Investor Steve Eisman of “Big Short” fame delivers an AI bubble warning, coming on the heels of Nvidia’s $500 billion financing deal with top firms on Wall Street. The traders make sense of the mega-deals playing out in tech now. Then, economist Joe Lavorgna lays out his expectations for tomorrow’s CPI report—and why the former counselor to Treasury Secretary Bessent thinks the Fed should hike interest rates now. Plus, all the headlines from CoreWeave earnings, On Holding’s worst day on record and the Options Action ahead of Cisco results.
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