AMD Attracts Bullish Block Option Trades After Boosting Stock Buyback to $10B: Options Chatter
Fast growth, but also significant losses, the guidance is disappointing, "NVIDIA's favorite child" Coreweave saw a sharp decline after its first Earnings Reports.
CoreWeave's revenue surged 420% year-on-year in the first quarter to 0.98 billion dollars, with net losses widening from 0.13 billion dollars in the same period last year to 0.31 billion dollars. The company stated that customer demand is accelerating, expecting minimal impact from tariffs, but revenue and capital expenditures this year may be "unstable," with an expected annual revenue growth rate of 190%, which is less than half of the first quarter growth rate.
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Bridgewater reduced its shareholding in Google, NVIDIA, Meta, among others, bought a lot of Gold, entered JD.com, and increased shareholding in Alibaba and Baidu.
In the first quarter, Bridgewater initiated new purchases of Gold ETFs exceeding 0.3 billion USD, JD.com over 0.1 billion USD, Chubb Insurance, Goldman Sachs, and others. Increased holdings in Alibaba, Baidu, Booking Holdings, etc. Fully liquidated ON Semiconductor, Moderna, Lyft Inc, Chewy, and others. Reduced holdings in SPDR S&P 500 ETF and also decreased positions in Google parent company Alphabet, NVIDIA, AppLovin, Meta Platforms, and others.
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The three major U.S. stock index futures slightly rose, NVIDIA and AMD continued to rise before the market opened | Highlights for tonight.
① Tesla is reportedly establishing a special committee to discuss Musk's compensation plan; ② Novo-Nordisk A/S has reached a collaboration with the USA Biotechnology company Septerna; ③ AMD has reached a cooperation agreement worth 10 billion USD with the Saudi AI company HUMAIN.