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SoftBank (SFTBY) Stock Slides 6.6% Amid Chip Sector Selloff

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TLDRs: SoftBank shares fall 6. 6% as Asian chip sector reacts to Nvidia’s modest US drop. SK Hynix, Samsung, and TSMC also see sharp declines following Nvidia market reaction. AI server demand and GPU orders remain strong despite short-term selloff pressures. ABF substrate capacity and advanced packaging could shape 2025 semiconductor growth. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks. com, the data-driven platform ranking every stock by quality and breakout potential. SoftBank Group Corp. (SFTBY) shares slid 6. 6% on Friday amid a broader selloff in Asian semiconductor stocks. The decline comes after Nvidia, the US-based chipmaker, reported strong third-quarter earnings and a bullish outlook but still saw its shares drop 3% in overnight trading. The selloff rippled across the region, affecting both large and smaller chip manufacturers. SoftBank, which owns the British semiconductor designer Arm, was among the hardest hit, falling $4. 05 to close at $56. 93. Other major Asian chip players also experienced steep losses. SK Hynix dropped nearly 10%, Samsung Electronics lost over 5%, Taiwan Semiconductor Manufacturing Company (TSMC) fell more than 4%, and Foxconn declined by 4%. Renesas Electronics, Tokyo Electron, and Lasertec also recorded notable declines. SoftBank Group Corp., SFTBY Nvidia’s Numbers Don’t Calm Markets Despite the drop in share prices, Nvidia’s quarterly results highlighted record growth in AI-related demand. The company reported Q3 data center revenue of $51. 2 billion, surpassing expectations. CEO Jensen Huang noted that “cloud GPUs are sold out” and highlighted AI chip orders totaling $500 billion for 2025-2026. The company shipped 13, 000 GPU samples in the quarter, including its new Blackwell DGX integrated AI server to OpenAI, while Oracle announced AI clusters scaling to over 131, 000 Blackwell GPUs. Industry benchmarks also favor Nvidia’s new hardware. The Blackwell GPU achieved a 2. 2x performance improvement over the previous Hopper generation in MLPerf machine learning tests. However, the market remains cautious, partly due to tight supply chains for ABF substrates and advanced packaging components required for AI hardware assembly. Supply Constraints and 2025 Outlook The selloff in SoftBank and other Asian chip stocks may partly reflect concerns over supply and packaging bottlenecks. ABF substrate capacity, the specialized layers used to route power and signals beneath chips, is projected to reach $11. 11 billion in 2025, growing at a 9. 4% CAGR. New entrants in China, such as Anhui Splendid Technology, Aoxin Semiconductor Technology, and Keruisi Semiconductor Technology, are challenging established leaders that currently hold 70% of the market. Advanced packaging and substrate supply timing could significantly influence the AI server surge expected in 2025. Analysts note that while the short-term market reaction is negative, long-term demand for AI infrastructure, including pretraining, post-training, and inference workloads, continues to grow. SoftBank and other suppliers with expansions already locked in could benefit from these trends. Investor Takeaways While SoftBank’s 6. 6% drop may appear concerning, the broader context suggests this is a market overreaction rather than a signal of declining demand. Nvidia’s AI-related guidance remains strong, and infrastructure investment for AI is expected to increase significantly over the next few years. For investors, current valuations in some Asian chip firms could offer a strategic entry point ahead of sustained 2025 growth. As AI continues to drive demand for high-performance chips, SoftBank’s Arm holdings and regional semiconductor suppliers remain central players in a market poised for expansion, despite short-term volatility.
https://coincentral.com/softbank-sftby-stock-slides-6-6-amid-chip-sector-selloff/

CoreWeave (CRWV) Stock Drops 30% Despite Winning Major Contracts From OpenAI and Meta

