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And GMO’s Ben Inker on losses if the AI build-out stalls:

Altimeter’s Brad Gerstner on CoreWeave’s debt:

Academy Securities’ Peter Tchir on financing the AI build-out:

TCW’s Bryan Whalen on lending to AI companies:

The yield on CoreWeave’s 2032 notes rose to about 15% last week. Here’s what executives and analysts said on podcasts about lending to AI. First up, TeraWulf CEO Paul Prager:

And RBC’s Lori Calvasina on the hedges and inventories companies have used to protect profits:

Goldman Sachs’ Tony Pasquariello on worries about how few stocks lead the market:

Bridgewater founder Ray Dalio, asked whether markets are in a bubble:

Wharton’s Jeremy Siegel on profit growth this strong outside a recession: