CoreWeave, Archer Aviation, Carnival: Trendkicker

00:00 Brian Society

Now time for some of today's trend kickers. We watch CoreWeave, Archer Aviation and Carnival. If we come to me now, we have my morning co-moderator, Madison Mills here on the set. First we have to speak a small coreweave here. Here, the scene for CoreWeave is essentially after Nvidia rose to 24.18 million shares, 7% of the outstanding number for shares. We take a look at the CoreWeave shares, which are currently around 18.6% higher.

00:35 Madison Mills

Yes, it is interesting because Nvidia was an important supporter behind the IPO here in March in March and they continue to increase their share, which leads to a huge pop in the stock. It has increased almost 19% here, but some of the most important fundamental head winds remain, regardless of who supports the company. I spoke to Gil Luria, an analyst who covers this stock at the beginning of this week, and he said that one of the most important challenges here was the customer base and the company's capital structure. And as a reminder, according to the results of the company, the income was better than expected, but then they had an increase in their debt burden, I think, almost $ 20 to $ 23 billion. And that is a question mark for the company how this guilt will look, since we are obviously also in a higher interest rate environment for a longer interest environment and what the ROI will look like on it. In addition, the company's largest customer, Openaai, have a multi-year commitment, but if you continue to announce further investments in the Middle East this week and of course commit yourself to Stargate, this 500-billion dollar project in the USA, ask how sticky this relationship with CoreWeaven will be.

02:04 Brian Society

Yes, this Openai relationship, the strategic business, as they noticed on their income, and said that this also increased a sales deficit of 11.2 billion US dollars. So that a positive and then also announced a partnership with IBM that delivers more calculation for the granite models from IBM. We also pursue this company, Archer Aviation, and we are expanding the profits when it was announced that it will be the official air taxi provider of the Olympic and Paralympic Games in 2028.

02:43 Madison Mills

This is a company that I am familiar with. I was able to visit their production facilities in California before. They are certainly one of the most important moving companies when it comes to Evtols, electric vehicles and landings. Joby is too, but we saw that Archer was really able to surpass his competitors. Of course, there is a question mark in regulation. At the moment, the FAA has many headwinds with which you can deal with that is not about to get clarity about what the regulatory background will look like for these Evtols. Regardless of this, we continue to increase the shares here. You just looked at this share price last year, and it was certainly an outperformer.

03:29 Brian Society

Yes, I had an interview from one of the jobs, the competitor. However, it was still on land.

03:36 Madison Mills

You didn't let me go into you. This is cool.

03:40 Brian Society

But I didn't get air at all. I didn't do it

03:46 Madison Mills

I went to a wrong one. You wouldn't let me go to a real one, what how is how

03:51 Brian Society

Maybe I did the same. Perhaps we may be in real use in our future and we will go on electric vehicle. Yes. That is what we will do. The first CEO interview from the air, it will be you and I.

04:05 Madison Mills

I'm proud of you.

04:14 Brian Society

A little more achievable for us, perhaps a cruise ship that receives the carnival, which will receive an upgrade from the reduction in HSBC and remove the sales assessment on Wall Street here. Take a look at the shares of the cruise operator. In this news it has increased by about 1%.

04:34 Madison Mills

Yes, I mean, I am interested in why the share has increased by over 1.5% due to an upgrade, since it only removes equivalent rating of stock sales. It is still a hold. It's just an upgrade from reduction to hold. Nevertheless, obviously a little change to the upward trend in the stock. The analysts here are talking about how strong the booking trends after the newly strong pandemic restart after the Koviden 19 pandemic were strong and talk about how slow profit recovery towards colleagues was an important problem. After the cruise operators generally showed flexibility in the right sizes, travel routes, and only a little more flexibility in the health insurers with the right factor in the areas. Here, too, CCL could do better in a serious downturn compared to others. Perhaps this is a sign of a potential positive step for the future stock.

05:32 Brian Society

Okay, we will watch it and the cruise operator and all ships that you operate from here. Maddie, thank you very much.

05:41 Madison Mills

Thank you very much.

05:42 Brian Society

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