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CoreWeave just gave a shot in the arm to Micron, Lumentum and the rest of the AI trade

Published by MarketWatch · United States 59 min ago

CoreWeave just gave a shot in the arm to Micron, Lumentum and the rest of the AI trade — MarketWatch

Detailed summary

CoreWeave’s improved AI economics and its vow to show some discipline around debt are sparking a broad rally across the chip sector.

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