Squawk on the Street SOTS 2nd Hour: Fed-spectations, Coreweave CEO Talks Demand, & Oracle: Buy, Sell, or Hold? 9/22/25
7 snips
Sep 22, 2025 Michael Entrader, CEO of CoreWeave, shares insights on the surging demand for AI infrastructure following a massive $6B Nvidia deal. He discusses the trillion-dollar needs in the sector and the importance of public-private partnerships in meeting these challenges. The conversation also dives into market expectations versus Fed targets, and the evolving landscape of Oracle's leadership, particularly as it prepares to serve as TikTok’s U.S. security provider. This dynamic dialogue sheds light on the intersection of technology and finance.
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Market Cuts Vs. Fed Dots Diverge
- Markets expect many more rate cuts than the Federal Reserve's dot plot implies.
- Fed speakers (e.g., Musalem) are signaling caution, making those market cuts uncertain.
Tech Masks Broader Economic Weakness
- Tech is concentrating cash flows via buybacks and capex while the broader economy shows weaker revisions.
- That narrow tech-led strength can mask underlying economic softness.
Stocks And Jobs Can Diverge Temporarily
- You can have a booming stock market driven by tech while hiring stagnates.
- Eventually weaker labor and spending would feed back into earnings and equities.