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VOICE ARCHIVE

@dariocpx

@dariocpx
16 posts
2026-03-07
In other words: lenders stopped bankrolling Oracle
2026-03-07 View on X
Bloomberg

Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site

Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …

2026-02-12
SoftBank just missed Wall Street Net Income estimates by 70% [image]
2026-02-12 View on X
CNBC

SoftBank reports Q3 net profit of ~$1.6B, below est., and Vision Fund posts a ~$2.4B gain, after a ~$4.2B gain in its OpenAI investment helped it offset losses

SoftBank posted a $2.4 billion gain at its Vision Fund in the December quarter as a jump in the value of its OpenAI investment helped offset losses in some of its other bets.

2026-01-30
Unless the SEC abolishes the requirement to Audit the financials and file a comprehensive S-1 ahead of an IPO, there are no chances either OpenAI or Anthropic can even go IPO because their numbers will reveal to the broad myopic public they are literally a slaughterhouse of cash
2026-01-30 View on X
Wall Street Journal

Sources: OpenAI is laying the groundwork for an IPO in Q4 2026, and its executives have privately expressed concerns about Anthropic beating OpenAI to an IPO

Rivals are competing to be the first major generative AI startup to tap the public markets  —  OpenAI is laying the groundwork …

2026-01-28
If $ASML has such a great quarter and its order book is exploding, then why will the company cut 1,700 jobs between the Netherlands and the US? - Just highlighting the contradiction here
2026-01-28 View on X
Bloomberg

ASML CEO Christophe Fouquet says the company plans to cut 1,700 jobs, or 4% of its workforce, mainly in its Tech and IT organizations; ASML jumps 5%+ pre-market

Sarah Jacob /Bloomberg:NEW

If $ASML has such a great quarter and its order book is exploding, then why will the company cut 1,700 jobs between the Netherlands and the US? - Just highlighting the contradiction here
2026-01-28 View on X
CNBC

ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales

ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …

2026-01-27
$CRWV is mathematically going to go bust, over 4bn$ of its loans mature this year. Lenders don't want to touch it anymore even with a 10ft pole, no other alternative than Nvidia throwing a lifeline to its client, supplier and investment, but this will only delay the bankruptcy.
2026-01-27 View on X
Bloomberg

iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%

2026-01-26
$CRWV is mathematically going to go bust, over 4bn$ of its loans mature this year. Lenders don't want to touch it anymore even with a 10ft pole, no other alternative than Nvidia throwing a lifeline to its client, supplier and investment, but this will only delay the bankruptcy.
2026-01-26 View on X
Bloomberg

Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%

Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …

2025-11-29
FunFact: CyrusOne Data Center in Illinois “cooling issues” impacting the CME aren't currently impacting any other client operations of CyrusOne across all its Data centers according to DownDetector [image]
2025-11-29 View on X
Reuters

Global futures markets were disrupted for several hours on Friday after CME Group suffered an outage due to a cooling failure at a CyrusOne data center

Global futures markets were disrupted for several hours on Friday after CME Group, the world's largest exchange operator …

Woah, CME halts futures trading for the whole night and only resumes at the exact moment banks borrow 24.4bn$ of liquidity from the FED standing repo on a half day trading - no month end Friday?! Too many coincidences piling up here......... [image]
2025-11-29 View on X
Reuters

Global futures markets were disrupted for several hours on Friday after CME Group suffered an outage due to a cooling failure at a CyrusOne data center

Global futures markets were disrupted for several hours on Friday after CME Group, the world's largest exchange operator …

2025-11-28
FunFact: CyrusOne Data Center in Illinois “cooling issues” impacting the CME aren't currently impacting any other client operations of CyrusOne across all its Data centers according to DownDetector [image]
2025-11-28 View on X
Reuters

CME Group says futures trading on its markets, including for the S&P 500 and Nasdaq, was halted on November 28 due to a cooling issue at CyrusOne's data centers

An outage at the world's biggest exchange operator, CME Group, has halted trade on its currency platform …

2025-11-20
OpenAI is audited by Fontanello, Duffield & Otake and this is their whole website (no joke, feel free to check it out) [image]
2025-11-20 View on X
Financial Times

As OpenAI committed to spending ~$1.4T on data centers, it hasn't disclosed its auditor nor used an independent accountant to compile its financial statements

Just asking X: @michaeljburry , @silvermanjacob , @dariocpx , @jpatrades , @dariocpx , @michaeljburry , @samanthaladuc , @martinshkreli , and @aagresearch Bluesky: @smtuffy , @prie...

Apparently, I do a better job than the FT journalists who “don't know” who OpenAI auditor is [image]
2025-11-20 View on X
Financial Times

As OpenAI committed to spending ~$1.4T on data centers, it hasn't disclosed its auditor nor used an independent accountant to compile its financial statements

Just asking X: @michaeljburry , @silvermanjacob , @dariocpx , @jpatrades , @dariocpx , @michaeljburry , @samanthaladuc , @martinshkreli , and @aagresearch Bluesky: @smtuffy , @prie...

2025-10-30
Is he by any chance aware that, to go to IPO, OpenAI needs to do a proper audit and file a comprehensive S-1 form first? 🤔
2025-10-30 View on X
Reuters

Sources: OpenAI is preparing for a US IPO that could value it at ~$1T and has explored raising $60B+, filing as soon as H2 2026, and listing in 2027

OpenAI is laying the groundwork for an initial public offering that could value the company at up to around $1 trillion …

2025-03-29
Without this Nvidia order, CoreWeave IPO would have imploded. Now the company, that was targeting a 55-47$ price range is instead going to start trading at 40$ (thanks to Nvidia last minute backstop order) ~19bn$ valuation Reminder: MSM was spreading misinformation claiming
2025-03-29 View on X
CNBC

CoreWeave raised $1.5B in its IPO, selling ~37.5M shares at $40 each, down from a planned 49M shares at $47-$55; source: Nvidia anchored with a ~$250M order

but many buzzy tech IPOs remain in the pipeline Thomas Maxwell / Gizmodo : CoreWeave Is at the Center of the AI Revolution, and Its IPO looks Like a House of Cards Helene Braun / C...

Without this Nvidia order, CoreWeave IPO would have imploded. Now the company, that was targeting a 55-47$ price range is instead going to start trading at 40$ (thanks to Nvidia last minute backstop order) ~19bn$ valuation Reminder: MSM was spreading misinformation claiming
2025-03-29 View on X
CNBC

CoreWeave closes flat at $40 in its Nasdaq debut; CoreWeave's offering is the largest US IPO since UiPath's NYSE debut in 2021

CoreWeave's stock opened at $39 and closed at $40 in its Nasdaq debut on Friday after the company sold shares at $40 a piece, below the expected range.

2025-03-28
Without this Nvidia order, CoreWeave IPO would have imploded. Now the company, that was targeting a 55-47$ price range is instead going to start trading at 40$ (thanks to Nvidia last minute backstop order) ~19bn$ valuation Reminder: MSM was spreading misinformation claiming
2025-03-28 View on X
CNBC

CoreWeave raised $1.5B in its IPO, selling ~37.5M shares at $40 each, down from a planned 49M shares at $47-$55; source: Nvidia anchored with a ~$250M order

CoreWeave on Thursday priced shares at $40 in the company's IPO, raising $1.5 billion in the biggest U.S. tech offering since 2021, CNBC has confirmed.