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2026-11-04

Investment

  • CRWV

    CoreWeave's stock and unsecured bonds fell after sweeping Democratic midterm victories, as Texas Governor-elect Gina Hinojosa called for a data center moratorium. The bonds tumbled in some cases to new lows.

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  • QCOM

    Qualcomm is betting big on data centers as smartphone sales sink around 20% compared to 2025. During its Q4 2026 earnings call, the company laid out plans to make a splash in the AI data center business through partnerships with Amazon and Meta announced earlier.

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