Lunchtime Reading Menu

It is that time of the day where one refuels for the back half of the trading day. Here’s a short list for some of the reading I’ll be doing as put my nosh on:

CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default

Nvidia CEO Says There’s No Need to Backstop Troubled CoreWeave

Amazon introduces 2 new AI products from Bee: Bee Frontier and Bee Eclipse

Google’s Universal Cart shopping tool launches in the US

Homeownership Drifts Further Out of Reach as Mortgage Rates Rise

OpenAI’s AI agent platform is used by twice as many companies as Anthropic’s, new VentureBeat survey finds

Position: The Pro Portfolio is long AMZN, GOOGL, NVDA.

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Posted by Chris Versace

With 30 years of cross-industry experience, Chris Versace brings his thematic investing lens to TheStreet Pro Portfolio (formerly Action Alerts PLUS) each day as lead portfolio manager. His daily insights, analysis, and recommendations provide the foundation for TheStreet's Pro Portfolio. Versace began his career in equity research before founding Versace Management in 2005. He joined TheStreet team in 2011 as a Real Money contributor before becoming portfolio manager of Action Alerts PLUS in 2021. He holds an MBA from Fordham Gabelli School of Business and has co-authored a book called “Cocktail Investing - Distilling Everyday Noise into Clear Investing Signals for Better Returns.” With a passion for teaching others about investing, Versace spent 9 years as an Assistant Professor of Finance at NJCU School of Business. When he’s not contributing to TheStreet’s premium services, he can be found speaking at industry conferences or at a Bruce Springsteen concert (he’s seen him 50 times and counting!).

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