Stock Movers CoreWeave Rallies, Nike Slips, Simply Good Food Slashes Guidance
Apr 10, 2026
Denitza Sokova, Bloomberg cross-asset reporter covering tech and consumer stocks. She walks through CoreWeave’s big Anthropic data-center deal and the stock rally. She outlines concerns around Nike as athleisure faces saturation. She covers Simply Good Foods’ sharp guidance cut after a sales miss.
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CoreWeave Gains From Anthropic Deal
- CoreWeave is benefiting from the AI infrastructure boom after Anthropic agreed to rent its data center capacity, driving a 13% intraday jump.
- The deal adds Anthropic to customers alongside Microsoft, Meta and Alphabet, reducing CoreWeave's concentration risk.
Customer Diversification Eases Investor Worries
- Diversifying clients matters because Microsoft still accounts for about two-thirds of CoreWeave's revenue on the Bloomberg Terminal supply-chain view.
- Adding Anthropic and other providers helps reverse prior investor concern after the company's late-2023 credit stresses.
Nike Downgrade Signals Athleisure Saturation
- Piper Sandler downgraded Nike to neutral amid concerns athleisure may be saturated, contributing to a weak stock performance.
- Nike faces multi-year pressure with revenue expected to decline 2%–4% and shares down over 30% year-to-date.