CoreWeave’s stock and bonds are under pressure as fears of an AI slowdown spread, with its bond yields touching 15%, and Yahoo Finance Executive Editor Brian Sozzi breaks down why the market’s view of CoreWeave matters for the entire AI trade. Sozzi looks at a new Gartner forecast on neocloud providers, CoreWeave’s pushback, BNY CEO Robin Vince’s take, and why he thinks Nvidia’s Jensen Huang needs to speak up given Nvidia’s stake in the company. BofA Securities analyst Tal Liani explains why he sees the selloff as sentiment-driven. Plus KPMG US CEO Tim Walsh on AI investment and jobs, and Sylvester Stallone on the business of movies.
Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi.
00:00 A wild 24 hours for markets
00:16 CoreWeave’s bonds and Elon Musk’s ‘Yikes’
01:20 Why CoreWeave matters for the whole AI trade
02:08 Gartner’s warning on neoclouds
02:31 CoreWeave and BNY’s Robin Vince respond
03:02 The Nvidia connection
03:26 Why Jensen Huang needs to speak up
04:12 BofA’s Tal Liani on CoreWeave
05:17 The cycle vs. the fundamentals
06:12 A credit issue, not an equity issue
08:33 Do rising bond yields raise CoreWeave’s costs?
09:20 The bigger risk: Oracle
10:19 What would stop the selling?
12:53 Nvidia’s stake in the neoclouds
13:35 CoreWeave vs. Nebius
14:55 KPMG’s Tim Walsh on AI investment
16:40 Why few CEOs expect quick AI returns
18:09 Is another workforce reset coming?
19:02 Which jobs AI is disrupting most
19:35 AI and cybersecurity risks
21:13 Sylvester Stallone on the business of movies
21:55 ‘It’s just corporate now’
22:51 The $400 million gamble
23:59 Is the era of classic movies over?
24:11 Streaming performances vs. the Oscars
#CoreWeave #AIStocks #Nvidia #SozziUnleashed #YahooFinance
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