The Exchange

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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Tech stocks under pressure after Nvidia’s Jensen Huang warns that neocloud demand is ‘off the charts,’ but capital is scarce. Meta taking a step to address those concerns, planning to issue a new class of non-voting shares the company can use to raise funds. Plus, Palantir’s Joe Lonsdale’s long-term investment advice.

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SpaceX pop on strong earnings and Elon Musk’s signaling about the possibility of a merger with Tesla, but one AI researcher is flagging a risk he calls an “unacceptable liability.” Meta shares down nearly 10% from its high following Muse’s launch, will third quarter results bring the momentum back? Plus, the AI industry’s new spending problem.

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One portfolio manager is playing defense with mega cap tech stocks as investors weigh potential red flags for the AI trade. Does Netflix have a content issue? Plus, ahead of earnings, the five factors Evercore says will drive the medium-term action in SpaceX.

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The positive case for Coreweave, despite its debt raising some red flags. Atlantic Council CEO Fred Kempe says it’s been the worst 10 days for U.S-Ukraine relations as reports circulate that Russia’s Putin has proposed a summit with President Trump and China’s President Xi to end the Ukraine War. Plus, Morgan Stanley’s under-the-radar retail winners, including one housing adjacent name.

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