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TLDR CoreWeave stock fell nearly 30% over five trading days after cutting 2025 revenue guidance from $5. 25 billion to $5. 1 billion The company reported a backlog of $55. 6 billion in Q3, up 85% from the prior quarter, including major contracts with OpenAI and Meta Despite the pullback, shares remain up over 108% year-to-date on strong AI computing demand Wall Street remains divided with 13 Buy, 12 Hold, and 1 Sell rating among 26 analysts covering the stock CoreWeave faces profitability challenges with slim 4% operating margins and negative $8 billion free cash flow over the last 12 months 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks. com, the data-driven platform ranking every stock by quality and breakout potential. CoreWeave stock took a beating this week. Shares dropped nearly 30% over five trading days after the AI cloud infrastructure company lowered its 2025 revenue outlook during its latest earnings call. CoreWeave, Inc. Class A Common Stock, CRWV The company now expects $5. 1 billion in revenue for 2025. That’s down from its previous guidance of $5. 25 billion. Management blamed delays at a key data center and compute supply constraints for the cut. The stock traded below $80 this week. That’s getting closer to its March 2025 IPO price of $40. Despite the recent drop, CoreWeave shares are still up more than 108% year-to-date. The company reported Q3 revenue of $1. 36 billion. That’s more than double what it brought in a year ago. But revenue growth alone isn’t telling the whole story. CoreWeave is burning through cash at a rapid pace. The company posted negative $8 billion in free cash flow over the last 12 months. That massive burn rate comes as the company builds out AI data centers to meet future demand. The profitability picture isn’t pretty either. CoreWeave’s operating margin came in at just 4% in Q3. A large interest expense on its debt pile pushed net income into negative territory. Strong Backlog But Margin Questions Remain The company’s backlog tells a different story. CoreWeave reported $55. 6 billion in contracted revenue in Q3. That’s up 85% from the prior quarter. Major tech companies are locking in capacity for years. OpenAI has committed $22. 4 billion in contracts. Meta signed a $14. 2 billion deal running through 2031. Nvidia owns about 7% of CoreWeave. The chip giant also agreed to a $6. 3 billion capacity guarantee through 2032. This ensures unused GPUs still generate revenue. CoreWeave continues to sign new customers. Recent wins include CrowdStrike, Rakuten, Poolside, and Jasper. The demand for AI cloud services remains strong across the board. But here’s the catch. Some analysts think CoreWeave is winning contracts by undercutting competitors on price. That would explain the slim margins. Wall Street Split on Next Move Compass Point analyst Michael Donovan started coverage with a Buy rating and $150 price target. He pointed to the massive backlog and Nvidia’s support as key strengths. Those contracts provide visibility for several years of growth. J. P. Morgan analyst Mark Murphy took a different view. He downgraded the stock from Buy to Hold. His $110 price target suggests only modest upside from current levels. Murphy noted that supply issues caused project delays. Some revenue got pushed into later quarters. But he acknowledged the company keeps adding new customers. Among 26 Wall Street analysts, 13 rate the stock a Buy. Another 12 have Hold ratings. One analyst recommends selling. The average price target sits at $146. 17, implying 89% upside from current levels. CoreWeave now carries a market cap of around $39 billion. The company has taken on debt to fund its rapid infrastructure buildout. That debt comes with growing interest expenses that eat into already thin margins. The guidance cut appears to be priced into the stock after this week’s selloff. Whether investors see this as a buying opportunity or a warning sign depends on their view of CoreWeave’s ability to improve profitability while maintaining growth.
https://coincentral.com/coreweave-crwv-stock-drops-30-despite-winning-major-contracts-from-openai-and-meta/

Tesla, Inc. (TSLA) Stock: Tesla Shifts Away From China-Made Parts Amid Tariff Pressure

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Tesla Mandates Suppliers to Ditch China-Made Components for U.S. Vehicles Amid Tariff Volatility

Tesla, Inc. (NASDAQ: TSLA) is implementing a significant shift in its supply chain strategy by requiring suppliers to eliminate China-made parts from vehicles manufactured in the United States. According to a recent Wall Street Journal report, this decision reflects growing concerns over fluctuating U.S.-China trade policies and the reliability of rare-earth elements and semiconductor supplies.

Supply Chain Realignment for U.S. Production

Tesla and its supplier network have already replaced several China-sourced components. The company aims to transition all remaining parts to non-China sources within the next one to two years. This move is intended to shield U.S. production lines from tariff-related cost risks and supply chain disruptions, providing greater stability amidst uncertain geopolitical tensions.

The push to diversify away from China-based components has intensified due to unpredictable cost structures created by tariff policy swings in recent years. Tesla’s focus aligns with a broader industry trend seeking to mitigate exposure to trade conflicts and supply bottlenecks.

Industry-Wide Response to Tariff Exposure

Automotive executives across the sector are actively revising supply chain strategies due to ongoing tariff volatility. Recent concerns over rare-earth material shortages and semiconductor supply constraints have prompted companies to reduce their dependence on China.

General Motors, for example, has instructed thousands of its suppliers to eliminate China-made parts, underscoring a wider industry movement towards alternative sourcing.

Challenges in Tesla’s China Market Performance

Tesla’s operations in China are confronting new headwinds as well. Data from the China Passenger Car Association shows a 9.9% year-over-year decline in China-made electric vehicle (EV) sales for October, with deliveries falling to 61,497 units. This represents a reversal from a 2.8% sales increase recorded in the previous month.

Production at Tesla’s Shanghai facility also dropped significantly, with Model 3 and Model Y output declining by 32.3% compared to September. The reduction includes vehicles destined for both domestic and export markets, highlighting challenges in maintaining momentum within this key region.

Increasing North American Sourcing Efforts

For the past two years, Tesla has intensified efforts to increase North American sourcing in order to minimize tariff risk. This strategy echoes the broader shift within the automotive industry to reduce reliance on China amid growing geopolitical risks and supply chain vulnerabilities.

