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SpaceX to the Moon, But Can Elon Catch the Falling AI Rockets?
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AI demand remains strong, but growing credit concerns, rising bond yields and inflation fears are putting pressure on some of the market's biggest technology names. Is this simply a buying opportunity, or are deeper risks beginning to emerge? In this episode of The Long & Short , Rich and Piers unpack the AI sell-off, examining the financial pressures facing CoreWeave, NVIDIA's expanding role in AI financing and what upcoming earnings from Meta could mean for the sector. They also explore Elon Musk's ambitious growth plans, opportunities in short selling, and how oil prices, geopolitical tensions and shifting market sentiment could shape the next big market move. In this episode: Why AI…