CoreWeave capacity constraints bolster Jefferies bull case CoreWeave IncTesla shares rise as Q3 del...
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CoreWeave capacity constraints bolster Jefferies bull case CoreWeave IncTesla shares rise as Q3 deliveries beat production can capture stronger near-term pricing as AI demand far exceeds supply, Jefferies wrote after attending the company's Fully Connected conference. Jefferies noted that discussions with executives, customers, and management pointed to broad-based demand and visibility into 2028.
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