TSLA Stock Performance Snapshot

As of November 14, 2025, Tesla’s stock performance reflects this transitional period. The company reported a modest year-to-date (YTD) return of 0.13%, lagging behind the S&P 500’s 14.49% gain. However, Tesla’s 1-year return of 29.94% outperformed the benchmark, while longer-term returns remain robust with 3-year and 5-year gains of 111.76% and 196.95%, respectively.

At market close, TSLA traded at $404.35, with after-hours prices around $405.42, showing modest intraday gains.

Outlook

Tesla’s restructuring of its supplier ecosystem marks a strategic, long-term defensive move aimed at navigating the evolving geopolitical landscape and regulatory challenges. As the auto industry continues to adapt to shifting trade policies and supply constraints, Tesla’s proactive supply chain realignment positions it to mitigate risks and secure its manufacturing footprint in North America.

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Stay informed on Tesla and other market movers with KnockoutStocks.com — a data-driven platform offering live prices, charts, and KO Scores to help you identify top breakout stocks.
https://coincentral.com/tesla-inc-tsla-stock-tesla-shifts-away-from-china-made-parts-amid-tariff-pressure/

JPM Coin Enables 24/7 Instant Payments for Institutional Clients

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**JPM Coin: Revolutionizing Institutional Payments with 24/7 Instant Blockchain Transactions**

JPMorgan has launched **JPM Coin**, a new digital token designed to enable instant, round-the-clock payments for institutional clients. Operating on the Base blockchain, JPM Coin allows institutions such as corporations, hedge funds, and other financial organizations to complete transactions in seconds—eliminating the delays common with traditional bank transfers that can take hours or even days.

### What is JPM Coin?

JPM Coin is a digital asset developed by JPMorgan, each token representing one U.S. dollar held securely in the bank’s reserves. This 1:1 backing by U.S. dollar deposits provides stability, security, and reliability, making JPM Coin a trusted payment instrument for institutional clients.

By leveraging **Base**, a public blockchain network, JPM Coin transactions are validated on-chain, ensuring transparency and trust, while allowing institutions to transfer funds instantly—anytime, anywhere—without being limited by banking hours or processes.

### Advantages for Institutional Clients

**Speed:**
Traditional bank transfers can be slow, often delayed due to processing times and banking hours. With JPM Coin, payments are settled within seconds, providing near-instant liquidity.

**24/7 Accessibility:**
JPM Coin enables financial operations outside of conventional business hours, empowering institutions to react in real time to changing market conditions.

**Increased Liquidity:**
Quick settlement allows investment funds and businesses to move large sums more efficiently without waiting for banking processes, improving cash flow management.

Overall, JPM Coin reshapes how institutions handle payments, making financial transactions faster, more transparent, and always available.

### Blockchain Adoption in Traditional Finance

The launch of JPM Coin marks a significant step in JPMorgan’s broader strategy to embrace blockchain technology and modernize traditional finance. By using a **public blockchain like Base**, JPMorgan demonstrates confidence in digital asset technology as a way to enhance speed, security, and transparency in financial services.

While JPM Coin itself is not a cryptocurrency like Bitcoin or Ethereum, it showcases how major financial institutions are experimenting with blockchain to improve existing systems rather than replace them.

### Potential Challenges and Considerations

Despite its advantages, JPM Coin faces several challenges:

– **Regulatory Scrutiny:** Digital assets are still under regulatory development worldwide. JPM Coin might be subject to evolving regulations that could impact its adoption and operations.
– **System Integration:** Financial institutions may encounter technical and operational hurdles when integrating blockchain with existing legacy systems.
– **Adoption Scale:** The token’s utility grows with broader acceptance among institutions. Limited uptake could reduce its overall impact and practicality.

It’s also important to note that JPM Coin is primarily a settlement tool and is unlikely to replace traditional banking deposits or services entirely.

### Future Prospects for JPM Coin

JPMorgan plans to initially roll out JPM Coin to its largest institutional clients, with gradual expansion thereafter. Looking ahead, the bank may explore additional features such as:

– **Cross-border transactions**
– **Interest-bearing accounts linked to JPM Coin**
– Further enhancements leveraging blockchain advancements

As more financial institutions observe the benefits of JPM Coin, similar blockchain-based solutions may become more prevalent—potentially transforming how global finance operates.

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**Conclusion**

JPM Coin represents a significant leap forward in integrating blockchain technology with traditional financial systems, offering institutions 24/7 instant settlement backed by the safety of U.S. dollar reserves. Though challenges remain, its launch signals growing crypto technology adoption in mainstream finance, paving the way for faster, more efficient institutional payments in the future.
https://coincentral.com/jpm-coin-enables-24-7-instant-payments-for-institutional-clients/