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<p>The U.S. government's prolonged shutdown and its economic ripple effects have intensified pressure on policymakers to resolve the standoff, but the spotlight has also turned to potential shifts in Federal Reserve leadership. Kevin Hassett, President Donald Trump's top economic adviser, has signaled openness to becoming the next Fed chair and outlined a vision that includes slashing interest rates and restructuring the central bank's research apparatus. His remarks, delivered at the Economic Club of Washington and in subsequent interviews, underscore a growing appetite for interventionist monetary policy amid economic uncertainty, as reported by <a href="https://www.barrons.com/livecoverage/government-shutdown-news-today-111225/card/hassett-would-reduce-staff-s-sway-if-picked-as-fed-chair-he-says-n1cuaMHwZTkg4y1xh8Ht?gaa_at=eafs&gaa_n=AWEtsqc5J6z90zwsrVRxTy3b3ODPlkbyctSK4Niu36Gbk-ZnErzprejtrStM&gaa_sig=OlU2T1S3o_s5y72Qed_n5sH2OmCGuQxs-bAJCmrjF_svzfjix_SMHOJOiWYkMtol-IuJcvW7AjVPgoT8JG1eIg%3D%3D&gaa_ts=6914f684&modCode=hp_LEDE_C_LC_1">Barron’s</a>.  </p><p><img src="https://cdn.ainvest.com/aigc/hxcmp/images/compress-qwen_generated_1762994899696.jpg.png" style="max-width:100%;"/> Hassett, a former Fed researcher, emphasized that his tenure at the central bank equipped him to streamline its operations. "Having the best forecasters of the world who are really building nonlinear time series models and so on would be a good investment," he said, hinting at a desire to overhaul the Fed's analytical framework, according to a <a href="https://www.bloomberg.com/news/articles/2025-11-12/hassett-says-he-would-accept-fed-chair-job-wants-lower-rates">Bloomberg report</a>. He also criticized the Fed's current communication strategy, noting its "strengths and weaknesses" and suggesting a need for more transparent and nonpartisan messaging, per that Bloomberg report.  </p><p><backtest-component
  code="SPY"
  id="strategy_001"
  range="3"
  market="169">
</backtest-component>A key component of Hassett's platform would involve reducing the influence of the Fed's staff, a move that could reshape how monetary policy is formulated. "Changes at the Fed under a potential Kevin Hassett chairmanship would start with the agency's staff," he stated, suggesting a shift toward top-down decision-making, as Barron’s reported. This approach aligns with Trump's broader skepticism of institutional expertise, though Hassett assured that his leadership would avoid "uncomfortably correlated" partisan outcomes, per the Bloomberg report.  </p><p>Meanwhile, the government shutdown, now in its 40th day, continues to strain public services and economic activity. Hassett warned that prolonged disruptions, particularly in air traffic control, could push fourth-quarter GDP into negative territory, as noted in a <a href="https://finance.yahoo.com/news/us-fourth-quarter-gdp-could-162535305.html">Yahoo Finance report</a>. His dual focus on fiscal and monetary solutions reflects a broader administration strategy to address both immediate crises and long-term structural challenges.  </p><p> As Senate leaders negotiate a funding bill to end the shutdown, Hassett's Fed ambitions remain a wildcard. His readiness to assume the chair, coupled with his advocacy for rate cuts and institutional reform, signals a potential pivot toward a more activist monetary policy. Yet, with confirmation battles looming and economic headwinds mounting, the path to enacting his vision remains uncertain, according to the Bloomberg report.</p>

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Administrative Reforms

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Structural Adjustments

Monetary Policy

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Hassett's Fed Vision: Aggressive Cuts vs. Structural Reform

