Is the AI Trade Out of the Woods After CoreWeave’s Rally?

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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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