Hello, this is Leonie Kidd with today's edition of Morning Squawk.
CoreWeave is providing the tailwind for futures today, helping lift neocloud stocks, while a rebound for Nvidia is also supporting the chip space.
But is it enough to dull the lingering doubts around the AI trade?
CoreWeave shares are surging in premarket trading, up over 16% overnight, after the neocloud group posted a 168% spike in third-quarter revenue.
The group also lifted its 2026 guidance, driving other neocloud stocks higher.