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CoreWeave shares rallied as much as 25% after earnings, sparking what one strategist called a belief rally for the AI trade. A panel of strategists debates whether AI stocks are out of the woods ahead of Nvidia's earnings next week, why earnings growth is huge but surprises are small, and whether AI companies will sell more stock to fund the build-out. They also look at how much room companies have to borrow, why the build-out is costing more than expected and what an upcoming AI IPO could mean for the market.
00:00 CoreWeave's Relief Rally
00:51 A Belief Rally for AI
01:24 Is AI Out of the Woods?
02:04 Big Growth, Small Surprises
02:55 Capacity Constrained
03:44 Will AI Companies Sell More Stock?
06:00 Room to Borrow
06:38 Tech Credit vs. Treasurys
07:42 The Rising Cost of the Build-Out
08:35 The Big AI IPO Test
09:14 Profitability and the IPO Race
#coreweave #aistocks #stockmarket
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