CoreWeave stock fell more than 3% in premarket trading Tuesday as concerns over the AI cloud provider's rising borrowing costs and heavy debt continued to weigh on investor sentiment.Tyler Radke, Co-Head US Software Equity Research at Citi, discusses the AI boom and risks to the market as AI debt concerns grow. Video Transcript 00:00 Speaker A Well, I think there's a lot of things, but I would say maybe the number one thing particularly this week has been what I would describe as the bond market math, right? So you see all these headlines, there's a coin flip chance that Corweve is going to go bankrupt over over the next few years. You're looking at the CDS spreads and things like that. 00:23 Speaker B Yeah.
Головну думку ми показуємо публічно. Створіть безкоштовний акаунт, щоб читати повну статтю, зберігати її, обговорювати та поєднувати з ринковим і OSINT-контекстом.