Summary

CoreWeave's stock kept sliding, down 30% on the month, even as it landed a new customer and sat among a widening list of AI-infrastructure stress names.

• 📉 CoreWeave's stock fell 30% on the month.
• 🤝 Flow Traders signed on as a new CoreWeave customer even as the stock slide continued.
• ⚠️ Tuesday's market close also named Intel's rescue package, CXMT's memory IPO, and the SpaceX/xAI public-megacap story as adjacent stress points.

👀 Whether CoreWeave's August 11 earnings show its roughly $99 billion backlog converting into matching revenue, rather than just debt costs, is the open question.