AI stocks rebound in the U.S.—which concerns have eased?

Demand and financing have improved, while earnings, policy, and interest rates remain constraints.

New data from CoreWeave and OpenAI support a recovery in bearish expectations, but don’t mean the risks have disappeared.

What to watch next: Can demand hold up? Can earnings materialize? Will macro and policy pressures ease?

A chart to sum it up 👇
Archipelago AI Research｜Not investment advice.