https://wondy.kr/en/blog Using AI as a tool for smarter money decisions. AI news that moves markets, hands-on AI workflows, and data-driven reads on real estate and the economy. en-us wondykr@gmail.com (Wondy) wondykr@gmail.com (Wondy) Mon, 13 Jul 2026 00:00:00 GMT https://wondy.kr/en/blog/backblaze-coreweave-deal-analysis https://wondy.kr/en/blog/backblaze-coreweave-deal-analysis Backblaze (BLZE) signed a $335 million, five-year storage deal with CoreWeave on June 23 and the stock more than doubled, from around $7.50 in May to about $17.80 by mid-July. I pulled the 10-K and the 8-K from SEC EDGAR and did the math on whether the re-rating holds: the deal versus current revenue, the new valuation, and the scenarios where this breaks. Mon, 13 Jul 2026 00:00:00 GMT wondykr@gmail.com (Wondy) EconomyStock AnalysisCloudAI ToolsBackblazeCoreWeaveSEC EDGAR10-K