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Danny Moses compared CoreWeave to WeWork, questioning whether the AI cloud provider can turn a profit while carrying roughly $51 billion in debt and lease obligations. He cited a potential mismatch between long-term liabilities and shorter-term computing rentals; CoreWeave's June filing showed about $35.1 billion in de
Rising bond yields and a narrowing stock rally have revived fears of an AI bubble, with many investors comparing today’s market to the dot-com era. Yet, Jordi Visser, a macro investor and former Morgan Stanley executive, indicates the comparison misses where the real damage is building: inside the banking system. In hi
Morgan Stanley portfolio manager says current market conditions do not resemble a dot-com bubble, citing differences in valuation and investor behavior. This assessment may impact investor sentiment.