CoreWeave’s (CRWV) stock reversed course today, joining rebounding AI names. But its credit concerns might not be going anywhere.

The short version: the firm took on more than $51B in debt and obligations to fund its AI buildout. Now the cost to insure it against default has blown past 1,000 basis points, Wall Street's line for distress.

The CEO says the market is acting irrationally. Bond traders would say the same about his balance sheet.

— Brooks & The Street Sheet Team

Copper is breaking records – and attention is turning toward early-stage discovery stories with real scale.

As electrification, AI data centers, and grid expansion collide with tightening supply... copper has become strategic infrastructure for the global economy.

And right now, one under-the-radar Canadian copper company – still largely undiscovered below $2 per share – is unlocking a district-scale opportunity across a historic copper belt in Canada's Yukon.

For generations, high-grade copper, gold, and silver were mined across this prolific belt.

Yet the deeper story was never told.

The land was fragmented, exploration tools were limited, and no operator ever controlled the entire belt.

That has now changed.

For the first time, this historic copper belt has been consolidated under a single, well-funded Canadian operator – creating the opportunity to explore the district as a unified system.

And this is not a single-deposit story.

Across the belt, multiple opportunities are advancing:

This is still early. And the opportunity is getting even bigger.

Multiple rigs are already operating, more are being added, and the company is fully funded through the end of 2027 for its biggest exploration program yet.

More rigs. More drilling. Multiple shots at discovery.

And all of this from a small-cap copper company still trading below $2 per share.

We've put together a FREE online report with the full story – including our exclusive, in-depth interview with the company's CEO – detailing what recent high-grade results are confirming and where the fully funded 2026-27 drill campaign goes next.

Click here for instant access – and get the full story as drilling accelerates across this still-under-the-radar Yukon copper opportunity.

Prefer an ad-free read? Subscribe to Street Sheet Research.

📈 | Crocs (CROX) notched an upgrade to Overweight at Barclays (BCS).

📉 | Dell Technologies (DELL) slid as AI debt worries hit infrastructure names.

📈 | Intuit (INTU) agreed to acquire revenue management platform Sequence.

📉 | FMC (FMC) tanked after slashing Q3 revenue guidance far below estimates.

📈 | Penske Automotive (PAG) agreed to be taken private at $212 per share in cash.

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BoA just skipped a gear. The firm double upgraded KMX shares to Buy, betting that used car shoppers are finally clocking CarMax's prices.

Analyst Alexander Perry credits Federal Trade Commission (FTC) enforcement and CarMax's own moves. Together, he says, they've made the retailer its most price-competitive in years, and it's grabbing market share as a result.

For years, CarMax quoted all-in prices with little or no fees. Rivals advertised cheaper stickers and saved the fees for later.

The FTC's price-transparency push, which began in May, forces dealers to show the full number. Perry expects that to keep pulling buyers toward CarMax, with repeat customers extending the run.

The numbers seem to support the analyst’s thesis. CarMax's unit comps rose 13% year over year in fiscal Q2, while public peers fell 4% on average, per BoA.

BoA is driving against traffic. Of the 22 analysts covering CarMax’s stock, 17 rate it a Hold.

Shares are already in the green year-to-date. Perry's betting that, despite the high mileage, CarMax has plenty more road left.

As copper breaks records... capital is turning toward early-stage discovery stories that are only beginning to unfold.

One under-the-radar Canadian copper company – still trading undiscovered below $2 per share – is emerging at exactly the right moment.

The company controls a historic copper belt in Canada's Yukon that produced for decades... and is now being explored as a unified system for the first time.

And the results are starting to speak for themselves:

Now the pace is accelerating.

Multiple rigs are already operating. More are being added. And the company is fully funded through the end of 2027 for its biggest exploration program yet.

More rigs. More drilling. Multiple shots at discovery – from a copper stock still trading below $2.

We've compiled a FREE online report detailing the high-grade results, the district-scale opportunity, and where the 2026-27 drill campaign goes next – including our exclusive interview with the company's CEO.

Click here for instant access – and get the full story before the next round of drill results arrives.

Prefer an ad-free read? Subscribe to Street Sheet Research.

🔥 Wholesale prices jumped 6.3% annually in September, the PPI inflation gauge’s biggest gain since 2022.

⛽ Retail sales rose 0.8% in September, but just 0.2% excluding gas stations.

🛰️ SpaceX (SPCX) CEO Elon Musk blamed President Trump for curbs on Ukraine's Starshield network.

✈️ Southwest Airlines (LUV) is scrapping its two-tier loyalty program for silver, gold, and platinum levels, starting Jan 1.

💊 Big Pharma is pouring billions into protein degrader drugs targeting hard-to-reach disease proteins.

Do you own any shares of Albemarle Corp (ALB)?

▇▇▇▇▇▇ 🐂 Yup, I’m holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I’m interested

And, in response, you said: