According to Edward Dowd, Coreweave, an AI startup, is set to launch its IPO on Friday. Despite the company labeling a recent default as a technical administrative error, it is noteworthy that the founders have already secured $488 million through sales of ownership prior to the IPO filing. This move happens against a backdrop of slowing AI capital expenditures, which may affect investor sentiment and trading activity surrounding the IPO (source: Edward Dowd).

According to DeepLearning.AI, Alphabet, Amazon, Meta, and Microsoft plan to significantly increase their capital expenditures in 2025, with investments reaching hundreds of billions of dollars in AI infrastructure. This move comes despite the development of more efficient training methods for advanced models, as the demand for computing power continues to rise. This substantial investment indicates a potential growth in AI-related stocks and could influence trading strategies in the tech sector.