Is the AI Trade Back? CoreWeave, Inflation and the Next Fed Hike | Market Hang

CoreWeave shares rallied as much as 25% after earnings, sparking what one strategist called a belief rally for the AI trade ahead of Nvidia's results next week. A panel of strategists debates whether AI companies can keep funding the build-out, how much tech investors should own and where else to look, from energy and financials to small and mid-cap stocks. They also break down hot inflation and the risk of another Fed rate hike, why bonds look different than in 2022, whether AI agents like Meta's Muse can help consumers and how asset owners are powering spending. 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 13:12 Putting AI Commitments on the Balance Sheet 13:46 OpenAI's Messaging 14:44 Is AI a Bubble? 15:34 How Much Tech to Own 16:52 Energy as a Hedge 19:00 What's Working: Value and Dividends 21:06 Where's the Mid-Cap Love? 21:50 Small Caps' Earnings Surprise 22:41 Build-Out Winners Beyond Tech 23:25 The Case for Mid-Cap Value 25:21 Profitable Small Caps Lead 26:35 Active Over Index 27:13 Fed Hike Risk 28:00 Soft Landing, Higher Rates 29:06 The ETF Report: Fixed Income ETFs 30:51 Is Fixed Income an Opportunity? 33:18 Why Bonds Aren't Broken 34:39 Recession Odds 35:56 Financials: The Sleeper Sector? 37:47 Warsh, CPI and Gas Prices 39:04 Will the Fed Hike 50? 40:33 Regional Banks 41:16 Sticky Core Inflation 42:23 CPI and PPI 44:15 Can AI Agents Fight Inflation? 45:32 Price Discrimination 46:21 Who's Using Muse? 46:58 How Meta Makes Money on Muse 49:30 Few Firms Quantify AI Gains 50:35 Back to the Build-Out 51:09 The Consumer and Credit Card Debt 51:57 Asset Owners vs. Renters 53:39 The Upside of Locked-In Mortgages 54:29 Private Credit 55:11 Wrap #stockmarket #coreweave #ai == 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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