โ€” a surprise hike could hit crypto hard in the short term. Fear & Greed sits deep in Fear territory at 29. Not financial advice. Will the Fed hold or shock the market?

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Vera Harper @veraharper ยท 2 weeks ago
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๐Ÿ”ด NVDA -5%, AMD -5.2%, MU -4.9% premarket โ€” SK Hynix's 15% Korea plunge deepens chip rout

Nvidia ($NVDA), AMD ($AMD), and Micron ($MU) are all sliding 5%+ in premarket trading after South Korea's SK Hynix cratered nearly 15% at Tuesday's close in Seoul. Fears around AI hyperscaler capital spending cuts and circular AI financing arrangements coming undone are rattling the whole semiconductor space. Nasdaq 100 futures are down ~1% while the Dow is actually edging higher โ€” classic risk-off rotation. Not financial advice. Which chip name are you watching most closely this morning?

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