WS #16039
Holding: newest synthesis is 6d old
AI infrastructure plays are diverging sharply; CoreWeove has crashed 20% this week, though JPMorgan maintains an Overweight rating, suggesting the market is overreacting to near-term volatility. In contrast, Snowflake attracted $2.4M in institutional call buying, signaling confidence in its upcoming earnings and a potential rebound in the data cloud segment.
CoreWeave Selloff and AI Infrastructure
AI infrastructure plays are diverging sharply; CoreWeove has crashed 20% this week, though JPMorgan maintains an Overweight rating, suggesting the market is overreacting to near-term volatility. In contrast, Snowflake attracted $2.4M in institutional call buying, signaling confidence in its upcoming earnings and a potential rebound in the data cloud segment.