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Unpacking the Hype, Risks, and Market Fallout of CoreWeave’s Debut CoreWeave, a high flying Nvidia backed AI infrastructure firm, stumbled out of the gate in its Nasdaq debut, with shares closing flat at $40 after opening at $39, a disappointing drop from its $40 IPO price. This lackluster performance has sent shockwaves through Wall Street, raising urgent questions about the sustainability of the AI infrastructure boom and the broader IPO market’s recovery prospects. Backed by a $250 million order from Nvidia, CoreWeave raised $1.5 billion in its IPO, securing a $23 billion valuation on a fully diluted basis. Yet, the muted reception amid a volatile market grappling with tariff related turmoil suggests investor skepticism about the long term viability of AI infrastructure investments. As the tech heavy Nasdaq plunged 2.7% on the same day, analysts and investors are now scrambling to assess what this means for the future of AI driven IPOs and Big Tech’s massive spending spree on arti...

Contents CoreWeave’s Journey: From Crypto to AI Powerhouse IPO Details: A Scaled-Back Ambition Meets Market Reality Market Implications: A Mixed Signal for AI Infrastructure Stocks Future Outlook: Scaling Up in a Competitive Landscape CoreWeave at a Glance: Key Metrics Key Citations Nvidia-Backed AI Firm Faces Market Test at $22.7 Billion Valuation Shares of CoreWeave, an AI infrastructure firm supported by Nvidia (NASDAQ:NVDA), began trading on the Nasdaq at $39 per share, marking a nearly 3% drop from its initial public offering (IPO) price of $40. At the time of its debut, CoreWeave was valued at $22.7 billion on a fully diluted basis, spotlighting the Nvidia-backed company’s entry into the public market as a key player in AI infrastructure development. This initial performance reflects both the promise and the challenges facing CoreWeave as it navigates a volatile market and high investor expectations in the booming AI sector. Below, we ...

TikTok’s Future in the U.S. Hinges on Critical April 5th Deadline A major turning point in the ongoing saga of TikTok’s operations in the United States is fast approaching, with a pivotal deadline set for April 5. According to a recent report from The New York Times , a deal is close to being finalized that would determine the future of the popular video-sharing app in the U.S. This agreement could reshape the app’s entire structure and how it operates, particularly its unique content recommendation algorithm, which has been at the center of its success. U.S. Investor Group, Led by JD Vance, Seeks Majority Stake in TikTok’s U.S. Operations The deal, which is still under negotiation, involves a group of U.S. investors, including influential figures such as Vice President JD Vance. These investors are aiming to acquire a majority stake in TikTok’s U.S. business, a move that could dramatically alter the app’s ownership and control dynamics. Under the proposed agreement, TikTok’s pa...

Unpacking the Revised 2025 Outlook Amid Tariffs and Economic Shifts Barclays analysts have recently lowered their 2025 S&P 500 price target to 5,900 from an earlier projection of 6,600, sending ripples through the investment community as they cite escalating tariffs and deteriorating economic survey data as the primary catalysts for this significant revision. This updated forecast, detailed in their latest report, reflects a cautious stance on the U.S. economy, with the bank assigning a 60% probability to their base case scenario. In this scenario, they anticipate that earnings per share (EPS) will drop to $262 from $271, applying a 22.5x multiple to arrive at the revised S&P 500 price target of 5,900. The downgrade stems from concerns over how tariffs, including a 25% levy on imports from Canada and Mexico and up to 20% on China, could dampen corporate earnings and slow economic activity without necessarily triggering a full blown recession. This comprehensive analysis dives...

Megawatt Charging Stations Set to Redefine EV Speed in China BYD Unveils Revolutionary Fast Charging Technology for EVs BYD Co (HK:1211), a dominant force in the electric vehicle industry, is poised to transform the EV landscape with its groundbreaking megawatt fast charging technology, leaving competitors like Tesla (NASDAQ:TSLA) scrambling to keep pace. According to a recent Weibo (NASDAQ:WB) post by BYD executives, the company plans to roll out this cutting-edge innovation by early April, with the first batch of approximately 500 ultra-fast charging stations hitting the ground in China. This ambitious move underscores BYD’s relentless drive to solidify its leadership in the Chinese electric car market, where rapid charging has emerged as a critical battleground for consumer trust and market share. The Shenzhen-based automaker (SZ:002594) revealed last week its “super e-platform,” a system boasting peak charging speeds of 1,000 kilowatts, capable of powering an EV for 400 kilome...

Malaysia Addresses Nvidia Chip Smuggling Claims Semiconductor Crackdown Fuels Global AI Tech Showdown Malaysia’s Semiconductor Sector Faces U.S. Pressure Over Nvidia Chips Malaysia’s semiconductor industry is grappling with intense pressure from the United States to tighten regulations on advanced Nvidia chips critical for artificial intelligence development, amid growing fears that these technologies are slipping into China despite stringent export controls. Trade Minister Zafrul Aziz told the Financial Times that the U.S. government is demanding detailed tracking of every Nvidia chip shipment entering Malaysia, suspecting many are being rerouted to China, potentially disrupting the global AI chip supply chain. "The U.S. is asking us to make sure we monitor every shipment that comes to Malaysia when it involves Nvidia chips," Aziz said, stressing the importance of ensuring servers stay in their designated data centers and aren’t diverted elsewhere. This pressing demand co...

Consumer Confidence Wanes Despite Strong Economic Indicators Trump Tariffs Fuel Inflation Concerns and Economic Uncertainty Jerome Powell, the U.S. Federal Reserve Chairman, recently emphasized the resilience of the American economy during a press conference following the Federal Open Market Committee (FOMC) meeting on March 19, 2025. Addressing growing fears of an impending economic recession linked to President Donald Trump’s tariff policies, Powell stated, “Consumer spending has slightly slowed but remains at a solid pace. The unemployment rate stands at 4.1 percent. Overall, it’s a robust picture.” His comments come as Google Trends data reveals a surge in U.S. searches for “recession,” hitting the highest level since 2022, with related terms like “Trump recession comment” and “Nasdaq index” trending alongside. Despite Trump’s earlier remark that a transition period might precede any downturn, Powell downplayed recession risks, asserting that while institutional forecasts have s...