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As Congress spirals through its dialectic of ultimatums, the specter of a government shutdown looms-a recurring decimal in the Library of Babel that is American fiscal policy. Fourteen such closures since 1980 suggest a cyclical truth: uncertainty, that most democratic of forces, agitates markets as reliably as the moon stirs tides. Cryptocurrencies, those ephemeral constellations in the void, flicker first.

Debt. The word alone makes investors flinch like someone spilled coffee on their white shirt at a dinner party. But let’s clarify: This isn’t a bankruptcy prelude; it’s a calculated move. Energy Fuels isn’t burning cash like a toddler with a lighter-it’s reinvesting aggressively in uranium, rare earths, and vanadium. Yet here we are, penalizing it for playing by the rules of capitalism. Absurd.

The aforementioned order nestles itself comfortably beneath the aegis of an existing master services agreement, thus granting Meta privileged access to CoreWeave’s reserved trove of artificial intelligence (AI) computing capacity. In layman’s terms, Meta has ensconced itself in a lush garden of high-end GPU cloud resources for years, while leaving ample room for cultivation and growth. This arrangement is poised to facilitate CoreWeave’s diversification beyond its existing relationships-those omnipresent shadows of its larger ecosystem-while enhancing revenue visibility through the dusk of 2031, and hints at an exhilarating crescendo come 2032. One cannot shake the notion that this phenomenon reflects a broader trend, as colossal AI ventures secure their multiyear fiefdoms, creating a vigorous ripple effect upon stock valuations when such deals emerge into the light.

Management, in its guidance, offered a curious duality: a brighter promise for fiscal 2026 adjusted EPS growth, now nestled between 9% and 11%, while leaving the revenue outlook as still as a pond. This dissonance-a whisper of spring in the earnings forecast, yet the roots of revenue growth anchored in winter’s grip-seemed to unsettle the investors. Even the operating margin, that fragile sapling of profitability, withered slightly, its branches bent by the weight of acquisition-related costs from Paycor. Yet these were not the storms of collapse, but the gentle frost of adjustment.

The culprit this time? Bank of America, the grand oracle of fiscal wisdom, decided it was time to rain on Oklo’s parade and stripped the stock of its erstwhile buy rating. To be fair, they did bless it with a $117 price target, but when your stock is perched precariously at $110, it feels a bit like winning a consolation prize in a game nobody really wanted to play.

Revenue swelled to $8.2 billion, a record broken as effortlessly as a child cracks a nut. Net yields, that arcane measure of maritime alchemy, reached heights previously thought unattainable. And yet, the merchants of Wall Street turned their backs, their faces ashen with the pallor of unspoken dread. Ten consecutive quarters of record revenue! Twelve straight reports where profit outstripped the soothsayers’ predictions! One might expect a parade, but instead, the town crier announced a funeral.