AI's Credit Scare Is Sorting The Strong From The Borrowed (NASDAQ:SMH)
· seekingalpha.com
Wednesday’s selloff differentiated AI stocks by how they pay for their buildout, and the ones leaning hardest on debt. Read more here.
Back in March I wrote that Nebius Group N.V. ( NBIS ) was being mispriced by association, mostly because the market kept lumping it in with CoreWeave, Inc. ( CR...