Circle Internet Financial (CRCL) has emerged as a focal point in the evolving blockchain and stablecoin landscape, with Q3 2025 results underscoring both its explosive growth and the challenges of sustaining profitability. The company's 66% year-over-year revenue surge to $740 million, coupled with a 108% increase in USDC stablecoin circulation to $73.7 billion, has positioned it at the intersection of institutional optimism and regulatory tailwinds. Yet, rising operating expenses and the speculative nature of its blockchain initiatives raise critical questions: Is CRCL navigating a sustainable inflection point, or is it overextending to capitalize on a fleeting market narrative?  </p><h3><strong>Financial Performance: A Double-Edged Sword</strong></h3><p>Circle's Q3 2025 earnings report revealed a company in hypergrowth mode. Revenue of $740 million far exceeded analyst expectations, driven by USDC's dominance in the stablecoin market and a 202% year-over-year jump in net income to $214 million, according to a <a href="https://finance.yahoo.com/news/circle-internet-reports-66-revenue-121008246.html">Yahoo Finance</a> report. Adjusted EBITDA also rose 78% to $166 million, according to an <a href="https://ng.investing.com/news/stock-market-news/circle-internet-reports-66-revenue-growth-as-usdc-circulation-doubles-2202688">Investing.com</a> report, reflecting operational efficiency despite macroeconomic headwinds. However, the company's revised full-year guidance-raising "Other Revenue" projections to $90–$100 million while hiking adjusted operating expenses to $495–$510 million-signals a strategic pivot toward long-term infrastructure investment, according to a <a href="https://ts2.tech/en/crcl-stock-today-nov-12-2025-circle-lifts-2025-guidance-after-q3-beat-as-usdc-circulation-jumps-108/">TechSavvy</a> report. This raises concerns about margin compression, particularly if USDC's growth slows or regulatory scrutiny intensifies.  </p><p><visualization dataurl="https://cdn.ainvest.com/news/visual/visual_components/viz_f9iyrs6f.json"></visualization>  </p><h3><strong>Strategic Blockchain Launches: Arc and the Path to Institutional Adoption</strong></h3><p>Circle's Arc public testnet, launched in October 2025, represents a bold bid to bridge traditional finance and blockchain ecosystems. With over 100 participants-including banks, payment processors, and digital-asset firms-Arc aims to create a programmable financial infrastructure that reduces friction in cross-border transactions, according to a <a href="https://ts2.tech/en/crcl-stock-today-nov-12-2025-circle-lifts-2025-guidance-after-q3-beat-as-usdc-circulation-jumps-108/">TechSavvy</a> report. The testnet's early success, combined with partnerships like Deutsche Börse and Visa, suggests institutional confidence in Circle's vision, according to a <a href="https://coincentral.com/circle-internet-crcl-all-eyes-on-todays-q3-earnings-report/">CoinCentral</a> report.  </p><p><img src="https://cdn.ainvest.com/aigc/hxcmp/images/compress-qwen_generated_1762953188720.jpg.png" style="max-width:100%;"/>  </p><p>Yet, the company's exploration of a native Arc token remains speculative. While such a token could incentivize network participation, it also introduces volatility and regulatory uncertainty-factors that may deter risk-averse institutional clients, according to a <a href="https://ts2.tech/en/crcl-stock-today-nov-12-2025-circle-lifts-2025-guidance-after-q3-beat-as-usdc-circulation-jumps-108/">TechSavvy</a> report. For now, Arc's value proposition hinges on its ability to deliver tangible efficiency gains without compromising stability.  </p><h3><strong>Regulatory Tailwinds: A Mixed Blessing</strong></h3><p>The U.S. regulatory environment has improved for payment stablecoins in 2025, with clearer guidelines reducing the existential risks that plagued the sector in 2023–2024, according to a <a href="https://ts2.tech/en/crcl-stock-today-nov-12-2025-circle-lifts-2025-guidance-after-q3-beat-as-usdc-circulation-jumps-108/">TechSavvy</a> report. This has directly benefited Circle, whose USDC now operates under a more predictable framework. However, global regulatory divergence remains a challenge. While the EU's MiCA framework offers a roadmap for compliance, jurisdictions like China and India continue to impose restrictions on stablecoin usage, according to a <a href="https://ts2.tech/en/crcl-stock-today-nov-12-2025-circle-lifts-2025-guidance-after-q3-beat-as-usdc-circulation-jumps-108/">TechSavvy</a> report. Circle's ability to navigate this patchwork will determine whether its current growth trajectory translates into long-term dominance.  </p><h3><strong>Balancing Optimism and Prudence</strong></h3><p>Circle's Q3 results reflect a company at a crossroads. The surge in USDC circulation and strategic blockchain initiatives validate its role as a key player in the digital-asset ecosystem. Yet, the sharp increase in operating expenses-driven by platform development and partnership costs-casts doubt on near-term profitability sustainability. For investors, the critical question is whether these investments will yield disproportionate returns as blockchain adoption accelerates.  </p><p>Institutional optimism is justified, but tempered by caution. Partnerships with Visa and Deutsche Börse signal mainstream acceptance, while Arc's testnet demonstrates technical ambition. However, the absence of a clear monetization strategy for Arc and the speculative nature of a potential native token introduce execution risk.  </p><h3><strong>Conclusion: Inflection Point or Overreach?</strong></h3><p>Circle's Q3 2025 performance suggests it is indeed at an inflection point-one where strategic bets on blockchain infrastructure could redefine its role in global finance. The regulatory tailwinds and institutional partnerships provide a strong tailwind, but operational sustainability remains unproven. If the company can maintain its revenue growth while refining its cost structure, CRCL may emerge as a cornerstone of the blockchain economy. Conversely, overcommitting to speculative projects could erode investor confidence.  </p><p>For now, the data supports a cautiously optimistic outlook. Circle has demonstrated the ability to scale its core product (USDC) and innovate in adjacent areas (Arc). Whether this translates into lasting value will depend on its capacity to balance ambition with fiscal discipline-a test that will define its next chapter.  

