Corteva Falls, CoreWeave Jumps, Alphabet $3 Trillion Club, Tesla Surges
Sep 15, 2025
Corteva shares took a hit as analysts warn that a potential breakup of its seed and pesticide divisions could weaken the company. On the brighter side, CoreWeave's stock soared following a $6.3 billion cloud services deal with Nvidia, highlighting the booming demand for AI infrastructure. Alphabet celebrated a major milestone, joining the exclusive $3 trillion club, thanks to positive earnings and antitrust rulings. Meanwhile, Tesla's stock surged after Elon Musk's $1 billion investment, boosting his net worth and excitement in the market.
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insights INSIGHT
Breakup Seen As Strategic Weakening
Wall Street views a potential breakup of Corteva's seed and pesticide units as damaging to product and financial logic.
Analysts such as Bloomberg Intelligence and Bank of America say a split would create two weaker companies.
question_answer ANECDOTE
Pronunciation Call-In Bit
Tim Stenovec and Nora Mulinda traded jokes about pronouncing Corteva and other corporate names during the segment.
Tim described calling companies to ask how to pronounce their names and shared a playful exchange about made-up names.
insights INSIGHT
Nvidia Deal Boosts CoreWeave Visibility
CoreWeave stock jumped after Nvidia agreed to buy up to $6.3 billion in cloud services running through 2032, guaranteeing AI capacity.
The deal gives CoreWeave revenue visibility and supports startups by provisioning large-scale data-center capacity faster.
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- Corteva (CTVA) shares fell today as Wall Street analysts find a potential breakup of the company’s seed and pesticide businesses negative for the firm. Bloomberg Intelligence says a breakup undermines “product and financial logic” while Bank of America says a separation would create two weaker entities.
- CoreWeave shares jumped after the company said its shareholder Nvidia Corp. has agreed to buy cloud services valued at $6.3 billion, part of that company’s push to speed up the adoption of artificial intelligence across the economy. The deal, first announced in April 2023, runs through 2032 and requires Nvidia to buy any excess capacity not used by its customers, CoreWeave said in a regulatory filing on Monday. Nvidia said the agreement guarantees AI computing capacity will be in place when needed. “Industrywide demand for AI infrastructure continues to grow, yet building large-scale data-center capacity typically requires long lead times and four- to six-year customer commitments,” Nvidia said in an emailed statement. “To support startups and small to midsized companies, Nvidia and CoreWeave are proactively building data center infrastructure and provisioning data-center capacity to meet evolving capital needs.”
- Google parent Alphabet (GOOGL) shares gained today after the search giant joined an elite group of companies valued at more than $3 trillion, the latest sign of improving investor sentiment toward the Google parent. Shares rose 4.5% to $251.61, resulting in a market capitalization of $3.04 trillion. The stock has soared more than 70% from its April low, adding roughly $1.2 trillion in value over that span. Alphabet joins a short list of companies valued at more than $3 trillion, with Nvidia Corp., Microsoft Corp. and Apple Inc. the only other publicly traded stocks above that level.
- Tesla (TSLA) shares rallied today after Elon Musk responded to an unprecedented pay proposal from Tesla Inc.’s board by buying about $1 billion worth of shares, sending the carmaker’s stock soaring into positive territory for the year.The billionaire bought the shares indirectly through a revocable trust on Sept. 12, according to a regulatory filing released Monday. The purchase coincided with Tesla Chair Robyn Denholm speaking with reporters about the merits of awarding Musk around $1 trillion worth of stock if the company achieves a series of ambitious market value and performance milestones.
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