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

Summary

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…

Description from Yahoo News.