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 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.
- 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 15, 2026
- by Novalis
- 11 minutes read
- 521 Views
USA und Iran einigen sich: Der Ölpreis fällt — und die Börsen atmen auf
USA und Iran einigen sich: Der Ölpreis fällt — und die Börsen atmen, als hätte jemand den Weltmarkt kurz entklemmt Manchmal erkennt man die Bedeutung einer Nachricht nicht an den.
- Juni 14, 2026
- by Novalis
- 14 minutes read
- 591 Views
WM 2026: Deutschland gewinnt 7:1 – aber die wahre Geldmaschine läuft in Amerika
WM 2026: Wie Deutschland gewinnt, Amerika kassiert und FIFA Aufmerksamkeit in Geld verwandelt Deutschland gewinnt 7:1 gegen Curaçao, und natürlich könnte man jetzt über Kai Havertz, Jamal Musiala, Felix Nmecha,.