Blockchain Ventures

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crypto

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Investing

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Circle

Is Circle Internet (CRCL) at a Pivotal Inflection Point Amid Strategic Blockchain Launches and Profitability Concerns?

The AI revolution is reshaping global infrastructure, but not all players are navigating this transformation with equal stability. As we approach 2026, two contrasting narratives emerge: Infineon Technologies AG, a semiconductor giant, is poised for a rebound driven by strategic innovation and market trust, while C3.ai, a leader in enterprise AI software, grapples with leadership upheaval and legal risks. This divergence highlights a critical question for investors: <strong>Who is better positioned to deliver resilient AI infrastructure in an era of uncertainty?</strong>  </p><h3><strong>Infineon: Engineering Resilience Through Strategic Execution</strong></h3><p>Infineon's 2026 growth story is anchored in its ability to address the physical backbone of AI-power efficiency and hardware reliability. The company's recent partnership with SolarEdge to develop next-generation Solid-State Transformers (SSTs) for AI data centers exemplifies this focus. By combining Infineon's silicon carbide (SiC) technology with SolarEdge's power conversion expertise, the duo aims to create modular, 99% efficient power systems tailored for hyperscale AI workloads, as the <a href="https://www.powerelectronicsnews.com/infineon-and-solaredge-partner-to-advance-high-efficiency-power-infrastructure-for-next-gen-ai-data-centers/">Power Electronics News</a> report notes. This aligns with a broader industry shift toward DC-based infrastructure, which reduces energy waste and operational costs-a critical advantage as AI data centers consume increasingly vast amounts of power, as the <a href="https://www.nasdaq.com/press-release/solaredge-and-infineon-collaborate-advance-high-efficiency-power-infrastructure-ai">Nasdaq article</a> also reports.  </p><p>Financially, Infineon is projected to rebound in 2026, with revenues expected to rise 11% year-on-year to €16.4 billion, driven by growth in automotive and industrial segments, according to the <a href="https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/08/infineon-set-for-muted-2025-before-rebound-in-2026">SP Global report</a>. CEO Jochen Hanebeck has emphasized the company's readiness to capitalize on AI-driven semiconductor demand, even amid macroeconomic headwinds, as the <a href="https://www.aol.com/news/infineon-slightly-raises-outlook-operating-053444018.html">AOL article</a> reports. This stability contrasts sharply with the volatility seen in software-centric AI firms, where execution risks often dominate.  </p><p><img src="https://cdn.ainvest.com/aigc/hxcmp/images/compress-qwen_generated_1762931409018.jpg.png" style="max-width:100%;"/>  </p><h3><strong>C3.ai: Leadership Turmoil and Legal Risks Undermine Investor Confidence</strong></h3><p>C3.ai's trajectory in 2025-2026 has been marred by a perfect storm of leadership instability and legal challenges. The resignation of its CEO following a Q1 2026 revenue miss triggered a cascade of investor lawsuits alleging misleading statements about growth and leadership health, as the <a