Coreweave is a topic tracked in our intelligence system with 5 linked articles.
StoneX reiterates a Buy rating and $57 price target on Galaxy Digital (GLXY), arguing the market is underpricing its Helios AI data center business despite investor anxiety over CoreWeave's debt.
CoreWeave's bonds crossed into distressed territory (yielding ~1,000bps over Treasuries) and its stock fell more than 20%, prompting Chamath Palihapitiya and others to ask whether the AI datacenter buildout is a private-credit bubble whose pain is now spreading to the broader AI sector.
Nine public companies — including CoreWeave, Broadcom, Verizon, and Applied Optoelectronics — have objected to crypto exchange OKX offering tokenized versions of their shares, citing concerns about impacts on stock price, liquidity, and volatility.
Galaxy Digital fell ~12% after Q2 loss even as its Helios AI data center begins generating revenue, with an $80M quarterly leasing revenue target and a 5.7GW AI infra pipeline funded by a $3.5B private debt deal.
Menlo Ventures raises $3B across two AI-focused funds to back seed/Series A and growth-stage AI startups, emphasizing a multi-model, infrastructure-and-apps strategy and noting bottlenecks around production, compute, and security.
Centralize, a stealth-era startup by ex-Slack/Meta engineers, raises $15M Series A led by NEA to build a 'deal GPS' for enterprise revenue teams, bringing total funding to $19M since 2023, with early traction and a live AI-driven relationship-mapping platform.
Subscribe for real-time topic updates and unlimited access to our intelligence platform.