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ROE>0.15; Free cash flow/Market Cap>0.03; d/e<0.5; d/e>0; Market Cap>3B

<video src="https://www.youtube.com/embed/PfBaSDKkqlE" poster="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/MU ZinoPreview_23e6c8371765978167449.jpeg" data="{&quot;videoUrl&quot;:&quot;https://www.youtube.com/embed/PfBaSDKkqlE&quot;,&quot;coverUrl&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/MU ZinoPreview_23e6c8371765978167449.jpeg&quot;}"></video>Lennar’s <a href="https://investors.lennar.com/press-releases/2025/12-16-2025-213022894" target='__blank'>fourth-quarter earnings</a> offered a clear snapshot of the pressure facing U.S. homebuilders as affordability constraints, cautious consumers, and an increasingly promotional sales environment continue to weigh on profitability. While headline revenue modestly exceeded expectations and order growth was solid, margins told the real story—and investors reacted accordingly. Shares slid more than 3% following the release, breaking below key 200-day moving average support near $118 and drifting toward the August low around $110. With the 2025 low near $98 looming below, the technical picture is deteriorating alongside the fundamental backdrop.From an operating standpoint, Lennar delivered <a href="https://finance.yahoo.com/news/lennar-shares-drop-q4-earnings-221606733.html" target='__blank'>mixed results</a> that mirror broader industry trends. Adjusted Q4 EPS of $2.03 missed consensus expectations, even as revenue of $9.4 billion topped estimates. Deliveries rose 4% year over year to 23,034 homes, and new orders jumped an eye-catching 18% to just over 20,000 homes. On the surface, that demand resilience looks encouraging. Dig deeper, however, and it becomes clear that volume is being sustained largely through aggressive incentives and price adjustments rather than organic improvement in buyer confidence.Margins were the focal point—and the disappointment. Gross margin on home sales fell sharply to 17.0%, down more than 400 basis points from a year ago. Lennar acknowledged that incentives and price concessions averaged roughly 14% during the quarter, a striking figure that underscores how competitive the sales environment has become. Lower revenue per square foot, higher land costs, and elevated promotional activity overwhelmed the benefits of easing construction costs. In short, builders are still selling homes, but they are paying a steep price to do so.This dynamic reflects the broader homebuilding environment as mortgage rates remain restrictive relative to income growth and consumer confidence remains fragile. Even with rates drifting modestly lower during the quarter, affordability challenges persisted, forcing builders like Lennar to lean heavily on mortgage rate buydowns and other incentives to keep traffic flowing. That strategy supports near-term volumes but compresses margins and limits earnings leverage—an uncomfortable tradeoff for investors accustomed to the sector’s post-pandemic profitability.Lennar’s guidance reinforced those concerns. For the first quarter of fiscal 2026, the company expects gross margins to fall further, to a range of 15%–16%, alongside SG&amp;A rising to roughly 9.5% of home sales. Average selling prices are projected to decline sequentially to $365,000–$375,000, down from $386,000 in Q4. Management framed this as typical seasonality combined with softer market conditions, but the takeaway for investors is that margin pressure is not abating—it’s intensifying.The company is also deliberately slowing its sales pace per community, a strategy aimed at maintaining overall volume while adjusting to weaker demand at the local level. Starts and sales per community dipped to 3.7 and 4.0 homes per month, respectively, even as community count rose to 1,708. This approach highlights the balancing act builders are attempting: protect market share and scale while avoiding excess inventory and deeper price cuts. Inventory turns did improve to 2.2x, aided by shorter construction cycles, but that operational efficiency has not been enough to offset pricing pressure.Beyond core homebuilding, ancillary businesses added little support. Financial services earnings declined year over year, reflecting lower loan volumes and reduced profitability per loan, while the multifamily segment posted a $44 million operating loss. These areas, once incremental tailwinds, are now neutral to negative contributors in a slowing housing cycle.From a market perspective, Lennar’s stock action suggests investors are increasingly skeptical that the industry can engineer a soft landing for margins. The break below the 200-day moving average is technically significant, particularly given the stock’s proximity to the $110 area and the next major support near $98. Unless there is a clear inflection in demand or a sustained improvement in affordability, rallies are likely to be viewed as selling opportunities rather than the start of a new uptrend.Stepping back, Lennar’s results underscore a broader truth about the homebuilding sector: volume growth alone is no longer enough. The industry is operating in a “new normal” defined by structurally higher mortgage rates, cautious buyers, and intense competition. Builders are adapting by cutting costs, leaning on incentives, and prioritizing balance sheet strength—but the margin compression is real and persistent. Until affordability meaningfully improves or demand reaccelerates without promotional crutches, earnings power across the group will remain under pressure, and stocks like Lennar may continue to search for firmer footing lower on the chart.

