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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Jensen Huangs resignation amid reports of multiple relationships with Nvidia employees has driven intense discussion, with speculation about the companys leadership transition and possible China-related scrutiny adding to concerns. Traders are split between buying the selloff on confidence in Nvidias business and warning that uncertainty around succession and investigations could weigh further.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras quarterly results and stronger revenue outlook are driving attention: bullish traders focus on the revenue growth and raised guidance, while skeptics point to the larger-than-expected loss and question the sustainability of the business. The reaction is volatile, with traders also debating whether heavy short interest could fuel a squeeze.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs Phase 3 REGAL trial topline results for galinpepimut-S in AML dominate discussion after the trial reached its 80th event and final analysis began. Traders are intensely anticipating the readout, with bullish speculation about efficacy and short covering balanced by concerns about delays and the binary risk of the results.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials quarterly results and forward guidance dominate discussion: traders cite a beat and an upbeat outlook, but the stocks weak reaction has prompted sell-the-news frustration and debate over whether the strong report was already priced in.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

NVAX is drawing attention after a steep selloff, with traders pointing to weak technical action and broader market pressure alongside frustration over the lack of new partnership deals or concrete MTA updates. The reaction is split: bears see delayed profitability and weak execution as reasons for caution, while some longs point to the Sanofi and Pfizer partnerships and future milestone potential.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

Cardinals sharp selloff follows weak third-quarter results, a steep margin squeeze tied to project cost revisions, and withdrawal of its 2026 guidance; traders also cite the CFOs planned departure and postponed acquisition as reasons for concern. The discussion is split between fears that execution problems could persist and bargain-seeking buyers pointing to the companys cash position, backlog, and authorized buyback as potential support.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Traders are reacting to a reported six-month delay in Candels planned prostate-cancer BLA filing, with manufacturing readiness and management credibility drawing criticism. Some holders remain constructive on the underlying Phase 3 data and view the delay as a setback rather than a change to the clinical case.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos quarterly results beat expectations and came with raised full-year guidance and stronger AI infrastructure demand expectations. Traders welcomed the report but debated the muted share-price reaction and margin concerns, with some questioning how much of the AI order momentum will translate into sustained revenue.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius shares sold off sharply despite a strong third-quarter revenue beat, as traders focused on higher infrastructure spending, a 2026 outlook at the low end of guidance, and capacity delays pushing revenue into 2027. The community is split between buyers emphasizing strong AI demand and customer prepayments, and skeptics concerned about execution, cash burn, and financing needs; Nvidia-related uncertainty is also cited as a headwind.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Reportedly progressing TeslaSpaceX merger talks, with a possible announcement being discussed, are driving speculation and short-term bullish trading; no deal is confirmed. Traders are divided between seeing a merger as a catalyst and warning that valuation, dilution, shareholder approval, and sell the news risks could weigh on Tesla.

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CoreWeave pays an effective 15% on its oldest delayed draw loan and 2.875% on its newest convertible notes. The low rate on the notes is paid for in a different way: the lender can convert into shares, which dilutes existing holders. $APO works in credit, where that trade-off is priced daily. 
 
Full explainer, plain English: https://youtu.be/jq7JO1HmALw 
 
Written version: https://techdamentals.com/newsletter/why-does-coreweave-borrow-so-much-to-build?ref=st 
 
What is it worth? 👇 https://techdamentals.com/v/APO?ref=st 
 
Educational, not advice.

CoreWeave's interest bill was 846 million dollars last quarter against 207 million of operating income. Here is why lenders keep funding it.

Techdamentals

Why does CoreWeave borrow so much to build?

CoreWeave's interest bill is four times its operating income, but the loans are backed by customer contracts, not profit. I break down CoreWeave's earnings, its debt structure, and what the bond market is saying that the company isn't.

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Why Does CoreWeave Borrow So Much? CoreWeave Debt Stock Market

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Apollo Global Management Inc

CoreWeave pays an effective 15% on its oldest delayed draw loan and 2.875% on its newest convertible notes. The low rate on the notes is paid for in a different way: the lender can convert into shares, which dilutes existing holders. 

 works in credit, where that trade-off is priced daily. 
 
Full explainer, plain English: 