href="https://www.sahmcapital.com/news/content/how-leadership-changes-and-legal-actions-at-c3ai-ai-have-altered-its-investment-outlook-2025-10-22">Sahm Capital report</a> notes. These lawsuits, coupled with the appointment of a new CEO in September 2025, have cast a long shadow over the company's credibility. Analysts now question whether C3.ai can execute its strategic vision, particularly as it operates with negative cash flow and unprofitable operations, according to the <a href="https://www.sahmcapital.com/news/content/how-leadership-changes-and-legal-actions-at-c3ai-ai-have-altered-its-investment-outlook-2025-10-22">Sahm Capital report</a>.  </p><p><visualization data='{"components":[{"show_type":"jgyNewLowcode","uuid":"0uv27h5fqxibf1762931411396","data":{"datas":[{"backtest_result":"https://cdn.ainvest.com/backtest/agent/session/784562/834b799e-a6aa-4f59-b9b8-231ea0aacb4b/8e474c1c-e93c-400b-b8f4-3ce022f33644/ai_earnings_miss_event_backtest.json","Backtest Object":"AI.N","Backtest Event":"Earnings-miss dates: 2023.06.12, 2025.07.31, 2025.09.03","Backtest Period":"2022.01.01 – 2025.11.12"}]},"config":{"type":"iwencai/stockBackTesting","version":"0.0.2","url":"https://cdn.ainvest.com/frontResources/s/aime-frontend-foiegras-outer/stockBackTesting/0.0.2/stockBackTesting@0.0.2index.js"}}],"page":{"layout":{"layout_mode":"grid","layout_data":"[{\"uuid\": \"0uv27h5fqxibf1762931411396\", \"show_type\": \"jgyStandardChartSdk\"}]"}}}'></visualization></p><p>Despite launching initiatives like the C3 AI Strategic Integrator Program (SIP)-which allows partners to build AI applications using its platform-and securing a $450 million Air Force contract, as the <a href="https://ir.c3.ai/news-releases/news-release-details/c3-ai-announces-fiscal-first-quarter-2026-financial-results">C3 AI release</a> notes, the company's near-term outlook remains clouded. The SIP program's open-architecture approach is promising, but its success hinges on C3.ai's ability to maintain stable leadership and avoid further legal entanglements. For now, the market appears skeptical: C3.ai's stock volatility reflects ongoing uncertainty about its ability to deliver consistent results, as the <a href="https://finance.yahoo.com/news/bull-case-c3-ai-ai-121352601.html">Yahoo Finance article</a> reports.  </p><p><visualization dataurl="https://cdn.ainvest.com/news/visual/visual_components/viz_hinjldiv.json"></visualization>  </p><h3><strong>Why Infineon Emerges as the Safer AI Infrastructure Play</strong></h3><p>The contrast between these two companies underscores a fundamental truth in the AI ecosystem: <strong>hardware-software integration and operational stability are non-negotiable for long-term resilience</strong>. Infineon's partnerships and financial projections demonstrate a disciplined approach to scaling AI infrastructure, leveraging its semiconductor expertise to address real-world bottlenecks like energy efficiency. Meanwhile, C3.ai's reliance on software innovation is admirable, but its leadership and legal challenges expose vulnerabilities that could derail its growth narrative.  </p><p>For investors, the choice is clear. Infineon's 2026 revenue rebound and strategic alignment with AI's energy demands position it as a high-conviction play in a sector where execution and trust are paramount. C3.ai, while innovative, remains a high-risk proposition until it resolves its governance and operational issues.  