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Housing

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Analysis

Technical Analysis

Negative Catalysts

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NorthAmerica

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Mortgage Rates & Lending

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Top Losers

Percentage Declines

Residential building 

Lennar

Homebuilders Crack Under Pressure: Lennar Breaks Key Support as Incentives Surge and Margins Sink

The U.S. Bureau of Labor Statistics (BLS) released the latest nonfarm payrolls report. In November, U.S. nonfarm employment increased by 64,000, beating market expectations of 50,000.<img data-json="{&quot;id&quot;:&quot;6643b1b1-7ec0-4cdc-a196-0f57ba8da9bd&quot;,&quot;type&quot;:&quot;image&quot;,&quot;alt&quot;:&quot;&quot;,&quot;children&quot;:[{&quot;text&quot;:&quot;&quot;}],&quot;src&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/2713e02b-872b-49e0-8ca1-2c1ad7122a6d_image_cb9d19921765898854444.png&quot;}" src="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/2713e02b-872b-49e0-8ca1-2c1ad7122a6d_image_cb9d19921765898854444.png" contentEditable="false" style="display: block; margin: 0 auto; maxWidth: 100%" />However, the unemployment rate unexpectedly rose to 4.6% in November, above the expected 4.5%, marking the highest level since September 2021. October’s unemployment rate was permanently unavailable due to the government shutdown.<img data-json="{&quot;id&quot;:&quot;2b96ab00-67c0-460a-b28a-5445920e718a&quot;,&quot;type&quot;:&quot;image&quot;,&quot;alt&quot;:&quot;&quot;,&quot;children&quot;:[{&quot;text&quot;:&quot;&quot;}],&quot;src&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/b982bda7-9fdd-4258-9cf8-ddc4c1cb4707_image_a9af838a1765898836610.png&quot;}" src="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/b982bda7-9fdd-4258-9cf8-ddc4c1cb4707_image_a9af838a1765898836610.png" contentEditable="false" style="display: block; margin: 0 auto; maxWidth: 100%" />In addition, the BLS released the delayed October nonfarm payroll data, which had been suspended because of the shutdown. Employment in October declined by 105,000, far worse than the market expectation of a 25,000 decline. The BLS stated it was unable to quantify the impact of the shutdown on the October–November surveys, indicating deficiencies in data completeness and comparability.The BLS also revised down employment figures for August and September. August payrolls were revised from a decline of 4,000 to a decline of 26,000, while September was revised from an increase of 119,000 to 108,000. Combined, these revisions subtracted 33,000 jobs, further confirming labor-market weakness.Following the data release, federal funds futures showed that the probability of a January rate cut rose modestly to 31%, up from 22% before the report.Markets currently expect the Federal Reserve to cut rates twice in 2026. However, the December dot plot indicates that FOMC officials anticipate only one rate cut next year.<img data-json="{&quot;id&quot;:&quot;c59a948a-660b-455a-b55f-1e51005bc78d&quot;,&quot;type&quot;:&quot;image&quot;,&quot;alt&quot;:&quot;&quot;,&quot;children&quot;:[{&quot;text&quot;:&quot;&quot;}],&quot;src&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/a30d28b5-379d-4e85-bdbd-3582464cb397_image_2e8d99be1765898890999.png&quot;}" src="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/a30d28b5-379d-4e85-bdbd-3582464cb397_image_2e8d99be1765898890999.png" contentEditable="false" style="display: block; margin: 0 auto; maxWidth: 100%" />Healthcare Remains the Hiring Engine, Manufacturing Jobs Continue to DeclineBy sector, healthcare remained the primary source of job growth in November, adding 46,000 jobs—above its past-year average of 39,000 per month. Construction added 28,000 jobs, while social assistance gained 18,000.Other sectors were far weaker. Despite repeated calls for reshoring manufacturing, the data do not support that narrative. Manufacturing employment fell by 5,000 in November, following a 9,000 decline in October.Although the “Department of Government Efficiency” (DOGE) has been dissolved, its effects persist. Federal government employment declined by 6,000 in November, after a sharp drop of 162,000 in October, becoming a major drag on overall employment.Transportation and warehousing shed 18,000 jobs in November, concentrated in courier and logistics roles, signaling synchronized cooling in consumer demand and freight activity.Wage data also pointed to deceleration. Average hourly earnings rose 3.5% year over year in November, the slowest pace since May 2021. Slowing real wage growth implies declining household purchasing power.<img data-json="{&quot;id&quot;:&quot;bd85793b-d29c-4507-aa7e-db731298d1ce&quot;,&quot;type&quot;:&quot;image&quot;,&quot;alt&quot;:&quot;&quot;,&quot;children&quot;:[{&quot;text&quot;:&quot;&quot;}],&quot;src&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/506ef353-eacc-42dc-9b5f-9a368c8e5046_image_86ce87f01765898912617.png&quot;}" src="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/506ef353-eacc-42dc-9b5f-9a368c8e5046_image_86ce87f01765898912617.png" contentEditable="false" style="display: block; margin: 0 auto; maxWidth: 100%" />There was, however, one positive signal: average weekly hours increased to 34.3, the highest level since July. Working hours are a leading indicator for layoffs, as employers typically reduce hours before cutting headcount.Many economists describe the current labor market as one of “low layoffs, low hiring.” Companies are not engaging in mass layoffs, but hiring appetite has turned cautious, partly because AI is replacing many entry-level roles.Analysts Focus More on Rising Unemployment Risk; January Payrolls May Be More Informative“This report sets a slightly dovish tone for monetary policy,” said Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments. “The rise in unemployment warrants attention. We expect rate cuts in the first quarter, which should support risk assets.”Seema Shah, Chief Global Strategist at Principal Asset Management, expressed skepticism about the data due to distortions and tighter immigration policy. “The labor market is cooling and warrants additional monetary easing, at least toward a neutral stance. The Fed may want more evidence of weakness, but based on today’s data, next year’s rate cuts could exceed the single cut implied by the dot plot.”“We are more focused on wages,” said Bloomberg Intelligence analyst Ira Jersey. “Hourly earnings growth slowed to 3.5%, the lowest level of this cycle, suggesting the Fed may still lean toward easing.”“Both October and November employment data look weak,” said Bloomberg economists Anna Wong, Stuart Paul, and Chris G. Collins. “Private-sector hiring is improving only marginally. While massive AI data-center demand supports construction jobs, hiring concentration in just a few sectors is concerning. In hindsight, December’s rate cut was the right decision.”Some analysts argue the current data lack comparability, and that December’s payroll report—released next year—may be more informative.“Given the prior data disruption, the Fed is unlikely to place much weight on today’s report,” said Kay Haigh, Global Co-Head of Fixed Income and Liquidity Solutions at Goldman Sachs Asset Management. “The December payrolls report, released ahead of the January FOMC meeting, will carry greater significance.”Samuel Tombs, Chief U.S. Economist at Pantheon Macroeconomics, noted: “The labor market is weak but still resilient, and not weak enough to justify a January rate cut.”

