AI Stocks Search for Solid Ground 11/11/26
Show notes
CoreWeave’s latest results raise hopes that the AI infrastructure trade can regain its footing. Nomura’s Andy Goldberg breaks down the broader market outlook and whether the rebound has staying power. Meantime, Fortalice Solutions CEO and former White House CIO Theresa Payton examines the latest developments in the Jensen Huang spying saga and the implications for Nvidia and corporate security. Blockstream CEO Adam Back weighs why Bitcoin and other cryptocurrencies are struggling to find buyers. Plus, Pippa Stevens examines the looming debt wall facing software companies as AI disruption fears continue to pressure the sector.
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