A blockbuster earnings report from SpaceX spurred a rally in technology stocks, easing concerns over whether a global investment spree in artificial intelligence can prove sustainable.Aaron Kennon, Co-Founder & CEO at Clear Harbor Asset Management discusses the markets and the AI trade. Video Transcript 00:00 Speaker A Well, the market's cheaper today than it was at the beginning of the year. Um, if you're worried about the leverage impacting the the neo clouds like Core Weave, that probably augurs very positively the hyperscalers that have lots of free cash flow and a very clean balance sheet.
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