The Fed May Hike Again. Here’s Why CoreWeave and IREN Face Different Rate Risks

AI infrastructure investors now have two simultaneous reasons to think about the cost of money. Goldman Sachs and JPMorgan expect the Federal Reserve to raise rates 25 basis points this week, with futures pricing roughly a 90% probability. At the same time, AI safety warnings are testing assumptions about future compute demand. CoreWeave, Inc. (NASDAQ:CRWV) […]