April Roach reports that CoreWeave shares just surged 13% – is the AI trade back on solid ground? Neoclouds like CoreWea...

April Roach reports that CoreWeave shares just surged 13% – is the AI trade back on solid ground? Neoclouds like CoreWeave, Nebius and IREN faced heavy scrutiny this month as investors questioned the sustainability of the AI boom. CoreWeave's breakout quarter, with revenue jumping 168% to $3.7 billion and strong customer prepayments, eases financing worries and suggests the sector may have reached a bottom. Strong contract-backed funding and customer deposits can stabilize high-growth AI infrastructure plays. Read the full story to see why the rally is gaining traction. April Roach delivers a sharp, timely analysis that cuts through the noise.https://www.cnbc.com/2026/11/11/coreweave-crwv-outlook-earnings-ai.html #AI #CoreWeave #Neoclouds