quote: "2 catalysts directly led last's weeks sharpest price moves :: 1/ the reported comments from CoreWeave co-founder | Hanami
quote: "2 catalysts directly led last's weeks sharpest price moves :: 1/ the reported comments from CoreWeave co-founder McBee on insurance’s “unlimited” / “all the money in the world” capital availability, reported in the FT; and 2/ a more robust & urgent debate on the business model definition & evolution of frontier labs, their economics & the competitive dynamic between closed models & open" - Goldman Mark Wilson, FICC | Remarkable admission from CoreWeave co-founder that life insurers (i.e., private credit) is this bubble's dumbest money. As noted exactly a year ago, insurers will be this generation's "widows and orphans" after the wipeout https://x.com/zerohedge/status/1983345430755955016 (Historical earnings: For 2026Q1 (period ended 2026-03-31), CoreWeave reported basic and diluted EPS of -1.4 and net loss of USD 0.740 billion, compared with basic EPS of -1.4, diluted EPS of -1.49, and net loss of USD 0.315 billion in the prior-year period. For full-year 2025, basic EPS was -2.75, diluted EPS was -2.81, and net loss was USD 1.167 billion.
Consensus expectations: For the next upcoming period 2026Q2 (event date 2026-08-11), consensus EPS estimate is -1.24 and revenue estimate is USD 2.611 billion.)