Employment Reports

Monthly Job Data

Unemployment Figures

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Labor Force Participation

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SPDR S&P 500 ETF Trust

Nov. Payrolls Beat, But Rising Unemployment Sets Off Market Alarms

<img data-json="{&quot;id&quot;:&quot;15aad0ac-56dd-44c1-8123-467e062548ff&quot;,&quot;type&quot;:&quot;image&quot;,&quot;alt&quot;:&quot;&quot;,&quot;children&quot;:[{&quot;text&quot;:&quot;&quot;}],&quot;src&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/a10e5c2c-eb6a-4bd9-80bb-83cf08e6dcc8_image_43012b731765931500389.png&quot;}" src="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/a10e5c2c-eb6a-4bd9-80bb-83cf08e6dcc8_image_43012b731765931500389.png" contentEditable="false" style="display: block; margin: 0 auto; maxWidth: 100%" />In the high-stakes arena of artificial intelligence, few companies have risen as meteorically—or fallen as spectacularly—as CoreWeave. Once hailed as the vanguard of AI infrastructure, the firm has shed a staggering $33 billion in market value over just six weeks, with shares plummeting 46% amid mounting fears of an AI bubble. This nosedive, exacerbated by construction delays from Texas rainstorms, a botched merger, and pointed criticism from short-selling legend Jim Chanos, underscores the fragility of the sector&#39;s gold-rush mentality. As investors recoil, CoreWeave&#39;s woes serve as a stark warning: the AI hype train may be derailing faster than anticipated.The Precipitous Share-Price Plunge<visualization data='{&quot;components&quot;:[{&quot;uuid&quot;:&quot;4bbe16b29c0361d2&quot;,&quot;config&quot;:{&quot;marketTag&quot;:&quot;NASDAQ&quot;,&quot;show_type_id&quot;:702,&quot;tradeClass&quot;:&quot;post_market&quot;,&quot;title&quot;:&quot;KxxV2&quot;,&quot;fsType&quot;:&quot;closed&quot;,&quot;showBottom&quot;:true,&quot;showCodeContrast&quot;:false,&quot;score&quot;:20,&quot;show_type&quot;:&quot;kline3&quot;,&quot;maLine&quot;:[5,10,30,60],&quot;moduleList&quot;:[],&quot;variety&quot;:&quot;stock&quot;,&quot;scoreRuleNames&quot;:&quot;&quot;,&quot;tradeStatus&quot;:&quot;trading&quot;,&quot;codeName&quot;:&quot;Name&quot;,&quot;klineDefaultType&quot;:&quot;fs&quot;,&quot;title_config&quot;:{&quot;config&quot;:{&quot;display&quot;:true,&quot;display2&quot;:false,&quot;txt_style&quot;:0,&quot;url&quot;:&quot;&quot;},&quot;data&quot;:{&quot;h1&quot;:&quot;CRWV Trend&quot;,&quot;h2&quot;:&quot;&quot;},&quot;show_type&quot;:&quot;title1&quot;}},&quot;data&quot;:{&quot;chunks_info&quot;:&quot;[]&quot;,&quot;code_count&quot;:1,&quot;columns&quot;:[{&quot;index_name&quot;:&quot;market_code&quot;,&quot;key&quot;:&quot;market_code&quot;,&quot;label&quot;:&quot;market_code&quot;,&quot;type&quot;:&quot;STR&quot;},{&quot;index_name&quot;:&quot;code&quot;,&quot;key&quot;:&quot;code&quot;,&quot;label&quot;:&quot;hq_code&quot;,&quot;source&quot;:&quot;fixed_index&quot;,&quot;type&quot;:&quot;STR&quot;},{&quot;domain&quot;:&quot;abs_xxxxxx&quot;,&quot;feKey&quot;:&quot;Ticker&quot;,&quot;index_name&quot;:&quot;Ticker&quot;,&quot;key&quot;:&quot;Ticker&quot;,&quot;label&quot;:&quot;code&quot;,&quot;origin_index&quot;:&quot;stock code&quot;,&quot;source&quot;:&quot;fixed_index&quot;,&quot;type&quot;:&quot;STR&quot;,&quot;unit&quot;:&quot;&quot;},{&quot;domain&quot;:&quot;abs_xxxxxx&quot;,&quot;feKey&quot;:&quot;Name&quot;,&quot;index_name&quot;:&quot;Name&quot;,&quot;key&quot;:&quot;Name&quot;,&quot;label&quot;:&quot;name&quot;,&quot;origin_index&quot;:&quot;stock name&quot;,&quot;source&quot;:&quot;fixed_index&quot;,&quot;type&quot;:&quot;STR&quot;,&quot;unit&quot;:&quot;&quot;},{&quot;feKey&quot;:&quot;Date&quot;,&quot;index_name&quot;:&quot;Date&quot;,&quot;key&quot;:&quot;Date&quot;,&quot;label&quot;:&quot;date&quot;,&quot;origin_index&quot;:&quot;Date&quot;,&quot;type&quot;:&quot;DATE&quot;},{&quot;domain&quot;:&quot;abs_xxxxxx&quot;,&quot;feKey&quot;:&quot;Closing Price&quot;,&quot;index_name&quot;:&quot;xxxx@Closing Price&quot;,&quot;key&quot;:&quot;Closing Price&quot;,&quot;label&quot;:&quot;NoIndent&quot;,&quot;report_type&quot;:&quot;TRADE_DAILY&quot;,&quot;source&quot;:&quot;&quot;,&quot;timestamp&quot;:&quot;&quot;,&quot;type&quot;:&quot;DOUBLE&quot;,&quot;unit&quot;:&quot;USD&quot;}],&quot;condition&quot;:&quot;[{\&quot;sonSize\&quot;:2,\&quot;opName\&quot;:\&quot;and\&quot;,\&quot;relatedSize\&quot;:0},{\&quot;sonSize\&quot;:0,\&quot;indexName\&quot;:\&quot;xxxx@stock code\&quot;,\&quot;indexProperties\&quot;:[\&quot;EQUAL CRWV.O\&quot;],\&quot;indexPropertiesMap\&quot;:{\&quot;EQUAL\&quot;:\&quot;CRWV.O\&quot;},\&quot;domain\&quot;:\&quot;abs_xxxxxx\&quot;,\&quot;relatedSize\&quot;:0},{\&quot;sonSize\&quot;:0,\&quot;indexName\&quot;:\&quot;xxxx@Closing