Can the AI trade catch a break? Nvidia, Anthropic and CoreWeave may have a say.
AI Summary
Investors are reassessing technology stock leadership and valuations after a difficult stretch for the sector, with the cost of the AI boom in focus. Nvidia, Anthropic, and CoreWeave are highlighted as companies that could influence the AI trade.
After a bruising stretch for tech stocks, investors face fresh questions about leadership, valuations and the cost of the AI boom. Plus, a Taylor Swift encore for one 72-year-old retiree.