Strategic Outlook

market

Earnings

Annual Earnings Release

Press Releases

Solar Energy

Photovoltaic

Solaredge

AI Infrastructure Resilience: Infineon's 2026 Growth Outlook Amid C3.ai's Leadership Turmoil

The AI infrastructure sector has become a battleground for tech giants and emerging players alike, with companies racing to secure dominance in GPU-driven computing. Two key contenders, CoreWeave and Nebius Group, recently released Q3 2025 earnings reports that highlight stark contrasts in profitability, scalability, and contract sustainability. While CoreWeave's $1.364 billion revenue surge<a href="https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-Third-Quarter-2025-Results/">CoreWeave Reports Strong Third Quarter 2025 Results</a> underscores its market presence, persistent losses and valuation concerns raise red flags. Conversely, Nebius's scalable margin profile, strategic partnerships, and disciplined capital allocation position it as a stronger long-term investment.  </p><h3>CoreWeave: Growth at a Cost</h3><p>CoreWeave's Q3 2025 results reflect explosive revenue growth, driven by a $55.6 billion backlog and multi-year deals with Meta ($14.2 billion), OpenAI ($6.5 billion), and NVIDIA ($6.3 billion)<a href="https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-Third-Quarter-2025-Results/">CoreWeave Reports Strong Third Quarter 2025 Results</a>. However, this growth comes at a steep price. The company reported a net loss of $110.1 million, with a net loss margin of -8%<a href="https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-Third-Quarter-2025-Results/">CoreWeave Reports Strong Third Quarter 2025 Results</a>, a significant deterioration from the -62% margin in Q3 2024<a href="https://www.el-balad.com/6762592">CoreWeave Achieves Impressive Q3 2025 Financial Results</a>. Despite a robust adjusted EBITDA margin of 61%<a href="https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-Third-Quarter-2025-Results/">CoreWeave Reports Strong Third Quarter 2025 Results</a>, the underlying operating income of $51.8 million (4% margin) reveals thin operational profitability.  </p><p>The company's infrastructure expansion-adding 120 MW of active power to reach 590 MW<a href="https://www.el-balad.com/6762592">CoreWeave Achieves Impressive Q3 2025 Financial Results</a>-is impressive but raises questions about capital efficiency. CoreWeave's 2025 CapEx guidance was slashed by 40% to $12–$14 billion due to delivery delays<a href="https://news.futunn.com/en/post/64703361/coreweave-earnings-call-40-reduction-in-this-year-s-capital">CoreWeave Earnings Call: 40% Reduction in This Year's Capital Expenditure Guidance Mainly Attributed to Delivery Delays; Prices for Older-Generation GPUs Remain Firm</a>, yet it plans to double 2026 spending. This volatility in capital planning, coupled with a backlog concentrated in high-risk, long-term contracts, exposes investors to execution risks.  </p><h3>Nebius: Profitability and Strategic Discipline</h3><p>Nebius Group, by contrast, demonstrated a more balanced approach. Its Q3 2025 revenue of $146 million-a 355% year-over-year increase<a href="https://in.investing.com/news/transcripts/earnings-call-transcript-nebius-group-reports-strong-q3-2025-growth-stock-rises-93CH-5100448">Earnings call transcript: Nebius Group reports strong Q3 2025 growth, stock rises</a>-was accompanied by a core infrastructure business growing at 400% YoY<a href="https://in.investing.com/news/transcripts/earnings-call-transcript-nebius-group-reports-strong-q3-2025-growth-stock-rises-93CH-5100448">Earnings call transcript: Nebius Group reports strong Q3 2025 growth, stock rises</a>. Crucially, Nebius achieved an adjusted EBITDA margin of nearly 19%<a href="https://in.investing.com/news/transcripts/earnings-call-transcript-nebius-group-reports-strong-q3-2025-growth-stock-rises-93CH-5100448">Earnings call transcript: Nebius Group reports strong Q3 2025 growth, stock rises</a>, a stark contrast to CoreWeave's -8% net loss margin. This profitability is underpinned by strategic partnerships: a $3 billion, five-year deal with Meta<a href="https://in.investing.com/news/transcripts/earnings-call-transcript-nebius-group-reports-strong-q3-2025-growth-stock-rises-93CH-5100448">Earnings call transcript: Nebius Group reports strong Q3 2025 growth, stock rises</a> and a $17.4–$19.4 billion contract with Microsoft<a href="https://in.investing.com/news/transcripts/earnings-call-transcript-nebius-group-reports-strong-q3-2025-growth-stock-rises-93CH-5100448">Earnings call transcript: Nebius Group reports strong Q3 2025 growth, stock rises</a>, which diversify revenue streams and reduce client concentration risks.  </p><p>Nebius's capital allocation strategy further strengthens its case. The company raised 2025 CapEx guidance to $5 billion<a href="https://in.investing.com/news/transcripts/earnings-call-transcript-nebius-group-reports-strong-q3-2025-growth-stock-rises-93CH-5100448">Earnings call transcript: Nebius Group reports strong Q3 2025 growth, stock rises</a>, signaling confidence in scaling infrastructure while maintaining disciplined margins. Its AI cloud platforms, Aether and Nebius Token Factory, are positioned to capture long-term value in the AI-as-a-Service market. With a forecasted annualized run rate revenue of $7–$9 billion by 2026<a href="https://in.investing.com/news/transcripts/earnings-call-transcript-nebius-group-reports-strong-q3-2025-growth-stock-rises-93CH-5100448">Earnings call transcript: Nebius Group reports strong Q3 2025 growth, stock rises</a>, Nebius's trajectory suggests sustainable growth without sacrificing profitability.  </p><p><img src="https://cdn.ainvest.com/aigc/hxcmp/images/compress-qwen_generated_1762942733381.jpg.png" style="max-width:100%;"/>  </p><h3>Valuation and Risk Considerations</h3><p>CoreWeave's valuation remains opaque, with no disclosed P/E ratio or enterprise value in its Q3 report<a href="https://www.investors.com/news/technology/nebius-stock-nebius-earnings-news-q32025/?mod=newsviewer_click&amp;refcode=aflMarketWatch&amp;src=A00619">Nebius Reports Bigger Q3 Net Income Loss, Announces Meta AI Deal</a>. However, its $55.6 billion backlog-nearly double Q2's figure<a href="https://news.futunn.com/en/post/64703361/coreweave-earnings-call-40-reduction-in-this-year-s-capital">CoreWeave Earnings Call: 40% Reduction in This Year's Capital Expenditure Guidance Mainly Attributed to Delivery Delays; Prices for Older-Generation GPUs Remain Firm</a>-raises concerns about contract sustainability. If demand for older-generation GPUs wanes or client commitments falter, the backlog could become a liability. Meanwhile, Nebius's stock price rose 1.68% in premarket trading post-earnings<a href="https://in.investing.com/news/transcripts/earnings-call-transcript-nebius-group-reports-strong-q3-2025-growth-stock-rises-93CH-5100448">Earnings call transcript: Nebius Group reports strong Q3 2025 growth, stock rises</a>, reflecting investor confidence in its scalable margins and diversified partnerships.  </p><p>Nebius's strategic focus on profitability over aggressive expansion also mitigates risks. While CoreWeave's 2026 CapEx plans are ambitious, its 2025 guidance reduction due to vendor delays<a href="https://news.futunn.com/en/post/64703361/coreweave-earnings-call-40-reduction-in-this-year-s-capital">CoreWeave Earnings Call: 40% Reduction in This Year's Capital Expenditure Guidance Mainly Attributed to Delivery Delays; Prices for Older-Generation GPUs Remain Firm</a> highlights operational vulnerabilities. Nebius, by contrast, has shown agility in raising capital (via an ATM equity program<a href="https://www.businesswire.com/news/home/20251111749716/en/Nebius-Reports-Third-Quarter-2025-Financial-Results">Nebius Reports Third Quarter 2025 Financial Results</a>) and aligning CapEx with demand, reducing exposure to execution risks.  </p><p><visualization dataurl="https://cdn.ainvest.com/news/visual/visual_components/viz_38r7lhbc.json"></visualization>  </p><h3>Conclusion: A Clearer Path to Long-Term Value</h3><p>In the AI infrastructure arms race, Nebius Group emerges as the more compelling investment. Its ability to generate positive EBITDA margins, secure high-margin partnerships, and scale infrastructure profitably sets it apart from CoreWeave, which prioritizes revenue growth at the expense of profitability. While CoreWeave's $1.36 billion revenue is impressive, its persistent losses and valuation uncertainties make it a riskier bet. Investors seeking sustainable returns in the AI sector should favor Nebius's disciplined, margin-focused strategy.

