Daily Alpha · YouTube
· Midday Alpha · by Buzzberg Research
Who was talking 29 videos · 10 channels
AI financing debate
1 video · 1h 08mThe Animal Spirits hosts split on whether CoreWeave is a canary for AI infrastructure financing, and the Bankless host said markets likely overreacted to rising financing costs at a leveraged AI cloud provider.
Animal Spirits hosts split on whether CoreWeave is the first warning for AI infrastructure financing
The hosts argued the pullback after a hot inflation print concentrated damage in momentum and AI-adjacent names rather than the broad market; one called CoreWeave a likely canary and the other dismissed it as too small to matter.
Brad Gerstner says scale in capital, compute and data decides the AI race
Gerstner pointed to SpaceX's compute deployment plans and said those who called a supply glut over the past two years were wrong, arguing power and wafer production are natural bottlenecks. He said Nvidia-based capacity is easier to finance than custom silicon.
United's CEO says jet fuel is up about $8 billion and fares will recover about 72% of it
Scott Kirby framed United's softer near-term outlook as a fuel-cost problem rather than a demand problem, and said a majority of US airlines are set to lose money while United stays solidly profitable.
Merz says EU states' trade deficit with China totals well over €300 billion a year
Merz said the EU seeks balanced trade with China rather than conflict, citing overcapacity, heavy automotive subsidies and an artificially weak currency, and pointed to a Chinese commitment to reduce car shipments to Europe.
The FAA certified Boeing's 737 MAX-10, with first deliveries guided for 2027
Duffy framed the approval as the product of an intensive safety review, highlighted double-digit percentage fuel savings versus prior generations and called a recent software issue non-critical.