Tim Stenovec

Thanks so much for joining us, Mayor Mahan.

Do appreciate it.

Well, let's stick with the AI theme and take a look at some movers right now in that space.

The NASDAQ and the Philadelphia Semiconductor Index, the SOX, both up.

NASDAQ 100 up 1.3%.

The SOX up 2%.

This as talks are underway to potentially end

the month-long government shutdown.

Chip stocks, too, on the move.

Nvidia up more than 3%.

Also, as investors responding to strong sector fundamentals, accelerating AI spending, a rally started with TSMC's solid results.

All eyes, too, on CoreWeave.

That is slated to report after the closing bell today.

CoreWeave up.

seven tenths of one percent right now kind of though masks what happened last week sticking with core wave let's bring in a bloomberg equities reporter carmen reinecke she joins us now carmen core weave tough week last week but the stock has absolutely been on a tear since it went public what's the backdrop that the company is facing when it reports results after the bell

As you note in a recent piece for Bloomberg News, most of CoreWeave's sales come from Meta, Microsoft, and Alphabet.

Are there questions about diversifying that at all?

Bloomberg's Carmen Reinecke.

Check out her reporting and more on the Bloomberg terminal.

And a reminder, for instant earnings, results, and analysis, tune into Bloomberg TV and radio at the close today.