ARK’s Wood Says CoreWeave Will Overcome Debt Fears on AI Demand
THE SO WHAT
Cathie Wood framing CoreWeave’s high-cost borrowing as a temporary artifact of rates, not a structural problem, highlights the core bet—AI demand will outgrow today’s financing stress. If you’re exposed to AI infra names, separate your thesis on long-term GPU demand from your tolerance for near-term balance-sheet volatility.
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