Corweave (CRWV) reiterates that it expects margin inflection from Q2 to Q3 as recently added power is converted into GPU deployments and customer delivery; reiterated confidence that margins reach low double digits exiting the year
US President Trump says US producing more oil than Russia and Saudi Arabia combined
Secretary of State Rubio says President Trump's preference is to negotiate with Iran; diplomacy is first option; thinks there has been progress in some areas; Iran cannot have nuclear weaopn; will see over the next few hours and days
Corweave (CRWV) reiterates that it expects margin inflection from Q2 to Q3 as recently added power is converted into GPU deployments and customer delivery; reiterated confidence that margins reach low double digits exiting the year
President Trump says Iran is intent on a deal, wants to make a deal; we are not satisfied with it, we will be; Iran is negotiating on fumes
Uber (UBER) raises Delivery Hero (DHER GY) stake to 36.8% (was prior at 25.1%), accoriding to a filing
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- Entering 2027, it expects to be in a “much stronger position” as the late-2025/early-2026 power buildout moves past the inflection point and begins contributing at scale.
- Memory and supply-chain inflation are seeb as manageable
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