Alger's Crawford: Skittishness in the AI Market

Alger portfolio manager Ankur Crawford said recent AI-related market nervousness, including concerns tied to CoreWeave, does not reflect the strength of underlying adoption and infrastructure demand. She described a marked gap between stock performance and on-the-ground fundamentals, noting AI returns will take time and that debt, supply-chain bottlenecks, labor shortages and power constraints could slow the buildout.

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