More Tariff Concerns Send Markets Lowers, and Is a Breakout Coming for Biotech? 7/7/25
CNBC's "Fast Money"
00:00
Concerns Over Revenue Concentration and Vertical Integration in Tech Deals
This chapter examines the revenue concentration risks faced by CoreWeave, primarily due to their reliance on Microsoft and NVIDIA, while also addressing Core Scientific's dependency on them. The discussion offers a balanced view of the potential opportunities and challenges within the tech industry, considering historical market patterns.
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