Lumentum Slips on Deal Reaction; Fossil Group Rallies on Outlook | Stock Movers
THE SO WHAT
CoreWeave easing fears about its debt load while still showing strong sales growth tells you the market is willing to underwrite highly levered AI infra — as long as utilization looks durable. If you’re buying capacity from these players, diligence should focus on refinancing risk and contract survivability, not just price per GPU-hour.
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