Price\&quot;,\&quot;indexProperties\&quot;:[\&quot;xxxxxx 20251216\&quot;,\&quot;xxxxxx 20251216\&quot;],\&quot;indexPropertiesMap\&quot;:{\&quot;xxxxxx\&quot;:\&quot;20251216\&quot;,\&quot;xxxxxx\&quot;:\&quot;20251216\&quot;},\&quot;domain\&quot;:\&quot;abs_xxxxxx\&quot;,\&quot;relatedSize\&quot;:0}]&quot;,&quot;dataSize&quot;:1,&quot;datas&quot;:[{&quot;code&quot;:&quot;CRWV&quot;,&quot;Ticker&quot;:&quot;CRWV.O&quot;,&quot;market_code&quot;:&quot;185&quot;,&quot;Closing Price&quot;:&quot;69.5&quot;,&quot;Date&quot;:&quot;20251216&quot;,&quot;Name&quot;:&quot;CoreWeave&quot;}],&quot;meta&quot;:{&quot;extra&quot;:{}},&quot;row_count&quot;:1,&quot;status_code&quot;:0,&quot;status_msg&quot;:&quot;ok&quot;},&quot;category&quot;:&quot;generic&quot;,&quot;chart_type&quot;:&quot;&quot;,&quot;show_type&quot;:&quot;jgyKline3&quot;,&quot;title_config&quot;:{&quot;config&quot;:{&quot;display&quot;:true,&quot;display2&quot;:false,&quot;txt_style&quot;:0,&quot;url&quot;:&quot;&quot;},&quot;data&quot;:{&quot;h1&quot;:&quot;CRWV Trend&quot;,&quot;h2&quot;:&quot;&quot;},&quot;show_type&quot;:&quot;title1&quot;},&quot;support_refresh&quot;:false,&quot;data_config&quot;:{&quot;data_ext_params&quot;:{},&quot;query_type&quot;:&quot;intusstock&quot;}}],&quot;global&quot;:{&quot;query_type&quot;:&quot;intusstock&quot;},&quot;page&quot;:{&quot;language&quot;:&quot;&quot;,&quot;layout&quot;:{&quot;layout_data&quot;:&quot;[{\&quot;showType\&quot;:\&quot;jgyKline3\&quot;,\&quot;uuid\&quot;:\&quot;4bbe16b29c0361d2\&quot;}]&quot;},&quot;render_for&quot;:&quot;aigc&quot;},&quot;query_condition&quot;:{},&quot;data_config&quot;:{&quot;data_ext_params&quot;:{},&quot;query_type&quot;:&quot;intusstock&quot;}}' dataurl='undefined'></visualization>CoreWeave&#39;s stock, trading under the ticker CRWV, has cratered from a peak of $105.61 in early November to hovering around $70 by mid-December. This 56% drop over six months erases much of the euphoria that followed its blockbuster IPO in March—the largest tech debut since 2021. Shares surged more than 40% in the initial days, fueled by insatiable demand from AI giants like OpenAI, Microsoft, and Meta, who lease vast computing power from CoreWeave&#39;s data centers.Yet, the reversal has been brutal. Investors, already jittery about overinflated valuations in the AI space, have drawn ominous parallels to Enron, the energy giant felled by speculative excess and scandal in 2001. Chanos, famed for foreseeing Enron&#39;s collapse, has publicly lambasted CoreWeave, amplifying doubts about its sustainability. The company&#39;s role as a middleman—buying Nvidia&#39;s advanced AI chips in bulk with high-interest debt, installing them in leased data centers, and renting access to AI developers—has come under intense scrutiny. While revenues doubled to nearly $1.4 billion in the latest quarter from $583 million a year prior, CoreWeave remains unprofitable, posting a $110 million loss.Weather-Induced Setbacks in TexasAt the heart of CoreWeave&#39;s troubles lies a decidedly analog problem: Mother Nature. Heavy rains and winds over the summer battered a construction site in Denton, Texas, delaying concrete pouring by about 60 days. This setback pushed back the completion of a massive 260-megawatt AI data-center cluster by several months. Intended for lease to OpenAI—the force behind ChatGPT and Sora—the project is being built by Core Scientific, a former crypto miner turned key partner.Compounding the issue, design revisions for other data centers in Texas and beyond added further delays, as disclosed in filings. Core Scientific had flagged potential timeline shifts as early as February for &quot;design enhancements to optimize GPU performance,&quot; and weather woes were noted in August. These interruptions highlight the precariousness of the AI infrastructure race, where even minor hiccups can cascade into major financial headaches given the billions at stake.CEO Intrator&#39;s Communication Missteps<img data-json="{&quot;id&quot;:&quot;9e723351-4bf8-46dc-ba69-cc1e19e4fb01&quot;,&quot;type&quot;:&quot;image&quot;,&quot;alt&quot;:&quot;&quot;,&quot;children&quot;:[{&quot;text&quot;:&quot;&quot;}],&quot;src&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/2f56815c-3f02-47cd-a60b-d61bc328d47b_image_c8e08d3e1765931594601.png&quot;}" src="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/2f56815c-3f02-47cd-a60b-d61bc328d47b_image_c8e08d3e1765931594601.png" contentEditable="false" style="display: block; margin: 0 auto; maxWidth: 100%" />CoreWeave&#39;s leadership has not helped matters. CEO Michael Intrator, speaking at a Wall Street Journal event in early November, dismissed bubble fears with optimism: &quot;If you&#39;re building something that accelerates the economy and has fundamental value to the world, the world will find ways to finance an enormous amount of business.