CNBC Daily Open: Days of declines wont keep AI trade down

▤ Summary

The market moved back into AI names as Nvidia, Broadcom, and Microsoft all posted gains. CoreWeave’s earnings highlighted how much demand still exists for AI infrastructure, even as the company reported losses and weaker-than-expected guidance. The piece also notes that AI valuations remain a concern for investors despite the rebound. Beyond AI, the article touches on broader market moves, a potential U.S. government shutdown deal, and earnings from companies like SoftBank and Sony.

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