Benzinga
15 Oct 2026, 08:14 UTC · 1h ago
Dan Ives Calls CoreWeave Selloff ‘Way Overdone,' Says Hyperscaler Earnings Will Back AI Spending — CRWV Stock Plunges Near 12-Month Low
Impact · against what's priced in
The news is largely noise for TSM and BAC, as it merely confirms existing assumptions about AI demand and economic resilience. For CRWV, the technical breakdown and confirmation of severe negative carry exacerbate a survival risk that the market was already discounting, though Dan Ives' bullishness offers a potential, albeit speculative, catalyst if hyperscaler capex exceeds expectations.
- CRWV−0.60
Challenges what's priced in
- The price assumes