&quot; He cited robust demand from multiple buyers as evidence against overinflation.Yet, days later, during a quarterly earnings call on November 10, Intrator&#39;s remarks sowed confusion. Addressing investor queries on delays, he downplayed them as isolated to &quot;one data center&quot; among 32 in the portfolio, insisting it would &quot;catch up.&quot; CFO Nitin Agrawal swiftly corrected him, clarifying that issues affected multiple sites with &quot;one data-center provider,&quot; implying broader systemic challenges. Intrator later acknowledged &quot;very frustrating&quot; frustrations for clients and the need to diversify builders.The inconsistency rattled markets. Shares tumbled 16.3% the next day, closing at $88.39. Intrator repeated the &quot;one data center&quot; line in a CNBC interview with Jim Cramer, only to correct himself again, fueling perceptions of disarray at a time when precision is paramount.Scrutiny on the Business Model and DependenciesCoreWeave&#39;s model thrives on leverage: amassing debt to acquire Nvidia chips—bolstered by Nvidia&#39;s 7% stake in the company—and deploying them rapidly. Backers like Magnetar Capital and Coatue Management have propelled its growth, but critics decry the risks. The firm relies heavily on a few mega-clients; Microsoft alone drove 62% of 2024 revenue, while OpenAI is a top lessee. An exclusivity deal with Nvidia for GPUs creates circular dependencies, raising eyebrows about potential conflicts.Operating margins hover at a meager 4%, far below the interest rates on much of its debt. Analyst Gil Luria of D.A. Davidson calls it &quot;the ugliest balance sheet in technology,&quot; arguing that at its current scale, profitability remains elusive. &quot;The bull case is that they&#39;ll scale into it,&quot; Luria notes, &quot;but this is a company at scale. There is no scaling going on here.&quot;Broader AI Industry Headwinds<img data-json="{&quot;id&quot;:&quot;e4482eef-73ab-47a1-ab63-d6b1fe926f82&quot;,&quot;type&quot;:&quot;image&quot;,&quot;alt&quot;:&quot;&quot;,&quot;children&quot;:[{&quot;text&quot;:&quot;&quot;}],&quot;src&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/5fb7ab1c-5983-43f4-a521-8a7e95cd611a_image_d08b15481765931777396.png&quot;}" src="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/5fb7ab1c-5983-43f4-a521-8a7e95cd611a_image_d08b15481765931777396.png" contentEditable="false" style="display: block; margin: 0 auto; maxWidth: 100%" />CoreWeave&#39;s slide mirrors wider anxieties. Elon Musk&#39;s xAI pushes boundaries with its Colossus project in Tennessee, housing 200,000 Nvidia chips, while rivals challenge Nvidia&#39;s dominance amid &quot;insatiable demand.&quot; However, supply-chain bottlenecks and delayed spending have hit peers: Oracle and Broadcom shares dipped double digits after signaling postponed capex.OpenAI&#39;s admission that profits may not materialize until 2030 amplifies doubts about returns on the trillions pouring into AI. Construction timelines industry-wide are slipping, threatening valuations built on aggressive growth assumptions.Failed Merger and Financing PressuresAdding insult to injury, Core Scientific shareholders rejected CoreWeave&#39;s $9 billion takeover bid in late October. Hedge fund Two Seas Capital, a major stakeholder in Core Scientific and CoreWeave holder, opposed it vehemently, citing exposure to CoreWeave&#39;s volatility and &quot;substantial economic risk.&quot; Shares fell over 6% post-collapse.Financing woes persist. Last week, CoreWeave issued a $2.25 billion convertible bond at lower rates than its usual asset-backed loans, but with dilution risks. Bond market turmoil, sparked by Oracle&#39;s capex surge, spiked CoreWeave&#39;s default insurance costs to 7.9 percentage points. Two Seas&#39; Sina Toussi praises CoreWeave&#39;s operational prowess in maximizing utilization but echoes market wariness on AI&#39;s long-term value.Outlook: Navigating the StormAs CoreWeave grapples with these tempests, its fate may foretell the AI sector&#39;s trajectory. With debt burdens mounting and delays persisting, the company must deliver on promises to restore confidence. Yet, in an ecosystem where innovation outpaces infrastructure, such stumbles could either temper the bubble or burst it outright. Investors, eyeing the horizon, will watch closely—lest this canary&#39;s silence signal deeper troubles ahead.

