CoreWeave: The AI Boom Has Found Its Most Leveraged Business Model
The Capital · Stock Analysis · August 12, 2026 CoreWeave doubled quarterly revenue, ended June with roughly $104 billion of backlog and added more than $25 billion of new customer.
- August 11, 2026
- by Novalis
- 16 minutes read
- 21 Views
Palantir: The Business Is Becoming Extraordinary. The Valuation Already Assumes It.
The Capital · Stock Analysis · August 11, 2026 Palantir has reached the point where dismissing the company as an AI narrative is intellectually lazy. Revenue grew 93%, U.S. commercial.
- August 10, 2026
- by Novalis
- 21 minutes read
- 36 Views
SpaceX After the IPO: The Rocket Has Launched. Now Gravity Begins
Stock Analysis · SpaceX · August 10, 2026 Eight weeks after the largest IPO in history, SpaceX shares are back roughly where the story began. In between came euphoria, a.
- Juli 6, 2026
- by Novalis
- 17 minutes read
- 60 Views
Beyond Meat-Aktie: Unter 1 Dollar – Turnaround oder Verwässerungsfalle?
Deep Dive · Beyond Meat · Juli 2026 Beyond Meat versucht nicht nur, ein angeschlagenes Geschäft zu retten. Der Konzern baut gleichzeitig seine Bilanz um, verlässt alte Märkte, testet neue.
- Juli 5, 2026
- by Novalis
- 15 minutes read
- 59 Views
Diginex Stock: Cheap, Diluted and Almost Impossible to Value
Diginex Stock: The $1.5 Billion Deal Is Real. So Is the Dilution. | The Kapital The Kapital Deep Dive · DGNX · 5 July 2026 A roughly $33 million listed.
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- Juli 4, 2026
- by Novalis
- 17 minutes read
- 115 Views
EcoGraf-Aktie: Der Graphit-Discount ist real. Die Verwässerung auch
EcoGraf-Aktie: Der Graphit-Discount ist real. Die Verwässerung auch. | The Kapital The Kapital · EcoGraf Deep Dive · Analyse . US$516 Mio. Projektwert treffen auf rund A$125 Mio. Börsenwert. Das.
- Juni 24, 2026
- by Novalis
- 7 minutes read
- 19 Views
The AI Trade Cracks: When the Market Stops Paying for Growth Without Proof
The Kapital · English Research · Fund Manager View The AI boom is real. That is not the question. The question is whether the market has started to price every.
- Juni 18, 2026
- by Novalis
- 22 minutes read
- 107 Views
Applied Digital Stock: AI Gold Mine or the Next Data-Center Bubble?
Applied Digital Stock: AI Gold Mine or the Next Data-Center Bubble? The Kapital · Global Deep Dive · Applied Digital Applied Digital is not selling chips, software or consumer magic..
- Juni 18, 2026
- by Novalis
- 19 minutes read
- 134 Views
Amazon Stock: Expensive Retailer or Underpriced Infrastructure Monopoly?
Amazon Stock: Expensive Retailer or Underpriced Infrastructure Monopoly? The Kapital · Global Deep Dive · Amazon At roughly $237 a share, Amazon is no longer a clean e-commerce story, not.
