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· Post-Market Alpha · by Buzzberg Research
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Brad Gerstner stays constructive on multi-year AI after reducing exposure
Altimeter's Brad Gerstner remains constructive on the multi-year AI opportunity but has reduced near-term exposure because of consolidation and macro pressures; the panel discussed whether AI revenue growth can justify capex.
CoreWeave CDS implied a significant probability of default within five years
CoreWeave shares fell sharply as its bonds traded at distress levels and CDS implied a significant probability of default within five years; management said the reaction is excessive and that large-customer demand supports the business model.
Gil Luria says debt-funded neoclouds face value destruction
DA Davidson's analyst said CoreWeave is a leveraged operator whose high borrowing costs may exceed project returns, while AI infrastructure funded by cash flow looks less bubbly.
Lockheed Martin unveils a new top-end Patriot PAC-3 variant
A Lockheed Martin executive introduced a higher-performance PAC-3 variant above the MSE round and named supplier constraints in solid rocket motors and advanced seekers as the main gating factors.