CoreWeave CEO delivers blunt 5-word take on AI debate [Yahoo! Finance]
Morgan Stanley (MS)
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Source: Yahoo! Finance
The skeptics label today's AI market as “circular,” arguing the flow of money between chip manufacturers, cloud providers, and AI startups as clear evidence of a bubble that's feeding itself. Intrator feels that categorization misses the point entirely. Many see the current setup as financial engineering. In reality, it's just logistics. At the Fortune Brainstorm AI conference in San Francisco, Intrator said that the ‘ closed-loop cooperation ' among AI businesses is actually just a historic supply-chain shock. Computing power is scarce, and so is energy, while infrastructure typically takes years to build. In essence, it's a natural response for companies to coordinate and avoid retreating into silos when demand surges. That level of coordination may look uncomfortable to outsiders, but to operators in the system, it's mostly just a matter of survival. At its core, CoreWeave is a specialist. More Tech Stocks: Morgan Stanley sets jaw-dropping Micron price target after
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MS
Earnings
- 10/16/25 - Beat
MS
Sec Filings
- 12/29/25 - Form FWP
- 12/29/25 - Form 424B2
- 12/29/25 - Form 424B2
- MS's page on the SEC website