While a sharp increase in exposure to longer-dated bonds entailing greater risks could ordinarily be a matter of concern, the regulator isn’t too concerned yet due to extensive hedges used against the exposure.
CoreWeave reported strong earnings, easing investor concerns about spending on AI infrastructure and boosting stock prices. Both the S&P 500 and Nasdaq witnessed gains following
Michael Burry sees a near-term trading opportunity in Nvidia despite his broader concerns about AI valuations. The Big Short investor believes Jensen Huang’s personal controversy
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