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<data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPf0e5d938758047f3831439a326edaaf411853940682478077450.txt'>Warren Buffett</data-vis>'s investment philosophy has always been rooted in value, utility, and the ability of an asset to generate compounding returns over time. While he has famously dismissed gold as a "non-producing asset" that "won't do anything except look at you" <a href="https://finance.yahoo.com/news/warren-buffett-said-gold-just-144604103.html">according to analysis</a>, his historical forays into <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP8fb4f55c3cf44e4781e42686a683ad7d3888639482450755547.txt'>silver</data-vis> tell a different story. In 1997, Buffett acquired 111 million ounces of silver-a staggering 25% of global annual production at the time-betting on a supply-demand imbalance that would eventually drive prices higher <a href="https://metalsedge.com/warren-buffett-bought-3500-tons-of-silver/">as reported</a>. Today, as industrial demand for silver surges and supply constraints tighten, the market is echoing the conditions that once made silver a Buffett favorite. For retail investors, this convergence of fundamentals and Buffett's proven playbook makes silver a high-conviction play for 2026. <h3>The Buffett Framework: Productivity Over Speculation</h3>Buffett's disdain for gold stems from its lack of utility. As he noted in a 2011 Berkshire Hathaway annual meeting, gold "has two significant shortcomings: it doesn't produce anything, and it doesn't earn anything" <a href="https://www.cnbc.com/2025/10/17/buffetts-master-class-on-the-problem-with-gold.html">according to CNBC</a>. <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPea66a7610fc84d04be913c26334eedc72864301337891312615.txt'>Silver</data-vis>, however, is a different beast. Over 50% of global silver consumption is industrial, driven by its unparalleled conductivity and critical role in sectors like solar energy, electric vehicles (EVs), and advanced manufacturing <a href="https://www.fool.com/investing/2025/10/23/why-buffett-derides-gold-but-likes-silver/">according to research</a>. This productive use aligns with Buffett's preference for assets that "produce something," whether it's crops from farmland or earnings from a business <a href="https://www.cnbc.com/2025/10/17/buffetts-master-class-on-the-problem-with-gold.html">as Buffett emphasized</a>. <img src="https://cdn.ainvest.com/aigc/hxcmp/images/compress-qwen_generated_1765938970729.jpg.png" style="max-width:100%;"/>Buffett's 1997 silver investment was a masterclass in exploiting structural imbalances. At the time, he identified a 100-million-ounce annual deficit between production and consumption, a gap he believed would force prices upward to restore equilibrium <a href="https://metalsedge.com/warren-buffett-bought-3500-tons-of-silver/">as reported</a>. History proved him right: silver prices surged past $7 an ounce in the years following his accumulation, delivering substantial returns <a href="https://www.nasdaq.com/articles/1-stock-buy-now-warren-buffetts-silver-prediction-has-come-true">as noted</a>. Today, the market is facing a similar, if not more severe, deficit. The Silver Institute projects a 2025 shortfall of 115–120 million ounces, with cumulative deficits over the past four years reaching nearly 700 million ounces <a href="https://carboncredits.com/silver-price-hits-64-as-supply-deficit-enters-fifth-year-prices-may-reach-100-oz/">according to industry analysis</a>. <h3>Industrial Demand: The New Tailwind for Silver</h3>What sets 2026 apart from Buffett's previous silver bets is the explosive growth in industrial demand. Silver's role in renewable energy and technology is no longer a niche story-it's a structural megatrend. For instance, solar panels now account for a significant portion of silver consumption, with advanced "TOPCon" technologies requiring up to 50% more silver than traditional panels <a href="https://investingnews.com/daily/resource-investing/precious-metals-investing/silver-investing/silver-forecast/">according to industry forecasts</a>. Meanwhile, EVs use 25–50 grams of silver per unit, and global production is expected to more than double by 2030 <a href="https://investingnews.com/daily/resource-investing/precious-metals-investing/silver-investing/silver-forecast/">according to analysis</a>. Add in demand from <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPd09b087e41894475be063e8cae9391025875622707356823958.txt'>AI data centers</data-vis>, <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP5d3f9cef8ef742e5ba53f3564f16874c2047110749419968285.txt'>5G infrastructure</data-vis>, and medical devices, and silver's <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPe1a218623084461495ffd0539ed4daae17956992354752335306.txt'>industrial footprint</data-vis> is expanding at an unprecedented rate <a href="https://carboncredits.com/silver-price-hits-64-as-supply-deficit-enters-fifth-year-prices-may-reach-100-oz/">as industry reports indicate</a>. <visualization dataurl="https://cdn.ainvest.com/news/visual/visual_components/viz_a4lvj664.json"></visualization> This demand is inelastic. Unlike gold, which is primarily a speculative store of value, silver's <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP850c544a594842929fe75456cedabc061460105073227656462.txt'>industrial