Compute Demand Isn’t Unlimited (And Credit Markets Know It)

Podcast: MRKT Call · RiskReversal

Opublikowano: 2026-10-20

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 20th. Show Notes Slowing Token Spend Shows Compute Demand Isn’t Unlimited (Apollo) What happens to Wall Street if CoreWeave defaults? JPMorgan checked the math (MarketWatch) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-call Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Fa...