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CoreWeave's debt load is becoming a story investors cannot ignore. The AI infrastructure company reported interest expense of six hundred forty million dollars last quarter, two point four times what it paid just one year ago. That kind of acceleration tells you how aggressively the company has levered up to fund its data center buildout, and it raises real questions about the path to profitability as borrowing costs compound faster than revenue can chase them.
Speaking of data centers, Comfort Systems USA is drawing fresh attention from income-oriented investors, with shares sitting more than twenty percent below their all-time high. The company sits squarely in the infrastructure supply chain, providing mechanical, electrical, and plumbing services for the very facilities CoreWeave and its peers are racing to build. At a discount to peak valuation, some analysts see a re-entry point with durable demand underneath it.
And at Apple, the transition is now official. John Ternus took the chief executive chair on Tuesday, stepping into one of the most scrutinized roles in corporate America. The board handed him a three million dollar base salary and a stock award package valued at roughly fifty-five million dollars, with additional grants expected to follow in line with Apple's established pay history for the role.
That's the tape. Markets Desk, signing off the floor.