applications</data-vis> are mission-critical. As one analyst put it, "You can't build a solar panel without silver, and you can't power the future without solar panels" <a href="https://www.home.saxo/en-hk/content/articles/commodities/silvers-breakout-year-from-monetary-hedge-to-industrial-powerhouse-10122025">according to market commentary</a>. The problem? <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP69c70c9d493541c9be383274daf96bc52100167780619978413.txt'>Silver production</data-vis> is largely inelastic. Approximately 70% of silver is a byproduct of mining copper, lead, and zinc, meaning miners can't simply "switch on" new silver production to meet demand <a href="https://investingnews.com/daily/resource-investing/precious-metals-investing/silver-investing/silver-forecast/">according to industry reports</a>. This creates a <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP0f45cba2ae26439a854b4816a1ea6b9012571221515505098228.txt'>self-reinforcing cycle</data-vis>: as demand outpaces supply, prices rise, but higher prices do little to stimulate new production, prolonging the deficit <a href="https://carboncredits.com/silver-price-hits-64-as-supply-deficit-enters-fifth-year-prices-may-reach-100-oz/">as analysis shows</a>. <h3><data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPb80ab4d133ff4b1ea75950914a9d9f9a1579074566132719593.txt'>Buffett's Blueprint</data-vis> for 2026</h3>Buffett's historical approach to silver-stealth accumulation during low-volatility periods-offers a roadmap for today's investors. In 1997, he built his position gradually to avoid <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPdff33e341e3f4bcfa6e7fc5af8b6a12612269743779671417377.txt'>market disruption</data-vis>, a strategy that allowed him to lock in favorable prices before triggering a broader rally. Today, <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPc3b7ba16a4cd4153b4ef9dc263eed80c2694643914875668396.txt'>silver inventories</data-vis> are critically low, with the <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP40195739979348d1afdc24ac929c4c4b4310983297253729108.txt'>London Bullion Market Association</data-vis>'s silver holdings at multi-decade lows. This scarcity, combined with a <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPc7e8fa7c01c644e1bca91fd55c2b7aca5046183740064360973.txt'>structural deficit</data-vis>, suggests prices will continue to climb in 2026. Analysts are bullish. The Silver Institute forecasts industrial demand to hit 680.5 million ounces in 2024, with projections for 2026 pointing to even stronger growth <a href="https://carboncredits.com/silver-price-hits-64-as-supply-deficit-enters-fifth-year-prices-may-reach-100-oz/">according to industry reports</a>. Meanwhile, <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP15656eb62b4a46c397bc2c872adb299211342443049964013346.txt'>price targets</data-vis> are climbing. Some experts predict silver could reach $75 by mid-2026 and $90 by year-end, driven by the same <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP6d2f25a2d2024ff58e176fbe3eccefd411433901377785440466.txt'>supply-demand dynamics</data-vis> that once made Buffett a silver magnate <a href="https://investingnews.com/daily/resource-investing/precious-metals-investing/silver-investing/silver-forecast/">according to market analysis</a>. <h3>Why <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPc4b3e789289c46b7b542a9900628f0a613533216335688246676.txt'>Retail Investors</data-vis> Should Act Now</h3>For retail investors, silver offers a rare combination of <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP6e089058514d4355acc62a9e420d623517221046920262825441.txt'>macro-driven momentum</data-vis> and tangible utility. Unlike gold, which Buffett has derided as a "bet on fear," silver is a bet on the future-on solar panels, EVs, and the <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP50f40db372f942fbad71ef27434011e117822197885060336392.txt'>digital infrastructure</data-vis> that will define the next decade <a href="https://www.cnbc.com/2025/10/17/buffetts-master-class-on-the-problem-with-gold.html">according to CNBC analysis</a>. While Berkshire Hathaway has not confirmed new silver investments in 2025, the firm's $344 billion <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPe66c6b3036db49f79784e8ce678eaed617243458707277184890.txt'>cash reserves</data-vis> and cautious stance on equities suggest it's monitoring the space <a href="https://prioritygold.com/robert-kiyosaki-warns-buffetts-gold-and-silver-shift-signals-market-crash/">according to financial reports</a>. If Buffett's playbook is any guide, a strategic reentry into silver could mirror the returns of his 1997 bet. The key for individual investors is to act before the market fully prices in these fundamentals. With silver trading at a discount to its <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUP4a4fddb14bbf41ea9555a176c41952db11788208182042481906.txt'>intrinsic value</data-vis>-driven by its industrial applications and constrained supply-now is the time to position for a 2026 rally. As <data-vis data='https://cdn.ainvest.com/news/visall/data-vis/POPUPd1fae5d33bff4cc3a6df0f5666c6136113544388721781202163.txt'>Buffett</data-vis> once said, "Price is what you pay; value is what you get." In silver's case, the value is undeniable.

