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Compute Demand Isn’t Unlimited (And Credit Markets Know It)

Episode 971 Published 2 days, 11 hours ago

Description

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Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 20th.

Show Notes

Slowing Token Spend Shows Compute Demand Isn’t Unlimited (Apollo)
What happens to Wall Street if CoreWeave defaults? JPMorgan checked the math (MarketWatch)

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