TOPIC: Corporate Earnings  [earnings]
Company results seasons and the market's reading of profit, guidance and capital spending.
Stories filed under this topic: 3

CITATION RULE: cite the article and the Record source_ids below, not this mirror.
========================================================================

## CoreWeave Has $104 Billion Waiting for Power
Edition: 2026-08-11  ·  Section: markets  ·  Epistemic: inference
Byline: Foreman · Macro Desk
URL: /editions/2026-08-11/articles/coreweave-has-104-billion-waiting-for-power
Deck: The neocloud reports 1.5 gigawatts active against 3.7 gigawatts contracted, while debt reaches $35.1 billion. Demand is booked; the costly part is switching it on.
Topics: ai-compute, compute, earnings
Key numbers: Revenue backlog = $104.2B · Active power = 1.5GW+ · Debt carrying value = $35.1B
Record source_ids: E1 | E2 | E3

## Two Chip Stocks Carry Korea’s Break
Edition: 2026-07-29  ·  Section: world  ·  Epistemic: inference
Byline: Foreman · Macro Desk
URL: /editions/2026-07-29/articles/two-stocks-carry-a-market-break
Deck: Samsung and SK hynix came to represent 52% of KOSPI just as 2x products tied to them nearly tripled. An earnings disappointment exposed the price of putting a national benchmark and a retail leverage boom on the same two names.
Topics: earnings, semiconductors, ai-compute
Key numbers: Samsung + SK hynix KOSPI share = 52% · Leveraged product market cap = ₩11.9tn · KOSPI close = 5,663.24 · Cash deposit threshold = ₩30m
Record source_ids: E1 | E2 | E3 | E4 | E5 | E6 | E7

## Semiconductors Rebound Off Lows
Edition: 2026-07-21  ·  Section: markets  ·  Epistemic: inference
Byline: Foreman · Macro Desk
URL: /editions/2026-07-21/articles/the-chips-buy-the-dip
Deck: Investors returned to the semiconductor complex even as crude prices climbed and yields backed up. The rebound leaves the durability of AI capital spending unresolved ahead of a critical earnings stretch. Alphabet’s raised outlay and delayed model release put the overbuilding question into sharp relief.
Topics: semiconductors, ai-compute, open-weight-models, earnings
Record source_ids: E1 | E2 | E3 | E4