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  1. SpaceX plans $74B AI data center push in Texas and Arizona amid local opposition — DigiTimes Asia
  2. Nasdaq Surges as CoreWeave's Rally Reignites the AI Trade — The Globe and Mail
  3. CoreWeave beats Q3 revenue estimates, rules out new unsecured debt through 2027 — The Globe and Mail
  4. CoreWeave Q3 revenue rises 168% to $3.66B as backlog grows to $132.5B — Techmeme
  5. CoreWeave plans to raise $4B+ via investment-grade loan at 7%-7.5% yield — Techmeme
  6. CoreWeave in talks for $4 billion investment-grade loan tied to Meta deal — Bloomberg AI
  7. CoreWeave earnings lift US tech stocks as AI trade rebounds — Semafor Technology
  8. US tech stocks rally as AI trade revives, Nasdaq erases last week's losses — Financial Times AI

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