📊 The AI trade came back to life. The Nasdaq jumped 1.60% to 25,466.19, the S&P 500 rose 1.31%, the Dow added 0.49% and Canada’s S&P/TSX Composite climbed 0.67%. ☁️ CoreWeave ($CRWV) rocketed 24.71% to $60.77 after beating on third quarter revenue and raising 2026 guidance for both revenue and operating income. CEO Michael Intrator said the company is 10 times oversubscribed on its remaining 2027 capacity. 🤖 Nvidia ($NVDA) climbed 2.9%, clawing back part of a nearly 10% drop to start the week after Jensen Huang confirmed the affair. The rebound helped lift the broader tape. 🍎 Apple ($AAPL) rose 2.04% to $355.63 for its third record close of November. The $5.1 trillion company is up 30.5% this year, nearly triple the S&P 500’s 11.6% gain. 🔌 Celestica ($CLS) led the TSX, jumping 8.38% to $345.43 as tech and energy drove the index higher. Kinaxis ($KXS) added 6.37%, while Lithium Americas was the worst performer at 12.27% lower. 🏛️ Anthropic said in an updated SEC filing that it will offer 825 million shares in an IPO planned for next week, at a valuation of as much as $1.4 trillion. Separately, Goldman now expects a Fed hike in March on top of December, and Chicago Fed’s Austan Goolsbee called the October CPI print borderline disturbing. 👨🏻💻 Researched and written daily by @timemino
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Anthropic is going public next week at up to $1.4 trillion. Fair value or too rich?
Fair, it grows into it
Too rich
128 votes · 5d left
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