Stock Investment Strategies

Fundamental Analysis

Value Investing

Internet services and infrastructure 

CoreWeave

Nebius Group

Evaluating AI Infrastructure Stocks: Why Nebius Outperforms CoreWeave Post-Q3 Earnings

<p>Tesla is preparing to expand its massive Gigafactory in Texas, building a dedicated facility to produce its humanoid robots, Optimus. Musk has previously stated that the majority of the robot production will be based at the Texas factory, with an annual production goal of 10 million units, starting in 2027.</p><p>Currently, Tesla operates a pilot production line at its Fremont, California factory, assembling a few prototypes of Optimus to support continuous iterations and technology validation. The Fremont line is expected to have a production capacity of 1 million units per year, whereas the Texas facility is expected to be ten times that size.</p><img data-json="{&quot;id&quot;:&quot;56940d07-fccb-4aa3-a164-8f146867cda7&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/369cfdd2-2683-4852-ba95-65f1fd3598d2_image_12e6244d1762860298890.png&quot;}" src="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/369cfdd2-2683-4852-ba95-65f1fd3598d2_image_12e6244d1762860298890.png" contentEditable="false" style="display: block; margin: 0 auto; maxWidth: 100%" /><p>Drone operator Joe Tegtmeyer observed that Tesla’s construction team has started land clearing and site preparation at the Texas factory, with more production equipment arriving, seemingly for the battery structure components. Giant transformers for the substation are being assembled, and concrete pouring is underway for the flooring. Cooling units are also being constructed.</p><img data-json="{&quot;id&quot;:&quot;4d41c20b-580c-4e81-85ba-e2e1f0bf1470&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/7a361952-0e73-46d4-b331-3020e5547e7a_G5a8swKWIAAzUSB (1)_15e1068a1762860529963.jpg&quot;}" src="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/7a361952-0e73-46d4-b331-3020e5547e7a_G5a8swKWIAAzUSB (1)_15e1068a1762860529963.jpg" contentEditable="false" style="display: block; margin: 0 auto; maxWidth: 100%" /><p>Musk previously stated, “I believe that in the future, hundreds of billions of Optimus robots could be deployed globally. Of course, safety will be a top priority, no question. Right now, we are planning a production line with an annual capacity of 10 million units, but as for a line with a 100 million or more annual output, it&#39;s uncertain where it will be built—maybe on Mars, who knows?”</p><p>Musk has boldly claimed that the Optimus robot could be one of humanity&#39;s greatest products, as it will completely transform how people work and could potentially eliminate repetitive, monotonous tasks from daily life.</p>

Industrial Automation

tech

Robotics

Control Systems Integration

Robotic Arms

Tech

Elon Musk

Humanoid Robot

Tesla

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