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Why Silver Is the Next High-Conviction Play for Retail Investors in 2026

U.S. stocks finished Tuesday’s session mixed at the closing bell, with modest losses in blue chips and small caps offset by gains in large-cap technology. The Dow Jones Industrial Average fell 302 points, or 0.63%, to 48,114 The S&amp;P 500 slipped 16 points, or 0.24%, to 6,800. By contrast, the Nasdaq Composite rose 54 points, or 0.22%, to 23,111, supported by strength in growth-oriented names. Small-cap stocks underperformed, with the Russell 2000 down 2.01 points, or 0.80%, at 249.92, reflecting a more cautious tone toward economically sensitive companies late in the session.What history tells us about bull markets after the 3-year mark 👇 <video src="https://www.youtube.com/embed/gar4srTLRj4" poster="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/kevin Mahn_adca86221765917387612.jpg" data="{&quot;videoUrl&quot;:&quot;https://www.youtube.com/embed/gar4srTLRj4&quot;,&quot;coverUrl&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/kevin Mahn_adca86221765917387612.jpg&quot;}"></video><h3>Labor Market Signals Point to Cooling, Not Collapse</h3><h3></h3><h3></h3>Attention remained on the latest U.S. jobs data, which underscored a labor market that is losing momentum rather than rolling over outright. According to the <a href="https://www.bls.gov/" target='__blank'>U.S. Bureau of Labor Statistics,</a> nonfarm payrolls increased by 64,000 in November, <a href="https://www.ainvest.com/news/jobs-report-chaos-payrolls-beat-unemployment-jumps-fed-cut-clock-ticking-2512/" target='__blank'>modestly above expectations,</a> while prior months were revised lower. The unemployment rate rose to 4.6%, the highest level since mid-2021, reflecting a growing labor force alongside slower hiring rather than a surge in layoffs. Federal Reserve officials have repeatedly emphasized the distinction, framing the current environment as one of cooling demand rather than acute labor stress, a dynamic that supports patience on policy while keeping recession risks in view.<h3>Global Central Banks Diverge as Liquidity Concerns Linger</h3>Overseas, investors are <a href="https://www.ainvest.com/news/central-banks-big-risk-japan-decision-matter-thinks-2512/" target='__blank'>closely tracking meetings</a> this week from the Bank of England, the European Central Bank, and the Bank of Japan, each confronting distinct economic trade-offs. The Bank of England is widely expected to cut rates by 25 basis points, citing weak growth and easing wage pressures, while signaling caution to avoid reigniting inflation, according to guidance from U.K. policymakers. The European Central Bank, by contrast, is expected to hold rates steady, with President Christine Lagarde having said policy is “in a good place,” even as internal debate continues over the longer-term inflation path and growth resilience in the euro zone.The Bank of Japan remains the most consequential for global markets. Japanese policymakers are expected to raise rates modestly, lifting borrowing costs to their highest levels in decades. While some investors fear higher Japanese yields could trigger a rapid unwind of yen-funded carry trades, recent market behavior has challenged that assumption. Japanese government bond yields have risen alongside a weaker yen, suggesting concerns about fiscal sustainability rather than a classic tightening shock. Japanese Ministry of Finance data show overseas investment flows into U.S. assets remain firm, tempering fears of an abrupt global liquidity drain.Bull Market Optimism Tempered by Policy and Political RiskLooking beyond the near term, investors are increasingly debating how long <a href="https://www.ainvest.com/news/analysts-bullish-2026-volatility-2512/" target='__blank'>the current bull market</a> can persist. Kevin Mahn, president and chief investment officer of Hennion &amp; Walsh Asset Management, said in an interview with AInvest’s Capital &amp; Power that he expects markets to continue moving higher into 2026, though with greater volatility than in recent years. “I do feel conviction in that the market should continue to move higher in 2026, albeit with much more volatility than we experienced in 2025,” Mahn said.Mahn pointed to a dense policy calendar as a key risk, including U.S. midterm elections, recurring debt-ceiling debates, and leadership changes at the Federal Reserve expected in 2026. Historically, he noted, bull markets that extend beyond three years have lasted an average of eight years, suggesting the current cycle may have room to run. Still, he cautioned that leadership within the market is likely to rotate, urging investors to diversify rather than rely on the sectors that dominated earlier gains.Artificial intelligence remains a long-term growth theme, but one that could contribute to sharper swings. Mahn described the current phase of AI adoption as early-stage, driven largely by infrastructure investment in data centers and power systems, while warning that skepticism around valuations is likely to persist. At the same time, he cautioned that inflation may not ease as quickly as some forecasts suggest, potentially complicating expectations for rate cuts later in 2026.

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