AI Debt Worries Weigh on Wall Street as CoreWeave Slides

CoreWeave stock fell more than 3% in premarket trading Tuesday as concerns over the AI cloud provider's rising borrowing costs and heavy debt continued to weigh on investor sentiment. The move reflects growing unease about how the AI buildout is being financed. Tyler Radke, Co-Head of US Software Equity Research at Citi, joins the discussion to examine the AI boom and the risks it poses to the broader market as worries about AI-related debt mount. The conversation explores what rising borrowing costs mean for companies at the center of the artificial intelligence infrastructure race. The segment gives viewers a grounded look at why investors are increasingly focused on the balance sheets behind the AI trade, and what that scrutiny could mean for the market's next phase.